I am really new in Tableau and I would be needing help in some calculation.
My simplified data consists of three columns:
customer no, transaction date, lost_flag
here lost_flag is a boolean which marks as true if a customer made a transaction in the last 365 days.
(max([transaction date)< dateadd('year',-1,max([Report Date])))
I need to find the:
1. number of customers that are lost
2. number of customers that are not lost
3. attrition rate
For number one, I initially did
countd(if ([Lost_flag]) then [Customer No] else "" END)
But obviously it did not work.
Note: Customer_No is not unique here since this is a transactional sales data source
Thanks in advance.
First you need to make sure that your lost flag is being calculated at the customer level rather than the transaction level. In order to do this use the following formula, note that it is similar to yours however I have made it be fixed at customer id and also replaced report date with todays date:
Lost Flag = { FIXED [Customer ID]: (max([Transacton Date])<dateadd('year',-1,max(TODAY())))}
This will add a TRUE or FALSE flag against every transaction for a customer.It is important that this is fixed at the customer id level rather than the transaction otherwise all old transactions for a customer will be flagged as lost even if they have a recent transaction.
So in order to see how many customers are lost do the following:
1) drag lost_flag onto the rows shelf
2) drag customer id onto the text mark and then right click- measure - count distinct.
Related
We have customers that order product on an annual basis. I have a report that needs to show only customers and related orders that have NOT placed an order in the current year. I filter all orders down to the current year and the year prior.
Right now, if a customer has orders for last year, I want them to show on the report, but once the customer places an order for the current year, I want both the current year order and the prior year orders to drop off the report.
Our salespeople use this report to manage the customers that need to be contacted in the current year. Once the report is empty, they are done for the year.
I know how to suppress the rows based on the value of a single member of the group, but suppressing them does not remove them from the summary calculations, so I need them to either disappear, or I need to be able to change all values to zero for that customer once they place a new order.
Thank You.
I created a running total field to trap the current year.
If Year(#Date)=2019 then 0 else Qty
When I put the formula into a qty formula, I get the "Summary has been specified for a non-recurring field"
Crystal reports don't let me use a custom count formula field to filter which transactions to show in a manager report.
I'm creating a Crystal report that team leaders are supposed to take out to see on how many occasions their employees have reported in sick. A record is only supposed to show if that person has reported in sick 6 or more times the last 12 months.
The report shows a record (a page) for each employee belonging to the managers organisational unit. Below the employee information is a subreport where I show the transactions from the salary/time system. Using select expert, I have filtered out the transactions that is supposed to show. I have then created a database field that count which day was 12 months back from today, and filtered so that only the transactions falling into this period shows.
My last problem is that I only want to show the record that has a minimum of 6 such transactions during the period. I created a formula field named #Antal ("amount" in Swedish) that simply counts the distinct number of dates in the "from"-date for the salary transactions I'm showing (since a change of law 2019-01-01 we needed to create a new transaction type, so some of the occasions after 2019 may have two transactions referring to one sick leave, thus I'm counting the first day of the period instead), DistinctCount ({P_LSTAT.P_SXXX06})
Now, the subreport has a new column with Antal (amount) that counts the amount of the desired salary transaction. I then try to use the selection formula to only show records where {#Antal} >= 6 but I get the following error:
This formula cannot be used because it must be evaluated later
Is there any other (better) way of doing this, or am I simply missing something?
For your selection based on {#Antal} >= 6 you need to use the group selection formula, not the record selection formula. Record selection is used to select records which meet the criteria before reading in the data. Group selection is used to filter out entire groups of records based on summarised values, after the records have been read in and the summaries calculated - which sounds like exactly what you need here.
The value of a Formula Field is out of scope when the Select Expert is evaluated.
There is no process for calculating the value of a Formula Field before it is printed within the section of the report it is placed. The Select Expert is evaluated prior to any section of the report being printed, so at this time all Formula Fields are effectively Nothing.
I have a table of users and another table of transactions.
The transactions all have a date against them. What I am trying to ascertain for each user is the average time between transactions.
User | Transaction Date
-----+-----------------
A | 2001-01-01
A | 2001-01-10
A | 2001-01-12
Consider the above transactions for user A. I am basically looking for the distance from one transaction to the next chronologically to determine the distances.
There are 9 days between transactions one and two; and there are 2 days between transactions three and four. The average of these is obviously 4.5, so I would want to identify the average time between user A's transactions to be 4.5 days.
Any idea of how to achieve this in Tableau?
I am trying to create a calculated field for each transaction to identify the date of the "next" transaction but I am struggling.
{ FIXED [user id] : MIN(IF [Transaction Date] > **this transaction date** THEN [Transaction Date]) }
I am not sure what to replace this transaction date with or whether this is the right approach at all.
Any advice would be greatly appreciated.
LODs dont have access to previous values directly, so you need to create a self join in your data connection. Follow below steps to achieve what you want.
Create a self join with your data with following criteria
Create an LOD calculation as below
{FIXED [User],[Transaction Date]:
MIN(DATEDIFF('day',[Transaction Date],[Transaction Date (Data1)]))
}
Build the View
PS: If you want to improve the performance, Custom SQL might be the way.
