I use Tableau to do some report and my data source is excel live. I have an excel file that contains each selling records and it looks like this. the last two columns are year over year growth.
I want to hide the column highlighted in blue:
, without hiding any other column. Right now whenever I hide the highlighted column, the first column "2014 amount" also hides, but I want 2014 amount to display.
I know if I have quarters and months, there's a function to make the columns independent by combine year and quarter/month, but I only want the year. I know I can do it in two separated worksheet and put them together in one dashboard but I need to put them in one worksheet.
I tried to create a calculation field to calculate year 2015 year over year growth only, but I am not sure how to write the syntax. The logic would be:
Dim a,b,c, a = 2014 amount, b = 2015 amount, c = b/a-1
But I am not sure how to use tableau to do things like this.
You will have to remove the YEAR(Date) Dimension, and create 3 measures: one for 2014 sales, one for 2015 sales, and one with the delta. Otherwise, what you are trying to do will not work.
Thankfully, this is easy enough to do.
Create a measure for 2014 sales
SUM(CASE YEAR(DATE) WHEN 2014 THEN [Amount] ELSE 0 END)
Then a measure for 2015 sales
SUM(CASE YEAR(DATE) WHEN 2015 THEN [Amount] ELSE 0 END)
Then a delta measure
([2015 Amount] - [2014 Amount]) / [2014 Amount]
Then go ahead and drag them into your visual. Here's the result
Related
I have a table like this:
Year Num Freq. Exam Grade Course
2014 102846 SM SM Astronomy 3
2015 102846 12,6 1,7 NC Astronomy 2
2017 102846 20 11,8 17 Astronomy 2
2015 102846 SM NC Defence Against the Dark Arts 4
2015 102846 11 4,5 NC Herbology 2
2015 102846 15 13,99 14 Herbology 2
I am trying to get the percentage of approved students (Grade >= 10) for each course by year and global average.
I've been trying for nearly 3 hours to do a calculated field but so far the only thing I could get was the sum of each student per year:
I have tried to do a calculated field with = Grade >= 10 hoping that it would give me a list of approved students but it gives me 1.
What am I doing wrong in here? It's my first time working with pivot tables.
I would really recommend to not mix string type (text) together with numbers. It's a horrifying idea and will cause a lot of headache when data will be used for calculations (both Freq. and Grade). Rather I would use 0 or some numeric value to represent the text.
Not recommended, but yes it's doable =)
You need some dummy variable to point out which row is number and which is text. So I created Grade Type. We can now count only the rows that have a number in the Grade column by using Grade Type = Number.
I create a table of the data and add the column Grade Type. I use this formula to get Grade Type:
=IF(ISNUMBER([#Grade]),"Number","Text")
I then create the following measures:
Nr of Approved Students
=COUNTX(FILTER(Table1, Table1[Grade Type]="Number"),
IF((VALUE(Table1[Grade])>=10),VALUE(Table1[Grade]),BLANK()))
First we filter which rows that should be evaluated (COUNTX(<table>,...)). If yes, then only count for rows that fulfill >=10, where VALUE() converts string number to numeric (COUNTX(...,<expression>)).
Nr of Student (w/ Grade Number)
=COUNTX(FILTER(Table1, Table1[Grade Type]="Number"), VALUE(Table1[Grade]))
Count all rows that have a number
Approved (% of Total)
=[Nr of Approved Students]/[Count of Grade]
Setup the PowerPivot Table
Create the PowerPivot and add the data to the data Model
Then create a new measure by clicking your pivot table and then "Measures" -> "New Measure..."
Fill in all the relevant data.
Result should be something like:
I am trying to use MDX to replicate an Excel formula in SharePoint. The hangup I am having is in Excel, I can reference the selected month as a number and use that number in my formula (i.e. June is 6, October is 10, etc.).
Is there a way I can have MDX decipher a month chosen in a filter as a number like I do in Excel?
If that's possible, is there also a way to use that to calculate the number of months left in the year (If I choose September in the filter, a formula to know that Sept = 9, 12 - 9 = 3 months left in the year)?
