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Creating a Cumulative Summary Column for different rows

saitcopuroglu

Hi,

As you will understand from the question I am a newbie to JSL scripting/formulating/automating...I have a revenue data set which contains a column called as "year" of 2013 2014 2015... I need a Cumulative Sum for each year but when I create a column of Cumulative Sum (by the help of Graph Builder) it adds all the days and year one to another and ends up with grand 3 year total Cum Sum, where I would like the Cum Sum start over for each year. I could solve it by splitting or subsetting but since every day I need to send a report of revenue comparison it is really annoying. And this data changes every hour so that would be great to update the existing jmp with the added data and then create the Cum Sum Column for each year... Could someone help please. Thank you!

Accepted answers

saitcopuroglu

If(Row() == 1 | Lag(:Year) != :Year, :NetRoomRevenueWithOutVat, Lag(:CumSumByYear) + :NetRoomRevenueWithOutVat)

All comments

michael_jmp

If you make sure that your data table is sorted by the grouping variable (year, in your case), then you should be able to use a formula column similar to this one (which uses the Big Class sample data table as an example):

dt = Open( "$SAMPLE_DATA/Big Class.jmp" );

dt << Sort( By( :sex ), Order( Ascending ), Replace Table );

dt << New Column( "CumSumBySex",

Continuous,

Numeric,

Set Formula( If( :sex != Lag( :sex ), :height, Lag( :CumSumBySex ) + :height ) )

);

Hope that helps,

Michael

saitcopuroglu

Dear Michael,

Thank you very much for your help but somehow it does not work. I am okay with opening the data table and sorting out by Year and also the column gets created but without any data for 2014

Would you help with the formula which goes in the column?

Many thanks

Sait

michael_jmp

Dear Sait,

Are you seeing missing values for the rows corresponding to year=2014? Do the rows for other years have values?

Would you be able to send a sample of your data? That might help identify the problem more easily.

Thanks,
Michael

saitcopuroglu

Dear Michael,

Here is a proportion of the data. I checked the missing values, Column Year is zero.

As I substetted the main data table now the columns are all with values but this time 2014 is illogical an 2015 with true values

Subset of AgencyStayREALDATA.jmp

XanGregg

In JMP 11 there is a Transform menu in most platforms that has a Cumulative Sum item. It creates a column with a formula of the form:

If( OrMZ( Row() == 1, :sex != Lag( :sex ) ), 0, Lag() )

+ If( Is Missing( :height ), 0, :height )

It also relies on the grouping variables being sorted, but it ignores missing values.