[in sale analysis on total two list product and product category there. same things I want to add in quotation pivot table how can I add?
That is not really possible, because the BI (Business Intelligence) reports (you called it "sale analysis" in your question) are actually transformed data with sales order LINES as base. And the pivot of sales order are based on sales order. You don't have product and product category information, because you have a one to many relation to order lines where this information is belonging to. It's only working the other way around (lines information -> order information).
So the solution is probably extending sale analysis (i think the model is sale.report) with every other thing you're missing there instead of changing the pivot of sales orders.
Related
I'm having a problem while building this sheet and i'm not being able to find a solution.
The problem goes like this:
This is a marketing agency that wants to build quotes for their clients in a more automated and simpler way they do today.
There is a master table that the user must put all products they have to offer and their prices
from this master table, I've created 5 other tables with power query, So they have an user interface to fill the number of products and price adjustments they want to quote. Also some products price depends on the price and quantity of other products. that's why I needed to separate it.
Now I need to bring them back together so I can use it as a source for a pivot table to build their report.
I've tried a few things:
Making them all a joined source for pivot table, but as they don't have any exclusive fields it failed.
They have a different number of columns and rows, so putting them below each other won't work
I've also tried =Table[Total Value]:Table2[Total Value], but they are joined side by side, and I need them one below each other.
I haven't tried VBA, but it's not out of the question.
I have a couple measures in a Power Pivot data model to analyze activities by a group of consultants:
Total Activities = calculate(DISTINCTCOUNT(ServiceRecords[Activity ID]))
Service Status = if([Distinct Activities]>=5,2,IF([Distinct Activities]=0,0,1)). >> This is to assign a numerical status to customers based on volume of activities
I have a pivot table set up to slice by consultant and show the output of these measure against clients in rows.
I run into trouble when I add a new fact table (Addressable) to the model - this contains Yes/No feedback from sales as to whether a particular account is relevant for a particular consultant. This is linked to the original fact table with two typical index tables classifying consultants and classifying accounts. But the direction of the relationship is inwards from the index tables to this table.
What I'm trying to do is add a second slicer by the Yes/No field in "Addressable" to filter only the records that show Yes or No for the chosen consultant. I thought a CROSSFILTER measure was supposed to do this, but it ends up filtering the data behind calculation of the existing measures instead of just filtering the view. Any idea what I should be doing here?
I am Counting on Distinct ID's in a column - this is leading to the sum of the subtotals not equalling the grand total as follows:
What I want to do is rank the Payment Dates in cronological order and select ONLY the highest date to display. In the example above the Grand Total won't change, but the Townville row will not show a Distinct Student Count.
This is a very specific requirement and I'm assuming there's an easy way to do it in DAX - I've tried playing around with both RANKX and MAX but am no closer to solving this.
One last thing - the Rank must be contextual to the Time Filter selected by the user (so if they select 2015 it'd give the second record Rank 1 and the top record wouldn't show. If they select May 2015 it'd give the top record Rank 1 and the second record wouldn't show)
I think this is what you are looking for - I added a calculated column to the PowerPivot model that provides a rank based on the Last Payment Date and the Name of the Student. It will rank the earliest payment for any student as a 1.
The code for the column is as follows:
=RANKX(FILTER(Table1, [Student Name] = EARLIER([Student Name])), [Last Payment Date])
... assuming your table is named "Table1"!
The FILTER is the key that limits the ranking to dates belonging to students with that name only.
Update for Multiple tables
To set up relationships between the tables, go to the "Diagram View" of the model, available in the Home tab of the Power Pivot window.
You can drag fields from one table to the other to create relationships. This will only work if at least one of the fields is unique - it's a good idea to think of the model as a dimensional model, with a tables that acts like a fact and other tables around it that act like dimensions.
From the comment, I would try to get the Payments to act like the fact, and have it link to the Community and Student tables. in this case, you could then have the following code:
=RANKX(FILTER(Table1, Related('Students'[Student Name]) = EARLIER('Students'[Student Name])), [Last Payment Date])
This calculated column would be on your Payments Fact table, and it uses a lookup to a related field.
Note that in this specific case, it would be easier to just run the filter over your Student ID field that is used to lookup the Student name.
I use Excel to store information about purchased products and invoices (according ID, Item!, Quantity, Price(per), Date etc.). Every time I have to put the new information about orders into table. For example: I have an order. First I create new rows in table for each order. Then I purchase them and after delivery I can fill the rows. But sometimes I order the same item, but with different price and quantity or I should to order more, since last time was not enough.
Therefore, I want to create a "program" in Excel to organize them and to check the order status, whether task already done or not.
The problem is that I can't use the same cell for different prices. And reorder can be also not sufficient.
Any kind of help is welcome!
P.S.
I can do it in MS Excel?
Do I have to learn maybe MS Access?
Is there any freeware relevant for my purpose?
I am trying to add feature to Price List entity to support matrix based price lists.
I had created Price List Columns and Price List Rows entity and added 1-N relations to Price List entity.
Now i have to add a subgrid in a Price List form (probably a new one) to let users fill matrix. So i need a grid that fetches and inserts columns from Price List Columns relation and fetches and inserts rows from Price List Rows relation.
Is this possible? If yes, how can i achieve this?
I believe you are asking, 'How can I build an editable sub grid?'
Well out of the box CRM doesnt support those features. You will have to build (or buy) something custom.
I would suggest having a read of Building an editable grid for CRM 2011 which offers a number of existing addons and suggest development approaches.