I am currently working on a resource tracker for my company and I have each individuals capacity figure by week (weeks are in the columns and each person's information is in the row). I need to be able to sum all the time in a specific month for each job role to be able to report on.
I have currently thought about grouping the dates by selecting 4 weeks but due to my fields being dynamic and there being some 5 week months, it would not be able to accurately be able to report that months figures.
Unfortunately, you can't pivot the information due to the dates been in the columns rather than the rows.
I have yet to find any formula/code that can be used to get that information.
In the picture, I have added the information that I would like to be able to dynamically sum. The red outlines the month and the green outlines the job role information.
So I would like to be able to sum all that information under "July" and then the same for the other months so I can give my stakeholders a monthly figure of how many days capacity there is for each person/job role in that month.
=ARRAYFORMULA(QUERY({INDIRECT("Sheet1!B3:B"&COUNTA(Sheet1!B3:B)+2),
MMULT(QUERY(TRANSPOSE(QUERY(TRANSPOSE(Sheet1!E2:Z),
"where month(Col1)+1=7 and year(Col1)=2019", 0)),
"where Col1 is not null offset 1", 0), ROW(INDIRECT("A1:A"&COUNTA(
FILTER(Sheet1!A2:2, MONTH(Sheet1!A2:2)=7, YEAR(Sheet1!A2:2)=2019))))^0)},
"select Col1, sum(Col2) group by Col1 label sum(Col2)''", 0))
Related
This question is an extension of an already answered question, which I posted this week.
I have the below situation in Microsoft Power BI.
I have 2 simple tables:
1) CountryTable
2) YearTable
There is a 1-M relationship between YearTable and CountryTable.
The latter (YearTable) is used to feed values into a slicer.
(In my client database, Year has some alphabetical prefixes, such as Q1-2022, so I prefer to use YearOrder column to sort the Year column at the backend, while the slicer will display the Year column.)
The former (CountryTable) is the main table, with just a few sample rows.
These two tables are related via the Year column.
The Year slicer always has EXACTLY 2 values chosen in my Power BI report.
I need the Maximum of these two values of the year slicer as a measure, for each row of my visual.
At the same time, these two year values of the slicer must remove the unwanted rows in my report visual, based on the slicer selection of year values.
For example, when the slicer has 2019 and 2020 chosen, I need the value as in the DesiredOutput1 page.
Similarly, you can see DesiredOutput2 (Slicer values are 2020 and 2022); DesiredOutput3 (Slicer values are 2019 and 2022) pages.
I have indeed successfully obtained DesiredOutput1, DesiredOutput2, DesiredOutput3. Thanks to all the folks who helped me attain this.
Now, my main requirement in this posting, is this:
After obtaining the DesiredOutputs above, I need the following output:
Show only the TOP 1 row (ASC order of Year column, which is the minimum value of the slicer).
Essentially:
Year column of the visual: Minimum value of the slicer
MaxYear_Measure_SlicerSelection: Maximum value of the slicer (maximum of the two values chosen in the slicer)
You can see below:
Note: MaxYear_Measure_SlicerSelection measure can refer to any one of the two measures [MaxYear] or [MaxYearMeasure_Community] (see the .pbix file for the formulas of the measures).
Any idea ?
I prefer the Year column of the visual not to be converted to a new measure. Would RANKX help in this case ? Any thoughts?
Context: I have an dataset of Orders in quicksight, that is joined with Customer data. Because a Customer can have more than one Order the Customer data is duplicated and needs to be deduped.
I need to do an analysis of the number of days it took from the Customer to register (customer_date_added) to their first order (min(order_date_added)) and then bucket/group the results based on customer_date_added with different granularities of the date.
This is what I currently have working (6 visuals corresponding to the built-in date granularities in quicksight: year, quarter, month, week, day, hour)
*Visual 1* - x-axis:customer_date_added (aggregate year), y-axis:
ifelse(dateDiff(customer_date_added, min(order_date_added)) < 365, 1, 0)
*Visual 2* - x-axis:customer_date_added (aggregate quarter), y-axis:
ifelse(dateDiff(customer_date_added, min(order_date_added)) < 90, 1, 0)
*Visual 3* - x-axis:customer_date_added (aggregate month), y-axis:
ifelse(dateDiff(customer_date_added, min(order_date_added)) < 30, 1, 0)
*Visual 4* - x-axis:customer_date_added (aggregate week), y-axis:
ifelse(dateDiff(customer_date_added, min(order_date_added)) < 7, 1, 0)
.... etc
Issue: I have a lot of these dateDiff with bucketing visuals (not just days to first order) so my field list is getting overrun with fields like customer_first_order_within_year, customer_first_order_within_quarter, customer_first_order_within_month, etc. Also rather than just have one visual where I can change the date_granularity from year to month I have to maintain 6 different visuals for each dateDiff analysis I want to to.
