Reporting Services :: Calculate Sales Percentage Difference Between Selected Year And Previous Year In A Matrix
Mar 27, 2015
I'm trying to generate a report using matrix like this
Month
Product PreviousYearSalesAmount SelectedYearSalesAmount %SalesDifference
I can populate year sales amount, but i cant calculate the percentage.
Note: Month and Year are passed as parameters.
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Aug 4, 2015
I'm trying to creating the following matrix in SSRS 2008R2 (with more product categories than shown here)The matrix only shows the last two year per product.
The matrix in the report builder looks like this:
For me it's unclear what the expression should be. (or perhaps I need to make a calculation in my TSQL?)
As Row Groups in the matrix I've got:
Product; Year
As Column Groups i've got Month
I can't get it to work. Previous doesn't seem to work in this case (only when I got a total of each year (e.g. one column instead of 12))
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Mar 11, 2014
I need to calculate “NET_SALES” and “MARGIN_PERCENT” for each month of the current year … the following returns the same values for each month in the list, which are for the current month. Taking out the GROUP BY line works fine for an overall number.
SALES_MONTH, NET_SALES, MARGIN_PERCENT
January, 1246627.69, 24
February, 1246627.69, 24
March, 1246627.69, 24
-------------------------------------------------
DECLARE @NetSales DECIMAL(18,6)
DECLARE @Cost DECIMAL(18,6)
SELECT
@NetSales = sum(IL.MERCHANDISE+IL.TAX)
,@Cost = sum(IL.COST)
FROM INVOICELINE IL
[Code] .....
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Dec 2, 2014
I am creating matrix report with grouping on WEEK and Fiscalyearweek,I need to calculate of difference between FY14W01,FY15W01 ande percentage of those..how to calculate in ssrs level.
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Oct 20, 2007
Guys,
I wanted to find the ratio: (sales made for current year 2007 - sales made for previous year 2006)/sales made for previous year 2006.
so, the result should be something like this:
Year: Sales: %change in sales:
2005 100 10%
2006 200 20%
2007 300 30%
How do I write a query for this...??? so that i can plot this in a chart in SSRS.
somebody help me.
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Aug 19, 2015
I have 2 tables as follows:
table A-NewParts
PartNumber
Description
LaunchDate
a123
product a
4/1/2009
[code].....
I want to get end result as sales for each new product for a rolling period from Launch date as year1 sales,year2 sales...and so on which I got through case statements.I am stuck on how to get the total Sales for all products (including new products) in the same rolling period based on the different launch dates for each new product.
PartNumber
Description
LaunchDate
Yr1 Sales
Total Yr1 Sales
Yr2 Sales
Total Yr2 Sales
a123
[code].....
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Aug 6, 2004
Hello,
I am creating a sales report that needs to display Sales statistics for a selected month grouped by Material. Also, it needs to display the same stats for the selected month of the previous year. Finally, it needs to display Year To Date Statistics for the current year and previous year up to and including the selected month.
Currently, I am using 3 queries to do this. The first one gets the statistics the current month grouped by material. The others sprocs get their corresponding information by me passing in the material number and the month and doing the appropriate sum. So, essentially, for a single line of the report, 3 queries are being done. The problem arises in that sometimes there may be as many as 300 materils displayed in a given month, which amounts to alot of db activity and a long delay loading the report.
Is there anyway to get this information in one swoop using some fancy aggregation?
Thanks,
Jake
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Apr 17, 2015
I need a report that shows calcul of a field for current year as well as previous year respecting this rule expression(Last-Last Previous)/Last Previous*100 (I work with MDX Query and i work with SSRS 2008).
Also the report runs on a Year Parameter. Below is an example for the result for example i selected the years 2010 2011 2012 i can select another years because i have the report runs on a Year Parameter
year
Data 2010 2011 2012
hp 14 25 30
Dell 17 18 20
and the result i want
year
Data 2010 2011 2012 2011/2012
hp 14 25 30 0.002 (Last -Last Previous)/(last Previous*100) =(30-25)/(25*100)
Dell 17 18 20 0.0040
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Aug 31, 2015
Developing a measure which displays the difference of two values from the selected years.
An example : Show the difference of the sales amount from 2013 and 2015.
Since i am not really into mdx or calculated members.
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Sep 18, 2013
I have the following script that calculates Sales by month and current year.
