I want the salesrep to see both theirs and OVERALL TEAMS PERFORMANCE. Is it possible to create a TOGGLE SWITCH : ME/TEAM...when they click on ME - it shows them their revenue and when they click on TEAM - it show overall team revenue. But, they still shouldn't be able to see other salesman revenue...Thanks
Currently, I'm filtering their access to data by their USERNAME using the FULLNAME() function in Tableau. I'm wondering how would the salesrep be able to see the revenue of the TEAM OVERALL which helps them to compare their performance to the team overall
As far as I can tell, with your current setup, you will only be able to display the active sales reps data. This appears to be a requirement for data security. If you want reps to see the overall team data as well, I would create a second data source with aggregated team data, create a view based on this data and place both views side by side on a dashboard.
After that, you could build in the toggle functionality with parameter controls.
Create a parameter. Simple example would be a text input that accepts two values, ME or TEAM. For this example, let's call the parameter Parameter 1.
Set up a conditional calculated field to handle your data security. The condition is based on the parameter. For this example, let's call the calculated field What To Show.
Add a filter, preferably at the data source, for What To Show = True.
The code for What To Show is
if [Parameter 1] = "ME" then [USERNAME] = FULLNAME() END
[USERNAME] of course is whatever your security column is called.
What you are doing here is conditionally applying row-level security based on what parameter your user has selected.
Related
I am using Oracle Business Intellgience (12c) and let's say I have a report resulted from an execution of the following query
select code_filial, max(paid) as maximum_pay
from leads_history
group by code_filial
It will return a table with highest budget value related to the each filial. Now what i want is the following: when i click to max(paid) result in a table, another table should appear with the information about max(paid) account. I tried master-detail relationship, but couldn't succeed.
Can anyoune help with that?
That's out-of-the-box functionality. As soon as you make a navigation action link to another analysis where your code_filial is set to "is prompted" the context will be passed and the analysis filtered.
I have a two dimensions with the following data set
Original Dimension
I would like to create two filters that can be used to filter my dashboard. These two filter would be called - "Product_Type" and "Product" and should have the following drop downs:
Filter Breakdown
To summarize, I am looking for a way to take my original dimension and create the filter breakdowns so that in my dashboard I can have two filter (Product_type and Product). When i click on the Product_type filter, i should be able to see "overall", "fruits", "vegetable" and "leafy. Based on my selection , the Product filter should automatically show only the relevant values - i.e. if i picked "leafy" it should only show "spinach" and "kale". Finally if i select "kale" my entire dashboard should change accordingly.
Looking for a way to do this without drastically affecting the performance.
update: i was able to achieve this by creating multiple parameters and then using the pop window technique (https://vimeo.com/107352893) - but this has affected my workbook performance very badly. Need another solution!!
You should be able to accomplish your desired functionality by creating a calculated field for product type and a CASE statement to classify the products based on the product type you specified your image.
Further, filters can be configured to display available values based on the other filters in place. I would recommend having your Product Type filter a the "context" or "data-source" level, and your product filter at the lowest level, so that the selectable options for the product filter can be displayed using the "only relevant Values" option and limits the products that can be chosen.
Please see the following link for some more information on filtering hierarchies
Performance Related
General Filtering
Blog Post
"Only relevant values - Specifies which values to show in the filter. When you select this option other filters are considered and only values that pass these filters are shown. For example, a filter on State will only show the Eastern states when a filter on Region is set. You can use the toggle at the top of the filter card to switch between this option and the All Values in Database option.
All values in database - Specifies which values to show in the filter. When you select this option all values in the database are shown regardless of the other filters on the view.
All values in context (Tableau Desktop only) - When one of the filters in the view is a context filter, select this option on a different filter to only display values that pass through the context filter. For more information, see Improve View Performance with Context Filters."
I have a specific question regarding the utilization of three tables in a database. Table 1 is called Personnel, and lists the names of the staff.
Tables 2 and 3 are identical, just listing two different types of overtime (long and short), along with the hours of the OT, Date of the OT, and Assigned to/Picked fields that are empty.
Here is the idea, I just dont know how to implement it. I would like to create a form for people to enter their OT picks, then automatically move to the next person on the list. So Rich Riphon, as an example, would be up first, would click on the link I would send, and a form would open up, showing his name, populated by the first table, and showing two drop down menus, populated from the Long OT and Short OT tables. He would select one from each (or None, which would be a option) and Submit it.
The form action would be to place his name in the Assigned field for the OT he picked, and place a Yes in the Picked field.
When the next person in the list opens the form, it has moved down to number 2 on the Personnel list, Cheryl Peterson, and shows her the remaining OT selections (excluding those that have a Yes in the Picked column).
Any suggestions or comments or better ways to do this would be appreciated.
