Friday, 14 November 2014

Display Data of Last 4 Quarters

Requirement is to display data of last 4 Quarters,8 Quarters when user select Quarter from Dashboard Prompt,  Quarter format is 2014 Q 4 , 2013 Q 3 etc.

Steps:
First we will create a report(Control Report) which will give previous quarters data ,This Control report Columns will be called in Dashboard Report

Control Report:

















Column Formula of "Year Quarter"
User will select from Prompt

Column Formula of  "4 Quarter Ago" 
CASE WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='1' THEN CAST((CAST("Time"."Year" AS INTEGER)-1) AS VARCHAR(4))||' Q 1'  WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='2' THEN CAST((CAST("Time"."Year" AS INTEGER)-1) AS VARCHAR(4))||' Q 2' WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='3' THEN CAST((CAST("Time"."Year" AS INTEGER)-1) AS VARCHAR(4))||' Q 3'  ELSE CAST((CAST("Time"."Year" AS INTEGER)-1) AS VARCHAR(4))||' Q 4' END

Column formula of "8 Quarter Ago"
CASE WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='1' THEN CAST((CAST("Time"."Year" AS INTEGER)-2) AS VARCHAR(4))||' Q 1'  WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='2' THEN CAST((CAST("Time"."Year" AS INTEGER)-2) AS VARCHAR(4))||' Q 2' WHEN SUBSTRING("Time"."Year Quarter",8,1 ) ='3' THEN CAST((CAST("Time"."Year" AS INTEGER)-2) AS VARCHAR(4))||' Q 3'  ELSE CAST((CAST("Time"."Year" AS INTEGER)-2) AS VARCHAR(4))||' Q 4' END

We now will call this report(Control Report)  in our Dashboard Report:
Filter in the Dashboard report is based on Control Report:

Dashboard Report:

















Dashboard Prompt is below :

















Below is the Dashboard when report and Prompt are taken place:





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