Reporting Financial Ratings
Sep 10, 2007
I'm running into 'CLS-compliance' problems trying to use characters such as "+" and "-" as reporting fields. For example, Standard and Poors ratings have these characters to indicate a notch between main letter rating categories. I have reports that need to display distributions of these various ratings in column charts. However, the X axis labels refuse to print because of these characters!
Any suggestions? This is an awfully common type of labelling in this business!
Thanks
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Jul 20, 2005
I want to monitor any suspicious financial transaction which takeplace in a bank through electronic transfer.There are three tables Customers, Account and transaction_type.How can I write a SQl to report the following:Detect an outbound Electronic transfer that is unusually high,compared to a set threshold.For each customer, generate alerts if any outbound Electronic Transferexceeds threshold.Detect Electronic Transfer that are high, compared to a set threshold.For each customer, generate alerts if any set of last 5 outboundElectronic Transfers exceeds the set threshold.Detect Electronic Transfer that are high, compared to historicalbehavior of the customer.For each customer, generate alerts if any set of last 5 ElectronicTransfer (the average of all sets of 5 outbound Electronic Transfer +2standard deviation points)
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Jun 28, 2015
I have a requirement to display the count of project data by their status (On Hold, In Progress, Pre-concept and Closed) for the current FY and Last FY based on column 'Financial Year' and 'Project Status'.
Financial Year column has a value in the following format (FY2011-12, FY2012-13, FY2013-14,FY2014-15, FY2015-16,FY2019-20 ,FY2020-21,FY2021-22)
I need to set the financial year value dynamically in above format for the last and current year (FY2013-14, FY2014-15) based on today's date and Financial Year is from July to Jun. For example,
When today's date is 28-06-2015 then it should set the current FY as FY2014-15 and Last Financial Year as FY2013-14When today's date is 28-06-2021 then it should set current FY as FY2020-21 and Last Financial Year as FY2019-20
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Jul 21, 2013
I have a program which brings in Skill ratings for an assesmnet people with the title of "Worker have to take aolng with a file number they are assigned. The program also being in the reporting line that each worker is a part of.
SELECT distinct
o.VP,
o.AVP,
o.Director,
o.Supervisor,
o.Worker,
bs.File_NBR,
[Code] ....
The rating levels are 1 through 5. What I need to do is to do is create a table that shows the count and percentage of each rating giving to the workers for each skill grouped by Vp, AVP, Supervisor and Director. So all the works that are Ultimately under a AVP and all the wokers that are Ultimately under a director and so on.
NameRoleSkillCount of % of Count of % of
Rating 1 Rating 1 Rating 2 Rating 2
Gerald VPA1100 29% 13033%
Gerald VPB195 28% 9524%
Gerald VPB2120 35% 7018%
Gerald VPB330 9% 10025%
KimVPA1
KimVPB1
KimVPB2AND SO ON
[Code] ....
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Aug 11, 2013
I would like to create a database & save to that data base the ratings of articles that are given by the users.
(I want to create a recommendation system.)
I am using joomla! How do I do this ?
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Oct 26, 2006
Does anyone know of a way to use a funtion for returning records based on fiscal reporting periods like Quickbooks uses for example "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year". While I realize that I can create a very long date time parsing routine for this but it is not very elegant or useful. I thought there might be a way to do this already with an existing function.I have created a stored procedure that I pass a @ViewRange Parameter to and it returns the records that I want but I need this ability in several procedures and wanted to turn it into a stored procedure.IF @ViewRange = 'This Month' SELECT TOP 20 Customer.LastName AS Customer, SUM(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE (MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP)) AND (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY SUM(Sales.AmtCharge) DESC;IF @ViewRange = 'Last Month' SELECT TOP 20 Customer.LastName AS Customer, Sum(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE(MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP) - 1) And (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY Sum(Sales.AmtCharge) DESC; Any ideas?
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Sep 22, 2006
how can you store a financial year in sql 2005
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Apr 10, 2002
Do we have any builtin functions in SQL Server for certain financial calculations. For eg., like the PV, FV functions in VB
If not, how else do we achieve this thru' a SQL Server stored procedure?
