Periodic Operators
About Periodic Operators
Periodic operators aggregate
values over a period of time.
If you assign a periodic
aggregated item to a visualization or report object that contains
dates, the aggregated item displays the aggregated values for each
time period in the visualization or report object.
In a visualization or
report object that does not contain dates, the aggregated item displays
values that use today’s date as a reference. If the date data
item for the operator does not contain data for the interval that
contains today’s date, then the operator returns missing values.
Periodic operators are
evaluated using time intervals. Intervals specify whether the aggregation
is applied on a monthly basis, a quarterly basis, and so on. You can
specify a specific interval, or you can specify that the interval
is inferred. For an inferred interval, the aggregation is evaluated
based on its context in the visualization or report object. For example,
if your visualization contains a bar chart of sales by month, then
the inferred interval is monthly.
Note: Periodic operators return
a missing value in the following scenarios:
-
Data does not exist for the specified time period.
-
The date data item for the period calculation does not match the date data item in the visualization or report object. You must use the same date data item or a duplicate data item that is based on the same data item.
-
The interval for the operator is smaller than the interval of the date format in the visualization or report object (for example, if your interval is by month, but the date format is Year).
-
For operators that use inner and outer intervals, the inner interval is larger than the outer interval.
-
The inferred interval is by week of the year or by an interval smaller than a day.
-
The inferred interval is by day for any operator that has an offset other than 0.For the explorer, the ParallelPeriod and RelativePeriod operators always return a missing value when the inferred interval is by day.
CumulativePeriod
The CumulativePeriod
operator returns aggregated values for a period of time, including
the previous periods within a larger period of time (for example,
the year-to-date total).
Parameters for the CumulativePeriod Operator
| 1 | The aggregation that is applied to the measure. |
| 2 | The measure to aggregate over time. |
| 3 | The date data item for the period calculation. Only data items whose formats specify year are available. |
| 4 | The
inner interval for which the values are aggregated. For example, specify
_ByMonth_ as the inner interval and _ByYear_ as the outer interval
to aggregate the year-to-date values for each month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 5 | The
outer interval that provides the context for the cumulative aggregation.
For example, specify _ByMonth_ as the inner interval and _ByYear_
as the outer interval to aggregate the year-to-date values for each
month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 6 | The
number of outer intervals to offset from the current period. 0 specifies
that the period from the current outer interval is used. A negative
value indicates a previous interval.
For example, if your
inner interval is by month and your outer interval is by year, then
-1 specifies the year-to-date monthly values for the previous year.
|
| 7 | The
scope for the period. The scope specifies how much of each period
is aggregated.
Select one of the following:
_Full_
aggregates the values
for the entire period.
_ToDate_
aggregates only the
values up to a specific day of the outer interval.
_ToToday_
aggregates only the
values up to the equivalent of today’s position in the current
interval. For example, if today is the 40th day of the quarter, and
the outer interval is by quarter, then only the values up to the 40th
day of each quarter are used.
The value for today
is evaluated dynamically whenever the aggregated item is viewed in
a visualization or report object.
|
| 8 | If
you select _ToDate_ as the scope, then select the date that is used
to subset each period.
For example, if you
select 09NOV2013, and the outer interval is by year, then only the
values up to November 9 of each year are used in the aggregation.
|
For example,
CumulativePeriod(_Sum_, 'Expenses'n, 'Date'n, _ByMonth_, _ByYear_, 0, _Full_)aggregates the sum of year-to-date monthly values for the Expenses measure using date values from the Date data item.
ParallelPeriod
The ParallelPeriod operator
returns aggregated values for a period of time that is parallel to
the current period (for example, the same month of the previous year).
Parameters for the ParallelPeriod Operator
| 1 | The aggregation that is applied to the measure. |
| 2 | The measure to aggregate over time. |
| 3 | The date data item for the period calculation. Only data items whose formats specify year are available. |
| 4 | The
inner interval for which the values are aggregated. For example, specify
_ByMonth_ as the inner interval to aggregate the values for each month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 5 | The
outer interval that provides the context for the parallel period aggregation.
For example, specify _ByMonth_ as the inner interval and _ByYear_
as the outer interval to aggregate the monthly values for a different
year.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 6 | The
number of outer intervals to offset from the current period. 0 specifies
that the period from the current outer interval is used. A negative
value indicates a previous interval.
