Display, NOT filter, 3 specific periods in a QuickSight table - amazon-quicksight

Can anyone confirm if QuickSight has the functionality to display a specified number of columns in a table?
Example: I have a pivot table that displays 12 months of data in the columns, region in rows with counts for the values and aggregate totals.
Example pivot table
My aim is to focus on April, May and June. If I filter for those months, the totals only reflect those three months. I want to display only April, May and June but retain the annual totals.
Thanks in advance.

You can hide a field that is being used for rows or columns in a pivot table, but you can't hide specific values from that field (as you need in this case).
https://docs.aws.amazon.com/quicksight/latest/user/hiding-pivot-table-columns.html

Related

*SOLVED* How do I sort columns in a Matrix view?

I am attempting to create a gantt chart in Power Bi using the matrix view, and the end user wants it to have year, quarter, and month. The year and quarter columns are fine, but the month columns are out of order, and I cannot seem to figure out how to put them in order. My calendar table and everything in it are created using dax.
So far, I haven't really tried anything. I am assuming Power Bi is not recognizing them as months in a date table and that is why it is not sorting them accordingly, but alphabetically by quarter and year.
You need a sort by column.
You can read how to create one here.
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-sort-by-column?tabs=powerbi-desktop

Power Query - DATEADD fails once current year filter applies

Please help. I don't understand why I have 2 similar data models and one works but the other does not.
I have a fact table with a Calendar Key and data as granular by day by location. I have a calendar dimension table with a Calendar key, each individual date, and month/fiscal year definitions.
Measures are Rev = SUM(FactTable[RevColumn]) then Rev PY = CALCULATE([Rev], DATEADD(CalendarTable[Day_Date], -1, YEAR))
Model 1 in Power BI, when I apply date filters, Rev calculates the total revenue & Rev PY calculates last year's rev for same range. Even if I select all dates that are YTD (which is tedious)
Model 2 in Excel 2016 Power Query, when I apply a year filter, Rev calculates total revenue for YTD in Fiscal Year & Rev PY is blank.
I don't understand what is different and why it would even fail in the first place. Calculate is supposed to override the filter context of the current filters right?
Also: the only "Date" type columns are located in the calendar table so it's not possible for me to select the wrong table.
I ultimately had to ask a professor on Udemy.com. The solution is to mark you calendar dimension table as a "Date Table." Since I'm combining the 2 tables on a whole number field, the time intelligence functions only work when filtering with date columns.
By marking the Calendar table as the Date table, the time intelligence functions know to use any attributes from that table to filter down the date ranges and get and display the appropriate answer.
In Power Pivot view, click the "Design" ribbon, then click the "Date Table" button and the "Set Default" button after that.
This resolved all issues I had.

Custom function by date for related tables

"In a crosstab, latest month where Actuals has any data, show Actuals data for that and all previous months. Future months, show Forecast data."
.
I have two tables- Forecasts and Actuals- and the common columns between them are Team, Month, Value.
I'd like to show the data in a crosstab with Month as columns and Team as rows. I'm trying to write an expression to do this in the crosstab: The most recent month where Actuals has any data, I'd like to show Actuals data for that and all previous months, for all teams. For following months, I'd like to show Forecast data.
Any suggestions about how to go about this would be appreciated. I'm still piecing together my knowledge :)
Create a third table from a transformations:
Create Third table from - Pivot date on Team & Month (to ensure every possible combination) from first table
Add Rows from transforming the second table (pivot on Team & Month)
Join the two original tables to your newly created table (has every possible combination of Team & Month) so that both your data sets are now in one table.
Now use the third table in your cross table.
If you try using column matching instead of the above method only dates from the main table will show as the dates are matched and ones missing from the other will not display.

SSRS Matrix with Blank

I am making a matrix of the TOP 10 users per month. I am using ROW_NUMBER in the SQL to identify the top 10.
Unfortunately, when there isn't 10 users for a given month, the first users repeats with a blank count.
How can I fix this?
The row group is grouping by my ROW_NUMBER. I am column grouping by month and year.
There is only 1 record for JULY but it is repeating on the other rows where I think it should be blank.
I bet you need to add a group filter to your column group to filter for nulls. Expression=(Fields!HasDataID.Value=nothing)=false

SSRS linking two matrix tables

I am using SSRS 2008.
I have a report with 2 different matrix tables having two different datasets as their sources.
The data comes fine in both the tables individually.
BUT
My issue starts where I have to use data from one table to calculate percentage in the second table.
Here are the details:
Table 1:
Contains columns: Date, Referal_Status ('1' for each valid row), Department
Table 2:
Contains Columns: Date, Membership_Status ('1' for each valid row), Department
In table 1, I need to show referral counts (sum of valid Status) grouped by month in columns, and grouped by department in rows. Also an additional row and column for totals of the same.
This is implemented with no issues.
In table 2, I need to show membership counts (sum of valid Status) AND referals to membership percentage grouped by each month in columns, and grouped by department in rows. Also an additional row and column for totals of the same. The issue starts when I try to implement the percentage calculation.
Let's say I have the membership counts number for April 2014 in the membership table. How do I take the referrals count number for April 2014 from the referral table and compute the April 2014 percentage as referal_num/Membership_Num * 100
The issue that I face is the scopes of both the matrix tables being different.
Please help me attain the above in the SSRS matrix tables.
Am I providing enough information to get through to you folks about my issue? Please let me know in case you need more information from me.
This is often a road to misery, but anyway ...
I would use the Lookup Function to retrieve the Referrals count. You will need to concatenate your two key columns (Date and Department) into one expression.
This sounds great and often works well. However when it doesn't work on odd rows or combinations of data, you are flying blind trying to debug it.
Good luck!
PS: actually for a reliable solution that is easy to debug, I would go back and combine the data upstream so it can be presented to SSRS in one Dataset. I would probably use SSIS for this.

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