We use Tableau to create self-serve reports for various internal groups. The reports are identical in structure and style, but have different source data. As an example: European sales YTD and North American sales YTD.
For reasons we can't just have one workbook that each group then selects a dropdown for their data, they have to be separate workbooks. There are maybe a dozen of these.
We find ourselves constantly catching bugs or adding new components, and then having to go do it 10+ identical times in all the workbooks. Or worse, making a hot-fix and then not doing it for the others until it becomes an issue.
Ideally we'd make the change once in one master workbook and it'd cascade to all the others. Is something like that possible in Tableau?
Related
I have a predefined benchmark for each client and would also like to include a user defined benchmark. So that I can compare a selected clients performance on several metrics versus the predefined benchmark and and a group of clients the user selects, excluding the selected client.
For example using the built in Superstore data, I want to compare a sale person to other sales people in their region (predefined benchmark group) and also compare a sales person to a user selected group of other sales people (user defined benchmark group) for the metrics commission and sales. How can I do this in Tableau?
Following up on this, I have put together a Tableau Public workbook that may help you see how to use Set Actions: https://public.tableau.com/views/CompareItemsSetAction/CompareVsDynamicGroup?:display_count=y&publish=yes&:origin=viz_share_link
I'll try and write this up in the near future as well, but you should be able to deconstruct how this works. There is 1 set and the actions on the dashboard drive it.
Ok I suggest you look at using sets. This article from Tableau is very informative and should cover your use cases: https://www.tableau.com/about/blog/2018/11/8-ways-bring-powerful-new-comparisons-viz-audiences-set-actions-97207
I have a report on PowerBI that has many pages/tabs and each one also has alot of data being displayed. As I didn't design this, I'm going through the report to eliminate as much as I can and possibly splitting the report as alot of the data only requries refreshing once a week.
This is where my query comes in, I have information on one page that requires a refresh every two hours over a 12 hour duration, one field of data that requires a daily refresh and two more fields only require refreshing when required.
Is it possible to segment scheduled refreshes throughout a single part of the report, or does scheduled refresh only allow the entire report to be refreshed? (I.E. Sales status is hourly, Outbound status is daily, and sales summary is weekly)
I'd rather avoid having to split reports, as it is very handy to have them on one page; rather than having to open two and view them on multiple monitors.
I am just starting out on PowerBI reports, having been shown enough to get what I need done; but plan to delve further in, this being my first port of call if it is possible.
Thanks for any reponses in advance.
Brian.
No. It's Not Possible.
PowerBI Internal working like Tabular Model.
In Import mode we can not do incremental refresh also.
So other option is you can create Reporting layer and define denormilized with calucaluated columns Reporting tables.( Sales ,summary )
and use Direct query or Refresh and Do ETL for This table.
So you can schedule ETL for specific Tables i.e.Sales or summary.
I'm been using FM for the first time and have a need to use Get Summary on a financial information table. This generates various summaries of different income by customer, year and type. The layout generated from this table is good. The use of Get Summary allows me to do math with the various results, whereas sub summary totals by income type (as far as I know) cannot be added and divided by each other.
The problem I'm facing is that I wish now to create a layout based on customers and include some of the Get Summary detail from the financial table. Because my new layout is based on customers, I understand I cannot use Get Summary from financial as either a related field or in a portal.
The end game is simply to scroll through customer records, one after the other, and have key financial information show on their 'home' screen if you will, for years and type.
Any help gratefully appreciated. Thanks
I understand I cannot use Get Summary from financial as either a
related field or in a portal.
No, that's not quite correct. The GetSummary() function returns the sub-summary value by breakfield - if records are sorted by breakfield. Thus if the portal (or the underlying relationship) sorts the related records by type, you will see sub-summary values in the portal. However, you won't be able to see only sub-summary values, since a portal has no sub-summary parts.