Thanks in advance,
Siva
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Dec 4, 2007
I have a transaction file with Company_code,Gl_code,Amount,Transaction_Date
I want to sum the amount based on a Company_Code,Glcode for every financial quarter(01/04/2007-30/06/2007,01/07/2007-30/09/2007 and so on).
Expected Output
Company_Code,Gl_code,Quarter_1,Amount_1,Quarter_2,Amount_2,Quarter_3,Amount_3,Quarter_4,Amount_4
Regards
Nirene
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Aug 17, 2006
Hi everybody,
Does anyone have financial functions to be run in SQL Server 2000? For example, future value, interest rate, payments, and so on. Or where can I find them on Internet?
Thanks in advance
Jaime
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Feb 28, 2007
How can I select data between a financial year. The financial year begin in july(7) and end in june(6).
Lets say I want all data between the begining of financial year (7) to January (1)
so I would select all data between 7 and 1. (6 months period)
and lets say I want all data between the beginning of financial year(7) to october (10) so I would just select all data between 7 and 10. (3 months period).
Below is data from a customer table.
Customer Name Month
----------------------------------------------------
APPADENE FOREST PRODUCTS7
APPADENE FOREST PRODUCTS8
APPADENE FOREST PRODUCTS9
APPADENE FOREST PRODUCTS10
APPADENE FOREST PRODUCTS11
APPADENE FOREST PRODUCTS2
APPADENE FOREST PRODUCTS3
APPADENE FOREST PRODUCTS4
APPADENE FOREST PRODUCTS5
APPADENE FOREST PRODUCTS6
BLUELEAF CORPORATION PTY LTD3
BLUELEAF CORPORATION PTY LTD4
BLUELEAF CORPORATION PTY LTD5
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
WESPINE INDUSTRIES PTY LTD3
WESPINE INDUSTRIES PTY LTD4
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
BLUELEAF CORPORATION PTY LTD6
WESPINE INDUSTRIES PTY LTD8
WESPINE INDUSTRIES PTY LTD9
WESPINE INDUSTRIES PTY LTD11
WESPINE INDUSTRIES PTY LTD12
NANNUP TIMBER PROCESSING PTY LTD3
WESPINE INDUSTRIES PTY LTD1
NANNUP TIMBER PROCESSING PTY LTD4
NANNUP TIMBER PROCESSING PTY LTD5
NANNUP TIMBER PROCESSING PTY LTD6
WESPINE INDUSTRIES PTY LTD3
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Sep 10, 2004
I know, it's a job posting site, but our company is urgently looking for an expert senior level sql server DBA who can be rated as 9.5 out of 10 in sql server dba activities who are hard to find! Top hourly pay on a long contract in East Coast! so anyone interested? please rush resume to MessageDBfan@yahoo.com
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Feb 28, 2015
I have a table which can be downloaded from the link below. The table contains property Market Rent and period the new rent is applicable. I need to generate a report with parameter ( year and month) so when the user inputs year and month the associated market rent amount for that month is listed.
For example if the 1st market rent update was done in June 2014 ( $300) and the 2nd in Dec 2014 $(350), the property market rent from June to Nov should be $300 and from Dec 2014 till the next rent update $350. So if user inputs year 2014 and month August, the amount is $300 and if the user enters the year 2015 and month March amount is $350
[URL] ....
Below is the table with sample data
DECLARE @table TABLE ( PropCode INT ,PropStartDate DATE ,PropEndDate char(10) ,PropRentStartDate DATE ,PropRentEndDate DATE ,MarketRent INT)
INSERT INTO @table (PropCode,PropStartDate, PropEndDate,PropRentStartDate,PropRentEndDate, MarketRent) VALUES
(2718, '2013-01-30', 'NULL', '2012-11-29', '2013-07-21', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-07-22', '2013-11-24', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-11-25', '2014-06-14', 289.20) ,(2718, '2013-01-30', 'NULL', '2014-06-15', '2014-11-30', 299.18) ,(2718, '2013-01-30', 'NULL', '2014-12-01', '2015-01-02', 299.18) ,(2718, '2013-01-30', 'NULL', '2015-01-03', '2050-01-01', 310.00) ,(3901, '2014-05-27', 'NULL', '2014-06-09', '2014-11-30', 400.00) ,(3901, '2014-05-27', 'NULL', '2014-12-01', '2050-01-01', 400.00) ,(3960, '2014-10-31', 'NULL', '2014-11-05', '2016-11-05', 470.00)
Select * from @table
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Feb 4, 2015
I have a table with 3 fields: Contract_No, Start_Date, End_Date. I need to calculate how many of the days between the Start and End dates fall within each financial year (FY) beginning 1st April and ending 31st March.
