I am creating an invoice using Crystal Reports & I want to group products which have the same PRO_ID into one line, for this I have created a GROUP and it works fine.
Following is a sample of the data
PRO_ID NAME ORDER_QTY
0001 Battery 2
0001 Battery -6
0001 Battery 3
In the second line the quantity is a minus because of a returned item. I want to show the actually ordered items separately & returned items separately.
At the moment the report shows -1 for the ORDER_QTY because it just groups the Products based on the PRO_ID. How can I group these separately ?
try this:
Keep PRO_ID as it is as the first group and then create a sub group #group2 and write below code:
if ORDER_QTY<0
then "Returned"
else "Actual"
Use #group2 to group after PRO_ID.
Now place the all your fields in details.
hope this helps
Related
I'm trying to find a way to display only certain rows of my data based off a very specific criteria. I will try to explain it the best way I can. Let's start with a screenshot here:
Picture of part of the Tableau sheet as-is
What I'm trying to do is create a way to display only the values of "Order: Sales Order #" that have a value filled in for "Item: Connected Product Category". As you see on the screenshot, order number 15589543 has one Connected Product Category that displays "Connectable".
Since this order number does not only have null field for the Connect Product Category, I would like ALL of the rows (even the blank ones) be displayed for order # 15589543. If an order # has NO rows that have "connectable" displayed in them (orders 10305573, 15573299, 15699578, etc.) I would like these orders to be filtered out.
This is a screenshot of just a small part of the data. Basically, if an order has a "connectable" field in it, I need all of the rows for that order # to be displayed.
I tried to do logic such as IF [Item: Connected Product Category] = "Connectable" THEN [Order: Sales Order #] ELSE NULL END but this only displays the rows that literally contain "connectable" in them, not all of the rows for that order number.
Any assistance would be greatly appreciated. After extensive research I'm not sure if this is even possible. Thanks
It is simple. Create a calculated field desired filter as
{FIXED [Order: Sales Order #] : SUM(
IF [Item: Connected Product Category] = 'Connectable' THEN 1 ELSE 0 END
)} > 0
This calculated field will evalaute as TRUE/FALSE and setting filter on this field for TRUE will filter records as desired.
Try this. Good luck
Crystal reports don't let me use a custom count formula field to filter which transactions to show in a manager report.
I'm creating a Crystal report that team leaders are supposed to take out to see on how many occasions their employees have reported in sick. A record is only supposed to show if that person has reported in sick 6 or more times the last 12 months.
The report shows a record (a page) for each employee belonging to the managers organisational unit. Below the employee information is a subreport where I show the transactions from the salary/time system. Using select expert, I have filtered out the transactions that is supposed to show. I have then created a database field that count which day was 12 months back from today, and filtered so that only the transactions falling into this period shows.
My last problem is that I only want to show the record that has a minimum of 6 such transactions during the period. I created a formula field named #Antal ("amount" in Swedish) that simply counts the distinct number of dates in the "from"-date for the salary transactions I'm showing (since a change of law 2019-01-01 we needed to create a new transaction type, so some of the occasions after 2019 may have two transactions referring to one sick leave, thus I'm counting the first day of the period instead), DistinctCount ({P_LSTAT.P_SXXX06})
Now, the subreport has a new column with Antal (amount) that counts the amount of the desired salary transaction. I then try to use the selection formula to only show records where {#Antal} >= 6 but I get the following error:
This formula cannot be used because it must be evaluated later
Is there any other (better) way of doing this, or am I simply missing something?
For your selection based on {#Antal} >= 6 you need to use the group selection formula, not the record selection formula. Record selection is used to select records which meet the criteria before reading in the data. Group selection is used to filter out entire groups of records based on summarised values, after the records have been read in and the summaries calculated - which sounds like exactly what you need here.
The value of a Formula Field is out of scope when the Select Expert is evaluated.
There is no process for calculating the value of a Formula Field before it is printed within the section of the report it is placed. The Select Expert is evaluated prior to any section of the report being printed, so at this time all Formula Fields are effectively Nothing.
I'm fairly new to tableau and I'm having the following issue. Below is a sample of the data I'm using.
Customer No | Item
___________________
1 A
1 B
2 A
3 A
4 A
4 B
5 B
6 A
I'm trying to get a count of how many customers bought Item A and B. So far I tried doing a separate group by combining A and B but I get the total result of 8. I also tried doing a calculation and I'm getting the same result of 8. Can someone please point me to the right direction on how to get this result. Thanks!
This is the result I'm trying to get:
Item| Count
A 5
B 3
A and B 2
I recreated your exact dataset and pasted it into Tableau so you could see a couple of examples.
Here's how you can see the number of customers who purchased an individual item, plus the number of customers who purchased both items.
Your calculation will be:
IF { FIXED [Customer No]: COUNTD([Item]) } = 1 THEN
[Item]
ELSE
'Both A and B'
END
And you'll need to set your view up to look like this:
Below are ways you can see when both items were purchased.
