Company I work for recently started using Acumatica (I'm also new to it) and I've begun to explore Generic Inquiries.
I have an inquiry that lists total sales for each month but I would like to add another column that calculates the change in percentage of the current row's monthly total with the previous row's monthly total.
Is something like this possible in a generic inquiry?
The only way to achieve desired behavior is to develop a custom inquiry screen. Very basic calculations can be done in Generic Inquiries on the line level, but nothing is available to perform cross-line comparisons or calculations.
Related
I've spent a a lot of time trying to find a solution to the following issue but I haven't been able. There are similar threads to this issue both here and on other forums but they don't seem to be applicable. Please let me know any best demonstrated practices regarding posting on this forum that I may be going against.
I would like to be able to dynamically (and hopefully in as simple way as possible) create measures (ideally NOT via calculated columns) in power pivot to be able to carry out percentile analysis (e.g., value associated with top quartile, top quintile, third decile, etc etc) on different subsets of my data (in a pivot table). For example, I might want to create the percentile based on the yearly sales associated with a shop (although the records I have are based on monthly, or another time period).
Here is what this data could look like as an example, as well as what the results would be on this data (I did this jammily using excel). I know that there is a way to do this using calculated columns but I want to try and do it using measures (e.g., maybe using a combination of sumx, percentiles, top n??).
In case you're not able to view the picture of my data, my data is structured as such:
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**Shop ID** ## **Value** ## **Metric**## **Period** (e.g., mm / yy) ## **Franchised or Co Owned** ## **Year** ## **Quarter**
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1 50 etc etc please see screenshot! thank you
2 70
3 90
Additional explanation on data
Shop ID could have many entries
Value is the value for each metric - the record is based around having a value for each metric for each shop id for each month (or other time period)
Metric could be things like sales, ebitda, car count, etc etc
Period is typically month
Shop status could be "Co - Owned" or "Franchised"
Year and Quarter are based off the period
I want to be able to get percentile values for sales in a given period (e.g., total yearly sales for a given year, total quarterly sales etc) for whatever slicer i have going on for the current pivot table.
Super grateful for any help!
Thanks,
Louis
OK, I think I found an answer. Something like this formula might work:
PERCENTILEX.INC(ALLSELECTED(Facts[ID]),SUMX(ALLSELECTED(Facts[Period]),[Sum Values]),[Percentile Definition])
I'm using Excel 2010.
I have a data set of widgets made by person by period. I created a calculated field that shows each person's widgets made as a percentage of the total for each period.
I would like to now show the change in that "percent of total" from period to period. That is to say, I want to see how each person's percentage of the total widgets made has change from the previous period. It's a calculation on a calculation and perhaps it's just wishful thinking that Excel supports this, but it would be great if it did.
Can anyone confirm if this is possible and if so, how would I approach it? I've been looking into creating a custom Calculated Field, but I don't see how to do percent to total or difference from in those (perhaps because it would be redundant?)
I have a student license of Office Pro 2016, but somehow it doesn't have the IFS, MINIF/MINIFS, MAXIF/MAXIFS functions that would make my life so much easier. I tried to illustrate what I'm doing in the image below:
Example
My actual data is much more complicated and long, but the idea is that I will periodically manually update data within the DATATABLE, and I want the SUMMARYTABLE to reflect the total pending sales by month. There are never more than two months pending at a time, and if only sales from one particular month are pending, I don't want the second row to appear.
I've already found a way to display the month in this case using regular MAX and MIN functions, but now I'm stumped as to how to display the sum total of sales within those months. Specifically, I don't know how to make a reference to a particular month in my criteria.
I've tried this formula:
=SUMIFS(DATATABLE[SALES],DATATABLE[SHOP]="A",DATATABLE[STATUS]="PENDING",MONTH(DATATABLE[DATE]),SHOPATOTALS[MONTH])
If this worked it would have been perfect, but the month portion isn't recognized as a proper range.
Need help
I have to analyze traffic violations data with respect to place, month, and type of violation in MS Excel.
I can plot graph of Month vs Count of Violation in a place that gives me place where maximum violations took place in a month
and Month vs Count of Type of Violation that tells me which violation took place maximum in a month.
But the data I want is, How to get place of violation where a certain type of violation took place maximum time in a month. This data will allow me to plan to reduce violations and improve safety.
inshort:
I can make 2d Graph of Place of Violation(50 Places) vs Month
I can make 2d Graph of Type of Violation(15 types) vs Month
But I want a 3d Graph in MS Excel that supports Place of Violation vs Type of Violation vs Month.
Can you tell me how to achieve this? if there is some method to reduce 3d data into 2d, do let me know, I can try for that. Thanks.
Adding More info as per Comment
Lets say I have table like this
Now I can plot a 2d Bar Graph Between Month vs Count of Violation Type to determine that what violations has taken place in a month and with what count.
Another Bar graph would be Month vs Count of Place of Violation to get at what places most violations have been taken place in whole month.