So for example if the Contract Start_Date is 26/01/2012 and the End_Date is 20/05/2012 or is null then the number of days for 2012 FY is 49 (counting from 01/04/2012 to 20/05/2012).
If the End_Date is null for the same contract, then the number of days for 2012 FY would be 365.
Since the contract period from Start_Date to End_Date might span more than one or even several FY I need to be able to show this in columns seperately for each FY. What is the best way of achieving this?
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Aug 19, 2006
I'm trying to create a query to return Open, Close, Max and Min Price for each 1 minute interval. Source data has two fields - Price, and Datestamp at 5 second intervals.
I can calculate the Max and Min (below) and set the datestamp to the middle of the interval, but get stuck on how to also return the Open and Close price for each interval.
SELECT MAX(price) AS MaxPrice, MIN(price) AS MinPrice,
DATEADD(ss, 30, DATEADD(n,DATEDIFF n, '1/1/2006', DateStamp),'1/1/2006')) AS DateStamp
FROM MasterData
GROUP BY DATEDIFF(n, '1/1/2006',DateStamp)
Any ideas?
thanks in advance.
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Jan 30, 2007
I am using RS 2K5 to develop financial reports, with plenty of figures that must fit in a page.
I use tables for example. Fonts cannot be set smaller than 8pts.
I have also tried to decrease row height and to disable the "can grow to fit content" option, but of course in this way the text gets cut of in its lower part.
How can I do lines more compact? I need to reduce line spacing and to make the data more dense. Currently it looks very sparse.
Is it a known limitation for RS? Any workaround available? Any online example with dense reports?
Thank you.
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May 20, 2008
EDIT: Please skip over this and go to the 2nd post. After writing this, I realized it may be too complicated to comprehend, so I tried to simplify with another example which is found in the 2nd post. Or if you want you can read this one and try to understand it.
I would like to go over a design we came up with to handle a certain reporting requirement from an OLAP cube to see if this is a good approach. Also, I would like to hear about other designs that we can consider.
Here is the condensed version of the requirement.
We are measuring the performance of a bunch of portfolios. So among other dimensions, we have a portfolio dimension that holds the list of portfolios we are tracking. In a typical portfolio analysis, an analyst almost always looks at a portfolio's measures along side a benchmark portfolio's measures. A benchmark is another portfolio against which a selected portfolio is compared. So, for a given portfolio, there is a determined benchmark portfolio.
For example, an analyst might want to look at a measure called Annual_Yield for a portfolio called Portfolio_A. There will be an attribute on the member Portfolio_A that tells us what its benchark portfolio is. That attribute will basically be another member from the portfolio dimension. So, as a function of what an analyst chooses as the first portfolio (the subject portfolio), the cube should be smart enought to know what to select as the second portfolio (the benchmark portfolio).
To implement this, I am proposing the following structure for the table that will create the portfolio dimension.
PortfolioID, PortfolioName, Attr1, Attr2, ..., AttrN, BenchMarkID
1, Portfolio_A, blah, blah, ...., blah, 3
2, Porfolio_B, blah, blah, ...., blah, 3
3, Portfolio_C, blah, blah, ...., blah, null
4, Portfolio_D, blah, blah, ...., blah, 3
5, Portfolio_E, blah, blah, ...., blah, 6
6, Portfolio_F, blah, blah, ...., blah, null
So, the above data says that Portfolios A, B, and D uses Portfolio C as their benchmarks. And Portfolio E uses Portfolio F as its benchmark. Lastly, if a portfolio is used as a benchmark for other portfolios, then its BenchmarkID is null, meaning it doesn't get compared to anything, thus Portfolios C and F have null BenchmarkIDs. With this data, I would create a hierarchy in the portfolio dimension that has two levels. At the top level, there will be a portfolio and if that portfolio has a benchmark, then it will drill down to it.
