I need to make a chart using the TOP 10 customers for the annual sales value.
In my table I have:
Axis -x: Year
Axis-y: Total Sales
Color: Name_Client
In my table I have more than 200 client names and 5 years (2012 a 2017), and I also need those who stay above the TOP 10, stay in a column called "Others".
I've seen some tutorials here, but I did not get the result. The latter was to apply the Desenrank formula, but not breakage per year.
If (DenseRank (Sum ([totalsales]) OVER ([name_client]), "desc") <= 10, [name_client], "Others")
Has anyone had this experience?
Related
I'm trying to create a single pivot chart that will show separate years of data on the same date axis for a rolling 7-day average.
So, the x-axis will be text, 01-Jan to 31-Dec, and each year will be a separate series:
It has to be a text x-axis, as 01-Jan will be a category containing data for 01-Jan-2018, 01-Jan-2019, 01-Jan-2020...
In theory, the pivot table setup would have the column (series) as the Year, and the x-Axis (labels) as the date label (column Date).
The values are then from the DAX expression that creates the rolling 7-day average.
The source data (tblSource) has a single column of dates (Date2) that rolls over across years and has the column Year to break it down in the pivot.
The daily value is the one that is averaged (itself and the previous six days).
The 7-day average I normally use in DAX doesn't work here.
I need to have the Date column actually in the pivot rather than Date2, as the axis needs to be text to allow for multiple date years on the same x-axis point, but I can't get a DAX formula to work.
The other consideration is that the formula can't just consider a single year, as the rolling seven day average for 01-Jan-2018 includes the previous six days of 2017, for example.
This is the formula I usually use, but I can't manage to tweak it!
AVERAGEX (
DATESINPERIOD ( tblSource[Date2], LASTDATE ( tblSource[Date2] ), -7, DAY ),
[Sum of Daily Value]
)
But this is the output I get, and nothing has been averaged. I think it's because Date2 is being pivoted off Date, but I'm not sure how I get around that?
Can anybody offer me any help?
It's quite a frustrating problem as it would be trivial for me to do it using code, or doing it manually, but I really am trying to get better at DAX!
Thanks in advance!
Phil.
Update: Thanks to Joao for this.
=VAR d = MAX(tblSource[Date2])
RETURN CALCULATE(AVERAGE(tblSource[Daily Value]),
ALL(tblSource[Date]),
DATESINPERIOD(tblSource[Date2], d, -7, day),tblSource[Year]>0)
I had to use MAX rather than SELECTVALUE as Excel seems to lack that functionality.
I also had to unfilter the Year, so that the rolling average could be calculated from the previous year's date where neccessary.
Thanks.
When you run that measure, your table is being filtered by the date text at each point, so when you pass/create the DATESINPERIOD filter, it creates a table with the last 7 dates, but only one of them is actually available (the one relevant to your current data point).
You need to clear the filters on the table so that you have all the dates available, in order for you average to work. You can achieve this by changing the measure slightly:
VAR d = SELECTEDVALUE(tblSource[Date2])
RETURN CALCULATE(AVERAGE(tblSource[Daily Value]),
ALL(tblSource[Date]),
DATESINPERIOD(tblSource[Date2], d, -7, day))
I am trying to make a bar chart with X- axis showing timeline with respect to months (Jan, Feb, March etc). On Y-axis, I want to count how many [KRI] are there in each month based on their [Status Category]?
I have two conditions though:
1) If [Status Category] is 'Final', count that KRI in all months between [TRIGGERDATE] month and [statchedate]. for example, same KRI should be counted in Jan, and Feb and March etc (from time it was open till the time/month it was closed).
2) If [Status Category] is NOT Final, count that KRI in all months between [TRIGGERDATE] month and today's month.
In the picture below with the data sample, the pink colored blocks shows when the KRI should NOT be counted in that particular month.
I am trying to write a custom expression using if statement, but I am not able to figure out how would spotfire know that a KRI should be counted between [Triggerdate] and [Statchedate]? Or for instance, between [Triggerdate] and [today]
I am also thinking about adding a calculated column that will determine if the KRI should be counted in how many months? (but this will be ongoing data, so I am afraid that my column would keep on expanding..)
Any suggestions would be very much appreciated :)
I have a bargraph which shows the quality of my data for each month. As the data is growing over the years, the graph is getting messy. So, i would like to show Avg Quality by year for all those months in Previous years but monthly for the current year.
Can any one help me how to achieve this.
Thanks,
-Dileep
This needs to be separated into two charts, or it just won't be legible. I'd suggest:
Creating an AVG by Year bar chart graph for all your data
Creating a details visualization of the above Yearly Average data which shows the 12 months of that year with SUM() as your aggregation method. Be sure to have YEAR > Month on your category axis
Thus, if you need to compare 1, 2, 3 or all the years by month you can select them all, or just the ones you want.
I was able to do it with the help of some calculated columns. To help explain, let's assume the value column in your data set is called Value and the date column in your data set is called ValueDate. I created some fictional data that extends into April, 2017 to help illustrate the solution.
Insert a calculated column to classify whether or not the date in each row is in the current year or not. I'm going to call the column DateGrouping.