There are other ways to show summarized related data. If you don't have (and don't expect to have) a large amount of records, considering filtering a (one-row) portal to show only a specific type of related records, then place the summary field inside it. Of course, this assumes the types are known in advance and unchanging.
In Crystal Reports, is there a way to get both full set charting and subset charting, in the report headers?
I'm working on a report from an erstwhile co-worker and I'm still trying to make things "better".
While I haven't found the solution to accruing time
( see Accruing over time (non-overlapping) - technique? )
I'll press on with how to use the resulting data once I retrieve it.
The report is a Global Availability report for network technologies, and part of the report is graphic:
Chart availability for different
network types for last "n" months'
time.
Charts availability for each region
(for each network type for "n"
months' time).
She (co-worker) had a global chart, but for each region, she did a separate sub-report containing just the chart for that region. The query isn't optimal, and using the sub-reports, the query is repeated each time.
If there a way to use a single data-set in one report for all five charts, forcing the four regional charts to display only that region's data?
Additional info:
The charts are all Bar charts, design is
y-axis: calculated availability
x-axis: Group by network type (Switches, Trunks, "Network)
sub group by month
Bad Example:
Let me see if I understand this. In your Report Header, you have 5 Subreports for the 4 regional graphs and the global graph. And you want to collapse this all into 1 Subreport if possible?
Yes, but you can't do it like in your image where United States & Europe are side-by-side. They would have to be 1 per row. Also, the datasource also has to be formatted correctly. To do this,
Make a new subreport. Group it by the Region.
In this subreport, make your regional graph in the Group Header section.
In this subreport, also make your global graph in the Report Header section.
Insert this subreport into your main report and you should be done.
Sometimes, the only way out of the fire is through it.
After lots of un-satisfactory refactoring, I spoke with the original (years ago) requestor and got some good information. I have yet to speak to the most recent requestor again (who didn't have any knowledge of the technical requirements the last several times).
Spoke w/ the guy who is tending a related db, and I get permission to add come functions, views, store procedures, etc. to THAT db... Within reason and after code/perf review -- something that isn't normally conducted, so I welcome it. I WILL have the ability to do the procedural stuff through... a procedure. Written as a stand-alone, I should be able to re-use it for any of the queries against future needs.
And... Yes, I am pretty much going to have to (read "get to") re-design, and hopefully get rid of most of the sub-reports. Yeay, me.
Thanks for coming along for the ride.
My problem in a nutshell: I create a new report, I insert a number of groups one at a time, and everything goes fine until I add the final group and suddenly I get zero results back for the entire report.
I'm new to Crystal Reports, so I'm not even sure I'm using the right vocabulary, and I'm sure this is one of the reasons I'm having such a hard time googling this. I have a book I'm going through (Pro VS 2005 Reporting Using SQL Server and Crystal Reports) but it's very specific about putting forth a set of steps to follow and it doesn't really explain the why of things.
I'm using VS 2005, C#, with built in Crystal Reports; I don't have a fancy stand alone version.
I am creating a DataSet and passing it into the report as the report Database. The DataSet has four tables: a user table (which includes a user Group ID), a course table with a list of courses that the user has taken, an exam details table with details about each exam in the course (including an exam score), and a topic details table, with information about exam topics (including a score for each topic on the exam).
I can add a user group group, a users group, a courses group, and an exam group, and return the details for each exam. But when I add a topic group everything disappears. If I add a topic group by itself I see a list of topics, but making the topic group an inner group of any other group only gives me a blank report.
I checked and I have relations defined between all my tables that should indicate which topic goes with which exam, etc.
Let me know if you need any additional information. I'm sure this is something simple that I'm overlooking because I don't have a dedicated Crystal Reports book.
Can you try and re-create the essential SQL that is being used, directly in the database? It sounds like you're getting data back until that last group is added, and that makes the query now return an empty set.
One of the remedies I found was removing underscore from sql fields, to keep the other tags from disappearing. I was initially having the field "abc_xyz" in sql, had to change it to "abcxyz" to make it work in crystal.