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Questions [Solved] Using Weekly Instead of Daily, Monthly, or Yearly

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by Tim Rodman 7 years ago
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Casey Hope
Posts: 25
 Casey Hope
Topic starter
March 7, 2019 3:57 pm
(@casey-hope)
Member
Joined: 7 years ago

I am working on a GI that shows returns for the year by day and or by month, but I was wondering if there was a way to accomplish by showing returns by each week to get a weekly percentage. 

Thanks,


Topic Tags
Acumatica Generic Inquiry
4 Replies
Royce Lithgo
Posts: 557
 Royce Lithgo
March 7, 2019 5:11 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Perhaps you need to start thinking about Power BI for all your advanced reporting needs. I did, and I've never looked back. GI can only do so much.

I am not aware of any function in GI to determine current week.

In Power BI you would solve it via a date table. I guess you could do something similar in Acumatica if you can create a new table.


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
March 16, 2019 9:31 pm
(@timrodman)
Famed Member
Joined: 11 years ago

I also like the idea of Power BI for this.

The only thing I can think of within Acumatica would be to use the DateInfo table, specifically the DateInfo.WeekEnding field.


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Hazen Metro
Posts: 31
 Hazen Metro
March 20, 2019 10:23 am
(@hazenm)
Eminent Member
Joined: 6 years ago

You could create a "Week Start Date" column using:

= DateAdd( [SOLine.OrderDate], 'd',1-IIf( DayOfWeek( [SOLine.OrderDate]) = 1 , 7, DayOfWeek( [SOLine.OrderDate])-1 ))
Then turn your data into a pivot table. Make sure that your pivot table field for the week start date is formatted to: yyyy/MM/dd - in this way you can sort correctly by date. 

This is working off our line item data, but you could replace line date with whatever date you were working with. I did steal this from our Kensium developers, just so I'm not taking all the credit 😉

 


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
March 30, 2019 11:25 am
(@timrodman)
Famed Member
Joined: 11 years ago

Nice Hazen!


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