I have a database in Tableau from an Excel file. Every row in the database is one ticket (assigned to an Id of a customer) for a different theme park across two years.
The structure is like the following:
Every Id can buy tickets for different parks (or same park several times), also in different years.
What I am not able to do is flagging those customers who have been in the same park in two different years (in the example, customer 004 has been to the park a in 2016 and 2017).
How do I create this calculated field in Tableau?
(I managed to solve this in Excel with a sumproduct fucntion, but the database has more than 500k rows and after a while it crashes / plus I want to use a calculated field in case I update the excel file with a new park or a new year)
Ideally, the structure of the output I thought should be like the following (but I am open to different views, as long I get to the result): flag with 1 those customers who have visited the same park in two different years.
Create a calculated field called customer_park_years =
{ fixed [Customerid], [Park] : countd([year]) }
You can use that on the filter shelf to only include data for customer_park_years >= 2
Then you will be able to visualize only the data related to those customers visiting specific parks that they visited in multiple years. If you also want to then look at their behavior at other parks, you'll have to adjust your approach instead of just simply filtering out the other data. Changes depend on the details of your question.
But to answer your specific question, this should be an easy way to go.
Note that countd() can be slow for very large data sets, but it makes answering questions without reshaping your data easy, so its often a good tradeoff.
Try this !
IFNULL(str({fixed [Customerid],[Park]:IF sum(1)>1 then 1 ELSE 0 END}),'0')
Related
I'm trying to learn about pivot tables and ran into some useful sample data to test my knowledge, especially in A/B testing.
I have about 20,000 data sets like the above table. I want to use a pivot table to see filter certain parameters, kind of like an A/B test.
Lets say I implemented some changes to an audience, selected by:
Odd Number user ID
Date of Registration after September 30th, 2017
only IOS and NOT Android with App version after 5.
I want to see if people under the above filters bought our feature ("Yes" or "No") and compare it to the people that this specific feature wasn't rolled out to and see if the feature had some impact.
Using Pivot Tables, I'd be nice to measure this, filtering out the people that fit the criteria versus the people that don't, and see if the sum of feature bought has some difference.
Is Pivot Table the right idea to measure this? Can someone provide some help on how I can approach this?
I guess assuming this is a pivot table, the flexibility to see if the user's bitcoin or the specific phone model had impact could be useful too.
Thanks!
Yes, a Pivot Table is a good way to tackle this. The cool thing about PivotTables is that they are easy to copy. So whip one up, put the UserID in the Values area, change the aggregation to Count, and then make multiple copies of the PivotTable. Then go make changes to different filters, and compare the counts.
Plenty of PivotTable tutorial on YouTube. Suggest you add "Mike Girvin" or "ExcelIsFun" to your google search terms, as Mike has hundreds of great videos on YouTube.
I'm going to try and make this as least confusing as possible, I apologize in advance if my attempt is a failure.
I work in education and am trying to create a predictive analysis document that will tell us how many class sections we will need to offer in a given semester.
I pulled data from the past five years and consolidated it into a pivot chart. I set the pivot chart to combine all courses with a common Subject, Course Title and Catalog Number (See image below for more detail), and output 3 different columns of values based on what we need.
The problem I am facing now is with curriculum changes throughout the years. There are some courses within the list that are no longer being offered and a new course with a new Course Title, Subject and Catalog Number that can now be substituted for the previously needed course. Since the data has been pulled into one pivot chart, both the old curriculum courses and the new curriculum courses are in one list.
I would like to somehow create a relationship between the old curriculum courses and the new curriculum courses. If possible I would like the names of the courses to remain separate, but the values of the old and new to be averaged out together in their respective rows.
In a new page, I plan on putting an easy to use form where the user can select a course subject and name, enter in some other necessary data and the document will output the amount of course sections needed.
Does anyone know of a way to make a relationship between two cells and have other cells effected by this relationship?
Thanks so much!
Mike
enter image description here
I am trying to figure out how to create the most useful PivotTable for a user to view data for BI purposes. Here are two options I was considerating:
(1) Traditional PivotTable, pivot values on top:
(2) Drill-down type PivotTable:
What are the pros and cons of each method? For example, one for each to start might be:
Drilldown
PRO: trivial to add additional drilldown variables.
