I'm just starting off Tableau and would like to do a count if in a for loop.
I have the following variables:
City
User
Round: takes values of either A or B
Amount
I would like to have a countif function that shows how many users received any positive amount in both round A and round B in a given city.
In my dashboard, each row represents a city, and I would like to have a column that shows the total number of users in each city that received amounts in both rounds.
Thanks!
You can go for a simple solution that works.
Create a calculated field called "Positive Rounds per User" using the below formula:
// counts the number of unique rounds that had positive amounts per user in a city
{ FIXED [User], [City]: COUNTD(IIF([Amount]>0, [Round], NULL))}
You can use the above to create another calculated field called "unique users":
// unique number of users that have 2 in "Positive Rounds per User" field
COUNTD(IIF([Positive Rounds per User]=2, [User], NULL))
You can combine the calculation of 1 and 2 into one but it gets complex to read so better to split them up
Related
I am an absolute Tableau beginner, so forgive my lack of proper terminology.
Context
To give some context to the problem, think of the dataset as the balances and current interest rates of two different loans for which we are trying to calculate a weighted average cost of funds at any point in time, while retaining the ability to filter on Program (specific loan).
I have a single dataset that looks like:
The Balance field is used as a running sum, i.e. to get the actual balance as of 4/30/2022, you would sum the column across all Date values on or before 4/30/2022.
The Rate field is the opposite: it represents the discrete interest rate as of the Date. Thus, it cannot be summed.
Each data point is specific to a specific loan, or Program.
So to get the interest rate of Program A as of 4/30/2022, you would simply grab the Rate value of the row where Date = 4/30/2022 and Program = A, or 5.30%. Sums are fine here, since the value of Rate is never repeated for a single Program and Date combo, but we cannot use a running sum.
On the other hand, to get the balance of Program A as of 4/30/2022, you would need to add (running sum) the Balance values for all rows where Date <= 4/30/2022 and Program = A, or 10,000 + -2500 + -2500 + -2500 = 2500.
Problem / Need
I need a report (or whatever it's called in Tableau) with the following:
Date as a column
Measures as rows
This report would NOT include Program as a row or column, but would include it as a filter.
In this report, I need a Weighted Average Cost of Funds measure.
This is effectively the weighted average Rate over/weighted by the running sum of Balance across Programs included in the filter, of course for any given Date in the columns.
In other words, by Date, latest Ratefor eachProgramtimes thePrograms running sum of Balance, divided by running sum of all Balancesfor allProgram`s included in filter.
Here's an example in Excel:
Here's an example if we were to exclude Program A:
And here's an example if we were to exclude Program B:
Finally, here's the formulas underneath everything in the Excel example:
I am using RANK function in Tableau and I am displaying the Rank of calculated measure (Eg: 1 to 50)
The calculated Measure I have is Total Amount for Combined Periods.
When there is no Period displayed on the dashboard, the Total Amount is the sum of both periods and this is exactly what I want. I am good in this case.
However, When I want to display the Period in the Rows, the Total Amount changes to "Total Amount for Period 1 and Total Amount for Period 2".
How can I add a different axis to show Individual Periods as well as Rank of Total Amount for Combined Period?
I guess this might come down to Dual axis in Tableau and I believe this is not available yet and users are voting for this in Ideas.
I need to calculate the average of multiple averages within Crystal Reports with specific criteria. My report averages scores for multiple courses by a developer. I need to get the average value of the averages, based on the number of courses for that developer:
Course 1 10 responses Course 1 Average 42.86
Course 2 12 responses Course 2 Average 39.36
How do I create a formula that give me the correct Average ((42.86 + 39.36)/2) of those two courses for that developer?
Try a Running Total for that field, where the Type of Summary is set to "Average". Specify that the total should reset every time it reaches a new Developer group.
Sometimes Crystal won't let you summarize a summary. If it gives you guff, you can achieve the same effect with Shared Variables. Simply add each average in turn to the shared variable, then divide by a distinct count of averages. The final Formula field would look something like:
Shared NumberVar sum;
Shared NumberVar count;
sum/count
I am trying to use Tableau's row total function but am running into a challenge. In the same widget I have Rows 1 - 4 with Numbers. Row 5 is a percentage.
What I would like to do is have Rows 1 - 4 use a Sum Total and Row 5 use an Average total.
Any suggestions on how I can do this?
Thanks,
I don't believe you can use different total metrics on the same worksheet.
What you can do is to create 2 different worsheets, and bring them side by side on a dashboard. Then use the proper Total metric in each.
But beware on calculation average of percentages, because they might be twisted. Usually weighted average is required to accurately express the "average" of a percentage.
What you can do is to actually calculate the percentage (use a calculated field) via the division of two metrics. That way, when you do Totals you will actually a valid value for the "average" of the percentage.
As an exercise, suppose you have sales (in $) in first row, and # of clients in row 2. Now I create a calculated field called ticket, that is
SUM(sales) / sum([# of clients])
That way I can add that to a third row, and for each column I'll have the right number of ticket, and if I add a Row Grand Total, I'll get the actual average ticket value (that is total sales / total # clients), because Tableau will sum all sales, sum all # clients and them perform the calculation (the division)
I have a set of records associated with IDs. there may be any number of records in this association, with currency values. one of these values is flagged as selected. I need to calculate an average of all the associated currency values, then take a percentage between this average and the lowest value, grouped by ID. all the data needed is in one table:
input:
table x: ID, Selected, DollarAmt
output:
view y: ID, Average, Percentage
I'm having problems creating this query(view) and it's driving me nuts. can anyone at least point me in the right direction?
Thanks all.
You can use this query:
select Id,
AVG(DollarAmt) Average,
AVG(DollarAmt)/MIN(DollarAmt) Percentage
from TableX
group by Id
But i´still don´t understand the need of the "Selected" variable in TableX
Regards