SugarCRM Pro 6.5.8
In our Calls module we have an option for users to select what the results were for a particular logged call. This is done by selecting a value from a dropdown such as "Set Appointment."
I would like to create a report of some type that will display a ratio of the total number of an individual user's logged calls for the month versus how many appointments were set based on the "Set Appointment" option in a dropdown. Essentially, how many calls did certain users need to make in order to set X number of appointments for the month.
Is this something that can be done out-of-the-box with SugarCRM Pro 6.5.8? I was thinking of trying to use calculated fields, but I am unsure how exactly to build that with the formula builder, as I would need the report to calculate the ratio for each user out of a list of certain users.
Any help/insight would be greatly appreciated! Thank you!
If I have understood your requirement correctly, you can do something like following,
Create Matrix report
Filter : Date Start :: This month
Group by : Assigned User (username) & Status (Or the field which has "Set Appointment")
Display summary : Calls(Assigned to User), Calls(Status), Calls(SUM: Duration hours) , Calls(SUM: Duration minutes)
Chart option : Vertical bar and Data series (Duration hours/minutes your choice)
Let me know if thats what you were looking for!
Related
I have a bar chart below that shows the sum of clients by month. I want to be able to click on a month and use a dashboard action to navigate to all data for each of the clients represented in the month that was clicked. Basically, I want to exclude the date portion of the filtering.
I currently do this by navigating to a sheet that includes client_id and filters for the single month and then I select all client_ids and action to another sheet that filters by the selected client_ids and not date. I want to remove the middle step.
If the above selected month is April 2020 and represented 64 clients, my current action takes me to a sheet that has each client on a row and shows me their sum of invoices for April 2020. I want to see those same 64 clients for all months they have transactions in.
This one may be tough to accomplish, but I definitely see what you're setting out to do. If you're using a date dimension on your action it will use that data to filter.
However, there may be some other options depending on what you're needing. If don't need to see the invoice ids and only want to see the sum of invoices for all months you could use a LOD (Level of Detail) calculated field.
You would create a calculated field like:
{ FIXED [client_id] : SUM([your invoice amount measure])}
Use this as a new column to get the sum of all invoices in your data set for each client.
I am building a tableau dashboard which has month, region, and account type filter. (Account type can have only two values either New account or old account)
The table in the report should have the following columns:
Month,
Region,
Clicks,
Signups.
Now the issue is clicks are independent of the account type and signups is dependent on the account type.
I am required to create a static clicks columns i.e when a user filters on account type then only signups column numbers change but clicks remain the same.
I have tried multiple ways to create this table but I am unable to reach a solution to this. I also tried creating two workbooks- one with just a clicks column and the other workbook with rest of the columns. After which, I pasted them together side by side in a dashboard. But the formatting looks extremly off and not professional.
Could you please guide me as to how I can achieve this?
You can use a level of detail expression. These are calculated prior to any dimensional filters and therefore will be unaffected by these actions:
Create a calculated field as follows:
{ FIXED [Month], [Region]: sum([Clicks]) }
This will calculate the sum of the clicks per month and region and ignore any filtering on account.
Let me know if this gives your desired result or if we need to refine further.
I'm trying to achieve a viz in Tableau in which If I click on a paramteer value called sales then sales viz should be selected and if I click on parameter value Profit, then profit viz should be displayed.
Can this be done using parameters in the first place?
Or Action filter is the only option?If action filter is the option can I make sure that If I select one parameter say Sales then the other Viz should be hidden automatically.
I found this link in the tableau training tutorial which might be useful for you.
https://www.tableau.com/learn/tutorials/on-demand/advanced-training-parameters
Steps to follow.
1- Create a parameter with data type "string" which will display either Profit or Sales as values.
2- Create a calculated field with case when function to link your parameter to the measures you want to use (in your case sales or profit).
CASE [Parameter - Sales or Profit]
WHEN 'Sales' THEN [Sales] ## assuming your sales dimension is sales.
WHEN 'Profit' THEN [Profit] ## assuming your profit dimension is profit.
ELSE 'Others'
END
This link would be helpful http://onlinehelp.tableau.com/current/pro/desktop/en-us/help.htm#changing-views-using-parameters.html
3- Build your graph
4- Show Parameter control (the one you created in the first step).
Every time you update the parameter, the graph will be updated.
Hope you find this useful.
A simple solution is to put measure values on either the row or column shelf; and measure names on the filter shelf. The show the filter control for measure names.
The downside is that people can choose other measures that you did not intend to expose
Yes, you can do it with parameters. You use a layout container to hold each sheet and then the parameter will filter one and not the other.
See this post for details. http://www.bfongdata.com/2014/10/chart-creation-with-parameters.html
I'm currently struggling with a calculation I'm trying to create in Tableau so any help you can provide would be great.
Basically I have a calculated field within Tableau called [ExampleCount] which is a count distinct based on a simple Yes/No condition.
I have this information displayed on two separate sheets in a dashboard, one filtered for the current activity month and one for the previous.
What I now need to do is have another sheet with the same calculation of [ExampleCount] but showing the difference between the current/previous months.
So: [ExampleCount (This Activity Month)] - [ExampleCount (Previous Activity Month)]
The Activity month is an integer value, currently ranging from 1 - 9.
I feel like this should be a simple calculation but I've tried several different methods and have been unable to come up with anything conclusive.
It would also be good if this could change periodically.
Kind Regards,
Plain_Lazy
There is a live worksheet called Person with columns - Names & Birthdays. Need to create a quick filter with a default value pointing to the latest birthday.
For example: If there are 3 Records as follows,
Names Birthdays
A 8/9/1993
S 6/5/1994
Z 8/15/2000
The filter should hold the default value 8/15/2000 in it with other values unchecked in the drop down list.
I believe I see what you are asking. When you add your filter click the little drop down arrow in the filter --> edit filter-->select the tab labeled "Top"--> by field radio button==>Top from the first drop down-->enter 1 in the next field which will say by after it-->select birthday from the next drop down--then maximum. This will change the view to show only the most recent birthdate. Hope this helps.
Tableau currently doesn't give you dynamic control over quick filter defaults. For dates. They generally start out with the settings that were published.
Here are a few easy suggestions that are similar to, but not exactly, what you want. At the end, there is a way to do exactly what you want at the cost of more effort.
For continuous date fields, you can set the filter to show Relative Dates and the filter allows the user to easily set a range of dates showing the last N days, weeks or months relative to an anchor date. The anchor date defaults to the current date.
For discrete date fields, you can display a top filter as tia97 recommended, and show an integer valued parameter control to allow the user to pick N to see the latest N birthdays. (i.e. the N youngest people)
You could try other variations using parameters, calculated fields and quick filters, but it might be simpler to just show the list of birthdates and let people choose.
Finally, if you are publishing this workbook to Tableau Server, you can use the Javascript API to control the filtering user experience yourself. You can embed the Tableau visualization in a web page, surrounded by custom HTML, CSS and Javascript that you define. Build whatever controls you want for user interaction, and then send JavaScript commands to Tableau to direct the filter actions. More effort, but you get a lot more control over the UX.
Generally, I'd use the builtin features in Tableau Desktop as far as they go to get most of your desired UX quickly and easily, and then save the JavaScript API work for final polish on only your most public visualizations that really need it.