If date falls within the current month

MThebeau
MThebeau Member
in Beast Mode

I am trying to calculate the # of visits (that a therapist does) per working day against a goal of how many visits per day we budgeted them to do in a month. I am running into an issue with the calculation for the current month.

For example, the goal for June was 22 visits a day and we had 733 visits in the month of June and 22 working days in the month. So I have 733 visits/ 22 working days to get me 33.12 visits per day and a variance of 11.32 vs our goal of 22.

But July is currently happening so it does not make sense to divide it by the total number of working days in the month, it needs to be the number of working days passed this month. I have another beast mode to calculate that and it is working to show me how many days we are in to the current month.

What I cant figure out is the proper beast mode for:

case when todays date is apart of the month of date, then divide it by business days into the month

else divide it by total working days in a month

or an alternative would be to get the calculation for the business days into the month to calculate it based on the date column vs todays date (so it would show 22/22 days into June and 15/22 days into July), but I also am unsure how to do that.

Any suggestions?

Screenshot 2023-07-21 143137.png
Screenshot 2023-07-21 143122.png

Answers

  • ColemenWilson
    ColemenWilson Coach
    edited July 2023

    Would something like this work:

    CASE WHEN DATE_FORMAT(`datefield`,'%m/%Y') = DATE_FORMAT(CURRENT_DATE(),'%m/%Y') THEN partial month logic ELSE full month logic END

    Basically, if the date if part of the current month then do a partial month calculation.

    If I solved your problem, please select "yes" above

  • MThebeau
    MThebeau Member

    Ohh I had not tried that yet, and sounds like it should work, but I am getting a calculation error on it.

    Screenshot 2023-07-21 145523.png

  • ColemenWilson
    ColemenWilson Coach

    Wouldn't you just want MAX for both of the working days in month denominators?

    If I solved your problem, please select "yes" above

  • MThebeau
    MThebeau Member

    The error was the SUM that is in black still but still did not get it right for me. Max is correct though.

  • MichelleH
    MichelleH Coach

    @MThebeau I would recommend restructuring your formula so that @colemenwilson's case statement resides within the denominator sum to ensure that all your conditions have the same granularity. Also MagicETL actually has a function in formula editor called DATE_WORKING_DIFF that calculates number of working days between two dates, so I would use that to hard-code the number of working days to date in the current month like this:

    DATE_WORKING_DIFF(CURRENT_DATE(),CURRENT_DATE() - DAY(CURRENT_DATE()) + 1)

    Then you can reference that new column in the final beast mode like this:

    sum(`Total Billable Hours`)
/
sum(
  case 
    when LAST_DAY(`Date`) = LAST_DAY(CURRENT_DATE()) then `MTD Working Days`
    else `Working Days in Month`
  end
)

  • Aditya_Jain
    Aditya_Jain Contributor

    @MThebeau

    You could try this-

    CASE
    WHEN
    CONCAT(YEAR('YourDateField'),MONTH('YourDateField')) = CONCAT(YEAR(CURDATE()),MONTH(CURDATE()))

    THEN
    DAYOFMONTH(CURDATE()) - 'holidaysforthatmonth'
    ELSE
    'your working days in the month'

    END

    Try this logic out - this is just the logic part, the syntax would vary based on your dataset fields.
    Let us know if this does not work

    'Happy to Help'
  • Jenna
    Jenna Member

    I am trying to do something similar, but I am wanting to use my current month's data/working day to project the total visits for next month. The formula I have below is how im calculating current month:

    (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/BDVariable

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