financial triangles

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financial triangles

peseta30

Old Hand

Points: 328
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May 18, 2012 at 11:26 pm

#392290

Does anyone knows a good place to find sql server samples to generate Actuaries or the so called Financial Triangles?
I'm trying to do a report using report builder but it seems that i can't find any info anywhere. I don't want to use excel i want to keep it very restricted to SSRS or Report Builder.
thank you
:w00t:

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Jeff Moden SSC Guru Points: 1004304 More actions · Answer 1

peseta30 (5/18/2012)
Does anyone knows a good place to find sql server samples to generate Actuaries or the so called Financial Triangles?
I'm trying to do a report using report builder but it seems that i can't find any info anywhere. I don't want to use excel i want to keep it very restricted to SSRS or Report Builder.
thank you
:w00t:

The calculation of "Actuaries" and "Financial Triangles" are huge subjects. It's like asking "How do I do accounting"?

If you were a bit more specific as to what you want to do, perhaps someone could help you. Please see the first link in my signature line below to give yourself the best chance of getting help.

--Jeff Moden

RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

Change is inevitable... Change for the better is not.

Helpful Links:
How to post code problems
How to Post Performance Problems
Create a Tally Function (fnTally)

peseta30 Old Hand Points: 328 More actions · Answer 2

Hi Jeff:

I was actually looking for a better answer than that one. lol I was specific already. I know how to do triangles but I don't find any info anywhere o how to combine datasets into 1 dataset or a sample tutorial to see if someone in the forum has ever done one.

Triangles are easy to do in excel but i don't want to use excel because i don't want to deal the many obdc connections because it needs to read from 10 to 20 databases at the same time.. I just need like a tutorial or a sample tutorial on how to do it unless i have to create a cube for multiples databases.

Jeff Moden SSC Guru Points: 1004304 More actions · Answer 3

I know you know how to do the triangles or you wouldn't be asking how to do them in SQL. I don't know how to do them and I suspect that a lot of people don't. I do know, however, that many people can take a simplified description and turn it into some remarkable SQL solutions.

If you have a small, specific financial triangle that you could share and teach the requirements of, someone might be able to help without much knowledge of the actual financial method.

See the first link in my signature line below for how to help us help you better.

--Jeff Moden

RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

Change is inevitable... Change for the better is not.

Helpful Links:
How to post code problems
How to Post Performance Problems
Create a Tally Function (fnTally)

Jeff Moden SSC Guru Points: 1004304 More actions · Answer 4

I finally found an example of what you're talking about. Such calculations in SQL Server are quite simple and may be easily accomplished using EAVs, a bit of pre-aggregation, and either a CROSS TAB or a PIVOT. There are a lot of articles on these subjects. As with finding information about Financial Triangle calculations, Google is your friend.

--Jeff Moden

RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

Change is inevitable... Change for the better is not.

Helpful Links:
How to post code problems
How to Post Performance Problems
Create a Tally Function (fnTally)