So I have these 3 table/views in my database.
Table
id
template
View1 // the ids in this view have a corresponding id in table if template = 1
id
type1
View2 // the ids in this view have a corresponding id in table if template = 2
id
type2
So in my report, I want to select all the ids... and then group by template, and then group by type. I can do this for one View at a time by setting up the group to be either View1.type1 or View2.type2. But, I want it to group by View1.type1 if template is 1 and then I want it to group by View2.type2 if the template is 2.
So I made a forumla called type, and changed the group to that formula.. So I am first grouping by template, and then by type (my formula). If I set the formula for type as below:
formula = {View1.type1}
Then it works as expected and I see the correct grouping. It also works if I only do it for View2.type2.
However, when I do this:
if {Table.template} = 1
formula = {View1.type1}
else
formula = {View2.type2}
This returns no data for my grouping. Even if I do this:
if 1 = 1
formula = {View1.type1}
else
formula = {View2.type2}
This also returns no data. How is dynamic grouping supposed to work? I am missing something? I guess at the worst case I can make another view in my database or even use subreports... but I was hoping to have it work like this... I greatly appreciate the help guys!...
UPDATE:
So I can do formulas such as this one:
if {View1.type1} = "" then
formula = "[Undefined]"
else
formula = {View1.type1}
end if
It looks like I only have issues when I try to use a formula with the 2 views...
Related
In my report I currently group products based on the first 4 letters of their product code, I would like to have an exception where if those 4 letters say are 'LBUS" then I want to group them with anything that is "LBCN' everything else would just be grouped individually ?
Group on a formula with a logic like this:
IF (LEFT({prod.code}, 4) = "LBUS" or LEFT({prod.code}, 4) = "LBCN") Then "LBCN"
ELSE LEFT({prod.code}, 4)
I have a portal on my "Clients" table. The related table contains the results of surveys that are updated over time. For each combination of client and category (a field in the related table), I only want the portal to display the most recently collected row.
Here is a link to a trivial example that illustrates the issue I'm trying to address. I have two tables in this example (Related on ClientID):
Clients
Table 1 Get Summary Method
The Table 1 Get Summary Method table looks like this:
Where:
MaxDate is a summary field = Maximum of Date
MaxDateGroup is a calculated field = GetSummary ( MaxDate ;
ClientIDCategory )
ShowInPortal = If ( Date = MaxDateGroup ; 1 ; 0 )
The table is sorted on ClientIDCategory
Issue 1 that I'm stumped on: .
ShowInPortal should equal 1 in row 3 (PKTable01 = 5), row 4 (PKTable01 = 6), and row 6 (PKTable01 = 4) in the table above. I'm not sure why FM is interpreting 1Red and 1Blue as the same category, or perhaps I'm just misunderstanding what the GetSummary function does.
The Clients table looks like this:
Where:
The portal records are sorted on ClientIDCategory
Issue 2 that I'm stumped on:
I only want rows with a ShowInPortal value equal to 1 should appear in the portal. I tried creating a portal filter with the following formula: Table 1 Get Summary Method::ShowInPortal = 1. However, using that filter removes all row from the portal.
Any help is greatly appreciated.
One solution is to use ExecuteSQL to grab the Max Date. This removes the need for Summary functions and sorts, and works as expected. Propose to return it as number to avoid any issues with date formats.
GetAsTimestamp (
ExecuteSQL (
"SELECT DISTINCT COALESCE(MaxDate,'')
FROM Survey
WHERE ClientIDCategory = ? "
; "" ; "";ClientIDCategory )
)
Also, you need to change the ShowInPortal field to an unstored calc field with:
If ( GetAsNumber(Date) = MaxDateGroupSQL ; 1 ; 0 )
Then filter the portal on this field.
I can send you the sample file if you want.
I am looking for difference of two columns in Tableau. I have the formula with me.
IF ATTR([Valuation Profile]) = "Base" THEN
LOOKUP(ZN(SUM([Value])), 1) > - ZN(LOOKUP(SUM([Value]),0)) END
But I get it as a separate column in the columns sections. How do I get that in the rows section? Basically how to get the difference as a dimension?
Please see attached images of what I want and what I have. Apparently, I cannot upload my excel sheet and tableau worksheet here. So I have upload just the screenshots.
What I have - vs - What I want
Tableau Workbook
First off, there is no way that you can generate additional rows for your data in Tableau!
