So I was able to create a search that shows historical unit rates at an item level then I can filter by customer to show any price increases that may have taken place to create a price tracker. It works as advertised. Below is a screen shot of what the output is. "Base Price" is the minimum item rate for lifespan since we transitioned to NetSuite. Then 1-6 months back it will pull the item rate and as you can see, around the 3rd month, it increases and shows change.
Here is how the search looks when executed
What I am attempting to do now subtract the values from the formula from the "base price" because that is at the end of the day the total impact value. Eventually I want to bring in quantity so we can see the total impact of these changes to track if we are seeing an increase or not.
EX. If base is $2 and we sell 20 a month. $40 in sales. Now we up it to $3, sales would be $60. But we want to show the $20 in increase impact instead.
Below is from the results tab to generate the above.
Here is the view from the Results Tab
Is there a way to create that calculation somehow in NS? I am almost thinking it is because I used the DECODE instead of the CASE WHEN ?
Thank you
You can generally combine supported functions; you just need to make sure that any functions applied in the Summary or Function columns are replicated in the formula. For example, your first column "Item Rate" has a Summary function or "Minimum" applied - this needs to be included in the formula, something like:
DECODE(...) - MIN({rate})
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.
I used COUNT (CUST_ID) as measure value to come up [Total No of Customer]. When I created new measure for [Average Profit per customer] by formula - [Total Profit] / [Total No of Customer], the error of Aggregate and non aggregate error prompted.
DB level:
Cust ID_____Profit
123_______100
234_______500
345_______350
567_______505
You must be looking for avg aggregate function.
Select cust_id, avg(profit)
From your_table
Group by cust_id;
Cheers!!
In your database table, you appear to have one data row per customer. Customer ID is serving as a unique primary key. The level of detail (or granularity) of the database table is the customer.
Given that, the simplest solution to your question is to display AVG([Profit]) -- without having [Cust ID] in the view (i.e. not on any shelf)
If the assumptions mentioned above are not correct, then you may need to employ other methods depending on how you define your question. I suggest making sure you understand what COUNT() actually does compared to COUNTD(). The behavior is not what people tend to assume. LOD calculations may prove useful. All described in the online help.
Put the calculations directly in the calculated field as:
SUM([Profit])/COUNT([CUST_ID])
This will give you aggregate and aggregate calculation.
If you want to show Average profit using a key like [CUST_ID], you can use LOD expression:
{FIXED [CUST_ID]: AVG[Profit]}
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!
My report group displays the net cost of the top 10 clients. {#NetCost} is a shared variable for calculate sales cost - all taxes and all discounts:
if travelType="OW" then
salesCost-Tax1-Tax2-Tax3-Discount1-Discount2
else
(salesCost-Tax1-Tax2-Tax3-Discount1-Discount2)/2
shared currencyvar netCostTotal:=netCostTotal+{#netCost};
I know how to sort by one database field, but how can I sort by a running shared variable?
client# client name Net Cost
1 1234 XXXXX 150.22
2 2345 XXXXX 140.11
3 4567 XXXXX 120.00
Shared variables open up a lot of room for error, but it should still be possible to sort by their results: Create a new formula field, and in its formula just put the shared netCost variable. From here you can insert a Group based on this new Formula field. Depending on the timing of events in the report, you might need to use whileprintingrecords in this Formula.
In this particular case you sorted on a Summary of your netCost value and sorting by that, which earned the correct answer.