CASE WHEN Year(DateTimeNow())=Year([ValueDate]) THEN "Monthly" WHEN Year(DateTimeNow())>Year([ValueDate]) THEN "Yearly" END AS [DateGrouping]
Insert a calculated column that tells us the last date of the month for ValueDate. E.g., if the date in the row is 4/10/2015, the last day of the month for the day in that row is 4/30/2015. If the date in the row is 7/8/2013, the last day of the month for the date in that row is 7/31/2013. We'll call this column LastDateOfMonth.
DateAdd("day",-1,date(Year([ValueDate]),Month(DateAdd("month",1,[ValueDate])),1))
Insert a calculated column that tells us the last date of the year for ValueDate. Of course, it's just Dec. 31 of ValueDate's year. Call this column LastDateOfYear.
Date(Year([ValueDate]),12,31)
Finally, we utilize the previous three calculated columns to add a calculated column for the date value we want to plot. You are wanting to plot by month for the current year, and by year for prior years.
CASE [DateGrouping] WHEN "Monthly" THEN [LastDayOfMonth] WHEN "Yearly" THEN [LastDateOfYear] END
On my value axis is the Value column, which I'm aggregating as an Average. On my category axis is the calculated DatePlot column -- I set the category axis to Categorical Scale. And I'm coloring by the calculated DateGrouping column to offer a visual cue that the data is aggregated differently over time.
Now, should this be done? There are certainly some pitfalls. You can't make the category axis Continuous Scale or else you'll see all the empty months when we're lumping prior years into Dec. 31. On the other hand, gaps are good visually when there is no data for a given period. So I don't know. But I pictured what you were asking and decided to try it. Buyer beware!
I'm trying to use excel to calculate the average frequency of delivery for a set of parts. I have a data set that has two columns- part number and delivery date. I'm trying to figrue out out oftne parts get delivered, on average, in terms of days. I tried using nested ifs like averageif(a2=a2:b9999,datedif(xx)) etc, but to no avail. I'm looking for this:
Input:
Part A 8.1
Part A 8.8
Part A 8.15
Output: Part A Average Delivery - Every 7 Days
etc etc. Any ideas?
If your dates are in ColumnB:
=(MAX(B:B)-MIN(B:B)--1)/COUNT(B:B)
or:
=(MAX(B:B)+1-MIN(B:B))/COUNTA(B:B)
should serve.
Edit
If you have multiple parts (the above assumed only one) and the list is in no particular order then a PivotTable may be best (say with its top left-hand corner in D1), in Tabular form with Part for Row Labels and Delivery three times for Σ Values (the first as MAX, the second as MIN and the third as COUNT). Then =(1+E3-F3)/G3 copied down should give you the average bumber of days between deliveries. For example 5 in your example (3 deliveries in 15 days).
I'm trying to create an average by category in a pivot table. This is the first time I've created a pivot table so sorry if the answer is staring me in the face. My raw data looks like:
Date, Transaction type, Description, Paid out, Paid in, Balance, Category
Mar-13, Visa, SHOP, £4.44, , £X, Gifts
Mar-13, Visa, SHOP, £5.00, , £Y, Children
Mar-13, Visa, SHOP, £6.00, , £Z, Gifts
Mar-13, Visa, CLOTHES SHOP YORK, £8.00, , £A, Clothing
Mar-13, Visa, FOOD SHOP, £11.96, , £B, Food
My pivot table shows the information rolled up by Month and grouped by a category:
Row Labels Sum of Paid out Sum of Paid in Sum of Difference
2013
Jan £Jan £Jan £C
Food 1 2 -
Car 2 3 -
Cash 6 6
Feb £Feb £Feb £D
Food 1 2
Car 8 0
Cash 2 3
The categories/data is made up in this case, but the desired outcome I'm after is to get an annual average, informing me how much comes in/out on average across the year per category... looking something like:
Row Labels Sum of Paid out Sum of Paid in Sum of Difference
2013
Avg £AvgIn £AvgOut £AvgDiff
Food 1 2 -
Car 5 1.5 -
Cash 4 4.5
Jan £Jan £Jan £C
Food 1 2 -
Car 2 3 -
Cash 6 6
Feb £Feb £Feb £D
Food 1 2
Car 8 0
Cash 2 3
Is this possible to achieve using a pivot table, as I can't seem to find a way to this at the moment using Excel 2010.
Since it appears that your raw data is already grouped by month, you're able to do this pretty easily. You need to re-arrange your data, however -- the months and the categories need to be on different axes. For example, Category as ColumnLabels, with Values then Month as Row Labels. Then right-click one of the normal values for Paid Out, choose "Summarize Value As...", you'll see SUM is currently checked, just change to AVERAGE. Repeat for one of the Paid In values. The labels should change to help let you know if it worked.
Note that this will NOT work effectively if your source data comes in daily, for example. With only one entry per month, the SUM and the AVERAGE of the single entry are identical. This would not be the case if your raw data was daily (and you still grouped by month) -- you'd be switching from a monthly total to a daily average.
I am currently using LibreOffice, which is just the free version of Excel on a mac. It is basically the same thing, but anyways, do you see the top bar where it says =AVERAGE(B8,C8,D8)? Well, that is how you can incorporate the functions within the table. This is actually a pivot table I had to do for my Java class. All you have to do is click on the cell you want to edit, type =, the function name, (in your case, AVERAGE should be fine) and then any other kinds of functions you use. Hope this helps you out.