Pivot:
PRO: can easily sort by the column headers in the table UI.
And, are there any other possible tabular displays of data, either another type of PivotTable or another type altogether?
I'll suggest to keep it simple. If the objective is to present a view of the revenue figures of each region summarized by gender then pivot table in option 1 is the most effective of both, as it shows everything relevant in one simple look, keeping similar data at the same level making easier to compare.
Bear in mind that management requested that view to be able to effectively see how each region is performing on that specific category.
If the focus is revenue by different gender. Option 1 shows that in same row continuously for each region. It can easily be seen that the best performer on revenue generated by females is US, while best performer on revenue generated by males is Canada. While is not easy to see that in option 2.
If the focus is revenue by same gender. Option 1 shows that in same column continuously, which is not the case with option two.
Option 2 will be useful if the primary focus is set on revenue by region then if there is a need to see additional details based on the performance of any region management can drilldown to see the details of what makes the primary number. Which in this case is not the objective as the request is to show both.
Also best advice is to always agree requirements with clients (internal and/or external) you might find that they might have requested only what they believe it is possible to achieve and after they have that they will apply some "manual steps" to achieve their ultimate goal, something you could have done entirely if only you would have known.
Pivot Tables are used to -
summarize data
analyze data
explore data
present summary data
Both ways (traditional and drill down) of Pivot table can do the above listed.
It depends on what you want to achieve in BI.
If detailed data is not required to show or sort then you can use drill down.
Mostly in BI, data used in summarised form. So Drill down method will be good for display of data. Anyways you can double click and see the detailed data. See how to get details of drill
Drill Down:
a. Pros
Summarise Easily
Add sub points for summary
"Get Details" of Pivot for more details
b. Cons
The way you are doing sorting by pivot is not possible. Instead I would suggest to use pivot to drill down. So you can sort (And will move to Pros section :P) and check pivot details in another form.
Traditional Way
This way you are making to use pivot tables of your data. You should explore more in given links below.
5 pivot tables you probably haven't seen before
pivot tables save your job
23 things you should know about Excel pivot tables
Generally every representation of data has a purpose and with this purpose there come certain advantages and disadvantages.
Obviously with any kind of report, the audience matters most. Which would put you in the classical Requirement Analysis situation where you need to figure out what your customer wants (What data is of interest? How should it be sliced? What medium is it consumed on?)
Is the Revenue by Gender an important KPI?
If it is not, why including it at all?
If it is, let's see what a potential reader would do to answer a question like "How does the womens sale for Mexico compare with Canada?"
Drill down table:
Understanding the table will take a couple of second since they have to understand the different levels and their representation, the meaning of the bold and regular lines and realize that the man and women values accumulate to the total value for a region
Find Mexico in the list
Find the row for women and the value of it on the right
Find Canada in the list
Find the row for women and the value of it on the right
Remember the the value for Mexico or look it up again
Important here is also that this process will be repeated more or less exactly for every follow up question.
Traditional table
Understanding the table will be faster, they see a country name on the left and male/female on the top. Generally people are used to these tables since primary school and won't need further explanation.
Find Mexico in the list, go to the right until they find the value for women (if you try it you will see that you automatically see the values and the heading)
Find Canada in the list, (realize that it is only one line above) go to the right and have both values on top of each other.
For all the following questions the structure is easy to remember and it's a find and match game between rows and columns
I know that might be a bit subjective, but I hope the general idea is understandable
If you know have a question like "In which region do we sell more to men than women?" the advantage of a traditional over a drill down table becomes even more obvious.
With the drill down you will have to juggle several rows and their values while with the traditional you just skim through one column and look for the biggest value.
Is the Revenue per Region the main KPI?
You should then rather use a drill down table, possibly with additional levels (ie. North America in case it's international data or US State since I would assume it would be of interest if your product sells better in Alaska than Florida).
Your audience can then decide which granularity they want to see and adjust it accordingly. The gender is on the bottom of the hierarchy so either you have curious people who are interested in just another figure or they don't care and just don't drill down that deep.
The assumption here is that you deliver the table on the highest aggregate level.
