How do I populate the number of purchases and sales per day in tableau?
Here is my Sample Data:
In my first attempt, sales numbers are not counted to the exact date.
In my second attempt, I tried to tabulate by dropping sales date into the rows. However, it returned two figures - purchases and sales.
I have also tried Calculated Field but Tableau is unable to do a "for loop" like python.
First attempt:
After dropping Sales Date into the Rows. This is what I get:
Is there any way to populate it like this? Please help, I am still new to tableau. Special thanks to Fabio Fantoni for the first solution!
Desired Format:
I have another sample data (refer to sample data 2) which I would like to populate in the desired format (refer to desired format 2). In Sample Data 2, the purchase date "15/12/2020" is not reflected in sold dates.
My apologies but I may require some guidance as I am still new to tableau. Thank you in advance.
Sample Data 2:
Desired Format 2:
Based on this sample:
In order to bypass your double count for two different date columns, you may want to cross join your original data with a copy of it on original.Purchase = support.Sold, like this:
Doing so, you just have to create two calculated fields:
count Purchase:
count([Purchase Date])
count Sold:
Count([Purchase Date (Foglio11)])
The only thing you have to pay attention to is that in the second calculus you have to count Purchase date due to your "inverted" cross join.
You should get something like this:
Related
I am trying to create a stock portfolio tracker.
Table 1 has all transactions in this format: Date | Irrelevant | Amount Bought (+) or Sold (-).
Table 2 has all Dates for every Day from the Date of the first purchase until the current Date.
Table 1 Table 2
I am trying to get a Formula that calculates the total amount of shares bought/sold on a given day. Table 2 should then look like this:
Goal (A) Goal (B) Goal (C)
I have tried some array formulas but cant figure out how SUM all Amounts for a specific Date.
This is what I currently have:
=ArrayFormula(INDEX(Transactions!$B$12:D, MATCH (TRUE,EXACT(Transactions!$B$12:B, B7),0)))
I am thankful for any help!
I believe this isn't really a proper question for stackoverflow, but try `=SUMIF(Transactions!$B$12:$B, B25, Transactions!$D$12:$D)' and just drag it down (or Ctrl+D).
I'm trying to build a weekly cohort analysis depicted by line charts in Tableau. The problem is that all weeks line should start from 100%.
Below is the process I took :
dropping order date to columns and selecting week number
COUNTD (order id) and in rows
creating a calculated field : first purchase date{ FIXED [User Id]:MIN([Order Date])} and then
Dropping first purchase date to color field
I'm getting weeks depicted as lines (different colors) but can't figure out a way to make all lines starting from 100% point.
Here is the screenshot of what it should look like https://prnt.sc/1uugad5
Link to the dummy data where order_id is unique Dummy Data link . Any help is appreciated
Thanks
To achieve the viz, I used COUNTD([User ID]) instead of order ID.
The x axis represent the difference of weeks between the order date and the cohort date.
Finally, the percent can be found using percent of total quick table calculation and using table across.
Tableau will generally show every single date within table output of the date ranges filtered for. Is there a way to only show the first and last date in the table for the date of ranges selected?
I created an image of the desired output in excel. Link below:
Desired output example
Thank you in advance!
The feature that will address your goal is called a Level of Detail (LOD) calculation. They have many uses and take various forms. I suggest reading about the in the online help.
But, to answer your question, the LOD calc to find the first (i.e. minimum) value in a date field called, say, Transaction Date, is;
{ MIN([Transaction Date]) }
The formula for the latest value is left as an exercise for the reader 😊
As a data analyst, I would like to see the report in a pivot table automatically for the current month, so that I can take a look at it and don't have to change the date filter manually.
This is the formula to show the first day of the current month. (Which is the criteria I need, first of the current month)
=EOMONTH(today(),-1)+1
It works when I put this formula in any cell.
But when I put it in the pivot "filter by condition" option it doesn't work.
This is what I tried.
Text is exactly =EOMONTH(today(),-1)+1 (In formula box)
The date is exactly =EOMONTH(today(),-1)+1 (In formula box)
Here a screenshot of the options
Any help will be greatly appreciated.
I've never had great luck with the pivot table filter criteria in Sheets, I typically filter the data first if it's more advanced or use aggregating functions. In the Sheets pivot tables are better for quick analysis than dashboards.
There's probably a few ways to do it, but one of the easier ways would be to duplicate the data tab, clear the data and use a filter function to retrieve data. Update the Pivot table data source to the new tab. This will always only be the current month's data.
Basically you filter the data before the pivot table, with the [filter function][1].
=Filter(data , [date col]>=EOMONTH(today(),-1)+1 , [date col]< date(year(today()), month(today())+1,1)
You can also add a month column to the data and then filter on that column, however each month you would need to update the month filter in the pivot table.
=date(year([date cell]),Month([date cell]),1)
If you're using it for a 'dashboard' of sorts, I would generally recommend to create it yourself with aggregating formulas (sumifs, countifs, ect) and then you can use the more complex filters.
try custom formula:
=MONTH(A2)=MONTH(TODAY())
where A2 is first cell of column containing valid dates
You can try to Filter by a Custom Formula:
=month(DatePurchase)=month(TODAY())
Where DatePurchase is the Field Name.
I have a table of users and another table of transactions.
The transactions all have a date against them. What I am trying to ascertain for each user is the average time between transactions.
User | Transaction Date
-----+-----------------
A | 2001-01-01
A | 2001-01-10
A | 2001-01-12
Consider the above transactions for user A. I am basically looking for the distance from one transaction to the next chronologically to determine the distances.
There are 9 days between transactions one and two; and there are 2 days between transactions three and four. The average of these is obviously 4.5, so I would want to identify the average time between user A's transactions to be 4.5 days.
Any idea of how to achieve this in Tableau?
I am trying to create a calculated field for each transaction to identify the date of the "next" transaction but I am struggling.
{ FIXED [user id] : MIN(IF [Transaction Date] > **this transaction date** THEN [Transaction Date]) }
I am not sure what to replace this transaction date with or whether this is the right approach at all.
Any advice would be greatly appreciated.
LODs dont have access to previous values directly, so you need to create a self join in your data connection. Follow below steps to achieve what you want.
Create a self join with your data with following criteria
Create an LOD calculation as below
{FIXED [User],[Transaction Date]:
MIN(DATEDIFF('day',[Transaction Date],[Transaction Date (Data1)]))
}
Build the View
PS: If you want to improve the performance, Custom SQL might be the way.
The only type of calculation that can take order sequence into account (e.g., when the value for a calculated field depends on the value of the immediately preceding row) is a table calc. You can't use an LOD calc for this kind of problem.
You'll need to understand how partitioning and addressing works with table calcs, along with specifying your sort order criteria. See the online help. You can then do something like, for example, define days_since_last_transaction as:
if first() > 0 then min([Transaction Date]) -
lookup(min([Transaction Date]), -1) end
If you have very large data or for other reasons want to do your calculations at the database instead of in Tableau by a table calc, then you use SQL windowing (aka analytical) queries instead via Tableau's custom SQL.
Please attach an example workbook and anything you tried along with the error you have.
This might not be useful if you cannot set User ID Field as a filter.
So, you can set
User ID
as a filter. Then following the steps mentioned in here will lead you to calculating difference between any two dates. Ideally if you select any one value in the filter, the calculated field from the link should give you the difference in the dates that you have in the transaction dates column.