How to substract last month from this month using procedure

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川上 まりえ
川上 まりえ Active Partner
Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Anniversary First Comment
edited June 2022 in Platform
Hi there,

We use Board 12.3.
I want to know how to calculate the total of product B.
Please see the table below. I want to know how to create cube and use procedure to calculate this result.
Jan.22 Feb.22 Mar.22 Apr.22
productA 999 b.200 100 100
productB a.500 c.300 200 100
(c)300=(a)500-(b)200

This cube has Date types.

Thanks for your help.

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?? ???
??
MRI VALUE CONSULTING AND SOLUTIONS CO., LTD.
Japan
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Answers

  • Helmut Heimann
    Helmut Heimann Employee
    March Badge of the Month February Badge of the Month Community Captain April Badge of the Month
    edited June 2022
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    Hi ?? ??? , as well (sorry, but I can't interpret your name)

    this looks like the period-by-period recursion might be the right thing for you.
    Please, have a look at our help page here: Dataflow (boardmanual.com)

    Kind regards
    Helmut

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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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  • 川上 まりえ
    川上 まりえ Active Partner
    Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Anniversary First Comment
    edited June 2022
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    Hi Helmut,

    Thanks for your reply.

    By using period-by-period recursion, we can calculate the value of the previous month like loop?
    If so, I want to know how to use it. I gave it a try, but It didn't go well.
    image
    Kind regards
    Marie

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    ?? ???
    MRI VALUE CONSULTING AND SOLUTIONS CO., LTD.
    Japan
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  • Helmut Heimann
    Helmut Heimann Employee
    March Badge of the Month February Badge of the Month Community Captain April Badge of the Month
    edited July 2022
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    Hi Marie,

    the period-by-period recursion will take the value of the previous period to calculate the value of the actual period.
    This will help you avoid using loops on time dimensions (which you could, of course, still use).
    Both blocks in the dataflow need to be the same, the source needs to have a negative period offset (in your case, one month into the past, assuming that your cubes' time dimension is "month"). That's the condition for using the period-by-period recursion, in the first place.

    When you say, you've tried that and it didn't go well -- what were the results in your case?
    But, after looking at your example once again, I've seen what's troubling you. You need to shift values from one product to another over time -- that's a bit more tricky. 
    So, period-by-period recursion will perhaps (if it does at all) help in one of the dataflows you'll have to build up to achieve your aim.
    What's the rule for productA in Feb22 to be 2/5th of productB in Jan22; and the rule for March's value to be derived from February's value is not the same, is it?

    Kind regards
    Helmut

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    Helmut Heimann
    Senior Consultant
    Board Community
    Germany
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  • 川上 まりえ
    川上 まりえ Active Partner
    Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Anniversary First Comment
    edited July 2022
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    Hi Helmut,

    I'm sorry I didn't make it clear enough. 
    The sample wasn't very good.

    Actually, we want to prepare a balance sheet using actual results data.
    In the end, we suppose the below results.

    Balance of this month(C) = Balance at the end of the previous month(A) -  the amount rises and falls in this month(B) 

    In this case, we use the result of (C) for the next month calculation, do the same again the next month...It is an understanding like loop.
    imageimage
    If you have any questions, please feel free to let me know.

    Kind regards
    Marie

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    ?? ???
    MRI VALUE CONSULTING AND SOLUTIONS CO., LTD.
    Japan
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    -------------------------------------------

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