I'm a beginner for tableau. I want to get the direct numbers for each row, but i get the number which are separate, how can i achieve this?
I've tried the sentence like:count("Implemented"), but I don't get the result I want.
For example, for the 1st row I want 3 10 10
not 111 10 112111111
Here is worksheet.
My code:
EDIT :
here is the photo for implementation opportunities
As you can see, the status is related to the date, I think maybe it causes the records which are counted 1by1.
Now the situation is that: i create the code which is related to the date, if i remove this from mark, it will cause the problem (the code is related to the date), but if i leave it, the system will always count it one by one. My code is not perfect but i can't find another one which can replace it.....
EDIT 2:
in short,what i want is the sum of the remaining opportunity:10
capture
Remove DAY from Mark shelf. That detail is producing those separations.
Attaching a workbook with numbers similar to (but not exact due to proprietary issues) is almost always advised. You will get the right answer a lot sooner than just screenshots.
In any case, it seems as if the measure portion of the visualization is properly being summed by the date. Try selecting the measure, and manually selecting "sum" from the menu drop down. Here is a link for more detail.
Secondly, you can play around with table calculations. Click this link and read up on option 3.
Related
Good afternoon,
I am very new to Crystal Reports, so am not sure where to look for this information and would appreciate if someone can point me in the right direction or tell me if what I am asking for is impossible.
One of our departments uses a field called RecordChanges to note changes made to a record. The field is text and the department stores information there about the date a change is made and the type of change, separated by commas (i know this is terribly inefficient, but it's what I have to work with). I have a Crystal Report that parses this text field and picks up the latest date and latest change made to the record. I would like to modify this report to include ALL the changes made to the record, so if the field RecordChanges of the data source has 3 dates, I would like this record to appear in my Crystal Report 3 times, once for each change that was made. How to parse the field I can figure out but where I'm stuck is how do I make the number of times a record appears equal to the number of dates found which is my {#DateFound} field?
There is a lack of details, but as far as I understood the problem and assuming that you did state in the comment that "there wouldn't ever be more than 5 changes to an order", here is a first try to tackle the situation.
I will assume that you already have a formula that "parses this text field and picks up the latest date and latest change made to the record". And that you know how to adjust this formula to pick up each of the record changes. I will name this formula as {#Parser1}.
Based on {#Parser1}, create other 4 formulas: {#Parser2}, {#Parser3}, {#Parser4}, {#Parser5}. As you probably presume, each formula must be changed to parser the Nth occurrence of the record change.
Create 5 details sections.
Put each formula in each detail section.
Suppress the detail section wich formula is null or empty.
That's it.
The limitation is that you can have at most 5 record changes.
This is an awkward solution, but it is necessary (as far as I know) since Crystal Reports works based on your data rows. It iterates over the rows, but cannot "generate" more rows by itself. If you can manipulate the data source, you can create other solutions.
You still need to do the magic trick to pickup the Nth change from the text.
I have a spreadsheet of support case management data. I am working with this in Tableau. Each line in the spreadsheet is an individual case. Each case has, among much else, a support agent name and a Yes or No of whether the case work was started within 12 hours. I'd like to know, for each agent, what percentage of the time they started the case work within 12 hours. So, if Bob has 2 "No" and 8 "Yes", he should have 8 / (2 + 8) = 80%.
My attempt at this was to create 2 sets. One is the set of "Yes, started within 12 hours" (those that have "yes" in that field, and one that is the set of "No, not started within 12 hours", the complement to the other set. Silly me, I thought I could do something like COUNT(yeses) / COUNT(nos). Nope, big red failure. So what is the right way to do this?
It would help immensely to please respond as if this is the first thing I have ever done in Tableau. It is. I have learned a lot in this project, but only in comparison to the nothing I knew previously. Please also let me know if I've left out something necessary to answer this. I've tried to be complete but, well, am noob...