Thank you very much for your help!
Michael
You can use VBA type functions to extract the month number from a date:
e.g.
WITH MEMBER [Measures].[Full Date] as 'NOW()'
-- The Second Calculated Member is the Day part of the first calculated member.
MEMBER [Measures].[What Day] as 'DAY([Full Date])'
-- The Third Calculated Member is the Month part of the first calculated member.
MEMBER [Measures].[What Month] as 'MONTH([Full Date])'
-- The Fourth Calculated Member is the Year part of the first calculated member.
Member [Measures].[What Year] as 'YEAR([Full Date])'
SELECT
{[Full Date],[What Day],[What Month],[What Year]} ON COLUMNS
FROM Sales
See this reference: https://social.msdn.microsoft.com/Forums/sqlserver/en-US/1555eb27-f277-4f60-87ca-a2c2d6c12917/equivalent-function-in-mdx-for-monthx-as-in-sql?forum=sqlanalysisservices
I am starting with DAX.
I have a standard date table and a table with sales. When I try to show the running total with the below formula the month filter is ignored, as shown:
The formula is:
Prov YTD VJ 2:=CALCULATE(FIRMPROV[SumProv];
All(Kalender[Jahr]);
DATESBETWEEN(Kalender[Datum];
Min(START_YTD[start_ytd]);
MIN(END_YTD[end_ytd])))
A good way to calculate running totals is by using the FILTER and EARLIER functions, but a prerequisite to that is that you need to create a Month Number column (ie. Jan = 1, Feb = 2, Mar = 3, etc.)
Then, you can use the following DAX:
CALCULATE(SUM([SumProv]),ALL(FirmProv),FILTER(FirmProv,[Month Number]<=EARLIER([Month Number])))
EARLIER basically is DAX's way of interpreting the current row. You're telling DAX to sum ALL of the rows in the FirmProv table where the month number is less than or equal to the current row (AKA running total).
Here's the result (note the numbers aren't exactly like yours, I just quickly mocked it up to show the example):
I need to calculate count of issue ID for each month with open status.
I have below 3 columns-
Issue_ID
Issue_Open_Date
Issue_Closed_Date
Issue_ID Issue_Open_Date Issue_Closed_Date Open_Issue_Count(required output)
IS_10 11/11/2014 1/5/2015 3
IS_11 11/12/2014 12/14/2014
IS_12 11/13/2014 11/15/2014
IS_13 11/14/2014 3/5/2015
IS_1 12/1/2014 12/15/2014 4
IS_2 12/2/2014 2/10/2015
IS_3 12/3/2014 1/15/2015
IS_4 1/1/2015 2/10/2015 4
IS_5 1/2/2015 3/11/2015
IS_6 1/3/2015 1/22/2015
IS_7 2/1/2015 3/5/2015 3
IS_8 2/2/2015 2/2/2015
IS_9 2/7/2015 2/28/2015
IS_14 3/1/2015 4/5/2015 1
Based on above table, i need a count of open status of each month.
lets suppose in December i need to count than it should check in dec and nov month.
If any issue is closing in same month, it mean that is not in open stage,
Basically for each month it should check for their records also and previous month records also.
Required output is below-
Nov- 3
Dec- 4
Jan-4
Feb-3
march-1
So... I have a way but it's ugly. I'm sure there's a better way but I spent a while banging my head on this trying to make it work just within Spotfire without resorting to a python script looping through rows and making comparisons.
With nested aggregated case statements in a Cross Table I made it work. It's a pain in the butt because it's pretty manual (have to add each month) but it will look for things that have a close date after the month given and an open date that month or earlier.
