I am looking for difference of two columns in Tableau. I have the formula with me.
IF ATTR([Valuation Profile]) = "Base" THEN
LOOKUP(ZN(SUM([Value])), 1) > - ZN(LOOKUP(SUM([Value]),0)) END
But I get it as a separate column in the columns sections. How do I get that in the rows section? Basically how to get the difference as a dimension?
Please see attached images of what I want and what I have. Apparently, I cannot upload my excel sheet and tableau worksheet here. So I have upload just the screenshots.
What I have - vs - What I want
Tableau Workbook
First off, there is no way that you can generate additional rows for your data in Tableau!
In your case however you could use a workaround and do the following:
Create a calculated field for BASE and one for CSA. The formula should
be IF [Valuation Profile] = 'BASE' THEN [Value] END and IF
[Valuation Profile] = 'CSA' THEN [Value] END respectively
Afterwards you can drag Measure Names onto your rows shelf and
replace the SUM([Value]) with your two newly created calculated fields
that should give you all three measures in different rows in your table
Reference: https://community.tableau.com/message/627171#627171
Use LOD expression to calculate the individual values first.
Create calculated fields 'BASE', 'CSA' and 'CSA-BASE' as below.
BASE:
{FIXED [Book Name]: SUM( if [Valuation Profile] = 'BASE' then Value else 0 end ) }
CSA:
{FIXED [Book Name]: SUM( if [Valuation Profile] = 'CSA' then Value else 0 end ) }
CSA-BASE
[CSA]-[BASE]
Solution
Related
I have two dimensions (Case Numbers, Test Code) and I want to count only the Case Numbers which have both test codes i.e. 4802 & 9050.
I created a data similar to yours
Create this calculated field
{FIXED [CaseNumber]: sum(
IF [TestCode] = '4802' OR [TestCode] = '9050' THEN 1 ELSE 0 END)} = 2
TRUE in above calculated field will return only desired CaseNumbers. Check
OR
OR
I have a portal on my "Clients" table. The related table contains the results of surveys that are updated over time. For each combination of client and category (a field in the related table), I only want the portal to display the most recently collected row.
Here is a link to a trivial example that illustrates the issue I'm trying to address. I have two tables in this example (Related on ClientID):
Clients
Table 1 Get Summary Method
The Table 1 Get Summary Method table looks like this:
Where:
MaxDate is a summary field = Maximum of Date
MaxDateGroup is a calculated field = GetSummary ( MaxDate ;
ClientIDCategory )
ShowInPortal = If ( Date = MaxDateGroup ; 1 ; 0 )
The table is sorted on ClientIDCategory
Issue 1 that I'm stumped on: .
ShowInPortal should equal 1 in row 3 (PKTable01 = 5), row 4 (PKTable01 = 6), and row 6 (PKTable01 = 4) in the table above. I'm not sure why FM is interpreting 1Red and 1Blue as the same category, or perhaps I'm just misunderstanding what the GetSummary function does.
The Clients table looks like this:
Where:
The portal records are sorted on ClientIDCategory
Issue 2 that I'm stumped on:
I only want rows with a ShowInPortal value equal to 1 should appear in the portal. I tried creating a portal filter with the following formula: Table 1 Get Summary Method::ShowInPortal = 1. However, using that filter removes all row from the portal.
Any help is greatly appreciated.
One solution is to use ExecuteSQL to grab the Max Date. This removes the need for Summary functions and sorts, and works as expected. Propose to return it as number to avoid any issues with date formats.
GetAsTimestamp (
ExecuteSQL (
"SELECT DISTINCT COALESCE(MaxDate,'')
FROM Survey
WHERE ClientIDCategory = ? "
; "" ; "";ClientIDCategory )
)
Also, you need to change the ShowInPortal field to an unstored calc field with:
If ( GetAsNumber(Date) = MaxDateGroupSQL ; 1 ; 0 )
Then filter the portal on this field.
I can send you the sample file if you want.
id datetime new_column datetime_rankx
1 12.01.2015 18:10:10 12.01.2015 18:10:10 1
2 03.12.2014 14:44:57 03.12.2014 14:44:57 1
2 21.11.2015 11:11:11 03.12.2014 14:44:57 2
3 01.01.2011 12:12:12 01.01.2011 12:12:12 1
3 02.02.2012 13:13:13 01.01.2011 12:12:12 2
3 03.03.2013 14:14:14 01.01.2011 12:12:12 3
I want to make new column, which will have minimum datetime value for each row in group by id.
