Cognos ungroup crosstab rows - crosstab

I need to ungroup the rows in a crosstab. The package is built off of a TM1 dimensional cube.
I currently have this in the rows of the crosstab.
REGION | VP | Managers
South Mark Bill
Jessica
Mike
What I need is for the 'South' and 'Mark' to show up for all the rows not just the one with Bill.
I also need this to work in excel so the workaround of putting it all in one data item will not work for this. Also because it does not work with the cube the way it is built.
Thanks in advance!!!!

This is doable with a bit of a workaround.
For example, let's say we have Product Line and Product Type in a crosstab, and want Product Line to repeat for each Product Type.
Bring Product Type into the rows twice, unlock the report, cut out the first Product Type text item, drag Product Line into the space, Product line should now repeat every row
If this does not work you can always press Ctl+Alt+M to access the
Cognos 10 tool bar, and go under File>Report Properties and uncheck
"Group repeating cells when exporting to Excel". Although simple, this
method is not supported by IBM and therefor they cannot be responsible if
it affects the functionality of your Cognos install/reports/etc... You
may use it at your own risk.

In version 11.2.1 you can find this option by clicking "Report > Report" and setting the option "Group repeating cells - export to Excel" to "No" in the Properties tab.

Related

Cognos Report Studio - Grouping/Filtering

Truth be told I'm not entirely sure what it is I'm trying to do here, well, that is I know what I want to achieve, but not how to go about it... so here's hoping you can help point me in the right direction!
I need to create a Crosstab report which has customers down the side, dates for columns, sales for figures. Simple enough.
Where it gets tricky is that they then want another row beneath the customers which singles out two customers, and their sales for one particular product.
They then want another row which will remove that figure from the total of the overall sales total for the first section (see example image).
I'm not really sure where to even start with this. I think I may need to use a query union, but every time I start I get kinda stuck... help!
That's not a crosstab. The summary calculations don't work. It's probably going to end up being three crosstabs formatted to look like a single crosstab. The first crosstab is everything down to the Total line. The last two lines are each crosstabs. Set the Size & Overflow, Padding, Margin, and other formatting properties so everything is layed out, bolded, and shaded the way you want.
You can create this as a crosstab
If you are okay with setting each customer as a fact
You can add them to a crosstab in any order you want
Then you can create a new data item and use a conditional statement that sets the metric to be the specific customers the consumer wants
For example,
IF([Customer] IN(?PrmCust) Then([Sales])Else(0)
For the revised total, unlock the report and replace them with layout calculations that take the total and reduce it by the amount of the selected customers

Difference between two measure totals in Tableau

Using the sample-Superstore data, I am trying to do a table calculation on the row totals, Sum(Sales) -Sum(Profit). I can get the result using this formula
TOTAL(SUM([Sales]))-TOTAL(SUM([Profit]))
But it will also show the value under Ship date 2016/2017,(I only need the total). Any ideas on how to remove the highlighted portion or an alternate way to achieve this?
Try one of two:
1) Try right-clicking the column where your red box is, TOTAL(SUM(SALES))... and then un-check 'show headers'. That will remove the column from your viz, however the calculations and sorting will still be there.
2) Adding the measure-names manually, rather than with the 'measure names' blue-box in the columns. Then, right click the column you wish to hide, and uncheck 'show headers'. That will remove the column from your viz, however the calculations and sorting will still be there. .

