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# Reporting Period

Posted on 2013-01-27
Medium Priority
167 Views
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;
&#9;

/*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
``````
Deleted by Netminder, no points refunded:  10/21/2013 8:40:21 PM
http://www.experts-exchange.com/R_24694.html
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Question by:dfn48
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LVL 35

Accepted Solution

James0628 earned 2000 total points
ID: 38830165
I'm probably not going to be able to help, because I don't recognize that code, but, FWIW, some more info might be helpful to others, so they don't have to guess/assume.

What programming language (and maybe db) are you using?

When you say that your "code is not working", what does it do?  Do you get an error or incorrect results or something else?  If it's incorrect results, what's wrong with them?

Just trying to help get the ball rolling.

James
0

LVL 35

Expert Comment

ID: 38834370
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
0

LVL 14

Expert Comment

ID: 38846250
i'm lost tracing thru your code... could you provide the table structure at least of the input table and preferable the output table?
0

LVL 35

Expert Comment

ID: 39574325
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
0

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