How could I do it in Power BI desktop using DAX query?
Use this expression:
NewColumn =
CALCULATE(
MIN(
Table[datetime]),
FILTER(Table,Table[id]=EARLIER(Table[id])
)
)
In Power BI using a table with your data it will produce this:
UPDATE: Explanation and EARLIER function usage.
Basically, EARLIER function will give you access to values of different row context.
When you use CALCULATE function it creates a row context of the whole table, theoretically it iterates over every table row. The same happens when you use FILTER function it will iterate on the whole table and evaluate every row against the filter condition.
So far we have two row contexts, the row context created by CALCULATE and the row context created by FILTER. Note FILTER use the EARLIER to get access to the CALCULATE's row context. Having said that, in our case for every row in the outer (CALCULATE's row context) the FILTER returns a set of rows that correspond to the current id in the outer context.
If you have a programming background it could give you some sense. It is similar to a nested loop.
Hope this Python code points the main idea behind this:
outer_context = ['row1','row2','row3','row4']
inner_context = ['row1','row2','row3','row4']
for outer_row in outer_context:
for inner_row in inner_context:
if inner_row == outer_row: #this line is what the FILTER and EARLIER do
#Calculate the min datetime using the filtered rows
...
...
UPDATE 2: Adding a ranking column.
To get the desired rank you can use this expression:
RankColumn =
RANKX(
CALCULATETABLE(Table,ALLEXCEPT(Table,Table[id]))
,Table[datetime]
,Hoja1[datetime]
,1
)
This is the table with the rank column:
Let me know if this helps.
I'vre created a cross tab report with 2 calculated Member to be able to have the difference between 2 column and the percentage of this difference in CR 2011. What I want to achieve is to create a new column that will display a test depending on the difference value.
Here is a example:
Col1 Col2 Difference Percentage Action
200 0 -200 100 DROPPED
100 100 0 0
0 300 300 100 ADDED
How can create this action column. Calculated member only want some amount value so I cannot output a text in the formula.
Thanks in advance for your help
I finally found the solution.
I can use the Display string formula in the Format Field properties (Common Tab). Here I just check the column and return the string I want otherwise I just format the number.
IF GetColumnGroupIndexOf(CurrentColumnIndex) = 1
AND CurrentColumnIndex =4 THEN
IF GridValueAt(CurrentRowIndex, CurrentColumnIndex,CurrentSummaryIndex) =2 THEN "DROPPED"
ELSE "ADDED"
ELSE
ToText( GridValueAt(CurrentRowIndex, CurrentColumnIndex,CurrentSummaryIndex),2,",")
So I have these 3 table/views in my database.
Table
id
template
View1 // the ids in this view have a corresponding id in table if template = 1
id
type1
View2 // the ids in this view have a corresponding id in table if template = 2
id
type2
So in my report, I want to select all the ids... and then group by template, and then group by type. I can do this for one View at a time by setting up the group to be either View1.type1 or View2.type2. But, I want it to group by View1.type1 if template is 1 and then I want it to group by View2.type2 if the template is 2.
So I made a forumla called type, and changed the group to that formula.. So I am first grouping by template, and then by type (my formula). If I set the formula for type as below:
formula = {View1.type1}
Then it works as expected and I see the correct grouping. It also works if I only do it for View2.type2.
However, when I do this:
if {Table.template} = 1
formula = {View1.type1}
else
formula = {View2.type2}
This returns no data for my grouping. Even if I do this:
if 1 = 1
formula = {View1.type1}
else
formula = {View2.type2}
This also returns no data. How is dynamic grouping supposed to work? I am missing something? I guess at the worst case I can make another view in my database or even use subreports... but I was hoping to have it work like this... I greatly appreciate the help guys!...
UPDATE:
So I can do formulas such as this one:
if {View1.type1} = "" then
formula = "[Undefined]"
else
formula = {View1.type1}
end if
It looks like I only have issues when I try to use a formula with the 2 views...