But I want a 3 Column comparison graph in which I want to determine, in a month, what count of violation type has happened across different places.
like a 3d array
graph[month][place][count of specific violation type]
I hope that makes it clear, if not, let me know so I can paste the actual graphs.
Thanks
3D graphs are really hard for people to read and interpret. You might consider making a series of graphs by month (1 graph per month) if you really want to highlight monthly changes. If you just want to find the troublespots, you could graph place by violation and be done with it.
But if you are sold on a 3D graph, you could look at pivottables and pivotcharts. I graphed your dataset using a PivotTable with Date on the Axis Field and Violation and Place on the legend field and Count of Date for the Values. I then selected the Date column in my PivotTable and chose Group Selection from PivotTable Tools > Options in the ribbon, and grouped by month.
The end result was this monstrosity, but it sounds like that might be what you are looking for. I included the PivotTable chart and its options so you could see the setup.
Hope that helps!
Morning guys,
I'm hoping that one (or more) of you can help me.
I have been tasked with creating a dashboard which needs to display trends and have a dynamic frontsheet, preferably with drop-down or data forms so as to update a chart / graph.
The information itself is incredibly limited - the scope of the document is tracking a value (0-4) assigned to a staff member's ability to fulfill a task, e.g. 'Quotes - 4', 'Cancellation - 2' and so on. So the metrics are limited to:
Month (a worksheet for each month of the year and one front for the dashboard)
Team (Presently 6 teams, but this is likely to increase over time, so hopefully the solution facilitates relatively easy incorporation of new teams)
Employee (Self explanatory)
Task (Presently 25, but as above - subject to change)
Score (the 0-4 value referred to above)
So as you can see, it's a very simple dataset. The sheets are presently set out with six grids with data validation lists for determining Team and Score (dropdowns for easy data input), with the Task being pre-written and the employee entered manually by the user.
What I'm hoping to do is have a frontsheet with dynamic tables that update accordingly when a dropdown and/or data form is changed. The key focus is on getting the staff members up to 4s for all tasks, so ultimately, the charts will display trends for the individual teams (one chart for each team - 6 charts) on a month-on-month basis and also a dynamic table which can reflect specific information (e.g. employee performance on a specific month, or number of '3s' achieved by a specific team to date).
I've read a reasonable amount on this, but seem to have overwhelmed myself with the sheer amount of options. However, the options can be narrowed given that I'm working on a large corporate network that doesn't really facilitate downloads (so add-ins or anything extraneous to Excel 2007 'out-the-box' isn't an option) and preferably without the use of VBA (1. I'm quite a novice insofar as VBA, 2. Easy distribution and maintainence of the document might be marred by VBA?), though I appreciate that my requirements may dictate VBA to be essential.
Does anyone have any suggestions around how best to proceed creation of this dashboard?
Any and all help is appreciated and I apologise as a newbie if I've contravened any conventions around forum etiquette.
Thank you all for your time,
Rob
There are a couple of things that you need to consider in a task such as this:
a) what sort of output do you require?
b) how are you going to manage the data?
For a) I'd separate it further into the basics of what's required (time series charts of employee and/or team performances [how will team performance be measured? average, % achieving 4, or ?]) and then the bells and whistles of drop-downs. Focus on the basics, the other stuff first the whizzy stuff can come later. Getting b) right is vital - you are going to be extracting subsets of the data to build the charts you want to display. Get b) wrong and you'll just create a horrible task for yourself.
In your position I would consider re-organising the data into the form of a table. Excel's help defines what is meant by a table, but in essence it is a list of your observations where each observation simply comprises the score for a particular month/team/employee/task combination (so each observation comprises 5 values). The observations are arranged as successive rows of the table with the first row being the header row which will contain suitable labels such as "Month", "Team", "Employee", "Task", "Score". The real advantage of using a table such as this is that Excel provides a heap of in-built facilities for manipulating them - look up the help for Sort and Filter on the Data tab. In your case there is an even more compelling reason for using a table - you can use the Pivot Table and Pivot Chart facilities for analysing and displaying the data. If you have not used these before some time and effort spent learning about them will pay dividends. Once your data is organised and you know how to use Pivot Tables and Charts you should be able to prototype sum output very quickly.
If you do decide to organise your data as a table you can still keep a nice friendly looking grid of 6 team "tables" (different from Excel's use of the word) as a data entry facility to enter each month's scores by employee and task. You will need to find a way of getting each month's data from the data entry "tables" to the main data table. (Easiest way would be to use a bit of spare worksheet under the data entry tables to reproduce the entered data as a series of observation rows and then use Paste Special Values to append these rows to the end of the main table of observations. You can use VBA to automate the copy/paste operation if you want, you just need to figure out a way of identifying how may observations are currently in the main table and precisely where you want the paste to end up - COUNT() or COUNTA() is a useful friend here). Main problem to avoid (whether automated or not) is to avoid appending same entered data more than once to main data table.
Have a look at http://www.mediafire.com/download/x64swkp689k10a1/DataEntrytoTable.xlsx for a simple example of some of the above thoughts