With a portfolio dimension designed as such, I envision a fact table that looks like the following.
PortfolioID, SomeOtherDimIDs,....., Annual_Yield
1, , blah, ,....., 10%
2, , blah, ,....., 7%
3, , blah, ,....., 0%
4, , blah, ,....., 15%
5, , blah, ,....., 20%
6, , blah, ,....., 9%
So, going back to the original report which was looking at Annual_Yield by Portfolio_A, I would do an MDX statement such as
With Set [PortfolioAndBenchmark] As
DESCEDANTS(Portfolio_A)
Select
[Annual_Yield], [PortfolioAndBenchmark] On Columns,
Whatever Other Dimension On Rows
From
[Cube]
Does this make sense? The only concern I have is that I don't want the measures to aggregate along the portfolio hierarchy.
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Dec 23, 2014
I need to create a table which holds date information for our financial year.
I have all the dates between now and 2045 and the start of the week and the end of the week. What I also have is the first sunday of the previous week in the spreadsheet too.
Please see below attachment
What I need to autofill once I import these three dates into a database is the week and the month.
The difficulty surrounding the month is that, we start a new month on the FIRST Sunday of the month.
So dates 07/04/14 to 04/05/2014 would be month 1.
Month 2 would begin on 05/05/2014 as it is the day after the first Sunday of the month, and so on....Month 5 would start on the 04/08/14.
Need to script something that would automatically calculate the week and month for me on the basis on above, if I have the start date, end date and 1st sunday already in a table?
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Jun 3, 2014
I am using MSSQL Server 2008R2 and I am interested in returning rows from a 'financial' table that fall within the current year (each row contains a 'Entered Date'). I am located in Australia so my financial year consists of all entries between the date 01/07/xx to the 30/06/yy.
Perhaps using the datediff() function, or other functions as required to achieve what I need?
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Jul 21, 2015
I want to build a data import process with SSIS, sourcing Hyperion Financial Management. Accoring to my knowldge there were a Star Integration Server (Star Analytics acquired by IBM in Feb 2013) doing the extraction job and which could be used in SSIS.
As this product is not available now, how to do this.
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Mar 21, 2015
I like to create an SQL view to divide amount 300,000 between 12 month starting from Month July 2014 to June 2015 as shown below
Amount Month Year
25,000 July 2014
25,000 August 2014
25,000 September 2014
25,000 October 2014
25,000 November 2014
25,000 December 2014
25,000 January 2015
25,000 February 2015
.
.
.
.
25,000 June 2015
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Jun 25, 2015
I have a simple 2 column dataset representing Date of session and Client Name (Please download workbook from here - [URL] .... The Financial Year runs from April 1 to March 31. I want to determine the number of sessions conducted in chosen financial year - 2. So if I select FY 2015-16 in a slicer, then, I want view the number of session conducted client wise in FY 2013-14. This is the formula calculated field formula I have written but when I drag this in the Pivot Table, I get an error message. In the calculated field window, when I click on Check for errors, then there are no errors at all.
=CALCULATE([Sessions conducted],DATESBETWEEN(calendar[Dates],EDATE(FIRSTDATE(calendar[Dates]),-24),EDATE(FIRSTDATE(calendar[Dates]),-12)-1))
I cannot identify my error.
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Mar 12, 2007
Hi There,
Our DBA has installed reporting services on a server and now in order to access the report manager, one has to be an Admin on that Server. I am guessing that there is a mistake in the configuration of Reporting Services. Usually it should allow anybody who was added to the roles in the properties section of the Report Manager, right? I have also added the users to the DB..
Also I am using Windows Authentication to access Report Catalog items (Reporting Services is installed on Server2) from a web Application(deployed on Server1) and displaying the report using report viewer. For some reason, server1 has to be in an Admin role on Server2 to access the report catalog/report. This is kinda strange for me as I don't want everybody to be an Admin on Server2. Can anybody please point in the right direction?
Thanks.
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Sep 11, 2015
We have installed SQL Server 2005 with reporting services.When tried to open getting errors as below: how to avoid such errors See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box.
