I'm designing a business analysis report using Crystal Report XI and oracle stored procedure as data source. Report contains a crosstab with one row (on the left) and summarized values under selling station names.
Requirement is to have multiple attribute columns on left like Product ID, Product Name, Product Color, Product Size, Product Sold Date etc and at the end, summarized values. What I've done so far is a crosstab with only one column at left and then summarized values.
Here is the sample of crosstab as required.
I've done plenty of R&D but didn't find any appropriate solution.
The output of report is required to match the format provided by business user.
So the solution I devised is here:
Crosstab is used to aggregate and jointly display the distribution of two or more variables by tabulating their results against one dimension. Problem was how to increase the number of dimensions. Since this is against logic of crosstab, so I modified my stored-procedure and created one single string by concatenating the dimensions and created a crosstab against it. These dimensions are separated by a delimiter '~' or you can use some other for better readability.
Related
I currently have two data tables each linked to a date table. The data tables are from salesforce. I can calculate the number of a certain case type per quarter without issue. I can also calculate the running sum over quarters to show instrument install base increasing. I want to divide the number of cases per qtr by the install base. This calculation works, but when I apply a filter to see different types of cases per instrument, the filter impacts the install base as well. I would like to keep the install base consistent. I tried different LOD, but no luck. Any suggestions on filters and LOD and where to place in tableau would be beneficial.
One option is to use a parameter for filtering and then having a calculated field that changes based on parameter values in one table but not in the other table. However, this type of filter would affect all worksheets that use the same data.
I have a SQL query that acts as a data source in my tableau desktop:
SELECT
row_number() over (order by sales) as rn,
article_number,
country,
SUM(sold_items) as si,
SUM(sales) as sales
FROM data.sales
WHERE sales.order_date between '2021-01-01' and '2021-12-31'
GROUP BY 2, 3
On tableau I dragged rn to column and sales to row to generate a bar chart. The following is the output:
I want to convert this into a 0-100% distribution chart so that I can get the following result:
How can I achieve this? Also, I want the user to filter by country level so even if the # of records increase or decrease, the distribution should always be consistent with the filtered data.
You can do this with nested table calcs.
For example, the following uses the Superstore sample data set, and then first computes a running total of SUM(Sales) per day, then converts that to a percent of total. Notice the edit table calc dialog box - applying two back to back calculations in this case.
The x-axis in this example is Order-Date, and in your question, the the x-axis is a percentage somehow - so its not exactly what you requested but still shows that table calcs are an easy way to do these types of operations.
Also, realize you can just connect to the sales table directly, the custom sql isn’t adding any value, and in fact can defeat query optimizations that Tableau normally makes.
The tableau help docs explains table calculations. Pay attention to the discussion on partitioning and addressing.
I have raw data in Tableau that looks like:
Month,Total
2021-08,17
2021-09,34
2021-10,41
2021-11,26
2021-12,6
And by using the following calculation
RUNNING_SUM(
COUNTD(IF [Inserted At]>=[Parameters].[Start Date]
AND [Inserted At]<=[End Date]
THEN [Id] ELSE NULL END
))
/
LOOKUP(RUNNING_SUM(
COUNTD(IF [Inserted At]>=[Parameters].[Start Date]
AND [Inserted At]<=[End Date]
THEN [Id] ELSE NULL END
)),-1)*100-100
I get
Month,My_Calc
2021-08,NULL
2021-09,200
2021-10,80.4
2021-11,28.3
2021-12,5.1
And all I really want is 5.1 (last monthly value) as one big metric (% Month-Over-Month Growth).
How can I accomplish this?
I'm relatively new to Tableau and don't know how to use calculated fields in conjunction with the date groupings aspect to express I want to calculate month-over-month growth. I've tried the native year-over-year growth running total table calculation but that didn't end with the same result since I think my calculation method is different.
First a brief table calc intro, and then the answer at the end.
Most calculations in Tableau are actually performed by the data source (e.g. database server), and the results are then returned to Tableau (i.e. the client) for presentation. This separation of responsibilities allows high performance, even when facing very large data sets.
By contrast, table calculations operate on the table of query results that were returned from the server. They are executed late in the order of operations pipeline. That is why table calcs operate on aggregated data -- i.e. you have to ask for WINDOW_SUM(SUM([Sales)) and not WINDOW_SUM([Sales])
Table calcs give you an opportunity to make final passes of calculations over the query results returned from the data source before presentation to the user. You can for instance calculate a running total or make the visualization layout dynamically depend in part on the contents of the query results. This flexibility comes at a cost, the calculation is only one part of defining a table calc. You also have to specify how to apply the calculation to the table of summary results, known as partitioning and addressing. The Tableau on-line help has a useful definition of partitioning and addressing.
Essentially, table calcs are applied to blocks of summary data at a time, aka vectors or windows. Partitioning is how you tell Tableau how you wish to break up the summary query results into windows for purposes of applying your table calc. Addressing is how you specify the order in which you wish to traverse those partitions. Addressing is important for some table calcs, such as RUNNING_SUM, and unimportant for others, such as WINDOW_SUM.
