Grouping customers as "others" if sum of sales is below a value - tableau-api

I want to build a logic in tableau for grouping customers. Basically I want to see a bar graph comparison of customers sales with below logic:
Customers whose respective sum of sales is less than 100,000 are grouped as "Others" and shown as one bar
Customers whose respective sum of sales is more than 100,000 are shown as individual bars
Please let me know if there is a solution already discussed for this query or for any further details needed to support my question, thanks

if {fixed [Customer Name] : sum([Sales])} > 100000 then
[Customer Name]
else
"Other"
end

Related

Crystal Reports Crosstab Summary Row Count of Subset of Data

I have a crosstab report that counts the instances of records (that I have previously filtered via the Section Formula Record method).
I would now like to also include a second count of the records that are a subset of the original set of records.
IE In my booking app, I have a count of all the booked seats in a restaurant, I would now like a count of all the seats that were booked online. (and of course this is all grouped by restaurant at the top and then each row is the day.
I hope that makes sense, - thanks in advance.
Create a formula such as IF <Booked_Online> Then 1 ELSE 0
Then, SUM that formula to get the count of booked online.

How to Display the Sales and Other Department Sales Seperatly on Tally

hope you all are good .I new to tally and I have a new situation ,I have provided the details below
1.we Own a supermarket and which contains some other departments as well
2.only one counter is available for this supermarket section
3.so the sales of other departments also get mixed with the total sale
Task :- when I enter this data into tally I have to show the other departments sales seperatly on balance sheet, how to achieve this
The Profit & Loss statement in Tally shows you the sales data of every Sales ledger separately. So, to have data on separate sales for separate departments, you will have to make different sales ledgers for different departments and make the entries accordingly.
If you are using combined single ledger for all sales, then you should make three ledgers now for sales of each of the three departments. If you are using sales ledger item wise or tax slab wise, then you need to create similar ledgers for every department and take care of choosing the right ledger when creating the voucher.

Summing by Department with conditional sum

My income statement requires a column for each department in our business. Each of my six departments have their own Sales, Cost of Sales, Gross Profit, Overhead, and Net Income.
The view from the database contains columns for GL Number, Department Number, and Amount for every transaction. I can tell if its Sales, Cost of Sales, etc from the identifying GL Number. I am able to get all of the pertinent information from one view, however I don't know how to arrange it on the report.
I created an initial version in Excel using the Sumifs function. How can I get the same arrangement of data in Crystal Reports?
Running Totals can be configured to only count records that meet given criteria. When creating the RT, select "sum" as the type of summary and "Use a Formula". In the "x-2" screen, write logic to filter out anything that doesn't meet the criteria you want.
Simple way would be group by report by GLNumber and place all fields that required sum in details and insert summary in group footer.

How To EXPRESSION with WHERE " count Orders WHERE customer = Mr. Smith "?

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.

SSRS 2008 R2 - Group toggle aggregates

I'm working with a dataset where employee utilization is calculated as (Time Billed to X/Standard Billable hours). As such, to get the total billable percentage for an employee, I can just sum up the percentages billed to each client. However, I also want to be able to see the percentage of time billed by department.
I've currently got my data in a matrix with row groups Department-->Employee-->Client with 1 column group of "time sheet ending date". When I toggle the visibility of the client row group based on the employee row group, I get the correct totals at the client and the employee level. However, when I toggle the visibility of the employee row group based on the department row group, the department row group has the wrong totals. For example, if Department A has employee B with 90% utilization and employee C with 95% utilization, the toggled total at the department level is 185%....However, I am expecting to see 92.5%....any ideas????
You might just need to tweak the expression used to get the department total. I am unsure what expression exactly you used, but it should be of the form:
SUM(epmployeePercentageColumn)/COUNT(employeePercentageColumn)
obviously replace the "employeePercentageColumn" with whatever field or variable or expression that represents each of the employee percentages that come under the particular department.
If your current expression isn't in that form, try and tweak it.
Hope it Helps.