Link to home
Start Free TrialLog in
Avatar of dfn48
dfn48

asked on

Reporting Period

Need help to create 12-month running total by customer_id which include the following:
1.  MonthlyTotal
2. Monthly Percentage,
3. Previous Month total,  
3.  YTD
4 . YTD Percentage


Below is an example of what I am trying to accomplish. Within the example there are customer_id , 23 and 24. Each row of data represents one month along with sales amount. The variable I would like to calculate is the "sales_amout", which is the 12 month running total within the customer_id. As you can see, the first 12 "sales_amount" is blank because there hasn't been 12 months of data yet.


this Data table for example is a short list of 12 months of data:

customer_id        Month                    Sales_Amount

23                         01JAN2013

23                         02JAN2013

23                         03JAN2012

24                         01DEC2012            10.00
                                      .
24                         02DEC2012             30.00

24                         03DEC2012             50.00    


Here is my code  and code is not working:
Data TOTAL_SALES; 
Set SALES; /** allows first. and last. processing **/
By customer_id  month prev_month; 

RETAIN total 0 monthTotal 0  month1 – month12  prevmonth_tot 0;

if sales_amount = . then delete;
/* month 1 though  month 12*/
         ARRAY sales_amount {12} $ month1-month12;
         
        IF first.sales_amount THEN do;
           do i = 1 to 12;
              sales(i)='';
            end;
        end;
        n+1;
         sales(n)=sales_amount;
        IF last.customer_id THEN do n=0; output; end;
	       

 
/*Month Total*/
month_total + sale_amount;
total + sale_amount;
total = sum(of month1 – month12);
 total + sales_amount
if FIRST.customer_id then monthTotal = 0      ; 
if LAST.customer_id then output ; 

/*Month Percentage*/
month/month
pct=sales_amount/total


/*previous month*/

Array mths {12} month1 – month12;
do i = 2 to 12;

index1 = month(date); /** extract month from date value **/
mths{index1} = mths{index1} + sales_amount;

if first.customer_id{i} then do prevmonth_tot{i} =0;
if Last.customer_id{i} then output;


/*YTD*/

Array months {12} month1 – month12;

index2 = month(date); /** extract month from date value **/
months{index} = months{index} + sales_amount;
if last.customer_id then do; /** last observation for customer **/
YTD_total = sum(of month1 – month12); /** year-to-date total **/
output; /** output one observation per customer **/
do i = 1 to 12;
months{i} = 0; /** reset to zero for next customer **/
end;
end;


/*YTD* Percentage*/
do i=12;
ytd = (i)/total

Open in new window

Deleted by Netminder, no points refunded:  10/21/2013 8:40:21 PM
https://www.experts-exchange.com/R_24694.html
ASKER CERTIFIED SOLUTION
Avatar of James0628
James0628

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of James0628
James0628

aikimark,

 Thanks.  I saw that in the "tags", but I haven't used it, so I didn't know if that answered the "code" or db question.  And that still leaves the question about what, exactly, "not working" means.

 James
i'm lost tracing thru your code... could you provide the table structure at least of the input table and preferable the output table?
I doubt that my comment was the solution.  You could just ask to have the question deleted, especially considering how long it's been.

 James