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.
Related
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:
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 😊
I'm creating several pivot tables. I've got my data source with a date column (set as Date). When I add the date either as a filter or row/column I get a complete list of all dates instead of a nice tree view by Year / Month / Day.
Is anyone able to provide some assistance? I'm tearing my hair out!
I don't think you can group dates for a pivot table filter, you can only do it for a regular filter or for a row/column of a pivot table.
To do it, just add the date field to the row/column of the pivot table and on the table shown, right click on one of the dates and click 'group' or 'ungroup'.
Check this link for more details:
http://office.microsoft.com/en-001/excel-help/group-items-in-a-pivottable-report-HP010175903.aspx
I have a fairly simple problem, but I don't think I understand SSRS and scopes well enough to figure this out.
What I have is a case (one entity) that can have multiple appointments (another entity). Appointments have a date and a status. I want to display the next soonest appointment date and its status. To display the date I'm using
=Min(IIf(Fields!appt_start.Value > Globals!ExecutionTime, Fields!appt_start.Value, Nothing))
The idea is that I first pick only those appointments that occur in the future, and then grab the soonest one. It seems to work great.
Now, I need to apply the same filtering logic, but display the appointment status rather than the date. From my understanding, this is where scopes would come in. I could limit my scope to just the appointment I want, and then show its status. But I don't understand how to do that.
One way to go about this particular problem would be to use a filter in combination with the First function. Add a filter to the table to only show dates greater than the current day. Use a table row with no grouping and use expressions like this:
=First(Fields!appt_start.Value)
=First(Fields!appt_status.Value)
Another option would be to add calculated fields to the dataset to only populate values such as status when the date is greater than the current day. This is useful if you need to show more information later on.
Edit: Yes, you would want to sort the data by date for the First function to work right. You can actually filter at 3 different levels in SSRS. Right-click on your dataset and go to Dataset Properties. Click on Filters. Click Add. Fill in the expression, operator, and value to meet your need. You can also do this in the group properties or the table properties.
I am working on a profit and loss report that should look like this:
And my data table looks like this:
For this P&L I have query #1 that populates the data for the current month and the 3 months prior. Then I have query #2 to calculate a 6-month rolling average, and then query #3 to calculate a year-to-date total. They're all joined with union statements.
I can't figure out the best way to get this to render in iReport. Right now I am using a crosstab, and I was able to finagle the "measures" labels into the customer column using Bekwam's "Expanding a Crosstab" technique.
So my questions are - is there any easier way to do this? Every time I add a measure to the crosstab I have to rearrange the measures labels and fields. If I made a pivot table in Excel, I could click a drop-down box and choose to show or hide certain months - is there any way to do that in iReport? I feel like I must be missing something. If anyone else out there is displaying data in columns like this, how are you doing it? If you set up your detail band in columns, any tips for organizing output so it looks professional?
Thanks,
Lisa
I decided to create columns in the detail band. I put my measure labels in the first column and set them to print in that column only. Then I have my measures values print in each column. I wish I could tell iReport to print the measures values in columns 2-n, but I don't think that's possible.
Some customers will not have a value for each month in Query #1, so I've decided to join Query #1 on a calendar table (calendar table left join query #1) to add blanks as placeholders to preserve my formatting.