Boolean OR
The calculation you'll want to use is:
ATTR([ITEM]) = 'A' OR ATTR([ITEM]) = 'B'
And you'll want to set up your view to look like this:
A, B or Both
If you would like a bit more specificity in your result, you might try:
IF ATTR([Item]) = 'A' THEN
'A'
ELSEIF ATTR([Item]) = 'B' THEN
'B'
ELSE
'BOTH'
END
Replacing the previous calculation with the new looks like this:
More than 1 item
If the specific items purchased don't matter, you could use this logic.
COUNTD([Item]) > 1
Replacing the previous calculation with this one would look like:
More than 1 Item using a window function (probably overkill)
The calculation you'll need to use is:
WINDOW_COUNT(COUNTD([Item]))
Because this is a Window function, we'll need to specify how it's calculated across our dimensions. To do this click the down arrow on the right-hand side of the pill and select Edit Table Calculation...
You'll then need to set these settings:
I'll add the calculation we created in the first example ([A and B]) to the filter shelf and select True. That should give you something that looks like:
More than 1 item using a Level of Detail expression
The calculation for this example is:
{ EXCLUDE [Item]: COUNTD([Item]) }
You'll view should look like:
As you can see Tableau is quite flexible. Hope these examples were helpful!
You might want to use Tableau’s set feature to approach problems like this.
For example, right click on the field [Customer No] in the data pane (i.e. left sidebar) and choose the “Create Set” command. Click “Use All” at the top of the set panel and then click the Condition tab. Define the set using the condition MAX([Item] = “A”). Name the set “Customers who bought A”.
Similarly, create a set of customers who bought item B. You can then select both sets in the data pane, and create a combined set to be the intersection, that is, customers who bought both an item A and an item B.
You can think of a set as either a mathematical set of the members of a field that belong to the set (i.e. a set of customer ids) or as Boolean function defined for each data record in the data source indicating whether that data record is associated with the set (i.e. a Boolean function that operates on transactions to say whether the associated customer ID is in the set. A key to keep in mind for the condition formulas used here is that the condition is an aggregate formula, operating on a block of data records for a customer ID to determine whether the customer ID is in the set.
Once you have defined your sets of interest, you can use them in many ways - in calculated fields, as filters, as dimensions on shelves in a visualization, in set actions, to combine with other sets ...
To define a measure that counts the customers in a set, create a calculated field such as “[Num A Customers]” as COUNTD(if [Customers who bought A] then [Customer ID] end) Do the same for whatever other sets you are interested in. Then you can use those measures (probably with Measure Names and Measure Values) to make your viz.
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.
I have made a report that shows transactions in a certain time period for certain products.
To simplify it; its based off 3 tables: Transaction, Product and Customer. Transaction joins to Product and Customer by keys ProductID and CustomerID respectively. The product can be used by several customers though, so there is no join between customer and product.
The report is structured as below:
Report Header:
-Group Header 1 - CustomerID (prints name, id etc)
--Group Header 2a - Product Code (prints name, description..)
--Group Header 2b - sub report GetOpeningBalance
---Group Header 3 - Transaction Date
----Details (nothing printed)
---Group Footer 3 - Prints transaction date, details, new balance
--Group Footer 2 - Prints Product closing balance (opening - transactions).
-Group Footer 1 - Prints nothing.
Report Footer - prints nothing.
The sub report GetOpeningBalance calls a stored prodedure and returns a number in a shared variable corresponding to the opening balance. This is then incremented/decremented by each transaction and the closing balance is displayed at the end.
Now the selection formula is based on: Customer, Product and Date Range (to/from). Customer and Product can be discrete, range or discrete + range values.
This worked fine; it showed product transactions which occured in the range given and displayed numbers. The customer however wanted it to show all products; even if no transactions had happened in that time period. For example they had stock; but there were no intakes/outtakes so the opening and closing balance are equal.
So to solve this; I removed the date range parameter in the selection criteria (so it returns all transactions for the product) and have then supressed any detail lines that fall outside of the wanted date range. I have modified the running total formulas accordingly so they only include the "shown" transactions.
Now I am experiencing strange behaviour. Complete groups can be duplicated on the next page.. Say products 1-9 are printed on page 1, you would expect page 2 to start with product 10 and so on. However products 1-9 are printed; but then products 8 AND 9 are printed again at the start of page two . It prints the full section including the correct totals.
This behaviour is not consistent; it wont do it on every page or for every date range/product selection.
I have attempted ticking/unticking keep together in the Section Expert and the Group Expert. I have also tried removing some extra groups and details to try narrow it down to no avail.
Are there any options or settings that may be causing these groups to be reprinted?
I would usually use a subreport for the details section in these kind of problems; however because there is no direct join between product and customer it makes it impossible.
I had some free time to play with this today.
I found that switching the Group Header 2a with 2b; so that the subreport is before the product details header will stop this behaviour happening.
Now to test, test, test!