If it clarifies anything, here's a poor Excel mockup of data and the effect I'm looking for:
Yes, this is possible and easy in Tableau, but first a couple of points.
The reason your attempt to use COUNT() did not work is that COUNT() does not operate the way you, and that 99% of the people on the planet, expect. COUNT([some expression]) returns the number of records that have a non-null value, any value, for [some expression]. The name comes from SQL relational databases.
The calculations would be just a bit simpler if your third column took the boolean values True or False instead of the string values “Yes” or “No”. (In which case you could drop ‘= “Yes”’ from the formula below)
So two ways to do your calculation are:
Directly with an aggregate calculation which can get the right result, but is hard coded for this case, such as:
SUM(INT([Started within 24 hrs?] = “Yes”)) / SUM([Number of Records])
Using a table calc - which in this case is a bit easier and more flexible.
First, Build a table or viz in Tableau showing SUM([Number of Records]) with the dimensions you care about in play. Say with [Name] on Rows, [Started within 24 hrs?] on Columns and SUM([Number of Records] on Text. Second, Right click on your measure SUM([Number of Records]) and choose Percentage of Total from the Quick Table Calc menu. Finally, use that same menu to adjust Compute Using to specify how you want the percentages computed - in this case, using [Started within 24 hrs?]
If you only want to show some of the data, right click on the column header for the values you wish to hide and choose Hide.
The type conversion function INT() converts True to 1 and False to 0.
You could create another column that converts the Yes's into 1's, and the No's into 0's. Sum up all the 1's and divide it by the total and that's your percentage.
edit: the new column would look something like
=IF(C3="Yes",1,0)
in other words, if Cⁿ is "Yes", then 1, else 0
Truth be told I'm not entirely sure what it is I'm trying to do here, well, that is I know what I want to achieve, but not how to go about it... so here's hoping you can help point me in the right direction!
I need to create a Crosstab report which has customers down the side, dates for columns, sales for figures. Simple enough.
Where it gets tricky is that they then want another row beneath the customers which singles out two customers, and their sales for one particular product.
They then want another row which will remove that figure from the total of the overall sales total for the first section (see example image).
I'm not really sure where to even start with this. I think I may need to use a query union, but every time I start I get kinda stuck... help!
That's not a crosstab. The summary calculations don't work. It's probably going to end up being three crosstabs formatted to look like a single crosstab. The first crosstab is everything down to the Total line. The last two lines are each crosstabs. Set the Size & Overflow, Padding, Margin, and other formatting properties so everything is layed out, bolded, and shaded the way you want.
You can create this as a crosstab
If you are okay with setting each customer as a fact
You can add them to a crosstab in any order you want
Then you can create a new data item and use a conditional statement that sets the metric to be the specific customers the consumer wants
For example,
IF([Customer] IN(?PrmCust) Then([Sales])Else(0)
For the revised total, unlock the report and replace them with layout calculations that take the total and reduce it by the amount of the selected customers
I'm building my first dashboard in Tableau and I'm just beginning to learn all the nuances. Right now, I have a basic text table as shown in the image below. I'm trying to add an "Average" column at then end which will give the average per "Assignee" across the 5 fiscal week's shown. I assume there must be a pretty simple way to do this, but I've searched all over and cannot figure it out. I've been able to change the "Grand Total" column to show averages, but not add an additional column so I can display both data points. Can anyone provide some insight into how to make this work?
There are two things you can do:
Go To "Analysis/ Total/ Show Row Grand Totals" and the go to "Analysis/ Total/ Total All Using/ Average" This will give you the row and column averages. Your questions sounds like you want row average but column total, so you should try the second option.
Create a calculated field with WINDOW_AVG(sum([YourMeasure])) (Replace [YourMeasure] with the meassure you want to average. I couldn't see the full name in the screenshot) I will call it AverageMeasure
Then drag the AverageMeasure pill into the rows shelf, right click it and choose "Discrete".