We run a Fiscal year from April 1st thru March 31st.
So April 2012 sales are considered Fiscal Year 2013.
Is there a way I can alter this script to get Fiscal Year Totals?
select ClassificationId, YEAR(inv_dt) as Year, cus_no,
isnull(sum(case when month(inv_dt) = 4 then salesamt end),0) as 'Apr',
isnull(sum(case when month(inv_dt) = 5 then salesamt end),0) as 'May',
isnull(sum(case when month(inv_dt) = 6 then salesamt end),0) as 'Jun',
isnull(sum(case when month(inv_dt) = 7 then salesamt end),0) as 'Jul',
[Code] ....
Data returned looks like the following.
ClassificationID Year Cus_no Apr May June ....
100 2012 100 $23 $30 $400
100 2013 100 $40 $45 $600
What I would need is anything greater than or equal to April to show in the next years row.
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Mar 15, 2006
HiI want to write a function that can return a sum for a given daterange. The same function should be able to return the sum for the sameperiod year before.Let me give an example:The Table LedgerTrans consist among other of the follwing fieldsAccountNum (Varchar)TransdateAmountMST (Real)The sample data could be1111, 01-01-2005, 100 USD1111, 18-01-2005, 125 USD1111, 15-03-2005, 50 USD1111,27-06-2005, 500 USD1111,02-01-2006, 250 USD1111,23-02-2006,12 USDIf the current day is 16. march 2006 I would like to have a functionwhich called twice could retrive the values.Previus period (for TransDate >= 01-01-2005 AND TransDate <=16-03-2005) = 275 USDCurrent period (for TransDate >= 01-01-2006 AND TransDate <=16-03-2006) = 262 USDThe function should be called with the AccountNum and current date(GetDate() ?) and f.ex. 0 or 1 for this year / previous year.How can I create a function that dynamically can do this ?I have tried f.ex. calling the function with@ThisYear as GetDate()SET @DateStart = datepart(d,0) + '-' + datepart(m,0) +'-'+datepart(y,@ThisYear)But the value for @dateStart is something like 12-07-1905 so thisdon't work.I Would appreciate any help on this.BR / Jan
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Apr 13, 2006
I'm working with a table called SALFLDGAMS where it has two columns that I need to work with. One of the columns is Period which has years from 2000 to 2005 and the other column is called amount which has the balance for that year. Let me explain in a little more detail. There are account codes associated with the years as well so there will be many places where for example the year 2000 will show up with a given value. What I'm trying to do is to create a view which has a BeginBalance column which adds lets say all the values for 2000 and sticks them to 2001. So what I'm saying is all the values from the previous year I want them in the current year. All in one column. Thanks for the help guys.
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Dec 14, 2006
I have one matrix that shows the CrashCount (measure) by month. Looks like this:
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Dec
25 90 100 55 52 55 22 55 22 35 65
The user selects a Year as a parameter. I want to put another matrix in that displays the previous year, just as the first year is displayed. How do i edit the second matrix? Do i put the parameter as
=(Parameters!CrashStatisticalYear.Value)-1 or is there some other way this can be done. Without having the user put 2 years. I just want them to pick one. And the previous year shows up in the matrix below this one. Can anyone help me with this...what should i do?
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Dec 9, 2014
I have the below data. I need to produce a report that shows customer and total sales who had the max sales by year.
Order ID Cust ID Year Sales
O1 C1 2000 100
O2 C1 2000 150
O1 C2 2000 50
O1 C1 2001 150
O2 C3 2001 200
Report:
Cust ID Year Sales
C1 2000 250
C3 2001 200
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Sep 10, 2013
Need getting a query which I will get previous year, previous month first day everytime i run the query.
Ex: If i run the script on 9/10/2013 then result should be 8/1/2012. (MM/DD/YYYY)
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Jun 8, 2004
Hi,
I have 2 dimensions Time and Product....
If I stay at the Year level (say 2004), I get the Year To Date Sales for the selected Product(s)... However when I "zoom into" the Time dimension and select, say, Quarter 2, I get the Sales only for Quarter 2 of the selected Product(s). This is fine but at the same time I also want to see the Year To Date Sales of the selected Products. I hope my post is clear? Let me add a little example to clarify this further and will really appreciate your help:
Suppose I have selected ALL products and have selected Quarter 2 of 2004. I want the following results (Note it's really the YTD column that I am after):
Total Sales YTD Sales
----------- ----------
$ 50,000 $ 125,000
Again, I'll appreciate your help in writing the MDX for this.
