Excluding values from a grand total in Spotfire cross table - visualization

I am trying to create a Spotfire cross table that would behave similarly to the Excel in the below screenshot.
I would like to be able to include a list of expenses, but for the "fees", I want the "fees" and all of the itemized fees below it to only be included in the grand total once. Using the attached example, I want the $385 from the "Fees" line item to be included in the grand total and the underlying fees should be listed out with their amounts, but I don't want the underlying fees to be double-counted in the grand total.
Up to this point, I have only been able to create a cross table where the "Fees" item and the underlying fees are all summed up in the grand total, which is not what I want.
I tried to illustrate the point I'm trying to make in the attached screenshot. I want the cross table in Spotfire to calculate like the example on the left, but all I've gotten so far is something similar to the example on the right.
Is there a way to do this in Spotfire?
ExampleOfExpensesForSpotfire

Spotfire subtotals and grand totals are based on the underlying data. There isn't a way to customize or exclude them in their native form--that is to say, without limiting the data. Here is a similar post on this:
https://stackoverflow.com/a/40087286/6167855
One way to sort of achieve what you are wanting to do is nest your Fees as a calculated column and place this on your horizontal axis. For example, insert this calculated column:
case
when [AREAS_OF_SPEND] = 'Insurance' then 1
when [AREAS_OF_SPEND] = 'Garbage Collection' then 1
when [AREAS_OF_SPEND] = 'Recycling' then 1
when [AREAS_OF_SPEND] = 'Taxes' then 1
when [AREAS_OF_SPEND] = 'Water' then 1
when [AREAS_OF_SPEND] = 'Gas' then 1
when [AREAS_OF_SPEND] = 'Electric' then 1
else 0
end as [IsFee]
Now add it as a horizontal column on your cross table. You will see this:

Related

Display filtered value and grand total in the same sheet

I have a data source which is a database table where I group the number of active customers by SalesOwner.
What I want to do is filter my sheet using SalesOwner so that I can make a bar chart that contains one of SalesOwners together with the Grand Total. What happens as of now is that when I filter my data and select one SalesOwner, the Grand Total obviously shows the grand total of that one filter.
Is there a way around this? A bar chart with just one of SalesOwners and the total?
You can use a fixed level of detail expression:
https://onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_overview.html
In this case, something like {FIXED : COUNTD(wk_customer)}. You would create a calculated field named Grand Total that uses that calculation.

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I'm trying to perform custom subtotaling on sales data to give a total for US and Non-US sales offices. My worksheet looks like the table labeled "current" and I am trying to make it look like the table labeled "desired result"
When I tried to group the sales centers as US and Non US the pill (dimension) was greyed out. After googling through a bunch of threads I found that grouping was not supported for secondary data sources. Is there anyway to do a manual calculation in the table calculations to add a row or do custom subtotaling?
Add a column for the country (assuming that you have the country in your data)
[see my example I had states and zip codes]
Then go to analysis > totals > check on show grand total and on add all subtotals
Visit Calculations totals - Grand total turn on for more information.

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I need to create following report, i tried crosstab but it looks (or i dont know) it only support one level for columns. By level i mean Count, Amount, XYZ under DAYS columns (30,60,90).
How can i add multiple levels at Column side using Crystal Reports 9.2?
I am getting data from following table
XXXXXX, DEBIT_CREDIT, CCY, AMOUNT, COUNT, OUR_THEIR, SETTLED_OUTSTANDING, DAYS, RATE, YYYYYYYY
You can create multiple levels of columns by dragging the next column to the top of the current one.

SSRS 2008 Charts: Selective Filtering on Charts within a chart

I have 3 Chart Series A,B,C of Data on single Chart
Normally When I apply filter on single series,the filter takes affect on all 3 series A,B,C .What I need is someway to apply particular filter on Series A,B but not C
like i have billable status as billable, non billable and partial billable.
i want two columns in the chart. 1 depicting only non billable employees and 1 showing the total of all billable status i.e., the whole team size.
my category axis has month.
i am not able to apply selective filters for one column of the two that i require.
please help.
You wont be able to do what you want, because each series/category is a subset of your dataset, meaning that if you group by "all" then all elements of your data set will fall into that category.
The best way to achieve what you want is on the query that creates the dataset do a Union with the total of employees, something like:
SELECT 1 as NumberEmployees, SSN, BillableStatus FROM mytable
UNION
SELECT COUNT(*), 0 as SSN, -1 as BillableStatus FROM mytable
Then when you'll have a status -1 that corresponds to all employees, and will appear on the chart as a different bar

Crystal Reports 2 column crosstab

Using crosstab expert in CRpts, populating the columns selection with 2 column names and using preview, report has I cannot tell what is what. Report has helpdesk total by date and out of that total there is a group count for another dept. Report looks great with one column selected. However, once I select a column fr db and select it to the columns with Crosstab expert, the columns in the report preview are displayed but hard to tell what is what since I get No and Yes columns. I also have Keep Groups together, column totals on top, and Row totals on left "checked" out.
I want to be have: grand toatl column(for helpdesk) total for Dist. Classrooms afected totals
Can you help? I am also new to CR and have not been able to make a "hit" researching.
Based on the above, I want a report to look like:
(col 1) (col 2) (col 3
Date Group District Classes Affected
Crosstab expert has: 2 rows, 2 summaries(sum on date and grandtotal on top), 1 col(which works great with only col 2 used as column but not when I include col 3).
District is count of district's in group
Classes Affected is count of groups count.
Is this better?