In this blog, we’ll delve into the world of time intelligence in Rubisight , focusing on essential features like MTD (Month-to-Date), YTD (Year-to-Date), WTD (Week-to-Date), and QTD (Quarter-to-Date).
Understanding Time Intelligence:
Time intelligence involves analyzing and comparing data based on different time periods. Rubisight provides robust functionalities to handle time-related calculations effortlessly, aiding in trend analysis, performance tracking, and decision-making.
Let’s calulate Total Sales for Current and previous to-date.
Current MTD - Month-to-Date:
MTD allows you to aggregate data from the beginning of the current month up to the selected date. This feature is invaluable for tracking monthly trends and performance metrics.
You can do calculate by creating separte calculated column for maximum year and then the calculated max year while calculating MTD sales
maxmonth= groupByFixed(, measureName = [Ship Date_Month], aggregationMethod = “max”)
Curr_MTD= True if([Ship Date].month == int([maxmonth])) else False
Previous MTD - Month-to-Date:
Previous MTD allows you to aggregate data from the beginning of last calendar month and ending at the current day of last month. This feature is invaluable for tracking monthly trends and performance metrics.
Similarly,
Prev_month= [max month]-1
Prev_MTD= True if([Ship Date].month == int([maxmonth])) else False
Current YTD - Year-to-Date:
Current YTD aggregates data from the beginning of the current year up to the selected date.
maxyear= groupByFixed(, measureName = [Ship Date_Year], aggregationMethod = “max”)
Curr_YTD= True if([Ship Date].year == int([maxyear])) else False
Previous YTD - Year-to-Date:
Previous MTD allows you to aggregate data refers to the period beginning from the first day of the previous calendar year or fiscal year to the date equivalent to the current day from the previous year.This feature is invaluable for tracking monthly trends and performance metrics.
Similarly,
Prev_Year= [maxyear]-1
Prev_YTD= True if([Ship Date].year== int([maxyear])) else False.
Current WTD - Week-to-Date:
WTD focuses on aggregating data from the start of a specific week up to the current date. It is particularly useful for weekly performance tracking.
maxweekno=groupByFixed(, measureName = [Ship Date_Week number], aggregationMethod = “max”)
WTD=True if([Order Date_Week number] == int([maxweekno])) else False
Previous WTD - Week-to-Date:
WTD focuses on aggregating from the start of the week that precedes the current week up to the current date.
prevweekno=[maxweekno]-1
Prev_WTD=True if([Order Date_Week number] == int([prevweekno])) else False
Current QTD - Quarter-to-Date:
QTD aggregates data from the beginning of the current quarter up to the selected date. It aids in assessing quarterly trends and performance metrics.
maxQuater=groupByFixed(, measureName = [Ship Date_Quarter], aggregationMethod = “max”)
Curr_QTD=True if([Ship Date_Quarter] == int([maxQuater])) else False
Previous QTD - Quarter-to-Date:
QTD aggregates data from the beginning of the current quarter up to the selected date. It aids in assessing quarterly trends and performance metrics.
prev_Quater=[maxQuater]-1
Prev_QTD=True if([Ship Date_Quarter]== int([prev_quarter])) else False