I have a couple of joined Athena tables in Quicksight. The data looks something like this:
Ans_Count | ID | Alias
10 | 1 | A
10 | 1 | B
10 | 1 | C
20 | 2 | D
20 | 2 | E
20 | 2 | F
I want to create a calculated field such that it sums the Ans_Count column based on distinct IDs only. i.e., in the example above the result should be 30.
How do I do that?? Thanks!
Are you looking for the sum before or after applying a filter?
Sumif(Ans_Count,ID) may be what your looking for.
If you need to always return the result of the sum, regardless of the filter on the visual, look at the sumOver() function.
You can use distinctCountOver at PRE_AGG level to count unique number of values for a given partition. You could use that count to drive the sumIf condition as well.
Example : distinctCountOver(operand, [partition fields], PRE_AGG)
More details about what will be visual's group by specification and an example where there duplicate IDs will help give a specific solution.
It might even be as simple as minOver(Ans_Count, [ID], PRE_AGG) and using SUM aggregation on top of it in the visual.
If you want another column with the values repeated, use sumOver(Ans_Count, [ID], PRE_AGG). Or, if you want to aggregate via QuickSight, you would use sumOver(sum(Ans_Count), [ID]).
I agree with the above suggestions to use sumOver(sum(Ans_Count), [ID]).
I have yet to understand the use cases for pre_agg, so if anyone has concrete examples please share them!
Another suggestion would be to do a sumover + partition by in your table (if possible) before uploading the dataset, then checking if the results matche with Quicksight's aggregations. I find Quicksight can be tricky with calculated fields, aggregations, and nested ifs so I've been doing calculations in SQL where possible before bringing it in to quicksight to have a better grasp of what the outputs should look like. This obviously is an extra step, but can help in understanding how quicksight pulls off calcs and brings up figures (as the documentation doesn't always give much), and spotting things that don't look right (I've had a few) before you share your analysis with a wider group.
We are trying to implement a dashboard that displays various tables, metrics and a map where the dataset is a list of customers. The primary filter condition is the disjunction of two numeric fields. We want to the user to be able to select a threshold for [field 1] and a separate threshold for [field 2] and then impose the condition [field 1] >= <threshold> OR [field 2] >= <threshold>.
After that, we want to also allow various other interactive slicers so the user can restrict the data further, e.g. by country or account manager.
Power BI naturally imposes AND between all filters and doesn't have a neat way to specify OR. Can you suggest a way to define a calculation using the two numeric fields that is then applied as a filter within the same interactive dashboard screen? Alternatively, is there a way to first prompt the user for the two threshold values before the dashboard is displayed -- so when they click Submit on that parameter-setting screen they are then taken to the main dashboard screen with the disjunction already applied?
Added in response to a comment:
The data can be quite simple: no complexity there. The complexity is in getting the user interface to enable a disjunction.
Suppose the data was a list of customers with customer id, country, gender, total value of transactions in the last 12 months, and number of purchases in last 12 months. I want the end-user (with no technical skills) to specify a minimum threshold for total value (e.g. $1,000) and number of purchases (e.g. 10) and then restrict the data set to those where total value of transactions in the last 12 months > $1,000 OR number of purchases in last 12 months > 10.
After doing that, I want to allow the user to see the data set on a dashboard (e.g. with a table and a graph) and from there select other filters (e.g. gender=male, country=Australia).
The key here is to create separate parameter tables and combine conditions using a measure.
Suppose we have the following Sales table:
Customer Value Number
-----------------------
A 568 2
B 2451 12
C 1352 9
D 876 6
E 993 11
F 2208 20
G 1612 4
Then we'll create two new tables to use as parameters. You could do a calculated table like
Number = VALUES(Sales[Number])
Or something more complex like
Value = GENERATESERIES(0, ROUNDUP(MAX(Sales[Value]),-2), ROUNDUP(MAX(Sales[Value]),-2)/10)
Or define the table manually using Enter Data or some other way.
In any case, once you have these tables, name their columns what you want (I used MinNumber and MinValue) and write your filtering measure
Filter = IF(MAX(Sales[Number]) > MIN(Number[MinCount]) ||
MAX(Sales[Value]) > MIN('Value'[MinValue]),
1, 0)
Then put your Filter measure as a visual level filter where Filter is not 0 and use MinCount and MinValues column as slicers.
If you select 10 for MinCount and 1000 for MinValue then your table should look like this:
Notice that E and G only exceed one of the thresholds and tha A and D are excluded.
To my knowledge, there is no such built-in slicer feature in Power BI at the time being. There is however a suggestion in the Power BI forum that requests a functionality like this. If you'd be willing to use the Power Query Editor, it's easy to obtain the values you're looking for, but only for hard-coded values for your limits or thresh-holds.
