I am using SP lists to maintain users PTO and a Master list to forecast utilization hours based on their goals as follows. I am on SharePoint 2013, what calculated formulas can I use to get the Forecast hours in the Master list? Thanks much!
Included are sample PTO & Master List
MasterList
PTOList
I’m afraid that we can not achieve this with calculated column. We can not get look up value in calculated column formula. It is even more impossible for us to get the sum of all hours based on time and a specific person.
I recommend you to create an event receiver on PTO_List(item added) to achieve this.
Related
I've tried to find a similiar thread on this, but have not been able to do so. Im pretty new to Power BI, so i might not know what im looking for. I could really use some advise.
I have a sales table ('SalesTable') that contains all the sales from different store locations. The table includes all the sales from each store beginning in january 2021, but the stores was incorporated on different dates in 2021, and so i need to be able to make a filter to only return the sales for each store from when the stores was incorporated respectivaly.
Simplified, the tables looks like this:
'SalesTable'
'SalesTable'
'Stores'
'Stores'
The two tables are joined on storeID. SalesTable is also connected to a dax-created Calender table. The stores table is not connected to the calender table (Maybe it should??).
I need to be able to filter the report so that it only returns sales dated on or after the respective incorporateddate.
Like this:
'Desired output'
I am not sure whats the optimal way to go about this. If i should make a calculated table of the SalesTable, or if a measure is sufficient to filter the report. Any suggestions, tips or solutions would be highly appreciated :)
You can use this measure:
sumIncorp =
var __maxIncorp = CALCULATE(max(inc[IncorporatedDate]), FILTER(inc, inc[StoreID] = SELECTEDVALUE(IncSale[StoreID])))
return
CALCULATE(SUM(IncSale[Amount]), FILTER(IncSale, IncSale[Date] >= __maxIncorp))
I have a Union table of my various bank accounts to create a personal finance analysis dashboard.
I am trying to make a Running Total to show my total capital available at any given date. Using a Running Total table calculation works, just as much as using a RUNNING_SUM() calculated field. They both work up until I filter the dates. So I am trying to find a way to make the running calculation work without being thrown off by Date Filters (I would like to implement relative dates for visualisation in the dashboard).
My union table has the following relevant data columns:
Order ID: Descending number from 1 for each entry per account.
Date: Date of entry.
Item: Entry name.
Account: Name of bank account.
Amount: +ive for credit or -ive for debit.
Balance: balance after entry value for each given account.
So the table can look like this:
So on 07/05/2019 the Running total should be 229.64.
The running sum formula mentioned above is currently RUNNING_SUM(SUM([Amount])), so if any dates are excluded via filter the running total doesn't add up to the right amount.
A way I can see around the problem could be to get the sum over all accounts of the last balance reading at a given date. The balance is a running total but only if the final entry per time period for all accounts are summed would it work. Would it be possible to make a calculated field that gets the last balance reading for each account at any given date and then sums them?
Or is there a simpler smarter way I am not aware of?
This comes down to an Order of Operations problem. Once you filter the dates the viz doesn't have access to the data anymore.
Your best approach would be to add the running sum to the data source before you bring it into Tableau. Then the running sum isn't a calculated field dependent on the data in the Viz.
I am looking to find out how I can create a measure in Tableau that will tell me if a job has been successful or not.
For example I have an agent and I am trying to calculate the number of jobs he worked on and if the completed column has a value of 1 then he successfully completed this otherwise I count it as a failure.
So for this reason I created a calculated field that has the following:
IF [Completed]="Y" THEN 1 ELSE 0 END
I then created a new sheet with the number of records for that agent in columns and the measure(above) in rows to create a stacked chart.
The problem I have is that the incompleted tasks are not being counted therefore not reflecting correctly on the chart.
Being new to Tableau I am not sure how to resolve this and would appreciate some advice if possible.
Thanks in advance.
You dont have to create any calculated field to achieve this.
Tableau has a built in measure named 'Number Of Records' which has a value of '1' for each record. Assuming your data is this:
Than you can use it in the chart or table like this:
I'm currently struggling with a calculation I'm trying to create in Tableau so any help you can provide would be great.
Basically I have a calculated field within Tableau called [ExampleCount] which is a count distinct based on a simple Yes/No condition.
I have this information displayed on two separate sheets in a dashboard, one filtered for the current activity month and one for the previous.
What I now need to do is have another sheet with the same calculation of [ExampleCount] but showing the difference between the current/previous months.
So: [ExampleCount (This Activity Month)] - [ExampleCount (Previous Activity Month)]
The Activity month is an integer value, currently ranging from 1 - 9.
I feel like this should be a simple calculation but I've tried several different methods and have been unable to come up with anything conclusive.
It would also be good if this could change periodically.
Kind Regards,
Plain_Lazy
I'm trying to sum the data points by Months instead of individual days. The data is originating from an SQL Query so I'm thinking this may be the only way to do that. However, I would much rather do this inside of Report Builder 3.0. Any hints on how to do this?
For example, I want to see the number of tickets for the Months of December and January as only two seperate data points.
can you create a new field ( calculated perhaps) onthe dataset and group by that?
else you should be able to create an expression on the graph's group that groups by Month of a certain field.