This is the data that comes back from the database
Data Sample for one season (the report returns values for two):
What you can see is groupings, by Season, Theater then Performance number and lastly we have the revenue and ticket columns.
The SSRS Report Has three levels of groupings. Pkg (another ID that groups the below), venue -- the venue column and perf_desc -- the description column linked tot he perf_no.
Looks like this --
What I need to do is take the revenue column (a unique value) for each Performance and return it in a separate column -- so i use this formula.
sum(Max(Fields!perf_tix.Value, "perf_desc"))
This works great, gives me the total unique value for each performance -- and sums them up by the pkg level.
The catch is when i need to pull the data out by season.
I created a separate column looks like this
it's yellow because it's invisible and is referenced elsewhere. But the expression is if the Season value = to the Parameter (passed season value) -- then basically pull the sum of each of the tix values and sum them up. This also works great on the lower line - the line where the grouping exists for pkg -- light blue in my case.
=iif(Fields!season.Value = Parameters!season.Value, Sum(Max(Fields!perf_tix.Value, "perf_desc")), 0)
However, the line above -- the parent/header line its giving me the sum of the two seasons values. Basically adding it all up. This is not what I want and also why is it doing this. The season value is not equal to the passed parameter for the second season value so why is it adding it to the grouped value.
How do I fix this??
Since your aggregate function is inside your IIF function, only the first record in your dataset is being evaluated. If the first one matches the parameter, all records would be included.
This might work:
=IIF(Fields!season.Value = Parameters!season.Value, Sum(Max(Fields!perf_tix.Value, "perf_desc")), 0)
It might be better if your report was also grouping on the Venue, otherwise you count may include all values.
Related
am trying to get Previous Sum(of someField) based on a variable value which is an Id.
This is not a table, Im doing a KPI
On Qlik you would do something like:
SUM({<Id={"$(=Max(vVariable),-1))"}>} someField)
But I can not achieve it on Tableau, off course is due to my lack of knowledge, unfortunatelly time is tinking at work and wanted to see if anyone has any input!
Thanks
Assuming you may use a sample input like the Superstore (using sales as metric), this could be what you're looking for:
In red you can see your "variable" which allows you to select a value and in blue you'll find the unique row for the previous value (Order ID sorted).
The first thing you need to to do is creating a parameter based on all the Order ID values:
Then things start to get a bit complicated if you're not familiar with LOD (Level of details) and the order of execution in Tableau, especially for filters.
Assuming that you can get some information on your own (otherwise, feel free to ask), the first thing you nee to to do is to "pre-calculate" the equivalent of a table having a rowe for each Order ID, in which you also have the previous Order ID value.
You can achive this combining Fixed (LOD) and Lookup function, creating this Calculated Field "Lookup Order ID":
LOOKUP( max({ FIXED [Order ID] : MAX([Order ID])}),1)
This is actually just a calculated field that you want to "fix" because you need the filter to act after you have made that previous calculus, and then you shift your data by 1 row backward.
Once you've done that, you just nee to create another calculated field in order to test your parametric value, and it could be something like this "check param":
[Lookup Order ID] = [Order ID param]
Moving this calculated field in the filter section and selecting just "true" values, you'll get that unique rows like in the initial image, showing the previous value (blue) related to the one you select in the parameter drop-down menu (red).
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.
My end goal is to have a box change color when the last 3 records input into a field (based on the time of input) in FileMaker achieve a certain criteria (ex. variance < 2). I would like to know how to make this happen, or how a calculation/script can be written to only look at the last 3 records.
There are several ways you could approach this. A simple one would be to use a script to:
Show all records in the given table;
Unsort them (assuming they were entered in chronological order; otherwise sort them by creation timestamp);
Omit all records except the last three;
Get the value of a summary field defined as Standard Deviation of your value field;
Set a global variable/field to the square of the returned value.
Then use the global variable/field to conditionally format your "box".
If you don't want to use a script, you will have to define a relationship in order to get the last three values in the table, regardless of the current found set and/or sort order. Or you may use the ExecuteSQL() function for this.
I'm trying to build a report which basically reports the number of closed incidents that a property has done in a given month then divide it by the number of beds in that property.
The number of incidents is calculated from the incidents table based on the month and the property then the number of rooms is obviously static per property.
The tables that I have a:
Incident: No_ which is the ID, PropertyID, Created_DateTime, Closed_DateTime, Status.
Property: ID, Name, No_of_Rooms
I tried this code in a calculated field but it errors saying that you can't use an aggregated column, which I thought it might:
=Sum(Fields!No_.Value, "Incidents")/Fields!No_of_Rooms.Value
I'm sure this will be simple but I can't find what to search to find the answer.
If this on the 'Details' level of the report and is commonly the lowest level. You may want this instead:
=(Fields!No_.Value / Fields!No_of_Rooms.Value)
If it is on a parent group I am guessing you just are listing a single instance and it wants an aggregate. In that case:
= (Sum(fields!No_.Value) / Sum(Fields!No_of_Rooms.Value))
This would perform aggregation on an aggregation. You do not need to do this (Fields!(thing).Value, "DataSet") if everything is in the same Dataset, if not then you do. Generally if are in the table or object that your dataset is referencing it knows that part implicitly without being listed.
Your formula will work but only if placed in the tablix but for performance this should be calculated in the query if possible.
I am working on data in Spotfire. The table has 4 columns:
RowID
StudID
IMT
Date
I am trying to insert a calculated column in Spotfire to get the date from the previous row for a specific StudID. The date should not be filled for first entry for a specific StudID since it does not have a previous row.
Please refer to the image for details:
This will be a calculated column using the OVER function, along with Intersect, Previous and the First aggregation.
First([Date]) OVER Intersect(Previous([Date]), [StudID])
It reads: over the intersection between (group of) the previous (to the current row) dates (which are the same) and the Student ID's (the same as the current row), give me the first row of that group. In your example, it will only ever return one date for that group, but the formula needs to be able to handle what happens if there are multiple rows. You may also need to think about whether this will happen in your data and what you're going to do about it. I.e.
StudID Date
124-639 6/12/2018
124-639 6/12/2018
124-639 6/14/2018
Building off of JasonJ's answer, it looks like his solution ran into issues when the dates of different StudIDs overlapped with one another.
So I was seeing something along the lines of this:
StudID, Date, Result
A, 10/1/2014,
A, 10/10/2014, 10/1/2014
A, 10/17/2014, 10/10/2014
B, 10/20/2014,
A, 10/21/2014,
B, 10/22/2014,
B, 10/24/2014, 10/22/2014
I created a weird workaround by adding another Calculated Column.
I doubt this is the IDEAL way to do this (I'd bet there's a better OVER function, but I couldn't identify it right off), but it looks like it's working.
First Calculated Column (Named [CalcRank]):
Rank(Concatenate([StudID],Year([Date]),If(DayOfYear([Date])<10,"0",""),If(DayOfYear([Date])<100,"0",""),DayOfYear([Date])))
Second Calculated Column:
Max([Date]) OVER (Intersect(Previous([CalcRank]),[StudID]))
Please note, you may have to pad your StudID with 0s to make sure it orders properly, like I did with the Date column.