I have an table (OutgoingInvoice) with each invoice total. The other table Products contains all the purchased product linked to the OutgoingInvoice table (where we sold):
How can I calculate and display the profit? (OutgoingInvoice.SUMSUM minus All linked Product's SUM)
Is it possible to hide some Subdatasheet columns?
Edit:
- I can't use Dsum cross tables (expression builder do not allow it)
- So I decided to use query with Subdatasheet. Its working except 1 thing: The Subdatasheet not filtered (to show only a proper InvoiceID-OutgoingInvoice)
How can I do it?
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'm trying to perform custom subtotaling on sales data to give a total for US and Non-US sales offices. My worksheet looks like the table labeled "current" and I am trying to make it look like the table labeled "desired result"
When I tried to group the sales centers as US and Non US the pill (dimension) was greyed out. After googling through a bunch of threads I found that grouping was not supported for secondary data sources. Is there anyway to do a manual calculation in the table calculations to add a row or do custom subtotaling?
Add a column for the country (assuming that you have the country in your data)
[see my example I had states and zip codes]
Then go to analysis > totals > check on show grand total and on add all subtotals
Visit Calculations totals - Grand total turn on for more information.
I have a really basic question that I can't figure out. I need to create a table that has multiple calculated fields, but I need only one of the calculated fields to be filtered for a specific dimension value. For example, I have the following data set (dummy data) and I want to create a table that will include total clicks for both companies, but [cost per click] from one company only, company B.
DATA SET
Company| Clicks| $ Cost
------------------------
Comp A | 100 | $20
Comp B | 200 | $40
WHAT I'M LOOKING FOR
CLICKS | COST/CLICK
TOTAL 300 | $0.13
$0.13 comes from 40/300; $40 from company B and 300 clicks from both company A and B.
How do you create a table that has multiple calculations but with one of those calculations filtered on one dimension value only?
One simple calculated field:
sum(if [Company] = 'B' then [Cost] end )/sum([Click])
This should get you in the right direction.
Based on your question and your comment, you want to divide the cost by the TOTAL number of clicks in your dataset.
Create a calculated field called "TotalClicks" and enter this formula
window_sum(sum([Clicks])) // This formula will sum the clicks field for all rows
Create a calculated field called Cost / Clicks and enter this formula
sum([Cost]) / [TotalClicks]
Add the Cost / Clicks field to the sheet and it should look like this
NOTE: If you need to partition / group your report, you may have to play around with this some. I don't use window functions within tableau very often since I usually handle the aggregation at the datasource level instead.
NOTE: Since you mentioned filtering, I will add this statement -- If you filter out any of your data, that data will not (cannot) be included in any calculated fields (To the best of my knowledge and experience, anyway). If you need to include that data (total clicks), I think the only option is to add that aggregated total to your dataset - otherwise, tableau can't calculate it if you are filtering it out.
Edit2: If you cannot change the underlying dataset, you could accomplish this by creating another datasource and joining it to your inital data source --
Data > Add Datasource, add the datasource again and change the name so you can identify it
Click Data > Edit Relationships. Click Custom and REMOVE any linked fields -- this will essentially produce a Cartesian join (every record in your first DataSource will have every reocrd from your second Datasource)
Select the second datasource and create a calculated field (ClicksTotal_DS2) using the same window_sum function
Select the first datasource and create a calculated field (named Cost / Clicks_DS2) using this formula
sum([Cost])/ [Sheet1 (test) (2)].[ClicksTotal_DS2]
Now you can apply a filter to your first data source, and your second data source will still calculate the total.
I'm using Tableau Desktop 9.0 on OSX. I have data (loaded from a local CSV file) that looks like this:
code,org,items
0212000AA,142,10
0212000AA,143,15
0313000AA,142,90
0314000AA,143,85
I want a chart that shows the number of items beginning with 0212 as a percentage of all items, for each organisation. (I mean as a percentage of the organisation's items - for example, in the above, I would like to show 0.1 (10/(10+90)) for organisation 142.)
I have been able to get part way there, by adding org to Columns, and SUM(items) to Rows. Then by adding a Wildcard filter on code, for starts with 0212.
This shows me the number of items starting with 0212, by organisation.
But what I don't know how to do is show this divided by the value of all items for the organisation.
Is this possible in Tableau, or do I need to pre-calculate it before loading my data source?
One way is to define a calculated field called matches_code_prefix as:
left(code, 4) = "0212"
You can also define a parameter called, say, code_prefix to avoid hard coding the prefix string:
left(code, 4) = code_prefix
And then show the parameter control for code_prefix to allow the user to interact with it.
If you use this new field as a dimension to separate SUM(items) according to those that match the prefix and those that don't, you can then use a quick table calculation to get the percent of total.
For example, you can place org on the Rows shelf and matches_code_prefix on the Columns shelf, and SUM(items) on the Text shelf to make a table. Then under the analysis menu, turn on grand totals for both rows and columns to see the behavior. Next, right click on SUM(items) and choose Quick Table Calc->Percent of Total. Tableau will display the percents of total in the table.
If you want the percent of total defined differently than the default, then right click on the measure again and set Compute Using to a different value such as matches_code_prefix in your case. It's usually better to set compute using to a specific field.
If you only want to display the value for the matching case, select the column header you don't want to see and choose hide. You can also turn off the grand totals from the analysis menu when you are done.
When you are confident in the values in your table, you can turn it into a bar chart for example by moving matches_code_prefix to the detail shelf and the measure to the Columns shelf.
--
The above is the drag and drop approach. If you prefer to hard code everything in a single calculated field that is calculated on the database side, you could instead define a calculation such as:
zn(sum(if matches_code_prefix then items end)) / sum(items)
Then set the default number format for that field to display as a percentage
I have my sql database Views available to my report, but sometimes they return multiple values, for example I have one that shows me the Total Credits for a range of years.
When I click "Browse Data.." it lets me see what bits of data are available
Eg:
Credits
-------
31
45
460
But I want to select 45 (based on a customer ID)... is it possible to do this?
EDIT: An alternative is if I can link the Customer ID from two views, but only if it's not null (as sometimes there are no records in the Credits)
To avoid the problem of unintentionally "deleting" customers from the report results, first do a left outer join between the CONTRACT_VIEW and the year views, such as TOTAL_2013. In your selection formula, instead of just doing something like {TOTAL_2013.Customer_ID}=MyCustomerID, add all the nulls to it as well, so: isnull({TOTAL_2013.Customer_ID}) or {TOTAL_2013.Customer_ID}=MyCustomerID. This will prevent customers who don't have any entries in the by-year views from being removed completely from the report.