Sorry for my bad English.
I have some question.
i have data like this.
Invoice No | Type | Charges | Credits
1 | INV | 10 | 0
1 | Cash | 0 | -10
2 | INV | 20 | 0
3 | INV | 20 | 0
3 | Cash | 0 | -10
And i want to show on report like this
Invoice No | Type | Charges | Credits
2 | INV | 20 | 0
3 | INV | 10 | 0
So, if the balance is zero then data not show.
How i can do that?
Sorry make u confuse.
But i have already found the answer.
i have data from table Account Receivable (AR).
i have 2 group, first based on customer and the second based on invoice number
i place the data in group footer (invoice number).
i created a formula #Charges
Sum({AR.CHARGES}, {AR.INVOICE}) + sum({AR.CREDITS}, {AR.INVOICE})
and create suppress formula in group footer section (invoice number)
{#charges) = 0
Thanks :)
Related
In Tableau, I am joining two tables where a header can have multiple details
Work Order Header
Work Order Details
The joined data looks like this:
Header.ID | Header.ManualTotal | Details.ID | Details.LineTotal
A | 1000 | 1 | 550
A | 1000 | 2 | 35
A | 1000 | 3 | 100
B | 335 | 1 | 250
B | 335 | 2 | 300
C | null | 1 | 50
C | null | 2 | 25
C | null | 3 | 5
C | null | 4 | 5
Where there is a manual total, use that, if there is no manual total, use the sum of the line totals
ID | Total
A | 1000
B | 335
C | 85
I tried something like this:
ifnull( sum({fixed [Header ID] : [Manual Total] }), sum([Line Total]) )
basically I need to use the ifnull, then use the manual total if it exists, or sum line totals if it doesn't
Please advise on how to use LODs or some other solution to get the correct answer
Here is a solution that does not require a level-of-detail calculation.
Just try this:
use an inner join on id of the two tables
create this calculation: ifnull(median([Manual Total]),sum([Line Total]))
insert agg(your_calculation) into your sheet
We an incentive scheme that scored to staff via 'Points'. I have written an SP so that we can dynamically change these values day to day however I am struggling in my own head to figure the best way to split the values between two different agents.
The Setup
The source table simply looks like below:
Department | Policy |Opening Advisor | Closing Advisor | Agg Pts | Aff Pts | Rnl Pts |
Sales A | LYJX01PC01 | Sally | Sally | 0 | 3 | 0 |
Sales A | MUMP01TW01 | Sally | John | 0 | 0 | 3 |
This table is two separate tables, the first being the Opening Table and then the second being the Closing Table. These are joined by using the 'Branch' which is a column I've not put on here and then 'Policy' to keep it simple, Policy is what joins these 2 tables.
The Idea
The idea here is that the Points Per Policy are split 50/50 if the Opening Advisor and the Closing Advisor are different.
Line 1 the Opening and Closing Advisor is Sally, so for that policy she would receive all the points, however on Line 2 she opened the Policy however John closed it.
This would split the points out between them both i.e. 3/2 = 1.5. The output would then be similar to below:
The Output
Department | Policy | Advisor | Agg Pts | Aff Pts | Rnl Pts |
Sales A | LYJX01PC01 | Sally | 0 | 1.5 | 0 |
Sales A | LYJX01PC01 | John | 0 | 1.5 | 0 |
Sales A | MUMP01TW01 | Sally | 0 | 0 | 3 |
In my mind all I'm doing is GROUPING by Policy and Advisor and then splitting the points IF Opening / Closing Advisor differ, however putting that down in SQL I'm just turning circle and its one of those moments I need some exterior advice.
I have three table as given below
student
id name stand_id sub_id gender
---------------------------------------
1 | Joe | 1 | 1 | M
2 | Saun | 2 | 1 | F
3 | Paul | 1 | 2 | F
4 | Sena | 2 | 2 | M
Subject
id name
1 Math
2 English
Standard
id name
1 First
2 Second
How can I achieve this kind of multiple group by like standard, subject than total number of boys and girls.
Should I use with, union or union all ?
First
Math
boys total
girls total
second
math
boys total
girls total
It's not completely clear what you are attempting. My interpretation is that you are looking for the total of students by standard, subject and gender.
If that is correct, you need to join together the tables and count the students at the appropriate grain, like so:
SELECT
sta.name AS standard_name,
sub.name AS subject_name,
CASE stu.gender WHEN 'M' THEN 'Boys' ELSE 'Girls' END AS student_gender,
COUNT(stu.id) AS total
FROM
student stu
JOIN
subject sub
ON (stu.sub_id = sub.id)
JOIN
standard sta
ON (stu.stand_id = sta.id)
GROUP BY
standard_name,
subject_name,
student_gender;
Based on your sample data, it would return this:
standard_name | subject_name | student_gender | total
-----------------------------------------------------
First | Math | Boys | 1
First | English | Girls | 1
Second | Math | Girls | 1
Second | English | Boys | 1
Is it what you are looking for
SELECT sd.name,
sj.name,
count(st.gender) filter (
WHERE st.gender='M') AS MALE,
count(st.gender) filter (
WHERE st.gender='F') AS FEMALE
FROM Standard sd
INNER JOIN Student st ON (st.stand_id=sd.id)
INNER JOIN Subject sj ON (sj.id=st.sub_id)
GROUP BY sd.name,
sj.name;
name | name | male | female
--------+---------+------+--------
First | Math | 1 | 0
First | English | 0 | 1
Second | English | 2 | 1
Second | Math | 0 | 1
(4 rows)
I have added some more rows to second English.