What I want: One visual with two calculated fields (new_customer_with_first_order, new_customer_no_first_order). When I change the data granularity on customer_date_added to a new date granularity, the new_customer_with_first_order automatically displays customers that were added in that time period AND with a first order within that time period. Conversely new_customer_no_first_order would display customers that were added in that time period AND did not have an order within that time period. new_customer_with_first_order + new_customer_no_first_order = new customers within that time period.
What I have tried: I am relatively new to quicksight and business intelligence tools, but have a pretty good grasp of SQL. I have tried to read up on Level Aware Aggregation, Window Functions. None of these give examples using dates or date granularity. This seems like it would be a popular type of analysis but maybe it's not possible yet?
https://stackoverflow.com/a/63064505/3412268
https://docs.aws.amazon.com/quicksight/latest/user/windowMax-function.html
https://docs.aws.amazon.com/quicksight/latest/user/countOver-function.html
https://docs.aws.amazon.com/quicksight/latest/user/level-aware-aggregations.html
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.
Crosstab report works 99%.
About 20 rows, all but one are ok.
5 columns - Company Division.
The rows are things like cost, revenue, revenue 2, etc.
All the rows that work have three attributes I'm using to select them:
Fiscal Year
Period
Solution.
The problem is there is table that lists an YTD rate for each period. This table is not Division Specific; it's company wide.
All the tables are linked to the accounting period table that has fiscal year and period. So the overall query limits data to fiscal year (?pFiscalYear?) and period <= ?pPeriod?, based on prompt page results.
The source table has this:
FY_CD PD_NO ACT_CURR_RT ACT_YTD_RT
2018 1 0.36121715 0.36121715
2018 2 0.32471476 0.34255512
2018 3 0.25240906 0.31210183
2018 4 0.33154745 0.31925874
Note the YTD rate is not an average of any of the other numbers.
When I select the ACT_YTD_RT, as a row, I want the ACT_YTD_RT that matches the selected period.
What I get is the average if I set the aggregation to average or the lowest if I set it to other aggregations. So sometimes, it looks right (if I run for period 1,2,3, as the rate kept falling), and sometimes it's wrong (period 4
returns .3121 instead of .3192).
I've tried a number of different methods and can generate garbage data (totals, min, max, average) and crossjoins but can't figure out how to get the value I'm looking for.
I want YTD_RT where fiscal year =?pFiscal? and period = ?pPeriod?.
I tried a straight if then clause:
if (sourcetable.fiscalYear = ?pFiscalYear?) and (sourcetable.Period = ?pPeriod?) then (ACT_YTD_RT)
but I get an error like this:
'ACT_YTD_RT' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause. (SQLSTATE=42000, SQLERRORCODE=8120)
If I create another query that generates the right response and try to include it, I get a crossjoin error that the query I'm referencing is trying to crossjoin several other items in the crosstab query.
A union doesn't work (different number of columns).
Not sure how a join would work since the division doesn't exist in the rate table.
I maybe could create a view in the database that did a crossjoin of the division table and the rate table, add that to the framework and then I wouldn't have a crossjoin since the solution would be in the rate "table" (really view), but that seems wrong somehow.
If I could just write a freaking parameterized query direct to the database I'd be done. But in Cognos 11 crosstabs I can't find a place for a SQL query object. And that shouldn't be necessary.
I've spent hours and hours chasing this in circles.
Anybody have any ideas?
Thanks
Paul
So the earlier problem was that this:
if (sourcetable.fiscalYear = ?pFiscalYear?) and (sourcetable.Period = ?pPeriod?) then (ACT_YTD_RT)
Generated an error like this:
'ACT_YTD_RT' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause. (SQLSTATE=42000, SQLERRORCODE=8120)
To fix the above, I had to add a cross join of the division table and the rate table as a view in the database. Then add that to the framework. Then build the data item this way:
total (
if (sourcetable.fiscalYear = ?pFiscalYear?) and (sourcetable.Period = ?pPeriod?) then (ACT_YTD_RT)
)
And now the "total" provides the missing group by. And the crossjoin in the database provides the division information so the crosstab is happy.
I still think there should have been an easier way to do this, but I have a functioning hammer at the moment.
I have to create a matrix in SSRS to detail the number uses leaving an organisation.
The columns will all represent spaces of time spanning 1 week and the rows will all represent departements in the organisation. The detail portion will be a count of people who have left that area in that week.
I have a leaving date field in the DB but nothing that flags the specific intevals I have been told to use. That means that as the matrix is, it counts each of users that have left a specific department however the date range columns is 1 day, not 1 week. Is there a way to force the column headers to respect the week intervals I want given that they are currently coming from the dataset and are not hard coded?
Firstly try to manage your data in sql itself by using Group By with date and making each group as one week period. That way you can manage to get all data in your required format
I don't know what is your columns so I am just showing a way to get the week groups from table and get the count of the people
SELECT DATEPART(wk, datevaluecolumn) weekno
, SUM(peopleleavingcolumn) totalvalue
FROM yourTable
GROUP BY DATEPART(wk, datevalue)