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Dec 17, 2007
I'm developing a 2 year comparison rolling 12 month Sales report but am having problems with the query I'm using. Because I need to include every month (whether no sales or not) I have a calendar table named metaDates and each table gets outer joined as a result. (Forgive the long query) Please see below.
SELECT Customer.country, Order_Line_Invoice.prodcatid, MetaDates.[Month], MetaDates.[Year], isNull(SUM(Order_Line_Invoice.Sales),0) AS Sales , SUM(Order_Line_Invoice.Cost) AS Cost,
( isNull(SUM(Order_Line_Invoice.Sales),0) - isNull(SUM(Order_Line_Invoice.Cost),0) )AS GM,
'Current 12 Months' AS yearNum
FROM MetaDates
LEFT OUTER JOIN Order_Line_Invoice ON (MetaDates.Date = Order_Line_Invoice.InvoiceDate AND (Order_Line_Invoice.prodcatid IN (@GroupByFieldFilter)) )
LEFT OUTER JOIN Customer ON (Order_Line_Invoice.CustId = Customer.CustId and Customer.country IN (@country) )
LEFT OUTER JOIN Product ON (Order_Line_Invoice.ProdId = Product.ProdId)
WHERE (MetaDates.Date BETWEEN dateadd(m, datediff(m, 0, DATEADD(month,-11,@EndDate) ), 0) AND @EndDate)
GROUP BY MetaDates.[Year], MetaDates.[Month], Customer.country, Order_Line_Invoice.prodcatid
UNION
SELECT Customer.country, Order_Line_Invoice.prodcatid, MetaDates.[Month], MetaDates.[Year], isNull(SUM(Order_Line_Invoice.Sales),0) AS Sales , SUM(Order_Line_Invoice.Cost) AS Cost,
( isNull(SUM(Order_Line_Invoice.Sales),0) - isNull(SUM(Order_Line_Invoice.Cost),0) ) AS GM,
'Previous 12 Months' AS yearNum
FROM MetaDates
LEFT OUTER JOIN Order_Line_Invoice ON (MetaDates.Date = Order_Line_Invoice.InvoiceDate AND (Order_Line_Invoice.prodcatid IN (@GroupByFieldFilter)) )
LEFT OUTER JOIN Customer ON (Order_Line_Invoice.CustId = Customer.CustId and Customer.country IN (@country) )
LEFT OUTER JOIN Product ON (Order_Line_Invoice.ProdId = Product.ProdId)
WHERE (MetaDates.Date BETWEEN dateadd(m, datediff(m, 0, DATEADD(month,-23,@EndDate) ), 0) AND dateadd(m, datediff(m, 0, DATEADD(month,-11,@EndDate) ), -1))
GROUP BY MetaDates.[Year], MetaDates.[Month], Customer.country, Order_Line_Invoice.prodcatid
ORDER BY MetaDates.[Year], MetaDates.[Month]
That said the second outer join (Customer.country IN (@country)) never gets executed. It's really a simple concept. "Give me last 2 year sales by month (every previous and last month even if no sales) but only for the country the user is in"
Can someone help me out with this sql statement. Any help would be much appreciated.
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Oct 23, 2007
so I have some data that looks like this:
semester weekOfSemester counts
Fall 2006 4 1
Fall 2007 4 6
I want to eventually graphically represent this data over the 18 weeks of the semester in terms of Fall 2007. I need to show change weather positive or negative as a percentage against Fall 2006. Can someone help with the sql?
thanks
kam
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Feb 7, 2008
This code displays dates, File name, and File size for four seperate dates 11/20/2007 , 11/30/2007, 12/30/2007 and 01/31/2007 . I'm trying to show the percentage growth from date to date (ie 11/20/2007 -11/30/2007 percentage growth)
is there a way i can get the previous date file size for each entry, so i can have a variable for the calculation. Or i can get the calculate it within this code (ie database_size_mb / ((database_size_md ) where database_size_datetime -1) *100
or whatever the formula is for percentage growth.