Cheers!
I'm trying to get a chart working that shows me the count of work orders that are completed each day after work on a unit (serial number) starts. I'd like to be able to "shadow" multiple serial numbers on top of each other, normalized to a start date of '0'.
Currently I have columns in my data set:
Work order number (0..999), repeats for each serial number
Serial number (0..999)
Work order start date (Datetime)
Work order end date (Datetime)
Say for instance that a new serial number starts each day, contains 5 work orders, and requires 5 days to complete (there are 5 units in WIP at any given time).
The data might look like (dates shown as ints):
| Work order number | Serial number | Work order start date | Work order end date |
| ----------------- | ------------- | --------------------- | ------------------- |
| 1 | 1 | 1 | 2 |
| 2 | 1 | 1 | 3 |
| 3 | 1 | 2 | 4 |
| 4 | 1 | 3 | 5 |
| 5 | 1 | 4 | 5 |
| 1 | 2 | 2 | 3 |
| 2 | 2 | 2 | 4 |
| 3 | 2 | 3 | 5 |
| 4 | 2 | 4 | 6 |
| 5 | 2 | 5 | 6 |
I'm assuming I'll need a calculated column that would perhaps go something like:
[Work order end days since start] =
[Work order end date] - MIN(
IF(*serial number matches current*, [Work order start date], NULL)
)
I (clearly) have no idea how to actually create such a calculated field in Tableau.
The values in the column (same order as the data above) should be:
| Work order end days since start |
| ------------------------------- |
| 1 |
| 2 |
| 3 |
| 4 |
| 4 |
| 1 |
| 2 |
| 3 |
| 4 |
| 4 |
Any guidance or help? Happy to clarify anything as well. Many thanks! Cheers!
You will have better results with this kind of data if you reshape it to have a single date column and add a type column indicating whether the current row describes the start or completion of a workorder.
| Work order number | Serial number | date | type |
Think of each row representing a state change, not a work order.
Open work orders on a particular date would be those that have a start record prior to that date, but don't have a completion record prior to that date. If you define a calculated field as +1 if type = New and -1 if type = Completion, then you can use a running total of that field to view the number of open work orders over time.
I'm creating a crosstab report showing the survey history for gopher tortoises (if you must know what that is) monitoring stations. Not all stations are monitored for a given survey and sometimes when we monitor we don't find any and thus record a 0 which is a valid result.
In the crosstab when the station isn't used I would like it to say "N/A" or some other equivalent, but when it's a zero I want it to stay as zero.
I've found so much on how to change a null to a zero, but nothing when you want to keep the zero and somehow note the null.
Below is what the crosstab should look like. You'll see that the 0 in Station4 on 1/1/2004 is "real" (meaning we didn't find any) but all of the N/A's are when we didn't use the station.
Survey Dates
| | 1/1/2000 | 1/1/2002 | 1/1/2004 | 1/1/2006 |
|----------|----------|----------|----------|----------|
| Station1 | 9 | 5 | N/A | N/A |
| Station2 | 5 | 7 | 2 | 6 |
| Station3 | N/A | N/A | 6 | 9 |
| Station4 | 10 | 9 | 0 | 11 |
This is what the Oracle table look like for the 1/1/2000 survey as an example
| SurveyID | StationID | Number |
|----------|-----------|--------|
| 1 | 1 | 9 |
| 1 | 2 | 5 |
| 1 | 4 | 6 |
So, basically how to I keep the zero's and put some text in the nulls in a CR crosstab?
Thanks!
Because CR doesn't differentiate between nulls and actual zeros in the crosstab, you can try replacing actual zero values with a placeholder so you can tell the difference. Note that this solution will only work if you are trying to display the values and not do any aggregate calculations.
First, create a formula that will replace the zeros with a placeholder value. In this case, I'm using -1 since that number should never appear in the database.
//{#Survey Num}
local numbervar totalSurvey;
totalSurvey:={Table.ActiveBurrows} + {Table.InactiveBurrows};
if totalSurvey=0 then -1 else totalSurvey
Use this formula to create your crosstab. Now you need to set a display string so that everything appears correctly. Right-click one of your crosstab cells → hit "Format Field" → select the "Common" tab → then create a "Display String" formula. That formula should be something like:
if currentfieldvalue=-1 then "0" else if currentfieldvalue=0 then "N/A" else totext(currentfieldvalue,0,'')
Now you're basically just printing the real values over top of the placeholders.