First, I don't think ms access would be able to (easily) kick off the process based on a hyperlink. You may be able to do something by passing a macro name to a cmd prompt but it would take some mastery to get it working properly. Could you instead create a login form to get the current user? If you do that you don't really need to display the personnel list, just keep track of who has not yet responded to the OT request. Essentially at that point all you would need on your form is a listing of the available OT and a button that creates the assignment. Also it may be easier (and a better design) to only have one table for the OT listings and add a column for the type of overtime (long/short).
What if Cheryl isn't the 2nd person to get the form? Your concept goes out the window.
Instead, I would keep a table of all user names, and their security level. managers can see everything, individual users can only see their record. This would be done by using a query behind the OT Picks form, and either filtering by the current user or not filtering at all. I have done many of these types of "user control" databases and they all have worked well.
As for the actual OT tracking, I agree with Steve's post in that it should be done in one table This would be the preferred method of a concept referred to as "normalizing data". You really want to store as little data as possible to keep the size of your database down. As an example, your Login table would have the following fields:
UserID
FirstName
LastName
SecurityLevel
Address1
Address2
City
State
Phone
Etc... (whatever relevant info pertains to that person)
Your OT table would look like this:
UserID
OTDate
OTHours
OTType
Etc... (whatever else is relevant to OT)
You would then join those 2 tables on the UserID fields in both tables any time you needed to write a query to report OT hours or whatever.
I have a report that uses a query of input controls. It is a drop-down menu of specific ID's (ie. 28, 13, 30...) I want to know if it is possible to have my report go through each of these parameters and populate the report one page at a time for each of them.
Here is an example of the different parameters I want the report to loop through:
Do you want to create a page for all Partner IDs? Or just for the Partner IDs that a user selects? Either is possible.
Using all Partner IDs is probably easier. Modify your report query which probably has something like WHERE partner_id = $P{partnerID}. Remove the where clause. Add grouping and sorting to the query to group on partner id. Each group can start on a new page. And now you don't need a parameter at all.
If you want the user to select the Partner IDs, then you need to use a multi-select input control rather than the single-select input control you're using now. Update your query to use something like this: WHERE $X{IN, partner_id, partnerID}. Add grouping and sorting as above.
What I really need is a Tabular form that allows me to update multiple rows at a time while being filterable like an Interactive report. Any chance this is even remotely possible?
I would also like to hijack the row checkboxes on a tabular form that appear when the 'delete' functionality is activated and use them to select which rows get assigned a to a group based on a common attribute. (i.e. My table contains parts in my inventory and I need to be able to assign parts with common attributes to a group for processing)
Perhaps a group-by function that creates a new row in a 'Group' table with the group as the PK and the parts assigned to that group as a list or something...?
Thoughts? I am kind of at a loss...
It's really not that hard :) You can easily transform an IR into a pseudo-tabular form. And even though there are always more stylish and elegant solutions, those usually involve lots of javascript and/or plugins. They're nice, but not always what you want or need of course.
So how to manipulate your output? Use the APEX_ITEM api!
Quick example. I have an ir built on emp. I added a checkbox and textbox.
select empno, ename, deptno,
apex_item.checkbox(1, empno) empno_selected,
apex_item.text(2, ename, 10, 10) ename_edit
from emp
Don't forget: in the column attributes, set Display text as to Standard Report Column. If you don't, the output will be in plain text. Since apex_item generates html code, you don't want the plain text of course :)
Now, to be able to perform DML based on the actions you do in those generated fields, you will need a process. Let me start off by pointing out though that the generated items are stored in application variables, namely in arrays in APEX_APPLICATION.
Take note of the behaviour of checkboxes: only ticked boxes will have their value stored in the array!
As an example, i've made this small On Submit process (also adding a SUBMIT button on the form to actually perform the submit...)
for i in 1..apex_application.g_f01.count
loop
insert into empselected(empno, selectiondate, ename_changed)
values(apex_application.g_f01(i), sysdate, apex_application.g_f02(i));
end loop;
This will loop over the records with the checkboxes ticked, and insert them into some table. For example, i ticked the box with KING and edited the textfield. See record nr 2 (1 is from a previous action ;))
It's not all the way there yet though. You still miss out on the functionality of a tabular form and it's processes, and things like optimistic locking. If you want to stay with tabular forms, you can also, for example, check out this link. There have also been some questions here about writing your own mru processes etc, like this one ;)
It is possisble, using the same tabular form.
Create an item (text item) in the tabular form region.
Create a submit button (Create a button displayed among this region's items)
Modify the where clause in the tabular form region source
For Example, you need search by customer name:
WHERE lower(CUSTOMER_NAME) LIKE '%'||lower(nvl(:PXX_SEARCH,CUSOTOMER_NAME))||'%'
If you need to search for other field only add other condition to the where clause
WHERE (
lower(CUSTOMER_NAME) LIKE '%'||lower(nvl(:PXX_SEARCH,CUSOTOMER_NAME))||'%'
or lower(CUSTOMER_address) LIKE '%'||lower(nvl(:PXX_SEARCH,CUSOTOMER_NAME))||'%'
)
Simple and use the same tabular form.