Code Snippet
SELECT
Database_Size_Datetime,
Database_file_name,
Database_Size_Mb
FROM RC_STAT.dbo.Tbl_Database_Statistics AS Tbl_Database_Statistics_1
GROUP BY Database_Size_Datetime, Database_file_name, Database_Size_Mb
this is what it displays now:
2007-11-20 00:00:00.000 ACTReplication_Data 442.5000
2007-11-30 00:00:00.000 ACTReplication_Data 442.5000
2007-12-31 00:00:00.000 ACTReplication_Data 442.5000
2008-01-31 00:00:00.000 ACTReplication_Data 442.5000
2007-11-20 00:00:00.000 ACTReplication_Log 14.8125
2007-11-30 00:00:00.000 ACTReplication_Log 109.7500
2007-12-31 00:00:00.000 ACTReplication_Log 112.9375
2008-01-31 00:00:00.000 ACTReplication_Log 115.5625
2007-11-20 00:00:00.000 BAMArchive 0.6875
2007-11-30 00:00:00.000 BAMArchive 0.6875
2007-12-31 00:00:00.000 BAMArchive 0.6875
2008-01-31 00:00:00.000 BAMArchive 0.6875
2007-11-20 00:00:00.000 BAMArchive_log 0.4922
2007-11-30 00:00:00.000 BAMArchive_log 0.4922
2007-12-31 00:00:00.000 BAMArchive_log 0.4922
2008-01-31 00:00:00.000 BAMArchive_log 0.4922
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Sep 28, 2007
Hi,
How to select max of year-month in the Reporting Services. For example I have 3 fields :
1. Year-Month (format : yyyy-mm)
2. City
3. Amount Sales
In the bar chart graph, I have put the City as X-Categories, Amount Sales as Data
And I want to filter only the lastest year month in the database.
Can we do this without going to database and set the filter there ?
Thanks
best regards,
Tanipar
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Jan 14, 2008
Hello, I need to find the percentage of a a given contract start and end date for the year given.For example, the contract_start date is 05/08/2000 and the contract_end date is 04/30/2010, of course this will be 100% if you want to find the percentage for year 2008 but if you wanted to find the percentage for year 2010, then the percentage would be something like 42% (appr. 5 months) (b/c it would for year 2010, the contract would be from 01/01/2010 thru 04/30/2010)I need to find the percent from the beginning of the year, to the end.a few examples: start: 01/01/2007 end: 05/01/2007 if for year: 2007; this is 4 months @33.33% start: 05/01/ 2006 end: 06/01/2007 if for year: 2007, then 6 months @ 50% (01/01/2007 - 06/01/2007); but if it was for year 2006 then it would be 7 months @ 58% (05/01/2006 thru 12/31/2006) start: 01/01/2000 end: 03/01/2010 for year: 2008 then 12 months @ 100% Any help would be valued. Thank you!
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May 28, 2015
I want to get a running total. But its a bit tricky. I have data depending on ID, YEAR, Month, Value like the following.
ID, Year, Month, Value
36002084 2014 Jan 8391
36002084 2014 Jan 0
36002084 2014 Jan 3440
36002084 2014 Jan 0
36002084 2014 Jan 548
36002084 2014 Jan 109
36002084 2014 Jan 125
I wrote the Query below
select
[UEP ID],[Year],[Month],sum([Total VtM EUR]) 'Running Total'
from
RegData
where
[UEP ID]=36002084 and [Year]=2014
group by [UEP ID],[Year],[Month]
I got this output
36002084 2014 Apr 887620
36002084 2014 Aug 789440
36002084 2014 Dec 528453
36002084 2014 Feb 606627
36002084 2014 Jan 331613
36002084 2014 Jul 681314
36002084 2014 Jun 330384
36002084 2014 Mar 1044301
36002084 2014 May 671818
36002084 2014 Nov 465576
36002084 2014 Oct 590147
36002084 2014 Sep 527861
Now I need to get a output like this,
36002084 2014 Jan 331613
36002084 2014 Feb 938240
A running total depending on the ID, Year and Month. Although I showed this for two steps I need to get it from one query.
Question is - To get a running total based on ID, Year, Month. If I do the normal group by and sum query I could get it for all the months for each id. But need to then add January value to February and updated February value.
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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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Apr 25, 2008
I have calenders activated in our reports.So, I want only those date values to be enabled for the year I am selecting . Is there any option for that?????
