Some guidance needed....

Question

Some guidance needed....

Paul Morris-1011726

SSCommitted

Points: 1879
More actions
March 25, 2013 at 8:54 am

#270371

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)

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Sean Lange SSC Guru Points: 286573 More actions · Answer 1

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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Paul Morris-1011726 SSCommitted Points: 1879 More actions · Answer 2

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!