Annualized Terms and Turnover

user02149
user02149 Member
in Archive

Good Morning,

 

We have a turnover card that currently shows the YTD Turnover % along with the YTD terminations. 

 

When calculating the annualized projected terms and turnover, I have used the YEARFRAC calculation in Excel. I'm not sure what I will need to do to recreate that column here in Domo. 

 

Here's an example of the formula I would use in Excel to get the Annualized Projections:

 

Current Terms: 64

Today's Date: 5/17/18

Start of Year(1/1/18) 

     YEAR FRAC(Start of Year, Today's Date) {would return, .37777)

So to get the annualized terms I would take 64/.37777 {would return 169.411} 

 

 

Current Terms/(YearFrac(StartofYear,TodaysDate,))

 

Thanks in advance for help!! 

Comments

  • rahul93
    rahul93 Contributor

     

     

    You can use beast mode:

    Current Terms/
    (Datediff(STR_TO_DATE(concat('01/01/',YEAR(Current_Date()))),Current_Date())/DATEDIFF(STR_TO_DATE(concat('01/01/',YEAR(Current_DATE()))), STR_TO_DATE(concat('31/12/',YEAR(Current_Date)))))



    Note: I assumed that Current Terms is a field in your dataset.


    Let me know if it works or not,

  • user02149
    user02149 Member

    Hi Rahul, 

     

    Right now the YTD terms are being figured by using this beast mode in the data set: 

     

    Case when YEAR(`dateOfTermination`)= YEAR(CURRENT_DATE()) then 1 Else 0
    End

     

    What would be the best way to input that into the formula you gave me? 

     

    Thank you!

    Becki

     

     

  • rahul93
    rahul93 Contributor

    Hey Becki,

     

    I am not sure what you mean by YTD terms if its Current Terms then the formula could possibly be:

    SUM(Case when YEAR(`dateOfTermination`)= YEAR(CURRENT_DATE()) then 1 Else 0
    End)/
    (Datediff(STR_TO_DATE(concat('01/01/',YEAR(Current_Date()))),Current_Date())/DATEDIFF(STR_TO_DATE(concat('01/01/',YEAR(Current_DATE()))), STR_TO_DATE(concat('31/12/',YEAR(Current_Date)))))

     I am not sure if this will work or not. Please let me know,

  • user02149
    user02149 Member

    Hi there,

     

    Hmm it didn't work. I'm not sure what would be helpful for you to see. Here's a snap shot of the top of the card, and the beast mode that's calculating the second column as a sum for the total YTD terms. 

     

    Screen Shot 2018-05-17 at 3.36.38 PM.pngScreen Shot 2018-05-17 at 3.36.33 PM.pngScreen Shot 2018-05-17 at 3.31.33 PM.png

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