Time Intelligence and Customer Segmentation for Financial Analysis
Classify a group by proportion of a variable (A,B,C,...)
ABC classification function
All-to-date execution function
All period-to-date
Add Comprehensive Date-Based Attributes to a DBI lazy frame
Add Comprehensive Date-Based Attributes to a Data Frame
Add Comprehensive Date-Based Attributes to a DBI lazy frame or tibble ...
Execute time-intelligence or segments class objects to return the unde...
Internal function for the cohort segment object
Cohort Analysis
Title
Create Calendar Table
Title
Detect SQL dialect from a DBI connection
Day-over-day execution function
Current period day over previous period day
Generate CLI actions
Generate a retail (4-4-5, 4-5-4, or 5-4-4) calendar mapping table
Validate an input is YYYY-MM-DD format
Make Action field CLI args
Make an in memory database from a table
month-over-month execution function
Current full period month over previous full period month
Current year to date over previous year-to-date for tibble objects
Current period month to date compared to previous period month-to-date
Month-to-date execution function
Current period month-to-date
Month-to-date over full previous month execution function
Current month-to-date over full previous period month
Previous month-to-date execution function
Previous period month-to-date
Previous quarter-to-date for tibble objects
Prior period quarter-to-date
Print action steps
Print calendar information block
Prints function header info
Prints functions next steps
Print ti objects
Previous week-to-date execution function
Previous period week-to-date
Previous year-to-date execution function
Previous period year-to-date
Quarter-over-quarter execution function
Current full period quarter over previous full period quarter
Current quarter to date over previous quarter-to-date for tibble objec...
Current period quarter-to-date compared to previous period quarter-to-...
Quarter-to-date execution function
Current period quarter-to-date
quarter-to-date over previous quarter execution function
Current period quarter-to-date over previous period quarter
Generate a Cross-Dialect SQL Date Series
Generate dialect-appropriate date addition SQL
Week-over-week execution function
Current full period week over full previous period week
Week-to-date over previous week-to-date execution function
Current period Week-to-date over previous period week-to-date
Week-to-date execution function
Current period week-to-date
Week-to-date over full previous week execution function
Current period week-to-date over full previous period week
Current year-to-date over previous period year-to-date execution funct...
Current full period year over previous full period year
Current year to date over previous year-to-date execution function
Current period year-to-date compared to previous period year-to-date
Year-to-date execution function
Current period year-to-date
Year-to-date over full prior period year
Current period year-to-date compared to full previous period
Calculate time intelligence metrics for financial planning and analysis. 'ti' provides functions for period-over-period comparisons (year-over-year, month-over-month), period-to-date calculations (YTD, MTD, QTD), and customer segmentation (ABC analysis, cohorts). Supports standard and retail calendars (4-4-5, 4-5-4, 5-4-4) with both in-memory and database backends via 'dbplyr'.