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.
Related
I have a PnL table with 3 columns. date, region, product.
I'm trying to group all PnL rows by region and product. One way that i've tried is to sum by region and product as following
select PnL : sum(PnL) by region, product from table where date within (d1;d2)
The issue I have is unexpected results. For a given date range (d1;d2) I'm getting the results I'm expecting. However for date range (d1;d2+1) I'm getting 0 everywhere.
I checked the data availability on the d2+1 and data is already available on that day.
Please note that the server is stateless and it is not possible to use intermediate results in variables.
What is the best way to achieve a grouping sum in KDB?
I am having trouble showing the correct totals in my tableau worksheet.
I have supervisors that are part of specific zones that need to complete a certain number of tests in different categories. For example, supervisor 15716 must complete 8 tests in category 1. I need to show the target, which is a number stored in the database and show the actual number of tests in that category that have been completed within a date range. I have it working, but Im not sure if I did it correctly because I can not show any totals.
System target - number stored in database
CountOfSheetID - calculated field
Percent Compliant - calculated field
Try this approach -
First define a calculated field called [Within Date Range?] as
[Date] >= [MyStartDate] AND [Date] <= [LastSelectedDayOfMonth]
and put that new field on the filter shelf, only including data where [Within Date Range?] is True. (You could also just filter the [Date] field if that is flexible enough for you)
The you don't need the CountofSheetId calculated field at all. If you want to know how many records have a non-null value for [SheetID] within your date range, you can simply drop [SheetID] on a shelf and choose to treat it as Measure with the aggregation function COUNT()
Then just build your visualization to show the counts you want (not percentages, the actual counts)
Finally, you can convert counts into Percentages by clicking on the pills for your Measures and choosing Percentage under Quick Table Calcs. You'll want to experiment with the "Compute Using" setting to tell Tableau how to compute your percentages -- i.e. define percentage of "what".
Percentages are implemented as table calcs in Tableau. Read the help to understand table calcs, especially the description of partitioning and addressing.
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:
I am making a dashboard with clicks on a daily level and a month level on a certain campaign.
If I have say 1 customer clicking on 2 days then at a daily level that customer is counted twice. However, when I look at the aggregate monthly level this person will be counted once.
My SQL code that I am pulling into tableau is at a daily level. How do I get a monthly level view in the dashboard? When I am creating a parameter with month and day..on selecting month it is just adding the day level numbers to give me the month.
Any advice?
Sounds like a count distinct thing. To get around this the COUNTD would need to happen in Tableau. That would mean you need the Contact ID (or whatever it is you want to count) within the data source. Obviously that would mean your data source is much bigger but is the only way to get an accurate unique count over a custom time period.
Another alternative is to restrict the available time periods for the user and pre-aggregate for those time periods.
I'm doing a break fix on a Tableau report visualization that shows the outcomes of clients by client id for a given year by showing a running sum of distinct count of client id or RUNNING_SUM(COUNTD([ID])). The X axis of the visualization is the initial date of contact with the client. Occasionally, due to errors in the data or weird behavior, there are clients that have two initial dates, listed as two separate data rows where the column Initial Date will have different values but they will share an ID.
Currently, the visualization shows such people with their chronological last Initial Date and I need it to dedup such that the visualization shows them as starting from the chronological first Initial Date.
I could create a calculated field for if there are two IDs with multiple non identical Initial Dates then use the first, but I'm not sure how to create a calculated field that can groupby or otherwise check multiple dates per ID.
In Python/psuedo code, it would be something like
For ID in IDS:
if len(groupby.IDS.ID)>1:
then Initial_Date = min(InitialDate)
But I have to do the transformation in Tableau
Keep everything the same, but create a calculated field named "Initial Contact Date" with the calculation:
{FIXED [ID]: MIN(InitialDate)}
Then replace the date field on the X axis (Columns) with this date field instead.
That LOD Expression loops through all rows given the ID, and returns only the min one.