<
Sum(Case
when ([Issue_Closed_Date]>Date(2014,11,30)) AND ([Issue_Open_Date]<Date(2014,12,1)) then 1 else 0 end) as [NOV14_OPEN] NEST
Sum(Case
when ([Issue_Closed_Date]>Date(2014,12,31)) AND ([Issue_Open_Date]<Date(2015,1,1)) then 1 else 0 end) as [DEC14_OPEN] NEST
Sum(Case
when ([Issue_Closed_Date]>Date(2015,1,31)) AND ([Issue_Open_Date]<Date(2015,2,1)) then 1 else 0 end) as [JAN15_OPEN] NEST
Sum(Case
when ([Issue_Closed_Date]>Date(2015,2,28)) AND ([Issue_Open_Date]<Date(2015,3,1)) then 1 else 0 end) as [FEB15_OPEN] NEST
Sum(Case
when ([Issue_Closed_Date]>Date(2015,3,31)) AND ([Issue_Open_Date]<Date(2015,4,1)) then 1 else 0 end) as [MAR15_OPEN]>
Screenshot:
As far as doing it with python you could probably loop through the data and do the comparisons and save it as a data table. If I'm feeling ambitious this weekend I might give it a try out of personal curiosity. I'll post here if so.
I think what makes this difficult is that it's not very logical to add a column showing number of issues open at a point in time because the data doesn't show time; it's "one row per unique issue."
I don't know what your end result should be, but you might be better off unpivoting the table.
unpivot the above data with the following settings:
pass through: [Issue_ID]
transform: [Issue_Open_Date], [Issue_Closed_Date]
optionally rename Category as "Action" and Value as "Action Date"
now that each row represents one action, create a calculated column assigning a numeric value to the action with the following formula.
CASE [Action]
WHEN "Issue_Open_Date" THEN 1
WHEN "Issue_Closed_Date" THEN -1
END
create a bar chart with [Action Date] along the X axis (I wouldn't drill further than month or week) and the following on the Y axis:
Sum([Action Numeric]) over (AllPrevious([Axis.X]))
you'll wind up with something like this:
you can then do all sorts of fancy things with this data, such as show a line chart with the rate at which cases open and close (you can even plot this on a combination chart with the pictured example).
Ive spent the last 2 days trying to get this, and I really just need a few pointers. Im using Excel 2010 w/ Power Pivot and calculating inventories. I am trying to get the amount sold between 2 dates. I recorded the quantity on hand if the item was in stock.
Item # Day Date Qty
Black Thursday 11/6/2014 2
Blue Thursday 11/6/2014 3
Green Thursday 11/6/2014 3
Black Friday 11/7/2014 2
Green Friday 11/7/2014 2
Black Monday 11/10/2014 3
Blue Monday 11/10/2014 4
Green Monday 11/10/2014 3
Is there a way to do this in dax? I may have to go back and calculate the differences for each record in excel, but Id like to avoid that if possible.
Somethings that have made this hard for me.
1) I only record the inventory Mon-Fri. I am not sure this will always be the case so i'd like to avoid a dependency on this being only weekdays.
2) When there is none in stock, I dont have a record for that day
Ive tried, CALCULATE with dateadd and it gave me results nearly right, but it ended up filtering out some of the results. Really was odd, but almost right.
Any Help is appreciated.
Bryan, this may not totally answer your question as there are a couple of things that aren't totally clear to me but it should give you a start and I'm happy to expand my answer if you provide further info.
One 'pattern' you can use involves the TOPN function which when used with the parameter n=1 can return the earliest or latest value from a table that it sorts by dates and can be filtered to be earlier/later than dates specified.
For this example I am using a 'disconnected' date table from which the user would select the two dates required in a slicer or report filter:
=
CALCULATE (
SUM ( inventory[Qty] ),
TOPN (
1,
FILTER ( inventory, inventory[Date] <= MAX ( dates[Date] ) ),
inventory[Date],
0
)
)
In this case the TOPN returns a single row table of the latest date earlier than or equal to the latest date provided. The 1st argument in the TOPN specifies the number of rows, the second the table to use, the 3rd the column to sort on and the 4th says to sort descending.
From here it is straightforward to adapt this for a second measure that finds the value for the latest date before or equal to the earliest date selected (i.e. swap MIN for MAX in MAX(dates[Date])).
Hope this helps.
Jacob
*prettified using daxformatter.com