I have Table 1. It is filled with dates a inspection is going on. Plumbing or Garden inspections for example.
Table 2 links to these appointments and has additional columns with details such as a Person assigned to the inspection, and what property the inspection is at. I need these two tables to be separate as described, and they are linked by a simple ID column.
Is it possible at all to add a column to Table 2 called 'Last Date of Plumbing Inspection'. The idea is for any given Property in Table 2, there can be multiple inspection entries in Table 1 for it. The point of this column is that it should look in Table 1, find the matching ID, find the latest inspection date out of all the Plumbing-related inspections, and then set the column value to that.
The problem I am having with this is it seems like calculated columns can ONLY implement logic using the columns of the table the calculated column was created in. In Table 2, I can't create a calculated column that interacts with Table 1 at all. I could create a look up column, but I can't combine calculated columns with look up columns. Is there a way to build this latest inspection date column without too much complexity?
Actually you can create a Rollup field and put a MAX aggregate function for achieving your requirement from related table. Read more
Related
The problem is probably trivial but unfortunately I can't figure it out. Here are two basics tables:
I tried to create the matrix based on the selected ID (from the Table2) with values from Table1. I created a measure "% Margin" (margin divided by revenue) and tried to add this to the matrix with ID from Table2. Every time besides ID from Table2 I got one additional row with empty ID. Anyone has an idea how to get rid it off? The rest of the matrix is correct.
Instead of using a separate static table, simply add a new column to you table and use that to filter your data for the report.
Here's how this would look like:
I don't know if I even worded the question correctly, but I'm trying to create a measure that depends on what is showing in the pivot table (using PowerPivot). In the image I posted, "DealMonth" is an expression in the PowerQuery table itself that simply takes the start date of the employee and subtracts it from the month a deal was closed in. That will show how long it took for that salesperson to close the deal. "TenureMonths" is also an expression in the PowerQuery table that calculates the tenure of the person. The values populating this screenshot are coming from a total headcount measure created. What I'm trying to do is create a separate measure that will show when the "TenureMonths" is less than the "DealMonth." So if the TenureMonths is 5, then after DealMonth of 5, the value would be 0. Is this possible?
Screenshot
I should add the following information.
"DealMonth" - Comes from the FactData table
"TenureMonths" - Comes from the DimSalesStart table
These two tables are joined by name. I feel like I'm so close because I can see what I want. The second image below is a copy/paste of the pivot table result but with my edits to show what I'd want to have shown. Basically, if(TenureMonths >= DealMonth,1,0). The trouble seems to be that since they're in two different tables, I can't make it work. The rows in the fact table are transactions, but the rows in the dim table are just the people with their start and end dates.
Desired Result
This is possible with some IF([measure1]<[measure2],blank(),[measure1]), however without seeing more of the data it will be hard to guide you specifically.
However you need to create two separate measures, one for TenureMonths and one for DealMonth, depending on the data this can be done with an aggregator forumla such as sum, min, max, etc (depends if there will be more than one value).
Then reference those two measures in the formula pattern I mentioned above, and that should give you want you want.
I figured out a solution. I added a dimension table for DealMonth itself and joined to my fact table. That allowed me to do the formulas that I needed.
I have a workbook where I have displayed a table where the user can view the top 3 IDs based on a column they can select from a dropdown (Measure A, Measure B, ... , Measure H):
Now, instead of this, I want to add a separate column called Sorting Criterion to the table that would store the column names with which the respective rows of the table was sorted. So, the expected output is something like this:
How do I do this? I'm open to using Tableau Prep Builder, if needed, for intermediate steps that may be too convoluted for Tableau Desktop.
Create a calculated field that just contains the Sort By parameter. Add this calculated field to your view.
I have two tables in PowerBI. One called 'Fact_WorstInstance' contains rows of (Index,Instance). For example:
1,2
2,1
3,2
One called 'Fact_AllInstances' contains rows of (Index,Instance,Value). For example:
1,1,'Red'
1,2,'Green'
2,1,'Amber'
2,2,'Red'
2,3,'Brown'
3,1,'Green'
3,2,'Blue'
The first table is essentially a pointer to the worst entry in the second table for the given index (as categorised by some external system).
There is a slicer on which Indexes are visible to the user.
What I want to do is find the worst instance value for the highest visible Index in the 'Fact_WorstInstance' table, and then get all the Index and Value rows from the 'Fact_AllInstances' table for that Instance.
For example, if the slicer isnt filtering then (3,2) should be the active row from from the 'Fact_WorstInstance' table and this should be used to get Instance 2 from the 'Fact_AllInstances' table
1,2,'Green'
2,2,'Red'
3,2,'Blue'
from the 'Fact_AllInstances' table.
I tried to do this in many different ways, by creating a measure on the 'Fact_WorstInstance' which gives the highest visible row. And then use this measure to create a calculated column on the 'Fact_AllInstances', with 1 for worst and 0 for not worst. And then use this calculated column as a filter in PowerBI.
