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    Annualized Terms and Turnover

    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!! 

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    Comments

    • Contributor

       

       

      You can use beast mode:

      1. 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,

    • 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

       

       

    • Contributor

      Hey Becki,

       

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

      1. 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,

    • 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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