How to filter top customers within certain section in Tableau

I have a Tableau file whose source is from one Excel sheet as shown below:
And it's how it looks in Tableau:
I have a Tableau sheet to show me the top 3 customers in each section. For example, company F, H, J, B, A are in section XXX, I filter section XXX only, sort F, H, J, B, A, select the top 3 customers and hit "keep only". So I have a table of top 3 customers in XXX section. Please see the pics below:
My question is, every month I have an updated Excel sheet with same format and I feed it into Tableau, the sales change every month but I always want top 3 customers in each section. For example, top 3 customers this month in XXX section are F, H, J but next month it might be A,B,H. However since I use "keep only" to filter F, H, J, the top 3 customers can only be F, H, J unless I manually change the filter. Is there anyway I can program Tableau to pick up the top 3 automatically whenever I feed new data to this file? I know "filter top n by" can do it but it can only filter by one variable, like they can only filter by sales instead of sales AND sections. I want to use "by formula" in the pic below to do it but I am not sure how to write the formula.
Have you tried to use the "Top" instead of "Condition" tab? You could also try to use a rank.
Create a calculated field "Rank", put index() into it, make it discrete and put it between your segment and customer pillow. Untick "Show header" and use it as a filter on the filter shelf.
I would use the Quick Table Calculation Rank. To do this create a new worksheet as follows:
Drag Section onto Rows
Drag Customer onto Rows
Drag Sales onto text mark
Drag sales onto detail
Right click the sales that you have dragged onto detail. Select Quick table calc and then rank.
Change this table calc from the detail mark onto the rank mark.
Now you can see what it is doing my default. You can see that is will be calculating the rank across all sections. As you mentioned you want the rank per section you just need to adjust the way the quick table calc is working. To do this right click on the measure and select edit table calc. Under Compute using you can change the way the calc is working. Select a couple of different ones to see what is happening. As you have structured the workbook to have Section and then Customer on the Rows shelf you should be able to use pane across then down. This means that it will calculate the rank per pane which in this case is per Section and will calculate down across Customer.
8) You can now drag this measure onto the filters pane and select a range of 1-3 this will filter the view to only show the top 3.
This method will work dynamically even when the data is updated :)

Display Records Horizontally Instead of Vertical in Cells, SSRS

I'm trying to display multiple values for one drive by adding a column for each additional record assigned to a drive. For example, a drive ID is unique but can have multiple promotional incentives assigned to it.
For example, if we go to a university on 1/23/2015, that will a unique event or record in the DriveMaster table, but if we are giving away T-Shirts and Pizza, those two records will be assigned to the drive in the EquipmentDetail table.
In SSRS, I'm trying to create a sub-report that will display the promotional items on one line instead of adding additional lines for each promotional item. See screenshot below.
What I'd like to have happen is have the each drive only account for 1 row, and each promotional item listed in a new column to the right. See mockup in Excel.
Is there a way to handle this? I know there is in Crytal Reports, but I can't figure this out in SSRS. I've tried using a Matrix, but I can't see to get the columns to grow if there are multiple incentives.
I added a column group on the Description field, and it looks like that it is close, but that the grouping will create blank spaces (cells) in it.
Thanks,
You have to set a Column Group for your promotional item in your Matrix.
Hope that helps.
Edit:
It looks like there are some areas that contain no data (because of your groupings)
We can do something like the following:
In your query you can use the 'over'
Select DriveID, PromotionItem, ... ,
ROW_NUMBER() Over(Partition by Select DriveID, PromotionItem, ... Order by PromotionItem)
AS ColumnGroupNumber
Then in the Promotion Item group that you have change the field it groups on to the ColumnGroupNumber (or whatever you are going to call it). Just don't change the field in the detail row, or you will not see the details.
I have used this solution before. I found it here.

Creating a table in Crystal Reports Basic (one built in vs2008)?

Is it possible to create a table with this crystal reports, because I need to layout or format my data into a table(not cross tab), is there a way to do this cause I think my tool box is only limited to lines and boxes and basic shapes.
There's a few things you can do to make it look like a table:
Create Each row in your report represents a row in the table.
Put a border/box around the table use the 'Insert Box' from the toolbar and simple start drawing the box in the header of the (or group header) and finish in the footer (or group footer) and when you preview the report you'll see a box around the whole table [report]
Column grid lines can easily be done by linking the top and bottom of your box. they will then expand out in preview mode.
Top Tip: Zooming right in, to say 300%, makes getting the joins much easier, and investigate snap-to-grid you may want to simple disable it it may actually make life easier,(when ultimate precision is required)
If you need to display the data as a table, you can get creative with details, groups, subsections, and formulae. For example, the formula sum({A},{B}) adds all the values of {A} for each group {B} (best used in a group footer). If you have any specific questions, I can try to answer them.
Sorry, but Crystal reports can not create tables. It can execute a stored procedure that creates tables, but that's really the procedure creating the tables.