yearstart - script and chart function

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

• A dataset containing a set of transactions between 2020 and 2022 is loaded into a table called ‘Transactions’.

• The date field has been provided in the DateFormat system variable (MM/DD/YYYY) format.

• A preceding load statement which contains the following:

  • yearstart() function which is set as the year_start field.

  • Timestamp() function which is set as the year_start_timestamp field

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       yearstart(date) as year_start, 
       timestamp(yearstart(date)) as year_start_timestamp 
       ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,01/13/2020,37.23 
8189,02/26/2020,17.17 
8190,03/27/2020,88.27 
8191,04/16/2020,57.42 
8192,05/21/2020,53.80 
8193,08/14/2020,82.06 
8194,10/07/2020,40.39 
8195,12/05/2020,87.21 
8196,01/22/2021,95.93 
8197,02/03/2021,45.89 
8198,03/17/2021,36.23 
8199,04/23/2021,25.66 
8200,05/04/2021,82.77 
8201,06/30/2021,69.98 
8202,07/26/2021,76.11
8203,12/27/2021,25.12 
8204,06/06/2022,46.23 
8205,07/18/2022,84.21 
8206,11/14/2022,96.24 
8207,12/12/2022,67.67 
]; 

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• id

• date

• year_start

• year_start_timestamp

The ‘year_start’ field is created in the preceding load statement by using the yearstart() function and passing the date field as the function’s argument.

The yearstart() function initially identifies which year the date value falls into and returns a timestamp for the first millisecond of that year.

Transaction 8199 took place on April 23, 2021. The yearstart() function returns the first millisecond of that year, which is January 1 at 12:00:00 AM.

Overview

The same dataset and scenario as the first example are used.

However, in this example, the task is to create a field, ‘previous_year_start’, that returns the start date timestamp of the year prior to the year in which a transaction took place.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       yearstart(date,-1) as previous_year_start, 
       timestamp(yearstart(date,-1)) as previous_year_start_timestamp 
       ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,01/13/2020,37.23 
8189,02/26/2020,17.17 
8190,03/27/2020,88.27 
8191,04/16/2020,57.42 
8192,05/21/2020,53.80 
8193,08/14/2020,82.06 
8194,10/07/2020,40.39
8195,12/05/2020,87.21 
8196,01/22/2021,95.93 
8197,02/03/2021,45.89 
8198,03/17/2021,36.23 
8199,04/23/2021,25.66 
8200,05/04/2021,82.77 
8201,06/30/2021,69.98 
8202,07/26/2021,76.11 
8203,12/27/2021,25.12
8204,06/06/2022,46.23 
8205,07/18/2022,84.21
8206,11/14/2022,96.24 
8207,12/12/2022,67.67 
]; 

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• id

• date

• previous_year_start

• previous_ year_start_timestamp

In this instance, because a period_no of -1 is used as the offset argument in the yearstart() function, the function first identifies the year that the transactions take place in. It then looks one year prior and identifies the first millisecond of that year.

Transaction 8199 took place on April 23, 2021. The yearstart() function returns the first millisecond of the prior year, January 1, 2020 at 12:00:00 AM, for the ‘previous_year_start’ field.

Overview

The same dataset and scenario as the first example are used.

However, in this example, the company policy is for the year to begin from April 1.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       yearstart(date,0,4) as year_start, 
       timestamp(yearstart(date,0,4)) as year_start_timestamp 
       ; 
Load
* 
Inline  
[
id,date,amount 
8188,01/13/2020,37.23 
8189,02/26/2020,17.17 
8190,03/27/2020,88.27 
8191,04/16/2020,57.42 
8192,05/21/2020,53.80 
8193,08/14/2020,82.06 
8194,10/07/2020,40.39 
8195,12/05/2020,87.21 
8196,01/22/2021,95.93 
8197,02/03/2021,45.89 
8198,03/17/2021,36.23 
8199,04/23/2021,25.66 
8200,05/04/2021,82.77 
8201,06/30/2021,69.98 
8202,07/26/2021,76.11 
8203,12/27/2021,25.12 
8204,06/06/2022,46.23 
8205,07/18/2022,84.21 
8206,11/14/2022,96.24 
8207,12/12/2022,67.67 
];  

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• id

• date

• year_start

• year_start_timestamp

In this instance, because the first_month_of_year argument of 4 is used in the yearstart() function, it sets the first day of the year to April 1, and the last day of the year to March 31.

Transaction 8199 took place on April 23, 2021. Because the yearstart() function sets the start of the year to April 1 and returns it as the ‘year_start’ value for the transaction.

Overview

The same dataset and scenario as the first example are used.

However, in this example, the dataset is unchanged and loaded into the application. The calculation that returns the start date timestamp of the year in which a transaction took place is created as a measure in a chart object of the application.

Load script

Transactions: 
Load 
*
Inline  
[ 
id,date,amount 
8188,01/13/2020,37.23 
8189,02/26/2020,17.17 
8190,03/27/2020,88.27 
8191,04/16/2020,57.42 
8192,05/21/2020,53.80 
8193,08/14/2020,82.06 
8194,10/07/2020,40.39 
8195,12/05/2020,87.21 
8196,01/22/2021,95.93 
8197,02/03/2021,45.89 
8198,03/17/2021,36.23 
8199,04/23/2021,25.66 
8200,05/04/2021,82.77 
8201,06/30/2021,69.98 
8202,07/26/2021,76.11 
8203,12/27/2021,25.12 
8204,06/06/2022,46.23 
8205,07/18/2022,84.21 
8206,11/14/2022,96.24 
8207,12/12/2022,67.67 
]; 

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• id

• date

To calculate in which year a transaction took place, create the following measures:

• =yearstart(date)

• =timestamp(yearstart(date))

The ‘start_of_year’ measure is created in the chart object by using the yearstart() function and passing the date field as the function’s argument.

The yearstart() function initially identifies which year the date value falls into and returns a timestamp for the first millisecond of that year.

Transaction 8199 took place on April 23, 2021. The yearstart() function returns the first millisecond of that year, which is January 1 at 12:00:00 AM.

Overview

Open the Data load editor and add the load script below to a new tab.

The load script contains:

• A dataset is loaded into a table called ‘Loans’. The table contains the following fields:

  • Loan IDs.

  • The balance at the beginning of the year.

  • The simple interest rate charged on each loan per annum.

The end user would like a chart object that displays, by loan id, the current interest that has been accrued on each loan in the year to date.

Load script

Loans: 
Load 
* 
Inline  
[ 
loan_id,start_balance,rate 
8188,$10000.00,0.024 
8189,$15000.00,0.057 
8190,$17500.00,0.024 
8191,$21000.00,0.034 
8192,$90000.00,0.084 
]; 

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• loan_id

• start_balance

To calculate the accumulated interest, create the following measure:

=start_balance*(rate*(today(1)-yearstart(today(1)))/365)

Set the measure’s Number Formatting to Money.

The yearstart() function, using today’s date as its only argument, returns the start date of the current year. By subtracting that result from the current date, the expression returns the number of days that have elapsed so far this year.

This value is then multiplied by the interest rate and divided by 365 to return the effective interest rate for the period. The effective interest rate for the period is then multiplied by the starting balance of the loan to return the interest that has been accrued so far this year.