I'm using Tableau Desktop v9.0. I have data that looks like this:
code,items
02050252,7
03040620,19
03060423,3
I want to create a bar chart of the items grouped by the first two characters of the code field.
So effectively a chart that shows this underlying data:
new_code,items
02,7
03,22
Is it possible to do this within Tableau? Or do I need to group the data manually myself first?
You can definitely do this within Tableau.
Make sure that your code column is a string. If it's not, right click on it in the dimensions section and choose Change Data Type.
Then, create a calculated field (Analysis -> Create Calculated Field) and enter the expression LEFT([Code], 2), which will take the first two characters of the code field.
Drag your new_code field to the Rows shelf and Items to the Columns shelf and voila, you have your desired data. You can of course change the type of the chart, make it a table, etc. from here.
Related
I'm using Tableau. So, instead of giving the [Column_name], Is it possible to give [Column_number] in column shelf?
- Hariharasudhan. R.
No -- for good reason.
Think of the data source as a template for a potential SQL (or MDX or TQL) query; specifying tables, joins, unions and possibly some where/having clauses for data source filters.
The actual SQL generated for any particular view will be an (optimized) query that only selects columns that are actually needed for that particular view, adds where/having clauses based on the filters being used etc.
So a column doesn't have a fixed number. The same column may be the first field selected in one situation, the last field in another situation, and left off completely in another.
If you want to change the name of column shelf:
Create a duplicate of variable and change original with duplicates and assign name as your wish by right-click on Edit Aliases and change as per your requirement.
Go to Data Source
On the middle right corner check on Show aliases
Go to column and right click on it. Go to Rename
I'm using Tableau Desktop 9.0 on OSX. I have data (loaded from a local CSV file) that looks like this:
code,org,items
0212000AA,142,10
0212000AA,143,15
0313000AA,142,90
0314000AA,143,85
I want a chart that shows the number of items beginning with 0212 as a percentage of all items, for each organisation. (I mean as a percentage of the organisation's items - for example, in the above, I would like to show 0.1 (10/(10+90)) for organisation 142.)
I have been able to get part way there, by adding org to Columns, and SUM(items) to Rows. Then by adding a Wildcard filter on code, for starts with 0212.
This shows me the number of items starting with 0212, by organisation.
But what I don't know how to do is show this divided by the value of all items for the organisation.
Is this possible in Tableau, or do I need to pre-calculate it before loading my data source?
One way is to define a calculated field called matches_code_prefix as:
left(code, 4) = "0212"
You can also define a parameter called, say, code_prefix to avoid hard coding the prefix string:
left(code, 4) = code_prefix
And then show the parameter control for code_prefix to allow the user to interact with it.
If you use this new field as a dimension to separate SUM(items) according to those that match the prefix and those that don't, you can then use a quick table calculation to get the percent of total.
For example, you can place org on the Rows shelf and matches_code_prefix on the Columns shelf, and SUM(items) on the Text shelf to make a table. Then under the analysis menu, turn on grand totals for both rows and columns to see the behavior. Next, right click on SUM(items) and choose Quick Table Calc->Percent of Total. Tableau will display the percents of total in the table.
If you want the percent of total defined differently than the default, then right click on the measure again and set Compute Using to a different value such as matches_code_prefix in your case. It's usually better to set compute using to a specific field.
If you only want to display the value for the matching case, select the column header you don't want to see and choose hide. You can also turn off the grand totals from the analysis menu when you are done.
When you are confident in the values in your table, you can turn it into a bar chart for example by moving matches_code_prefix to the detail shelf and the measure to the Columns shelf.
--
The above is the drag and drop approach. If you prefer to hard code everything in a single calculated field that is calculated on the database side, you could instead define a calculation such as:
zn(sum(if matches_code_prefix then items end)) / sum(items)
Then set the default number format for that field to display as a percentage
I group my table by 3 attributes, and set page break on every group, and now i want to display that three attribute outside the table. I want to place them on the top of the report, and when i type the expression and i go in run view it's display only the first value, when i go to the next page nothing change
I tried to drag field from table, from data set, and nothing working.
In expression i type
=Fields!My_Field.Value.
Also if some of that three attributes i placed in table it normally displays values, but when i try to move it somewhere it stops displaying.
The issue is that a table is associated with a dataset but a text box is not.
You can reference a field from a text box using the Dataset field ( =Sum(Fields!AMOUNT.Value, "Dataset1") ) but you need to use an aggregate function like First, Last, or SUM.
It sounds like you don't want to use an aggregate since you are grouping by these fields, though.
display the three attribute outside the table
If your trying to display the current grouping in the table at the top of each page, add a new Row in your matrix above your header row and add your group fields there.
Edit: This question relates to the "old" google spreadsheets that were current in 2013.
Is it possible to use named ranges in google spreadsheet charts?
