I’m using a YTD date range of January (or the start of your Fiscal year..) to Previous Month so we see only the closed months of data as we move thru the year. What happens in the first month of the year? ‘January to Previous Month’ – this would be Jan This Year to Dec of Last year which shows up in Stratum as an invalid date range (as it…[Read more]
I think what you’re looking for can be found in the properties of the measure. If you look at the properties of the measure (right click on the measure header, last option is properties, or open the View Explorer and double click on the measure) the last property is ‘Total:’, change this from from Total (which preforms the calc for the measure)…[Read more]
This is true – that Stratum will AND filters together by default when you specify them on the columns. But you can use filters on the Row or Columns – also called Axis Filters to OR multiple filters together. In addition with Row and Column axis filters you can use boolean logic, ‘and’ and ‘or’ multiple things together and filter on both…[Read more]
Trying to determine Dead Stock in our inventory – and we have a couple of criteria that we want to use. If I apply filters on the columns themselves Stratum ‘AND’s them together, but we want to use an OR. If this is true OR this other thing is true then this is dead stock.
This is a question that we have heard from a number of customers. The idea being that you want all your Stratum users to see a specific message today, or for a couple of days. It might be to let them know that you’ve upgraded Stratum or you’ve added new information, or maybe fixed some problem data. You might also want to display a message to…[Read more]
How can I easily see last months value for something like Sales so I can do a month to month comparison when I’m using time as a dimension (where you have Months or Weeks or even Days going across the top of the display)?
It’s easy to do this in Stratum, and there are at least 2 answers to the question:
1. – Use Time Ranges, yeah yeah I know the…[Read more]
An easy way to show only YTD months or weeks when displaying information with the months or weeks going across the top or down the side.
I wanted to add an update to this post. When I initially suggested that you can use an expression to filter the months to only see those months that have passed and the current month, so that the future months…[Read more]
What is the fastest way to export from Stratum to Excel?
Soooo….my first response is always, do you really need to export? Are you just looking for a calc that you are more comfortable with in excel vs. Stratum. If so, it might save you time overall to do the calc once in Stratum then you can use all the flexibility of Stratum to see what you…[Read more]
I’m assuming you have populated the category and are able to see the working days by at least one level – probably by company. If this is not the case the rest of this post won’t help…. The problem comes when you want to look at the working days by another dim, as you mentioned – customer, rep or region, or some combo of those.
This question came up during a user review session recently. There are two solutions to this. The simplest is to include the Admin View Group in a users User Profile Group. Depending on the level of the user different options will appear in the Admin View Group. These are automatically set by Stratum and provide access to different functions…[Read more]
This question came up in our open question Insight session a couple of weeks ago. The solution is to remove any conditional formatting you have in the view. When a measure has conditional formatting on it Stratum creates a set of merged excel columns so that the formatting can be included. If you remove the conditional format this will not…[Read more]
Make it easy to get to Stratum and a particular view quickly. At our online Insight class today I mentioned I’d show how to add a Stratum as a bookmark or favorite in your browser. My intention is not show how to create the a bookmark, that’s a chrome or IE thing that is easy to do. What I did want to document is how you can have a bookmark…[Read more]
How can I see more detail about a YTD number? In essence we want to drill into a YTD sales measure and see sales for the months. You can do this in Stratum using the hyperlinking capability provided as a Measure property.
As an example we’ll use a simple view showing sales this year vs. last year for a rolling 3 months, current month and year…[Read more]