It should look something like this now (I used the Tableau default data set):
If you want to format the number properly, right click on the AverageMeasure in the measures section, choose Default Properties/ Number Format and choose whatever you prefer.
I'm trying to get a formula that will break down the amount of times a user enters a contest each day.
I'm pretty new to this whole thing, basically putting it together using google to figure out the code I need to use/modify. Explaining why something works would be greatly appreciated so I can use it elsewhere!
Here's a dummy of the form I'm banging my head against.
I would like the form to be reusable, so on the Sorted form I have a date key that automatically fills out the week when you choose the first day. Because of this, I would like each formula to refer to this date key, instead of manually typing the google equivalent of 'February 1st, 2015' into the formula.
I've tried to use the SUMIFS formula, and I've run in to a few errors.
Apparently both pages have to be the same amount of rows, otherwise I get an 'Array arguments to SUMIFS are of different size'. I didn't want my 'sorted' sheet to be 1761 rows long, since all of the duplicate names will have been condensed and I wanted it prettier. Nuts to that! Guess I can hide the rows? Is there any other solution?
It looks like this works:
=SUMIFS(Entered!E3:E1000, Sorted!E3:E1000, Sorted!$E3, Entered!A3:A1000, date(Sorted!$C7))
Where entered!E: is the number of entries, sortedE: is the list of usernames, and E3 is the specific one I'm looking for. Then EnteredA3 is the list of dates and time, and Sorted!C7 is the specific date I'm looking for. I don't get any results!
If I click on my C7 and sorted!A, the little calender pops up, which means they are dates (I think?). One includes the hours:minutes:seconds and the other doesn't, which I think is my problem. I would like to have sorted!C7 be the entire day, and filter out all of those entries.
This is taking information entered via a google form which I won't have control of, so I can't really change the H:M:S additions to the date column.
Thinking ahead to day 2 and onwards, will the same formula work when sorted!C10 is C$7$+1? Is it not a date anymore?
I would also like to add up the amount of daily entries, in sorted!S7 and below. I've tried wrapping both the column of dates and the date from my day key in the date() thing, but it doesn't seem to work either.
=SUMIF(date(Entered!A3:A),date(Sorted!C7),Entered!E3:E)
It gives me a '1', and I have no idea where that comes from.
I haven't been able to find much about the google SUMIFS function, mostly how to replicate it from before it was a thing.
And for even MORE complexity:
I was wondering if it is possible to have UNIQUE find the IDs in entered!C, and return all the associated usernames. That pesky angelo changed their username to 'pants' midway through the contest, and I'd like to be able to see both names and add up both 'angelo' and 'pants' entries in the same line in my formulas.
I feel like I'll need a few hidden columns that have the UNIQUE ID number and the associated usernames that I pull into my Sorted!Username column, but I don't know how to search the IDs to find the different usernames.
I tried to google that, but I have no idea what I'm googling.
Whewph! That is a lot of questions, thanks for any help!
Too long for my taste, but you might try:
=sumifs(Entered!E:E,Entered!A:A,">="&$C$7,Entered!A:A,"<"&$C$7+1,Entered!B:B,$E3)
in Sorted!F3 and copied down to suit.
Oh my goodness, you are a hero!
My final code wound up being:
=IF(ISBLANK(Sorted!$E3)=TRUE, "", sumifs('Entered'!$E:$E,'Entered'!$A:$A,">="&$C$7,'Entered'!$A:$A,"<"&$C$7+1,'Entered'!$B:$B,$E3))
I changed the start and end points by making $C$7 into $C$7+1, and the ending one into +2. (In case anyone else is looking at this answer.)
I'm super pleased that it worked!
Using this I managed to add up each of the daily entries, just by adding up the columns they were in.
I gave up on the UNIQUE idea, if someone changes their username during the contest, then they can add up the two rows themselves.
Thanks again! I'd upvote you, but I can't yet.