Besides understanding partitioning and addressing very well, it is also helpful to learn about the functions INDEX(), SIZE(), FIRST(), LAST(), WINDOW_SUM(), LOOKUP() and (eventually) PREVIOUS_VALUE() to really understand table calcs. If you really understand them, you'll be able to implement all of these functions using just two of them as the fundamental ones.
Finally, to partially address your question:
You can use the boolean formula LAST() = 0 to tell if you are at the last value of your partition. If you use that formula as a filter, you can hide all the other values. You'll have to get partitioning and addressing specified correctly. You would essentially be fetching a batch of data from your server, using it in calculations on the client side, but only displaying part of it. This can be a bit brittle depending on which fields are on which shelves, but it can work.
Normally, it is more efficient to use a calculation that can be performed server-side, such as LOD calc, if that allows you to avoid fetching data only for client side calculations. But if the data is already fetched for another purpose, or if the calculation requires table calc features, such as the ability to depend on the order of the values, then table calcs are a good tool.
However you do it, the % month-to-month change from 2021.11 (a value of 26) to the value for 2021.12 (a value of 6) is not 5.1%.
It's (( 6 - 26 ) / 26) * 100 = -76.9 %
OK, starting from scratch, this works for me: ( I don't know how to get exactly the table format I want without using ShowMe and Flip, but it works. Anyone else? )
drag Date to rows, change it to combined Month(Date)
drag sales to column shelf
in showme select TEXT-TABLES
flip rows for columns using tool bar
that gets a table like the one you show above
Drag Sales to color (This is a trick to simply hold it for a minute ),
click the down-arrow on the new SALES pill in the mark card,
select "Add a table calculation",
select Running Total, of SUM, compute using Table(down), but don't close this popup window yet.
click Add Secondary Calculation checkbox at the bottom
select Percent Different From
compute using table down
relative to Previous
Accept your work by closing the popup (x).
NOW, change the new pill in the mark card from color to text
you can see the 5.1% at the bottom. Almost done.
Reformat again by clicking table in ShowMe
and flipping axes.
click the sales column header and hide it
create a new calculated field
label 'rows-from-bottom'
formula = last()
close the popup
drag the new pill rows-from-bottom to the filters shelf
select range 0 to 0
close the popup.
Done.
For the next two weeks you can see the finished workbook here
https://public.tableau.com/app/profile/wade.schuette/viz/month-to-month/hiderows?publish=yes
I am creating a Google Data Studio report for a car dealership and I have a problem.
I have made these 3 screenshots to illustrate:
If you see on the first screenshot, the datasource is pretty simple, used/new indicates weather the car being sold is new or used and if it is a sportscar or family car, and exchange/clean deal indicates weather the dealership takes/buys the customers old car in for a trade off in price. The rest should be self explanatory.
On screenshot2-3 you see my report, I have one table for each salesperson and it shows the amount of sales for each combination that has sales.
The problem is this, I want the tables to show each combination even if it does not have any sales at all, it should just show 0 then in record count. Like Mike on the left has more combinations than john, I still want Johns table to show those combinations just with a 0 then, and it should be sorted the same on each table so they look the same, just different data in the cells.
Is this possible to do?
To solve this problem, you need to make a combination of data, from the database with itself. Your main analysis dimension, which will generate your combinations, is used/new and Exchange/Clean deal. So your combination should be:
The filter defined in the second database (right base) must contain a filter telling which person the table will be destined for. So, for each table, you must make a new combination that contains the person-specific filter.
I just took a sample from your original database (10 first lines) and the result is:
What I have is:
A flat PowerPivot (V2) table to show the data as an ordinary Excel table (very much simplified, it's much wider):
|Starting date|Container|Color|Price|Price inc Tax|
|01.01.2009|container 240|blue|2,50 €|3,05 €|
|01.01.2009|container 240|red |3,60 €|4,39 €|
|01.01.2009|container 360|blue|4,20 €|5,12 €|
Might it be possible to format PowerPivot table so that the summarized columns are not in the end of a row? I'm trying to make a price list/catalog tool. There are a lot of fields in the table and some are less important and I'd like them to be shown after the prices. Starting date, Container and Color are column labels and the Price and Price Tax are summarized data.
Narutally I can't move the summarized data from Value area to Row or Column area in the field list, but is there any other way to reorder the columns so that I get the summarized data e.g. in between Starting date and Container?
Thanks!
Its possible but not totally straightforward.
Writing a measure that returns text is easy for instance:
=VALUES(Table1[Container])
....will return the text from a Column called Container in 'Table1' but ONLY if the context which has been established means that there is only one value for container (VALUES returns a single column table of all values that haven't been filtered out by the current context).
To make this robust you would need to trap errors so your whole formula would look like:
=IF(COUNTROWS(VALUES(Table1[Container]))>1,BLANK(),VALUES(Table1[Container]))
Once perfected this measure can be place after the more important data.
HTH
Jacob