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Jun 2, 2008
if i wanted to say find sales of year where dates are ytd and ytd of the previous year date and year
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Sep 30, 2015
I have below report with following data
Date Count
April-2015 100
January-2002 30
November-2010 55
July-2000 10
What is the best approach to sort this data based on date in a tablix and also sort the date in Column bar chart?
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Oct 9, 2015
How I can setup the first of November of the previous year dynamically? So running now it should be 01-11-2014 but if I run in 2th of January 2016 it should be 01-11-2015.
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Jun 9, 2008
Hello! Please show me how to calculate how many year of death?
I have tb1: fname, lname, date_of_death. Was not sure I can use the below statement. Thanks,
Select DATEDIFF(year, date_of_death, getdate()) AS no_of_days
FROM tb1
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Oct 1, 2015
I have a column bar chart that displays counts based on category (month-Year). I have used an expression to sort the category data also.
Sample data
category countMarch-2011 2
Feb-2012 4
July-2012 7
Aug-2013 10
I have to color format the bars in set of 4 colors. I have used SWITCH statements for other charts and it worked. But here in this case since it is a date field, I am getting error.
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Jun 4, 2015
I am trying to use one dataset rather than two and was hoping to then filter the data via a table or matrix.
This is my dataset
SELECT
Practice.ibvStaffCategorisation.StaffId
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableMinutes) AS Sum_ChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableMinutes) AS Sum_NonChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableAmount) AS Sum_ChargeableAmount
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableAmount) AS Sum_NonChargeableAmount
,Practice.ibvStaffTotalsCL2Y.Period
[code]....
I would like to display two rows of data for each StaffId one representing the current period and the other all periods to date so the table would look something like below.
StaffId | Non Chargeable Time | Chargeable Time
CJJ | 0:20 | 4:20
| 4:50 | 19:20
JN | 0:05 | 5:30
| 1:30 | 25:30
The above shows two separate StaffId figures the first line for each shows non chargeable and chargeable for the current period and the second line a total of all periods in that year.
I have managed to get the first row to display only figures from the current period by using a filter however it also applies the same filter to the second row in the group. I have also tried to group the rows but am drawing a blank.
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Aug 21, 2015
I have a SSRS report developed in Visual Studio 2013 and using SQL server 2012. It has a date control based on parameters which works correctly in the development environment. I can select by day AND I can move from date to date by clicking on the month name to be able to move by month or double clicking to be able to move by year.
When the report is deployed to Internet Explorer 11 or Firefox I can only, click back and forward by one day at a time and I can not double click the date control to move by month or double click to move by year. I can type the dates into the parameter box and get the correct result. I have set the compatibility view settings in IE for my server.
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Jun 29, 2015
How to show the CurrentMonthanddateandyear in my report header in ssrs?
1.How to show the currentdateandMonthyear exmple date format like June 29 2015 on my report header.
2.How to change the report rdl name with the same name like EmpUpdatedreportJune 29 2015.rdl ,it is possible to create and change the rdl file name with the current dateandmonth.
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Jun 29, 2007
Hi,
Could someone help with the following problem, I what to create a cross-tab report of the following data, grouped by Colour:
RAW DATA
Name
Colour
Sarah
Black
Kim
Red
Jane
Black
Jane
Pink
Robert
Yellow
Tom
Green
Tom
Black
Billy
Black
Sarah
Black
Sarah
Black
Tom
Pink
Kim
Pink
Robert
Black
Group Colours by Names Report
Number
Proportions %
Name
Black
Green
Pink
Red
Yellow
Total by Name
Black
Green
Pink
Red
Yellow
Billy
1
1
100.00%
0.00%
0.00%
0.00%
0.00%
Jane
1
1
2
50.00%
0.00%
50.00%
0.00%
0.00%
Kim
1
1
2
0.00%
0.00%
50.00%
50.00%
0.00%
Robert
1
1
2
50.00%
0.00%
0.00%
0.00%
50.00%
Sarah
3
3
100.00%
0.00%
0.00%
0.00%
0.00%
Tom
1
1
1
3
33.33%
33.33%
33.33%
0.00%
0.00%
I want to produce a Matrix cross-tab report, like the above, within Reporting Services. Any suggestions welcome
Many Thanks,
Radha
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