The only type of calculation that can take order sequence into account (e.g., when the value for a calculated field depends on the value of the immediately preceding row) is a table calc. You can't use an LOD calc for this kind of problem.
You'll need to understand how partitioning and addressing works with table calcs, along with specifying your sort order criteria. See the online help. You can then do something like, for example, define days_since_last_transaction as:
if first() > 0 then min([Transaction Date]) -
lookup(min([Transaction Date]), -1) end
If you have very large data or for other reasons want to do your calculations at the database instead of in Tableau by a table calc, then you use SQL windowing (aka analytical) queries instead via Tableau's custom SQL.
Please attach an example workbook and anything you tried along with the error you have.
This might not be useful if you cannot set User ID Field as a filter.
So, you can set
User ID
as a filter. Then following the steps mentioned in here will lead you to calculating difference between any two dates. Ideally if you select any one value in the filter, the calculated field from the link should give you the difference in the dates that you have in the transaction dates column.
Wondering the best SQL to handle below situation: Client only wants to see invoices that have been declined. I started with only show me when STATUS_ID = 2, but then realized that it was paid as it was resubmitted and accepted so that didn't work. What is the best way to handle 2 records like below where I don't want the SQL to return any records if manifest + order code have a 1. Would you do a Min on Status ID or something of that nature?
VENDOR NAME manifest ORDER_CODE STATUS_ID
VENDOR 12345 BHGSDKJF1234 RU07 2 (invoice decline)
VENDOR 12345 BHGSDKJF1234 RU07 1 (paid)
This trick can be work for you in this case, but it's not solve the general case (what happens if the STATUS_ID for paid is 3, and all possible values are 0-5?)
you can use in general SWICH-CASE clause, that gives you some 1 (true) if the client has STATUS_ID = 1, and 0 otherwise. Then, pick the MAX() for each invoice.
You can also consider another design that might work for you:
Add time\time-stamp column (Maybe, for your purpose, you can use SYSDATE time for insertion time of the record to db).
After you have a time column, you probably can choose the columns with the last time STATUS_ID for each invoice (get the STATUS_ID in the row with the max time).
I am trying to create a chart (bar or line) in crystal from one table in my database (Sage CRM).
The records are as follows
CustomerId Date Invoice Amount
1234 3/4/2013 Cust Invoice 3322.00
1234 3/4/2013 Payment 2445.00
1234 4/5/2013 A/c transaction 322.00
1234 5/6/2013 interest 32.00
1234 6/6/2013 payment 643.00
So I would like to have a report that meets the following criteria
Only records for the last 12 months grouped in month
Only invoice types of payment, invoice and interest
A moving balance that calculates all the invoice amounts ie
(when displaying the information for July 2012, the moving balance will be the total of all invoices prior to this date.
Without this field I can create the chart no problem using select expert but I am not sure now what to do)
Should I use a cross tab? if so how will I do the selection to only show the invoices I want and the the date range I want?
After spending almost a week on this problem, with a lot of help from an expert I have finally got a solution.
In order to create a amount that is the sum of all records for a company, month and invoice type since the beginning of time, while only displaying records for the last year, I have created a SQL command
Select
//All of the fields for the report,
movingBalance.Amount
from myInvoiceTable as mit
<join to any other tables for the report>
left join (
select customerID, sum(amount) as Amount
from myInvoiceTable
where Record_Type in ('Payment', 'Invoice','Interest')
and Date < {?Report Start Date}
group by customerID) movingBalance
on mit.customerID = movingBalance.customerID
where mit.RecordType in ('Payment', 'Invoice','Interest')
and mit.Date >= {?Report Start Date}
and mit.Date <= {?Report End Date}
There are a couple of tricks to using commands:
For performance reasons you generally want to include ALL of the data for the report in a single command. Avoid joining multiple commands or joining one or more tables to a command.
Filter the data in the command, NOT in the Select Expert in the report.
Create any parameters in the Command Editor, not in the main report. Parameters created in the report won't work in the Command Editor.
This has done the trick.
Create Date Parameters in the report to filter out the records at the time of fetching now when you run the report you have left with the data you need.
Now you can manuplate the data inside report using formula fields.
Accoding to me writing stored procedures is a bit hectic task as you can manuplate the data inside the report. I don't have any intentions to disrespect anyone opinions but frankly its my opinion.
In that case Rachsherry I would recommend the following.
For criteria parts 1 & 2 I think instead of using stored procs, it may be easier for you to use a formula.
For invoices right click the invoice field, then "Format Field" in the common tab next to the Suppress option there is a formula button, enter the following...
IF {YourInvoiceField} IN ["Payment", "Invoice", "Interest] THEN FALSE ELSE TRUE
For your date requirement you need to use a selection formula... The code for that should look something like this
{YourDateHere} > DateAdd ("yyyy", -1, CurrentDate) AND {YourDateHere} < CurrentDate
The above code basically looks at dates between the day the report is run, and exactly a year before.
For your moving balance, you should be able to achive that with the guide here
Edit - An alternative to this is to use parameter fields (Which I don't personally like) it just means having to input the parameters every time the report is refreshed, they are self explanatory but you can find a guide here