I'm creating a data entry form in Access where sales people can select a product, then enter a quantity for that product in each of 12 columns representing the next twelve months. For a given project, there may be up to ten products, so each product will be on a separate row.
Tables:
Project - fields ProjectID, ProjectName, City, SalespersonID, StartDate
ProjectDetail - fields ProjectDetailID, ProjectID, ProductID, Date, Quantity
Product - fields ProductID, ProductName
Salesman - fields SalespersonID, SalespersonName
Currently I have the Project form with the simple project header information, and I want the ProjectDetail information to be a subform, of course. But - when I used a query to give me "buckets" of Quantity for Month0 (the current month), Month1, Month2, etc., I found that I can't enter data into the form because the fields are based on an expression.
What's the best way to handle this? Thanks in advance!
If each ProjectDetail entry will have multiple sets of Date and Quantity, it might be wise to pull those out into a separate table with a one-to-many relationship to ProjectDetailID, especially if you anticipate the number of date/quantity pairs could change from twelve. So, a ProjectDetailQuantity table would have fields ProjectDetailQuantityID, ProjectDetailID, Date, Quantity. On your form, you would have the Project main form, with a sub form to ProjectDetail and another subform to ProjectDetailQuantity.
Related
What I am trying to achieve is to get a count of people employed in a particular period.
I have 3 variables:
Employee ID (integer)
Hire date (date)
Termination date (date or null)
Example
the formula I am looking for is something like
if termination_date is null
then
count employee_ID in
dates between Hire_date and max of either hire_date or termination_date
else
count employee ID in
dates between hire_date and termination_date
This aims to show the dynamic of staff level over the time.
I am new to Tableau, not sure how to even start with it. Any suggestions welcome.
This problem will be simpler if you reshape your data to have the following three columns
Employee ID
Date
Action. (where action takes on the values of ‘Hire’ or ‘Terminate’).
Each data row represents one change in status for an employees. If an employee had a termination date, they will have two records in this new format, otherwise just one record showing the hiring date.
You can reshape your data by hand, or leave the original and use Tableau Prep or the Tableau data source page to reshape using a self Union and a few simple calculated fields.
Define a calculated field called Staffing_Change as
if Action=‘Hire’ then 1 else -1 end
Now you can plot the change in staff level over time by putting exact date on columns and sum(Staffing_Change) on Rows. You can use a quick Table calc, Running Sum, to see the net staffing level. For line mark types, I’d use a step style by pressing on the path button on the Marks card. Otherwise, the chart can give the impression of fractional number of employees.
I have a report I am creating through an ODBC connection. The report includes several invoices, where each invoice has several products. There is also a table which contains all the historical price changes for each product (field: unit-price). Currently there are duplicate product records being pulled, one for each time there was a price change. Therefore, I need to filter my data so that only the most recent unit-price is shown (date field: effective-date). How can I do this via the "Select Expert?"
In short, show the product's unit-price for the most recent effective-date.
Thank you!
You'll need to create a sql-expression field to get the most-recent effective date, then use this field in the record-selection formula.
// {%MAX_EFFECTIVE_DATE}
// most-likely you'll need to alias the table in the main report for this to work
(
SELECT Max(effective_date)
FROM price_history
WHERE product_id = price_history_alias.product_id
)
Record-selection formula:
{price_history_alias.effective_date}={%MAX_EFFECTIVE_DATE}
Instead of doing it in select expert. group by effective date and set the ordering as Descending.
I have a database table named ORDERS that contains repair order data and invoice data. Each record has an ORDERTYPE (i.e. INVOICE or REPAIR) and all invoice records have a system-generated ORDERID that links them to the repair orders (called the REFORDERID).
I have a second database table called ORDERLN that contains all individual line items for the repair orders and invoices. I need to access this data selectively to retrieve sales and cost information.
I need to limit my selected report data by the INVOICE DATE, which is contained in the ORDERS table. I have been trying to limit the report's record selection by DATE and INVOICE TYPE but that restricts me to only working with INVOICE data. I need sales data, which is on the invoice and I can get this easily, but I also need cost data which is only on the repair order, hence my need to query that data as well.
I need a way to first restrict the invoice close date, then pull in the invoice data AND pull in the repair order data. The link to the repair order data must be made via the REFORDERID records.
Can anyone guide me either with record selection formulas or SQL queries?
Thanks,
John
As per your requirement and explanation.. below is my approach...
Link the ORDERS and ORDERLN tables in database expert.
To limit the data create 3 parameters Start Date, End Date and one parameter for Invoice type.
In record selection formula write below formula.
If you are picking the invoice date form ORDERS then
ORDERS.Invoice Date>={?Start Date} and ORDERS.Invoice Date<{?End Date} and
ORDERS.Invoice Type={?Invoice Type}
Above selection will pick the user required date and invoice type from database.
Now place the fields you need in the report design
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.
There are a few answers here already that have part answered my challenge in Access but not fully.
I have 2 tables that form the basis of my database: customers and items
I have a further 2 tables; one for order quantities against customers and items (orders_a), and one for forecast quantities against customers and items (forecast_a).
forecast_a and orders_a also have a date for each customer and item combination (basically there will be 12 dates only for the 12 months of the year - 01/01/12,01/02/12,01/03/12 etc.)
Because a user will want to manually forecast quantities for a full year for each customer and each item, if there were 2 customers and 2 items, the forecast_a table would contain 48 rows. 2 items x 2 customers = 4, 4 x 12 dates = 48. The same goes for the orders_a.
I know this is a slightly unusual set up but the user requires visibility of a full year.
My main challenge based on this is as follows:
A user will want to see a form with customers in the first column, items in the second and then (like a crosstab): Jan Forecast Qty, Jan Order Qty, Feb Forecast Qty, Feb Order Qty etc.
Therefore how would I create a crosstab to pull both these tables together, and how would I go about creating a form for data entry off the back of it?
I may well be constructing my database the wrong way but the fact that the user needs a 'grid' where every entry is manual means I can't just have a form that creates a record one at a time for orders or forecasts.
Thanks in advance!
Nick
The problem you have is that this is a task that is in essence a spreadsheet task. Accordingly it may be best handled in Excel. To achieve this create an Excel object, create a blank worksheet, populate it with the data, then have a button to suck it back into the database when the user has finished.