ReportServicesConfigUI.WMIProvider.WMIProviderException: A WMI error has occurred and no additional error information is available. ---> System.Runtime.InteropServices.COMException (0x8000000A)
at System.Runtime.InteropServices.Marshal.ThrowExceptionForHRInternal(Int32 errorCode, IntPtr errorInfo)
[code]...
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May 14, 2008
Hi all,
I have some problem about reporting service add-in.
After I install reporting service add-in for SharePoint, reporting service menu does not appear in Application Management Tab in SharePoint Central Administration.
I try to uninstall and re-install again, it remain not work.
How can I solve this problem?
Thank you very much.
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Nov 3, 2015
Is there any way to get the report toolbar using SOAP Api in SSRS reporting.
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Jun 19, 2015
We've got a requirement to build the real time report. user can browse report at any point of time and need to see the latest data(stock market) in the report.
I've few options down...
1. Directly point to OLTP database as source and write stored procedure to show result set.
2. Replicate the database and write the SP's to reports. To avoid pointing directly to OLTP db.
3. To build the datawarehouse with dim & facts to show it in reports. I prefer this as a standard method, but this would have some latency depending on trasaction load which will differ from the requirement.
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Jan 15, 2007
HI There
We are required to gather certain information regarding reporting services.
Which reports were requested, by whom , how long did they run for, what parameters were passed etc etc.
I see that the system tables do provide some of this information, is there a 3rd party tool or something we can use to gather all this type of information for us?
This is for reporting services 2000 and 2005.
Thanx
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Oct 4, 2006
Dear All:
My reporting manager and reporting server were working fine in IIS. But when I booted the system one day, one error message came "Unexpected error" for the IIS. So I removed the IIS and reinstalled he same.
But after that, I tried to give virtual directories to reporting manager and reporting server sites. But it ain't working. Could you please help me?
My IIS 5.1
Reporting service 2005 Express with SQL Server Express
ASP.NET 2.0 Express.
Please help.
Thanks in Advance
Emmanuel Mathew
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Sep 4, 2007
Hi,
Can we pass the Database name/Catalog name for the datasouce that will be used for report,
as a report parameter . Is yes can any one help me on how to achieve that .
Thanks in Advance
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May 8, 2015
I started my Reporting Server and if I use the Internet Explorer as a Administrator everything works fine.But if I don't open it as an admin it calls "rsAccess Denied The user [...] does not have the permission...".Problem is that I want to run it in an SAP Program with an HTML Viewer. how I can get those Permissions ?By the way somehow I'm not able to create or change roles in the Microsoft SQL Server Management Studio.
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Dec 30, 2007
Hello, I understand that SQL Express Advanced Edition does not support report subscriptions. However, I have two questions:
Is there a way to run a report in a batch mode where the web ui would not show and perhaps the result of the report could be automated to export to .pdf format?
Does anyone know if SQL Express 2008 with Advanced Services will support report subscriptions, or any sort of a batch reporting capability?
Thanks in advance!
Tim
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Mar 22, 2008
Hello,
I am trying to migrate my reports from SQL server 2000 reporting services 32bit to 2005 64bit. I am following the migration steps that MS specified.
Restored my Reportserver and ReportserverTempDB databases
Then I was using the configure Report services to upgrade these databases but I always end up getting the follwoing exception when I run the upgrade on the "Database Setup" configuration for 'ReportServerTempDB' database
System.Data.SqlClient.SqlException: Could not locate entry in sysdatabases for database 'ReportServerTempDBTempDB'. No entry found with that name. Make sure that the name is entered correctly.
at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)
at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection)
at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj)
at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)
at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async)
at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(DbAsyncResult result, String methodName, Boolean sendToPipe)
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.ReportingServices.Common.DBUtils.ApplyScript(String connectionString, String script)
at ReportServicesConfigUI.SqlClientTools.SqlTools.ApplyScript(String connectionString, String script)
It's driving me crazy, why is it looking for 'ReportServerTempDBTempDB' in the catalog instead of 'ReportServerTempDB'?
Is it possible to migrate from 32bit to 64bit?
Any help is appreciated
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