I need to dynamically update the dimension (starting position and size) of a range and be able to reflect it in a chart, i.e. I need the chart source range to follow the position of moved source data range.
Extra information:
I've got two sheets. One has a header followed by 'input' row and data rows. When I type anything into 'input' row my script automatically adds a row just after this one and moves my new input there, therefore creating new row of data.
About chart: If I assign a data range that includes only data rows, new row won't be included because whole 'old' range got shifted. $ sign is ignored when specifying data range. So what I'm doing is to include in the range my 'input' + 1 header row. They have no values so in the chart you cannot see data points in the first two positions. I'm using a combo chart with another range from another sheet that has no header, so it looks like this:
(usually there is some value for the green histogram right at the origin of the chart).
So the line chart is shifted by two positions to the right, but it should start from position 0, so I want the chart to somehow follow the range or to redefine it, so it always stars from the first data row. I hope it makes sense.
Charts use range as argument, have you tried to simply use getRangeByName to define the range ?
Charts don't support named ranges. However, you can set up your chart so that the source data range is an entire column (for example, Sheet1!D:D). Then the chart will show all the values in that column, taking into account even rows that you will add (or delete) after chart creation. If the first rows (for example 4) contain table headers you can specify something like Sheet1!D5:D as your source data range
In searching for this, I found a solution I thought I'd share.
I have a set of data from which I'd like to create a set of charts. My fairly simple workaround was to create a new tab for each chart with a pivot table to pull in my data based on my criteria for each chart. I inserted a row at the top to hold a SUM of my values in the pivot table below, rather than referencing the moving "Total" cell in the pivot table itself.
Note: I hid the title row of the pivot table and unchecked the "Totals" within it to get the SUM to work correctly. Hope this helps someone!
Is it possible to have add a row to an SSRS 2008 Matrix that spans all of the matrix's columns?
This crude diagram shows roughly what I'm looking for:
The basic idea is that each line item is a person, and each column is a field in a form for that person. The fields themselves are dynamic (and implemented as column groups on the matrix). Additional column groups are included to append non-dynamic form fields, like the time the record was entered and who entered it. Under each person's record is a comments field, which should span all of the form fields above it.
At the moment I have the matrix embedded in another tablix, with the name and fields in the matrix and the comments in the parent tablix. This works for the data (each instance of the matrix ends up being one row), but the header repeats too often (once per person) because it's attached to the matrix. The only thought I have as to how to fix this is to create another matrix in the parent tablix with the same grouping and use it to display the headers... But this will require quite a lot of manual synchronization to keep the two matrices the same.
Edit: The key problem here is making the second row span multiple column groups.
Here's what you can do:
Select the column grouping you want to add above and right click and select
Add Group... Parent Group...
Group the column by something that will not aggregate the data. You'll have to select a field from your dataset to group by so that it creates an overlapping column grouping.
Check the Add group header box
You should now see something similar to this:
Now you just need to move the Value1 field and it's header over under the new column to the right beyond the matrix dividers. Once that's done, simply delete the ungrouped column where you just copied Value1 from and be sure to select Delete columns only checkbox.
Your finished product should look like this:
It is possible - And the above answers are partial answers leaving out one key step: Merging the cells of the child row.
First, right click on your grouped row, then select Insert Row -> Inside Group - Below and you will get two rows with the cells aligning on the columns
Second, ctrl click all the cells in your new row (ie row without the data) then right click on one of the highlighted cells, and then select Merge Cells.
Now you have the table you like. To add a value to the new row: first right click your new (multi column) cell,select Create Placeholder, and then add the dataset item you desire to the placeholder.
[Edit]
After several attempts, I'm going to say this isn't possible in SSRS. The best I could come up with is a group footer that spans columns 1,2, and 3, but not the User column.
[Original Response]
I recently did something similar to this.
First, what tool are you using to create SSRS reports? (I used SQL Server Business Intelligence Development Studio)
You'll want to create a row group (grouped on Person)
Append a row to your table in "Design" view (Right click, "Insert Row --> Inside Group - Below").
Add an expression to the row that pulls the value for your "Comment" column (=Fields!Comment.Value).
Let me know if that helps...
Try adding in you column group "header" with a grouping expression of (1=1). Then a detail field will need to be defined. If you define the other group with correct data then the "header" will stretch across all details columns. You may need to merger depending on other options.
The easiest way to do this is to create a Tablix with only one column, and your row grouping.
Then, you create two rows inside this group.
In the first row inside the group, you insert a Matrix, wich you can then subgroup as you prefer.
I just had a similar problem, and this was my solution.
I banged my head against the wall for a lot of time, until i realized the solution to my problem wasn't "making a cell span multiple column groups", but "making a cell split into multiple column groups".
You can accomplish the goal by using a subreport for each person. The subreport will receive the employee id and create the hierarchy for you. Make sure your subreport column widths match the widths of the parent report.