I am using RANK function in Tableau and I am displaying the Rank of calculated measure (Eg: 1 to 50)
The calculated Measure I have is Total Amount for Combined Periods.
When there is no Period displayed on the dashboard, the Total Amount is the sum of both periods and this is exactly what I want. I am good in this case.
However, When I want to display the Period in the Rows, the Total Amount changes to "Total Amount for Period 1 and Total Amount for Period 2".
How can I add a different axis to show Individual Periods as well as Rank of Total Amount for Combined Period?
I guess this might come down to Dual axis in Tableau and I believe this is not available yet and users are voting for this in Ideas.
Related
I am an absolute Tableau beginner, so forgive my lack of proper terminology.
Context
To give some context to the problem, think of the dataset as the balances and current interest rates of two different loans for which we are trying to calculate a weighted average cost of funds at any point in time, while retaining the ability to filter on Program (specific loan).
I have a single dataset that looks like:
The Balance field is used as a running sum, i.e. to get the actual balance as of 4/30/2022, you would sum the column across all Date values on or before 4/30/2022.
The Rate field is the opposite: it represents the discrete interest rate as of the Date. Thus, it cannot be summed.
Each data point is specific to a specific loan, or Program.
So to get the interest rate of Program A as of 4/30/2022, you would simply grab the Rate value of the row where Date = 4/30/2022 and Program = A, or 5.30%. Sums are fine here, since the value of Rate is never repeated for a single Program and Date combo, but we cannot use a running sum.
On the other hand, to get the balance of Program A as of 4/30/2022, you would need to add (running sum) the Balance values for all rows where Date <= 4/30/2022 and Program = A, or 10,000 + -2500 + -2500 + -2500 = 2500.
Problem / Need
I need a report (or whatever it's called in Tableau) with the following:
Date as a column
Measures as rows
This report would NOT include Program as a row or column, but would include it as a filter.
In this report, I need a Weighted Average Cost of Funds measure.
This is effectively the weighted average Rate over/weighted by the running sum of Balance across Programs included in the filter, of course for any given Date in the columns.
In other words, by Date, latest Ratefor eachProgramtimes thePrograms running sum of Balance, divided by running sum of all Balancesfor allProgram`s included in filter.
Here's an example in Excel:
Here's an example if we were to exclude Program A:
And here's an example if we were to exclude Program B:
Finally, here's the formulas underneath everything in the Excel example:
I want to create a graph which shows the total capacity for each week relative to remaining availability across a series of specific dates. Just now when I attempt this in Power Bi it calculates this correctly for one of the values (remaining availability) but generates a value much higher than expected by manual calculation for the total capacity - instead showing the total for the entire column rather than for each specific date.
Why is Power Bi doing this and how can I solve it?
So far, I have tried generating the graph like this:
(https://i.stack.imgur.com/GV3vk.png)
and as you can see the capacity values are incredibly high they should be 25 days.
The total availability values are correct (ranging from 0 to 5.5 days).
When I create matrices to see the sum breakdown they are correct but it only appears to be that when combined together one of the values changes to the value for the whole column.
If anyone could help me with this issue that would be great! Thanks!
I am trying to create a measure to calculate a monthly average from a set of data that was collected every 15 minutes. I am newer to DAX and am just unsure how to intelligently filter by month without hard setting in the month ID #. The formula I am trying is:
Average Monthly Use:=AVERAGEX(VALUES('Lincoln Data'[Month]),[kWh])
Where kWh is a measure of the total usage in a column
Thanks in advance
DVDV
To get the monthly average usage, You need to sum up the total usage per user and divide by the total number of months for that user.
Without knowing what your tables look like, it's hard to give a very good formula, but your measure might look something like this:
= DIVIDE(SUMX(DataTable, [kWh]), DISTINCTCOUNT(DataTable[Year-Month]))
I am a very basic user of tableau and I have not found an answer to my question.
I have a txt file that has historical daily data for 98% of all the stocks in the US, with their daily capitalization. Each stocks has its TICKER, Daily Market Value for every trading day of the year, and its SECTOR.
I did a simple time series that display SUM([Mktval]) (sum of all individual market values) across all stocks, on a daily daily, and where I can see that the total value as of 2016 is about 24 Trillion USD, as in the image below.
When I change the view column from DAY to YEAR, I don't see the right values, but something a lot larger. So I realized that I need to do SUM([Mktval])/252 to get the right value for a year (there are 252 trading days in a year).
If I change the view to MONTH, as in the chart below, the numbers are again wrong because 252 is not the right value to use in the division.
Is there any way that Tableau can adjust the values automatically to reflect the AVG MktVal across different time intervals?
Thanks
Replace SUM(Mktval) on the Rows shelf with the following calculated field
avg({ fixed day(Date1) : sum(Mktval) })
That solution is all in one step. It is perhaps a bit more clear to use 2 steps. First, create a calculated field called total_daily_market_value defined as
{ fixed day(Date1) : sum(Mktval) }
Then make sure that calculated field is a measure. It is an LOD calculation that you can think of as a separate table with one value for each day showing the total market value for that day.
Drag that measure to a shelf, and then change the aggregation function to AVG(), MEDIAN(), MIN(), MAX() or STDEV() as desired. Tableau will aggregate the total_daily_market_value using your chosen aggregation function for whatever values of Date1 are in your view.
I am trying to use Tableau's row total function but am running into a challenge. In the same widget I have Rows 1 - 4 with Numbers. Row 5 is a percentage.
What I would like to do is have Rows 1 - 4 use a Sum Total and Row 5 use an Average total.
Any suggestions on how I can do this?
Thanks,
I don't believe you can use different total metrics on the same worksheet.
What you can do is to create 2 different worsheets, and bring them side by side on a dashboard. Then use the proper Total metric in each.
But beware on calculation average of percentages, because they might be twisted. Usually weighted average is required to accurately express the "average" of a percentage.
What you can do is to actually calculate the percentage (use a calculated field) via the division of two metrics. That way, when you do Totals you will actually a valid value for the "average" of the percentage.
As an exercise, suppose you have sales (in $) in first row, and # of clients in row 2. Now I create a calculated field called ticket, that is
SUM(sales) / sum([# of clients])
That way I can add that to a third row, and for each column I'll have the right number of ticket, and if I add a Row Grand Total, I'll get the actual average ticket value (that is total sales / total # clients), because Tableau will sum all sales, sum all # clients and them perform the calculation (the division)