In your case however you could use a workaround and do the following:
Create a calculated field for BASE and one for CSA. The formula should
be IF [Valuation Profile] = 'BASE' THEN [Value] END and IF
[Valuation Profile] = 'CSA' THEN [Value] END respectively
Afterwards you can drag Measure Names onto your rows shelf and
replace the SUM([Value]) with your two newly created calculated fields
that should give you all three measures in different rows in your table
Reference: https://community.tableau.com/message/627171#627171
Use LOD expression to calculate the individual values first.
Create calculated fields 'BASE', 'CSA' and 'CSA-BASE' as below.
BASE:
{FIXED [Book Name]: SUM( if [Valuation Profile] = 'BASE' then Value else 0 end ) }
CSA:
{FIXED [Book Name]: SUM( if [Valuation Profile] = 'CSA' then Value else 0 end ) }
CSA-BASE
[CSA]-[BASE]
Solution
I have a report which has essentially
Order
OrderDetail 1
OrderDetail ..
OrderDetail n
These details can have parts and/or labour costs associated with them.
Currently, I group based on OrderId and then have the OrderDetail information in the details section of the report. This works perfectly.
However, now I need to group the Orders based on two criteria OrderType and LabourCost of the entire Order. I have put together a quick formula to determine order.
if(Sum({order.Labour}, {order.OrderId})> 0) then
if({order.type} = "type1") then 1 else 2
else
if({order.type} = "type1") then 3 else 4
Basically, if it should be sorted based on labour then on type. (the Sum({order.Labour}, {order.OrderId}) sums the labour grouping based on the orderid)
However when I go to the Group Expert and add the group by field to my formula and then preview my report it spins (I cancelled the preview after a minute). If I remove the Sum portion of the formula then it takes less than a second.
Is there a way to order this report?
How I would approach it:
First, create a sql-expresssion field that calculates the labor total for each order:
// {%TOTAL_LABOR}
(
SELECT Sum(Labour)
FROM OrderDetail
WHERE OrderId=Order.OrderId
)
Next, create a formula field:
// {#OrderGroup}
if({%TOTAL_LABOR}> 0) then
if({order.type} = "type1") then 1 else 2
else
if({order.type} = "type1") then 3 else 4
Finally, create a new group, based on the formula field, ensuring that it groups before the order group. You can suppress the group's header and footer if desired.
I have a Crystal report with a table as a datasource and I want to include another table with details for the report footer.
I have two data sources in the report which are not linked, but when the selection criteria returns no rows from the main table, the results from the non-empty non-linked source are also empty.
I suspect it's doing a cross join between the two datasources, so if one is empty, that joined with another is also empty. The problem is I need my rows from the non-empty table to show in the report footer section, and they're getting suppressed by the other, empty datasource.
How can I get rows from an independent table to show in the report footer when the selection criteria and their parameter choices return an empty result set in the main table?
Thanks for your help,
-Beth
Also, I tried using a command as a datasource with sql like this:
select * from waitlist
union all
select distinct null as reportID, null as ..., lastupdated
from waitlist
but it still returns null for lastupdated and suppresses the subreport in the report footer.
I ended up setting my report datasource to a view which unioned another row to the table. I also needed to change my selection criteria so it allows this row to pass through.
Here's my datasource:
CREATE VIEW [dbo].[vw_rpt_waitlist] AS
select * from waitlist
union all
select distinct
reportID,
null as (fields...),
lastupdated,
'reserved' as countyName
from
waitlist
and here's my record selection formula:
({vw_rpt_waitlist.countyName} = {?County} or
{vw_rpt_waitlist.countyName} = "reserved") and
{vw_rpt_waitlist.reportID} = 14
I'm also suppressing the detail section if there were real rows returned:
formula = {vw_rpt_waitlist.countyName} = "reserved"
and to get the parameterized county name they selected in the page header of the report, I'm using:
dim t as string
dim c as string
if {vw_rpt_waitlist.countyName}="reserved" then
c = {?County}(1)
else
c = {vw_rpt_waitlist.countyName}
end if
t = "Waitlist by " + {#serviceTitle} + " and Waiver Need Index as of "
+ cstr({vw_rpt_waitlist.lastUpdated},"MM/dd/yyyy")
formula = t
Since the 'reserved' county always comes through, the subreports are not suppressed.