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 have a fairly simple data model which consists of a star schema of 2 Fact tables and 2 dimension tables:
Fact 1 - Revenue
Fact 2 - Purchases
Dimension 1 - Time
Dimension 2 - Product
These tables are at different levels of granularity - meaning a given date could have many rows across many products. A specific date and product may have revenue, but no purchases. Likewise it may have purchases but no revenue.
Each fact joins the both dimensions, which contain additional detail such as the product name, product category, etc.
What I would like to do is combine these two facts such that I can report revenue and purchases together (example, by date, by product, or by date and product combined):
I can get very close with data blending, however the issue I run into is that data blending only supports an pseudo 'inner-join'. As you can see, if either of these data sources is specified as primary then dates without purchases/revenue will cause rows in the secondary source to fall off.
What is the best way to blend this data without causing records to fall off
Create a union of your fact tables. There will be mismatched fields, but that is ok.
Perform data blending on the connection to bring in additional dimensions(Not shown in the example)
Build the view
I am a beginner in iReport and I cant program Java so I hope you can give me an idea.
I've already managed to make a chart that displays how often all customers have ordered in february, march,... etc.
Thats how I did it:
In category expression I have: $F{Month}
In value expression I have : $F{count(Orders)}
But I want to display how often only one customer (for example customer a) has ordered in february, march,... etc.
I have the following values which i can use:
Month, Orders and Customers(here are all customer names saved)
-------//-----------UPDATE--------------//-----------------------------------
I want to display a chart which represents the total orders per month of a customer. But iam trying to display my 3 customers (my database has only 3) in only one chart (stacked).
For example(see picture above): I want to display the total orders from Customer A (yellow) in february. And I want to display the total orders from Customer B (blue) in february and the same for customer C.
The customers should be displayed stacked (3 in every month) and every customer should have a different color plus the total orders from every customer should be displayed ...like in picture above for example:
customer A(yellow) made 3 total orders in february, Customer B(blue) made 2 total orders in february, customer C..etc.
it is very important that every month displays 3 customers...stacked.
How do I do this?
I appreciate every idea.
From what I have understood from your question, you want to show a chart which represents the total orders per month of a customer.
You need not use stacked bar graph for this purpose.
You may want to use bar graph which would serve your purpose.
If you want to see the chart per customer, create one parameter $P{customer} and pass it into your query.
Refer document iReport-Ultimate-Guide-3 on how to create parameters and to use it in queries.
e.g:
select customer,month,count(orders)
from <your table>
where customer=$P{customer}
group by month
The above approach would work if you want to see the details for only one customer.
**Here is my solution after your update.**
From your update, it seems like you want to represent the total orders per month for all the customers.And you want to use stacked chart for the same.
Then what you have done is correct but have missed to add a field to your 'Series Expression'
Add your field customer to your series expression and this will resolve your problem i.e,
Series Expression : $F{customer}
Category expression : $F{Month}
Value expression : $F{count(Orders)}
This will display the chart in the format you have specified.
Create a paramter that takes your customer name $P{customerName}
and another takes month $P{month}
pass these two paramters to your sql like that
SELECT customer_name, order_count FROM customers
bla.. bla..
WHERE customer_name=$P{customerName} and month=$P{month}
then create a chart with only one serie to show one customer as one color. Not like yours with 3 colors.
Fell free to ask for more specific detail.
There are a few answers here already that have part answered my challenge in Access but not fully.
I have 2 tables that form the basis of my database: customers and items
I have a further 2 tables; one for order quantities against customers and items (orders_a), and one for forecast quantities against customers and items (forecast_a).
forecast_a and orders_a also have a date for each customer and item combination (basically there will be 12 dates only for the 12 months of the year - 01/01/12,01/02/12,01/03/12 etc.)
Because a user will want to manually forecast quantities for a full year for each customer and each item, if there were 2 customers and 2 items, the forecast_a table would contain 48 rows. 2 items x 2 customers = 4, 4 x 12 dates = 48. The same goes for the orders_a.
I know this is a slightly unusual set up but the user requires visibility of a full year.
My main challenge based on this is as follows:
A user will want to see a form with customers in the first column, items in the second and then (like a crosstab): Jan Forecast Qty, Jan Order Qty, Feb Forecast Qty, Feb Order Qty etc.
Therefore how would I create a crosstab to pull both these tables together, and how would I go about creating a form for data entry off the back of it?
I may well be constructing my database the wrong way but the fact that the user needs a 'grid' where every entry is manual means I can't just have a form that creates a record one at a time for orders or forecasts.
Thanks in advance!
Nick
The problem you have is that this is a task that is in essence a spreadsheet task. Accordingly it may be best handled in Excel. To achieve this create an Excel object, create a blank worksheet, populate it with the data, then have a button to suck it back into the database when the user has finished.
If I have a report that tracks data for several accounts for each month with rows labeled:
UNITS,
REVENUE,
AVG REV/UNIT
How would I create a query that will filter the report to just show accounts where the UNITS row has increase/decreased 25% and the AVG REV/UNIT has increased/decreased 10%, from the previous month to the current month.
An example would be for the month of June I have the numbers....
JUN
UNITS 3,271
Revenue $3,598.10
Avg R/U $1.08
So when I run the report at the end of July I only want accounts that have a 25% difference in UNITS and/or a 10% difference in AVG REV/UNIT to show on a report.
qryPharmacy
SELECT PHAR_REPORT.*, (IIf(u1 Is Null,0,u1)+IIf(u2 Is Null,0,u2)+IIf(u3 Is Null,0,u3)+IIf(u4 Is Null,0,u4)+IIf(u5 Is Null,0,u5)+IIf(u6 Is Null,0,u6)+IIf(u7 Is Null,0,u7)+IIf(u8 Is Null,0,u8)+IIf(u9 Is Null,0,u9)+IIf(u10 Is Null,0,u10)+IIf(u11 Is Null,0,u11)+IIf(u12 Is Null,0,u12)) AS USUM, (IIf(r1 Is Null,0,r1)+IIf(r2 Is Null,0,r2)+IIf(r3 Is Null,0,r3)+IIf(r4 Is Null,0,r4)+IIf(r5 Is Null,0,r5)+IIf(r6 Is Null,0,r6)+IIf(r7 Is Null,0,r7)+IIf(r8 Is Null,0,r8)+IIf(r9 Is Null,0,r9)+IIf(r10 Is Null,0,r10)+IIf(r11 Is Null,0,r11)+IIf(r12 Is Null,0,r12)) AS RSUM, RMonth.*, PG2.*, PG.pGroup
FROM PHAR_REPORT, RMonth, PG2, PG
WHERE (((PHAR_REPORT.PR) Like ([PCODE] & '*')) And ((PG.pID)=PG2.PID))
ORDER BY PG2.pID, PHAR_REPORT.PR;
You should do it with more than one query. In the first query, select the data for the first month. On a second, to the desired month to compare. Create a third query that links the two first (be care about the correct relationship). Do the grouping/calculations in these queries.
In the 3rd query, create two fields that calculates increasing/decreasing for units and rev/unit. Now, you can add a criterium on each parameter field in the query columns.
The chalenge here is to be sure about hou would you work with the primary keys on months. Eg: if a A row in the first query isn't in the second (for not having an event on second month, for example), it will not be showed. In this case, the solution would be to create the queryes linking a table or query wich has the entyre set of registers, forcing it to show all the desired records despite they have or not occurrences.