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Some guidance needed.... Expand / Collapse
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Posted Monday, March 25, 2013 8:54 AM
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I am wondering how I should go about handling weighted by month calculations for a trending report. Currently, I just use (total/<month>) * 12 to get the trending number.

Info:
I work at a law firm where all the attorneys have a target number for the year. Based on historical numbers by month, each month is weighted (the tendency is that they close more towards the end of the year so it is weighted heavier).

As a stop gap (due to time limitations), I am going to use static numbers until I can create something to calculate the weight 'on the fly'.

So my questions is, should I do the calculations in the expresion on report or with T-SQL in SELECT statement?

How should I handle cumulative weighted total?

These are the static percent numbers by month:
(0.04, 0.06, 0.09, 0.08, 0.09, 0.08, 0.09, 0.09, 0.08, 0.09, 0.08, 0.13)

Post #1434953
Posted Monday, March 25, 2013 9:20 AM


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It seems like maybe this should be in a query instead of the report. Then you don't need any sort of stop gap due to time limitations. Create a table for MonthWeights and do it right. It will probably take less time than some hard coded messy case expression anyway.

create table MonthWeights
(
MonthNum int primary key,
WeightMultiplier numeric(5,2)
)

insert MonthWeights
select 1, 0.04 union all
select 2, 0.06 union all
select 3, 0.09 union all
select 4, 0.08 union all
select 5, 0.09 union all
select 6, 0.08 union all
select 7, 0.09 union all
select 8, 0.09 union all
select 9, 0.08 union all
select 10, 0.09 union all
select 11, 0.08 union all
select 12, 0.13

Now just join to it and use the value in your calculation.


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Post #1434977
Posted Monday, March 25, 2013 9:31 AM
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Thanks for taking the time to repond.

I was thinking along those lines too just wasn't sure if that was the best method. When I create the 'on the fly' calculation, I can just use that table....

Thanks again, have a good day!

Post #1434981
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