The measure itself gives the expected value. The problem I have is when the measure is used to create the calculated column, I cannot find a way to stop the Index being filtered based on the row of calculated column - and therefore the measure outcome changes for each row.
My measure:
Worst Entry = CALCULATE(FIRSTNONBLANK(Fact_WorstInstance[Instance],1),filter(ALLSELECTED(Fact_WorstInstance),Fact_WorstInstance[Index]=MAX(Fact_WorstInstance[Index])))
My column:
WorstColumn = if(Fact_AllInstances[Instance]=[Worst Entry],1,0)
So instead of getting the output above, I get
1,2,'Green'
2,1,'Amber' --> because for Index 2, the measure gives index 1 as worst
3,2,'Blue'
This is a possible solution you might want to implement.
First of all, calculated columns are not affected by slicers/page filters, you will need to create a measure for that, so the way your are appraching the problem won't work.
Create an additional calculated table that holds unique instances values. In Power BI, Modeling tab there is a icon for creating a New Table, where you can use an expression to produce the table.
Use this expression:
IsntancesCalcTable = VALUES(Fact_WorstInstance[Instance])
Now you have a table called InstancesCalcTable in your model.
Drag the Instance column in the InstancesCalcTable and drop it in the Instance column of the Fact_WorstInstance, this will create a relationship between InstancesCalcTable and Fact_WorstInstance via Instance. A line between both tables will be drawn in the Relationships view, double click that line and you will see the Edit Relationship window.
Make sure it looks like this:
Then do the same for creating the relationship between InstancesCalcTable and Fact_AllInstances.
You will end with a model like this:
Then you can use Index column in the Fact_WorstInstance table, in a slicer and it will filter the Fact_AllInstances table to get only the instances selected.
However if you don't have any filter all rows in Fact_AllInstances will be shown.
I have looked through several of the posts on SSRS tablix expressions and I can't find the answer to my particular issue.
I have a dashboard I am creating that contains summary data for various managers. They are entering monthly summary data into a single table structured like this:
Create TABLE OperationMetrics
AS
Date date
Plant char(10)
Sales float
ReturnedProduct float
The data could use some grouping so I created a table for referencing which report group these metrics go into looks like this:
Create Table OperationsReport
as
ReportType varchar(50)
MetricType varchar(50)
In this table, 'Sales' and 'ReturnedProduct' are the Metric column, while 'ExecSummary' or 'Quality' are ReportType entries. To do the join, I decided to UNPIVOT the OperationMetrics table...
Select Date, Plant, Metric, MetricType
From (Select Date, Plant, Sales, ReturnedProduct From OperationMetrics)
UNPVIOT (Metric for MetricType in (Sales, ReturnedProduct) UnPvt
and join it to the OperationsReport table so I have grouped metrics.
Select Date, Plant, Metric, Rpt.MetricReport, MetricType
FROM OpMetrics_Unpivoted OpEx
INNER JOIN OperationsReport Rpt on OpEx.MetricType = Rpt.MetricType
(I understand that elements of this is not ideal but sometimes we are not in control of our destiny.)
This does not include the whole of the tables but you get the gist. So, they have a form they fill in the OperationMetrics table. I chose SSRS to display the output.
I created a tablix with the following configuration (I can't post images due to my rep...)
Date is the only column group, grouped on 'MMM-yy'
Parent Row Group is the ReportType
Child Row Group is the MetricType
Now, my problem is that some of the metrics are calculations of other metrics. For instance, 'Returned Product (% of Sales)' is not entered by the manager because it is assumed we can simply calculate that. It would be ReturnedProduct divided by Sales.
I attempted to calculate this by using a lookup function, as below:
Switch(Fields!FriendlyName.Value="Sales",SUM(Fields!Metric.Value),
Fields!FriendlyName.Value="ReturnedProduct",SUM(Fields!Metric.Value),
Fields!FriendlyName.Value="ReturnedProductPercent",Lookup("ReturnedProduct",
Fields!FriendlyName.Value,Fields!Metric.Value,"MetricDataSet")/
Lookup("Sales",Fields!FriendlyName.Value,Fields!Metric.Value,
"MetricDataSet"))
This works great! For the first month... but since Lookup looks for the first match, it just posts the same value for the rest of the months after.
I attempted to use this but it got me back to where I was at the beginning since the dataset does not have the value.
Any help with this would be well received. I would like to keep the rowgroup hierarchy.
It sounds like the LookUp is working for you but you just need to include the date to find the right month. LookUp will return the first match which is why it's only working on the first month.
What you can try is concatenating the Metric Name and Date fields in the LookUp.
Lookup("Sales" & CSTR(Fields!DATE.Value), Fields!FriendlyName.Value & CSTR(Fields!DATE.Value), Fields!Metric.Value, "MetricDataSet")
Let me know if I misunderstood the issue.