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Summarise dates into months

Former Member
0 Kudos

Hi, I have transactional data that I can display on my report on a day by day basis eg:/

01/01/01 2353.45

02/01/01 1458.54

03/01/01 4584.32

I would like to display monthly totals on the report like such

Jan 01 52000.00

Feb 01 45858.44

Mar 01 54488.44

What is the easiest way to do this, is it a universe design solution or a webi function?

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

You could do both, but in the universe would be better if you intend using the dimension for other reporting.

In the universe you could simply edit the object and go to the properties tab and click on the "Automatic Time Hierarchy" that will create a Year, Month and Quarter detail object based on the date;

OR

Create your own object in the Year-Month format that you want

OR

If you have a day dimesion table, a field should be available, else create one

OR in Webi, create a variable to exctract the year and month form the date object you have in your query.

By dragging these onto the report, the data will be summarised accordingly.

Answers (1)

Answers (1)

amrsalem1983
Active Contributor
0 Kudos

GAVIN, as jacques told you

you have two ways,

1 - do it at the universe level, so it will be avaialable to all the users who will need this dimension later.

2 - do it as the Webi Report in a simple way

=Year([Date])+"/"+Month([Date])

good luck

Former Member
0 Kudos

Thanks for both your replies.