For example, if your
inner interval is by month and your outer interval is by year, then
-1 specifies the monthly values for the previous year.
|
| 7 | The
scope for the period. The scope specifies how much of each period
is aggregated.
Select one of the following:
_Full_
aggregates the values
for the entire period.
_ToDate_
aggregates only the
values up to a specific day of the outer interval.
_ToToday_
aggregates only the
values up to the equivalent of today’s position in the current
interval. For example, if today is the 40th day of the quarter, and
the outer interval is by quarter, then only the values up to the 40th
day of each quarter are used.
The value for today
is evaluated dynamically whenever the aggregated item is viewed in
a visualization or report object.
|
| 8 | If
you select _ToDate_ as the scope, then select the date that is used
to subset each period.
For example, if you
select 09NOV2013, and the outer interval is by year, then only the
values up to November 9 of each year are used in the aggregation.
|
For example,
ParallelPeriod(_Sum_, 'Expenses'n, 'Date'n, _ByMonth_, _ByYear_, -1, _Full_)aggregates the sum of monthly values for the Expenses measure for the previous year using date values from the Date data item.
Period
The Period operator
returns aggregated values for a period of time (for example, the current
month).
Parameters for the Period Operator
| 1 | The aggregation that is applied to the measure. |
| 2 | The measure to aggregate over time. |
| 3 | The date data item for the period calculation. Only data items whose formats specify year are available. |
| 4 | The
interval for which the values are aggregated. For example, specify
_ByMonth_ as the interval to aggregate the values for each month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
For example,
Period(_Sum_, 'Expenses'n, 'Date'n, _ByMonth_)aggregates the sum of monthly values for the Expenses measure using date values from the Date data item.
PeriodWithDate
The PeriodWithDate operator
returns aggregated values for a specific, constant period of time
(for example, the month that includes 15OCT2013).
Parameters for the PeriodWithDate Operator
| 1 | The aggregation that is applied to the measure. |
| 2 | The measure to aggregate over time. |
| 3 | The date data item for the period calculation. Only data items whose formats specify year are available. |
| 4 | The
interval for which the values are aggregated. For example, specify
_ByMonth_ as the interval to aggregate the values for each month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 5 | The reference date for the period aggregation. |
For example,
PeriodWithDate(_Sum_, 'Expenses'n, 'Date'n, _ByMonth_, '15OCT2013'd)aggregates the sum of monthly values for the Expenses measure using date values from the Date data item.
RelativePeriod
The RelativePeriod operator
returns aggregated values for a period of time that is relative to
the current period (for example, the previous month of the same year).
Parameters for the RelativePeriod Operator
| 1 | The aggregation that is applied to the measure. |
| 2 | The measure to aggregate over time. |
| 3 | The date data item for the period calculation. Only data items whose formats specify year are available. |
| 4 | The
interval for which the values are aggregated. For example, specify
_ByMonth_ as the interval to aggregate the year-to-date values for
each month.
Select one of the following:
_Inferred_
specifies that the
interval is determined automatically from the visualization or report
object that displays the aggregated item.
_ByMonth_
specifies a monthly
interval.
_ByQuarter_
specifies a quarterly
interval.
_ByYear_
specifies a yearly
interval.
|
| 5 | The
number of intervals to offset from the current period. 0 specifies
that the period from the current interval is used. A negative value
indicates a previous interval.
For example, if your
interval is by month, then -1 specifies the monthly values for the
previous month.
|
| 6 | The
scope for the period. The scope specifies how much of each period
is aggregated.
Select one of the following:
_Full_
aggregates the values
for the entire period.
_ToDate_
aggregates only the
values up to a specific day of the interval.
_ToToday_
aggregates only the
values up to the equivalent of today’s position in the current
interval. For example, if today is the 40th day of the quarter, and
the outer interval is by quarter, then only the values up to the 40th
day of each quarter are used.
The value for today
is evaluated dynamically whenever the aggregated item is viewed in
a visualization or report object.
|
| 7 | If
you select _ToDate_ as the scope, then select the date that is used
to subset each period.
For example, if you
select 09NOV2013 and the outer interval is by quarter, then only the
values up to the 40th day of each quarter are used in the aggregation.
|
For example,
RelativePeriod(_Sum_, 'Expenses'n, 'Date'n, _ByMonth_, -1, _Full_)aggregates the sum of monthly values for the Expenses measure for the previous month using date values from the Date data item.
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