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Sadly, your company has appointed a new FD who insists that you should report in thirds, rather than quarters. The thirds should be named after his 3 pet cats:
|Truffles||January, February, March and April|
|Sprout||May, June, July and August|
|Spot||September, October, November and December|
Start by importing all of the tables from the above database into a new model. You'll need to create a relationship between the Calendar table and the Purchase table via the PurchaseDate field:
Link these two tables as shown.
Create a new calculated column in the calendar table using this logic:
Use this to show a tree diagram proving that most sales are made in Truffles:
A tree diagram with category labels displayed.
Time for a new finance director? Save this as Doing things by thirds, then close it down.
|When:||14 May 21 at 15:59|
I followed the instructions and made a calculated column. While creating the tree diagram, I am getting an additional blank value. I checked all the table values, however, there are no balnk values in it.
I am trying to paste the screenshot here but it is not allowing me to paste.
Calculated field formula:
ByThirds = SWITCH(True, [MonthNumber] < 5, "Truffles", [MonthNumber] < 9, "Sprout", "Spot").
I have added this in this calendar table. The values I am getting are:
Sprout - 22558
Truffles - 20763
Spot - 19611
(Blank) - 11483
Please help in resolving this issue.
|When:||14 May 21 at 17:09|
We are planning on adding the facility to add images to posts at some stage soon ...
You've done everything right apart from one thing - when you created the relationship between the Purchase and Calendar tables, I suspect you linked them by the payment date not the purchase date. Because some purchases have got null values for the payment date (because they haven't yet been paid), you get nulls in the results.
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