Let me show you how for a synthetic dataset that should fit the structure of your description:
Dataset:
CustomerID,Country,Gender,TransactionValue12,NPurchases12
51,USA,M,3516,1
58,USA,M,3308,12
57,USA,M,7360,19
54,USA,M,2052,6
51,USA,M,4889,5
57,USA,M,4746,6
50,USA,M,3803,3
58,USA,M,4113,24
57,USA,M,7421,17
58,USA,M,1774,24
50,USA,F,8984,5
52,USA,F,1436,22
52,USA,F,2137,9
58,USA,F,9933,25
50,Canada,F,7050,16
56,Canada,F,7202,5
54,Canada,F,2096,19
59,Canada,F,4639,9
58,Canada,F,5724,25
56,Canada,F,4885,5
57,Canada,F,6212,4
54,Canada,F,5016,16
55,Canada,F,7340,21
60,Canada,F,7883,6
55,Canada,M,5884,12
60,UK,M,2328,12
52,UK,M,7826,1
58,UK,M,2542,11
56,UK,M,9304,3
54,UK,M,3685,16
58,UK,M,6440,16
50,UK,M,2469,13
57,UK,M,7827,6
Desktop table:
Here you see an Input table and a subset table using two Slicers. If the forum suggestion gets implemented, it should hopefully be easy to change a subset like below to an "OR" scenario:
Transaction Value > 1000 OR Number or purchases > 10 using Power Query:
If you use Edit Queries > Advanced filter you can set it up like this:
The last step under Applied Steps will then contain this formula:
= Table.SelectRows(#"Changed Type2", each [NPurchases12] > 10 or [TransactionValue12] > 1000
Now your original Input table will look like this:
Now, if only we were able to replace the hardcoded 10 and 1000 with a dynamic value, for example from a slicer, we would be fine! But no...
I know this is not what you were looking for, but it was the best 'negative answer' I could find. I guess I'm hoping for a better solution just as much as you are!
Is it possible to easily distribute data ('subject's in my case) into different columns based on the value of another field ('block' in my case) so I could have a kind of timetabling grid report, i.e.
if my data looks like:
Subject | Block
----------
English | A
French | B
Science | C
----------
x | A
y | B
z | C
How might I produce a table / matrix that looks like:
Block A | Block B | Block C
English | French | Science
x | y | z
(forgive the formatting!)
I can't help thinking this must be straight forward, but I can't seem to find the appropriate technique. Something like a pivot, but listing rather than aggregating values? I thought maybe filtered columns, but that doesn't seem very efficient. Many thanks for any advice!
Using the following as a basis
https://stackoverflow.com/a/9007678/2311633
(I have copied the relevant sections so the complete answer is on this page...)
You can create a horizontally expanding table by:
First create a Tablix by dragging the Matrix Report Item onto the design surface. The Tablix will have a RowGroup and a ColumnGroup by default.
Delete the Row Group by right clicking on it and selecting "Delete Group" In the Delete Group prompt, delete both just the group. (Not related rows and columns; you'll probably want these as left label for your rows.)
At this point right click the Column Group and "Add Group -> Child Group...". Keep adding child groups for each of the rows you require. For each child group select 'Group by' and choose each of the series you wish to display on each individual row.
I am unable to post images at this time, but have been able to recreate what you have requested above. Once I'm able to I'm can post screenshots for further clarification if required.
Update
Alternatively, If you are able to edit the SQL source could you add another field to define a row number for each item. Using ROW_NUMBER() and PARTITION_BY you could add a new column such as
SELECT ROW_NUMBER() OVER(PARTITION BY [Block] ORDER BY [Block]) as rownum
Then you could just create a simple Matrix as shown here https://www.flickr.com/photos/135805284#N08/20883237722/
Looking to add a column in my SSRS Matrix which will give me the percentage from the total column in that row.
I'm using the following expression, but keep getting 100% for my percentages (I'm assuming this is because the total is evaluated last, so it's just doing Total/Total?
=FORMAT((Fields!ID.Value/SUM(Fields!ID.Value)), "P")
The field ID is calcuted within SQL, not SSRS.
For example
Site | Value 1 | %1 | Value2 | %2 | Total
1 | 20 | 50% | 20 | 50% | 40
Probably this is happening because you need define the right scope for the SUM function:
SUM(Fields!ID.Value,"group_name") instead of plain SUM(Fields!ID.Value)
Updated:
I needed some time to make an example since I didn't have reporting services available the first time I answered you.
You can see the result and the field values
Hard to provide details without more info on the setup of your groups, but you should look at using the scope option to the aggregate operators like SUM or first:
=SUM(Fields!ID.Value, "NameOfRowGrouping") / SUM(Fields!ID.Value, "TopLevelGroupName")
Also, to keep things clean, you should move your format out of the expression and to either the placeholder properties or textbox properties that contains your value.