I am working on a profit and loss report that should look like this:
And my data table looks like this:
For this P&L I have query #1 that populates the data for the current month and the 3 months prior. Then I have query #2 to calculate a 6-month rolling average, and then query #3 to calculate a year-to-date total. They're all joined with union statements.
I can't figure out the best way to get this to render in iReport. Right now I am using a crosstab, and I was able to finagle the "measures" labels into the customer column using Bekwam's "Expanding a Crosstab" technique.
So my questions are - is there any easier way to do this? Every time I add a measure to the crosstab I have to rearrange the measures labels and fields. If I made a pivot table in Excel, I could click a drop-down box and choose to show or hide certain months - is there any way to do that in iReport? I feel like I must be missing something. If anyone else out there is displaying data in columns like this, how are you doing it? If you set up your detail band in columns, any tips for organizing output so it looks professional?
Thanks,
Lisa
I decided to create columns in the detail band. I put my measure labels in the first column and set them to print in that column only. Then I have my measures values print in each column. I wish I could tell iReport to print the measures values in columns 2-n, but I don't think that's possible.
Some customers will not have a value for each month in Query #1, so I've decided to join Query #1 on a calendar table (calendar table left join query #1) to add blanks as placeholders to preserve my formatting.
Related
As a data analyst, I would like to see the report in a pivot table automatically for the current month, so that I can take a look at it and don't have to change the date filter manually.
This is the formula to show the first day of the current month. (Which is the criteria I need, first of the current month)
=EOMONTH(today(),-1)+1
It works when I put this formula in any cell.
But when I put it in the pivot "filter by condition" option it doesn't work.
This is what I tried.
Text is exactly =EOMONTH(today(),-1)+1 (In formula box)
The date is exactly =EOMONTH(today(),-1)+1 (In formula box)
Here a screenshot of the options
Any help will be greatly appreciated.
I've never had great luck with the pivot table filter criteria in Sheets, I typically filter the data first if it's more advanced or use aggregating functions. In the Sheets pivot tables are better for quick analysis than dashboards.
There's probably a few ways to do it, but one of the easier ways would be to duplicate the data tab, clear the data and use a filter function to retrieve data. Update the Pivot table data source to the new tab. This will always only be the current month's data.
Basically you filter the data before the pivot table, with the [filter function][1].
=Filter(data , [date col]>=EOMONTH(today(),-1)+1 , [date col]< date(year(today()), month(today())+1,1)
You can also add a month column to the data and then filter on that column, however each month you would need to update the month filter in the pivot table.
=date(year([date cell]),Month([date cell]),1)
If you're using it for a 'dashboard' of sorts, I would generally recommend to create it yourself with aggregating formulas (sumifs, countifs, ect) and then you can use the more complex filters.
try custom formula:
=MONTH(A2)=MONTH(TODAY())
where A2 is first cell of column containing valid dates
You can try to Filter by a Custom Formula:
=month(DatePurchase)=month(TODAY())
Where DatePurchase is the Field Name.
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
I have a report in Cognos 10.1.1 that is pulling Profit, Pounds, and Profit/Lbs. Each query has a field 'Measure Unit' that is labeled as 'Spread $', 'Spread Lbs' or 'Spread $/Lb'. It joins these three queries via a union and then loads them into a Crosstab list. The individual queries work correctly, and when dumped into a List Report are fine, but for some reason when in the crosstab report, the calculated profit/lbs column is always wrong. How can I get the calculated column to total correctly in the crosstab?
Three queries pull seperate Measure Units and measures for Profit, Lbs and Profit/Lbs.
The calculation for Profit.
The Calcuation for Profit/Lbs
Properties for the measure fields.
What the report looks like. Middle column should equal Spread $ / Spread Lbs, but does not when in crosstab.
Try to customize Solve Order for your calculations.
Default behavior is Total(Value1/Value2). You need to archive Total(Value1)/Total(Value2)
(Don't change your formulas, just set Solve Order for calculations)
I have Tableau report where I am showing data by category in columns.
The table shows all columns when there is no filter on data. But when filter is applied, some of the categories do not have data, so table shrinks, hiding columns without data
Is there a way to always show columns regardless of data or not in that column?
Please see screenshots below.
Go to Analysis >Table layout> Show columns with no data or
Analysis>Table layout>Show rows with no data
The next step depends on whether your "disappearing" fields are dimensions or measures.
If you want to force the display of members for specific dimensions, then one (kind of complex) solution is to use an advanced Tableau feature called data blending to force the existence of dimension members, even if there are no related measure values. The trick is to make a simple data source, say a text file, that lists the members of each dimension. Use that source as the primary data source, and make the original data source the secondary source.
Go to Analysis >Table layout> Show columns with no data or Analysis>Table layout>Show rows with no data
Also You can right click on header and select show missing values if you are using line chart.
Solution 1: (When you’re working with Dates or Numeric bins)
Right click on the numerical or Date column to extrapolate the missing values. As you notice in the lower part of the screenshot, this will not work on Categorical data !
Solution 2: Categorical Data
As indicated in the accepted answer, Analysis > Table Layout > Show Empty Rows will get you the same result for Categorical (Text) Data
Solution 3: Calculated Columns
If for some reason, none of the 2 above point & click solutions work, you can create calculated columns to calculate the measure for each of the Categories with the below formula and then line them up on the Columns to achieve the same result
Profit (Category 1)
IF MyColumn = "Category 1" THEN
Profit
ELSE
NULL
END
Profit (Category 2)
IF MyColumn = "Category 2" THEN
Profit
ELSE
NULL
END
Not the most convenient solution when you have hundreds of unique values in your column, but nevertheless a workaround !
I have a cross-tab report which similar to this
Problem is when there are no data to one month that column won't appear in the report. I would like to keep the same number of column even there are empty values for the row data.
Is it possible to achieve in cross-tab reports??
Thanks
This is a problem more with the underlying dataset. You have two options:
Modify your query to always return data even for "empty" groups
Hardcode the columns into the cross-tab
Option 1 is probably the best approach. Take a look at this similar question: Handling non existent values in sql query expression for ssrs chart