I'm struggling with PowerBI to group 2 columns. But when using group by function I get "The Expression Refers to Multiple Columns". When using:
SUMX(VALUES('Table'[OrderNumber]), CALCULATE(SUM('Table'[OrderValue])))
I get error message: "A circular dependency was detected.
Anyone know how to group the raw data example from the image to the desired table in PowerBI?
Price product should be grouped by product and summarized for all orders.
Order value should be grouped by product and summarized for total order value.
Related
I have 3 tables,
Table 1:
Client
Table 2:
Followups
Table 3:
Referrals
It's a one to many relationship where one client can have multiple followup or referrals.
How do I display the Followups and Referrals between 2 dates?
I have a summary field which counts the total of each followup and referrals but they show me all the count rather than in between a given date
In your relationship graph make a new table occurance that restricts the related set based on a date range. Here is an example image. You can make "date one" and "date two" globals so that they are not stored, and operate across all records. Base your sum / count calcuations based on this relationship.
Otherwise you can use a sub-summary on your layout in list view, and place the Summary fields in the sub summary. The summary field will show the sum for that sub section.
Another option is to place the summary field inside a one-row portal and filter the portal to show only records within the desired range.
This requires much less resources than adding filtered relationships - but it can be slow if you have too many related records.
I have a PnL table with 3 columns. date, region, product.
I'm trying to group all PnL rows by region and product. One way that i've tried is to sum by region and product as following
select PnL : sum(PnL) by region, product from table where date within (d1;d2)
The issue I have is unexpected results. For a given date range (d1;d2) I'm getting the results I'm expecting. However for date range (d1;d2+1) I'm getting 0 everywhere.
I checked the data availability on the d2+1 and data is already available on that day.
Please note that the server is stateless and it is not possible to use intermediate results in variables.
What is the best way to achieve a grouping sum in KDB?
I'm doing a break fix on a Tableau report visualization that shows the outcomes of clients by client id for a given year by showing a running sum of distinct count of client id or RUNNING_SUM(COUNTD([ID])). The X axis of the visualization is the initial date of contact with the client. Occasionally, due to errors in the data or weird behavior, there are clients that have two initial dates, listed as two separate data rows where the column Initial Date will have different values but they will share an ID.
Currently, the visualization shows such people with their chronological last Initial Date and I need it to dedup such that the visualization shows them as starting from the chronological first Initial Date.
I could create a calculated field for if there are two IDs with multiple non identical Initial Dates then use the first, but I'm not sure how to create a calculated field that can groupby or otherwise check multiple dates per ID.
In Python/psuedo code, it would be something like
For ID in IDS:
if len(groupby.IDS.ID)>1:
then Initial_Date = min(InitialDate)
But I have to do the transformation in Tableau
Keep everything the same, but create a calculated field named "Initial Contact Date" with the calculation:
{FIXED [ID]: MIN(InitialDate)}
Then replace the date field on the X axis (Columns) with this date field instead.
That LOD Expression loops through all rows given the ID, and returns only the min one.
I'm working with a dataset where employee utilization is calculated as (Time Billed to X/Standard Billable hours). As such, to get the total billable percentage for an employee, I can just sum up the percentages billed to each client. However, I also want to be able to see the percentage of time billed by department.
I've currently got my data in a matrix with row groups Department-->Employee-->Client with 1 column group of "time sheet ending date". When I toggle the visibility of the client row group based on the employee row group, I get the correct totals at the client and the employee level. However, when I toggle the visibility of the employee row group based on the department row group, the department row group has the wrong totals. For example, if Department A has employee B with 90% utilization and employee C with 95% utilization, the toggled total at the department level is 185%....However, I am expecting to see 92.5%....any ideas????
You might just need to tweak the expression used to get the department total. I am unsure what expression exactly you used, but it should be of the form:
SUM(epmployeePercentageColumn)/COUNT(employeePercentageColumn)
obviously replace the "employeePercentageColumn" with whatever field or variable or expression that represents each of the employee percentages that come under the particular department.
If your current expression isn't in that form, try and tweak it.
Hope it Helps.
I'm trying to create a report that will contain two pie charts. I get the data for the report from SQL.
Currently, I created a dataset for the first chart which holds records with the following fields: Import ID, Date, Status. This dataset contains duplicate records.
For the second chart, I need the same data I have in the first dataset, only without duplications and aggregated differently.
I realize that I can create another dataset that will get the distinct values from the SQL database, but I was wondering if there was a way to use the built-in filtering functionality to filter out the dataset I already have to return only distinct values (based on ID field).
Looking at the options in the following filtering dialog, I see no obvious way to do this:
If ID is not unique and your 1st query looks like this:
select ImportID, Date, Status
from YourTableSource
WHERE YourConditions
Then you probably should use for your 2nd query form like this:
select DISTINCT ImportID, Status
from YourTableSource
WHERE YourConditions
If changing the query is not an option ,then you may create the Group in ssrs with invisible DETAIL pane and place the ID and Status fiels in int Group pane