I have a Crystal Report where I am using the 'gauge' chart to display On Time delivery for a business. The Gauge requires an "On Change Of", but I ahve two seperate values I want to display on the same gauge, one for overall and one for the last week. I can do this, by creating a null formula and setting the OnChange of to that, but then the needles are the same color. Any thoughts on how I can get one needle for overall and one needle for last week?
My Table is just a list of Manufacutring Orders with Due Dates and Completion Dates. I use a formula to decide if the order was on time, if it was I print the Order Number. Then I use a summary field with a distinct count of order numbers to determinie the total number on time orders. This divide by the total distinct order counts and then I get a percentage for OTD...
Okay this one deserves some more explanation. For each detail, which was essentially a list of sales orders, I had a date requested and a date completed. From those two fields I calculated a third field that returned either "On Time", "Late", or "3 Day Window" and I wanted to display a gauge chart of all records On Time.... Our OTD %
In addition to this I wanted to display the weekly numbers versus the numbers prior to that week. To do this I created a fourth column that returned either "This Week" or "Historical". I could now do a Multiple gauge type chart for each record with an on change of OTD State and Weeklyorhistorical. This produces side by side gauges labeled correctly with historical and weekly OTD.
Related
I have one data table from which I have to calculate 2 different KPIs, each KPI is tied to different date column.
"Creation Date" for KPI "Net Satisfaction Score" calculation and "Uni Date" for KPI "Response Rate" calculation.
"Date" from "Date table" used as field to filter time periods so I need to have a relation to that field.
table design
If I filter for results in September'22, I want to see "Net Satisfaction Score" calculated from all Ids with Creation date in SEP'22, and I want to see "Response Rate" calculated from all Ids with UniDate in SEP'22 (this means Ids 00004, 00007, 00009 and 00010 are not to be considered in Response Rate calculation).
What I have tried already:
Using more queries - one for Response Rate (with relation UniDate <-> Date) and second one for Net Satisfaction Score (with relation Creation Date <-> Date).
This worked, but if I want to go more into detail and see the results by country, the numbers don't show up correctly, as there is no relation on "Country" or whatever detail I want to split the result by.
Making relation based on IDs between the queries mentioned in "1)" - circular dependency error.
I am really out of ideas, but maybe some of you tried to solve this kind of issue already.
Sounds like you need to use USERELATIONSHIP within your measure.
You will need something like this
Net Satisfaction Score = CALCULATE(Sum('Net Satisfaction Table[Score]'),
USERELATIONSHIP('DateTable[Day]','Net Satisfaction Score Table[Created Date]))
You can obviously use sum, count, average...whatever you need to do with your score. You also need to make sure that both dates - Created Date and UniDate have an inactive relationship back to your Date Table.
Repeat the same measure example for your other measure. USERELATIONSHIP works perfectly on inactive relationships and only works within CALCULATE operation where you tell PowerBI which date to use in this calculation.
I am having trouble showing the correct totals in my tableau worksheet.
I have supervisors that are part of specific zones that need to complete a certain number of tests in different categories. For example, supervisor 15716 must complete 8 tests in category 1. I need to show the target, which is a number stored in the database and show the actual number of tests in that category that have been completed within a date range. I have it working, but Im not sure if I did it correctly because I can not show any totals.
System target - number stored in database
CountOfSheetID - calculated field
Percent Compliant - calculated field
Try this approach -
First define a calculated field called [Within Date Range?] as
[Date] >= [MyStartDate] AND [Date] <= [LastSelectedDayOfMonth]
and put that new field on the filter shelf, only including data where [Within Date Range?] is True. (You could also just filter the [Date] field if that is flexible enough for you)
The you don't need the CountofSheetId calculated field at all. If you want to know how many records have a non-null value for [SheetID] within your date range, you can simply drop [SheetID] on a shelf and choose to treat it as Measure with the aggregation function COUNT()
Then just build your visualization to show the counts you want (not percentages, the actual counts)
Finally, you can convert counts into Percentages by clicking on the pills for your Measures and choosing Percentage under Quick Table Calcs. You'll want to experiment with the "Compute Using" setting to tell Tableau how to compute your percentages -- i.e. define percentage of "what".
Percentages are implemented as table calcs in Tableau. Read the help to understand table calcs, especially the description of partitioning and addressing.
I'm doing a break fix on a Tableau report visualization that shows the outcomes of clients by client id for a given year by showing a running sum of distinct count of client id or RUNNING_SUM(COUNTD([ID])). The X axis of the visualization is the initial date of contact with the client. Occasionally, due to errors in the data or weird behavior, there are clients that have two initial dates, listed as two separate data rows where the column Initial Date will have different values but they will share an ID.
Currently, the visualization shows such people with their chronological last Initial Date and I need it to dedup such that the visualization shows them as starting from the chronological first Initial Date.
I could create a calculated field for if there are two IDs with multiple non identical Initial Dates then use the first, but I'm not sure how to create a calculated field that can groupby or otherwise check multiple dates per ID.
In Python/psuedo code, it would be something like
For ID in IDS:
if len(groupby.IDS.ID)>1:
then Initial_Date = min(InitialDate)
But I have to do the transformation in Tableau
Keep everything the same, but create a calculated field named "Initial Contact Date" with the calculation:
{FIXED [ID]: MIN(InitialDate)}
Then replace the date field on the X axis (Columns) with this date field instead.
That LOD Expression loops through all rows given the ID, and returns only the min one.
I am extracting information on medication requests. For each medication request, say in the last 90 minutes, I also want to display a date for any previous time a drug was dispensed for the same patient. In many cases there will be no such history as its the first time the patient has had this drug.
I cannot seem to both show the most recent dates for those patient/drug combinations where there is a prior date but keep the records where there is no history of a prior drug being dispensed.
I have utilised Report, Selection Formulas Group as has worked in the past with different queries.
{#DispenseDT}=MAXIMUM({#DispenseDT},{#RefDRUGPATID})
NB DispenseDT is a formula joining Dispensed Date and Dispensed Time
NB RefDRUGPATID creates a unique reference for each Drug and Patient combination.
This appears to work in pulling through the most recent dispensed date/time for each DRUG/PATIENT combination. If I don't do this I get the first (oldest) record.
However, when I apply this I also lose records. I think this is because not all the DRUG/PATIENT combinations being requested have had previous records so when the formula cant find a MAXIMUM it excludes the record entirely.
I have tried doing something like if isnull({#DispenseDT}then " " else
ToText({#DispenseDT}=MAXIMUM({#DispenseDT},{#RefDRUGPATID})) but when I try and create a formula and display this I just seem to get either BLANKS or TRUE or FALSE displayed, not the "MAXIMUM" DispenseDT. It doesn't like me putting the formula within SELECTION FORMULAS GROUP either.
So in summary I am looking to pull the most recent historical dispensing date for a patient/drug combination for each new request made. But where there is no history of a drug being dispensed I still need to see the new dispensing request record.
I am using crystal reports 13.
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.