One could argue that the same problem of finding row etc. exists as well for this case but I would assume you wouldn't necessarily compare the sales for Yucatán with Alberta so you stay in one group of states for example and again just have to skim up or down to find the states of the same country so you can compare it.
Using drilldowns in pivot tables is, in my opinion, a tool to be used by analysts, and not managers. Pivot tables are not quite intuitive enough to be used on reports that are being sent on for BI review by management. Typically any report which is being circulated for review by the powers that be should be consistent from user to user. That means using drilldowns would display different numbers if different items are selected - which could lead to 2 people talking about different values without knowing it.
Many people in management level positions outside of the core analytical group will still print anything you e-mail them before they look at it. I suspect that this is more likely to be true in a less technologically advanced company (ie: one which uses Excel as its database analysis tool instead of a full ERP-type system). In either case, anything being submitted for high level review should already be formatted exactly as you want them to see it.
The key in Excel deliverables within the workbplace is to make review as easy as possible. That means all necessary information should be immediately visible on each tab, with a minimum of scrolling (maybe scrolling down if necessary, but never scrolling right), and absolutely no clicking required.
Conclusion - Do not force a reviewer to manipulate your Excel file to use it
You may like drilldowns because you see how powerful it is to adjust reports as you are analyzing data - but once you have made your own analytical conclusions, those conclusions should be immediately apperent from the visible workspace that you leave for review.
Therefore, in order to achieve simplicity in high level review documents, you should use the 'traditional' format as you have shown it, which shows all numbers next to eachother in an easy to read table.
I have several documents which contain statistical data of performance of companies. There are about 60 different excel sheets representing different months and I want to collect data into one big table. Original tables looks something like this, but are bigger:
Each company takes two rows which represent their profit from the sales of the product and cost to manufacture the product.I need both of these numbers.
As I said, there are ~60 these tables and I want to extract information about Product2. I want to put everything into one table where columns would represent months and rows - profit and costs of each company. It could be easily done (I think) with INDEX function as all sheets are named similarly. The problem I faced is that at some periods of time other companies enter the market:
Some of them stay, some of them fail. I would like to collect information on all companies that exist today or ever existed, but newly found companies distort the list (in second picture we see, that company BA is in 4th row, not BB). As row of a company changes from time to time, using INDEX becomes problematic, because in some cases results of different companies get into one row. Adjusting them one by one seems very painful.
Maybe there is some quick and efficient method to solve such problem?
Any help or ideas would be appreciated.
One think you may want to try is linking the Excel spreadsheets as tables in Access. From there you can create a query that ties the tables together. As data changes in the spreadsheets, the query will reflect those changes.
I'm not a vb developer neither so familiar with excel. Anyway i have a project to be done using MS Excel (cannot use access).
System is to provide a ratio analysis(ans some other analysis) of companies where data from an annual report need to entered to the system. Then based on several reports data I can derive graphs and all other information.
My question
Now I can store data in a single sheet like using is as as a database. it'll be like
CompanyName Year Data1 Data2 Data3...
Here the CompanyName can be duplicated as many Years data can be entered. If I use this method Each time I derive company data, I have to search for the relevant rows in the worksheet and keep lots of data in an array as I read through those rows and produce the final result.
Or I can use separate worksheet for each company. Then I only have to search for the relevant sheet name and perform operations in that worksheet it self easily.
So what is the best way to do this?
Thanks
Whatever way works. IMO you could create a defined range (or many) and issue SQL against it just like it was Access table(s). I'm for keeping all like data on the same worksheet even for different companies; but that's just my 2 cents. You can create a pivot to separate out the information and slice/dice it however needed
Since someone liked the comment as an answer:...
It might be simpler to do some of this just using formulas and Excel functions. The basic approach would be to keep the data on one sheet and sort it by year within company so that all the years for a company are grouped together. Then use Filter to create a list of unique companies. These steps get repeated each time you add new data.
Then create 2 formulas for each company: the first uses MATCH to find the first row containing the company name and the second uses COUNTIF to find how many rows there are for the company. Then you can use OFFSET(firstrow,ColumnIndex,NumberOfRows,1) (or similar) to get the required range of data for Charts and ratio analysis etc.