How can I calculate Current Month's Visits/Working Day * Next Month's Working Days?

Jenna

The picture is of my current card. I want to use April's Current Visits/BD (Work day) * May's Work Days to get May's Projected Visits, same for at least a 3 month projection. I have tried different forecasting options in the card and am not getting May's Data or correct projections for the other data. The Arrived and Budgeted Data shown is calculated in the ETL Directly. The Interval Formulas I have tried, do not calculate the next month's data how I need. Is there a solution in Beast mode to use the calculation below to project by month for the next 3 months?

The Current Visits/BD calculation is:

(SUM(case when Appointment Status = 'Arrived' then Visit Count end) / (MAX(COUNT(DISTINCT case when Appointment Status = 'Arrived' then Billable Date end)) over (partition by Appointment Start Date))) + Visits/BD

The Current Visits Interactive calculation is:

SUM(case when Appointment Status = 'Arrived' then Visit Count end) +

(((SUM(case when Appointment Status = 'Arrived' then Visit Count end) / (MAX(COUNT(DISTINCT case when Appointment Status = 'Arrived' then Billable Date end)) over (partition by Appointment Start Date))) + Visits/BD)
*
((max(Count of Billable Day) over (partition by Appointment Start Date)) - ((MAX(COUNT(DISTINCT case when Appointment Status = 'Arrived' then Billable Date end)) over (partition by Appointment Start Date)))))

ArborRose

Argh. I was trying to stay off the forum so others can answer. But I recently had to solve this for myself.

I created an ETL with an aggregate tile grouped by whichever fields were needed. With the visits in an aggregate and the amounts in another aggregate:

The trick here is the count distinct values.

Then AFTER this group by step. Another group by step. Calculating current year and previous year…Year To Date. If you don't want YTD, remove the third line that has the less then equals.

CY YTD Visits

sum(
case when YEAR(date) = YEAR(CURRENT_DATE())
and tdate <= CURRENT_DATE()
then visits else 0 end
)

PY YTD Visits

sum(
case when YEAR(date) = YEAR(DATE_ADD(CURRENT_DATE(),-365))
and date <= DATE_ADD(CURRENT_DATE(),-365)
then visits else 0 end
)

I had a lot of formulas for quarter, month, etc. I did those calculations after my group by steps.

ArborRose

Argh. I was trying to stay off the forum so others can answer. But I recently had to solve this for myself.

I created an ETL with an aggregate tile grouped by whichever fields were needed. With the visits in an aggregate and the amounts in another aggregate:

The trick here is the count distinct values.

Then AFTER this group by step. Another group by step. Calculating current year and previous year…Year To Date. If you don't want YTD, remove the third line that has the less then equals.

CY YTD Visits

sum(
case when YEAR(date) = YEAR(CURRENT_DATE())
and tdate <= CURRENT_DATE()
then visits else 0 end
)

PY YTD Visits

sum(
case when YEAR(date) = YEAR(DATE_ADD(CURRENT_DATE(),-365))
and date <= DATE_ADD(CURRENT_DATE(),-365)
then visits else 0 end
)

I had a lot of formulas for quarter, month, etc. I did those calculations after my group by steps.