I am creating a Dashboard in QlikView, allowing the user to extract data based on the filters and selected columns. Requirments are below.
“Data Extract” table MUST be empty (even no column names are showed)at first!
Clicking the blue button shows the list of data available.
A table will then show those selected columns.
Does someone know how to do these?
Screenshot:
You need to set a conditional expression on each of your dimension and measures.
A simple example would be to have an ID for each measure, here the measure "NetSales" can be referenced by MeasureID "a".
Measure | MeasureID
NetSales | a
In the conditional expression for NetSales you can have:
=if(IsNull(GetFieldSelections(Measure)),0,SubStringCount(Concat(MeasureID, '|'), 'a'))
This will check the possible MeasureIDs and return 1 if NetSales is selected.
You need to create a "floating" tables with the dimensions & expressions you need to use in the table object:
Here is an example I made : https://ufile.io/j20am (just reload the file If you use personal edition)
Related
I'm trying to create a drop down picker that shows a list of values, but actually stores a related value.
The list I'm working with looks like:
ID Desc
AA An option
AB Different option
B3 Some other option
So I want the user to see the description, but the value stored when they have picked one is the ID column.
I've search a lot but can only find either simple data validation or dymanic (Multiple dropdows based on a prior drop down)
My users won't remember the ID's, but by having the text descriptions they will find it easier.
Any help please?
Lots of searching for clues, but can only find either simple single column drop downs, or dynamic.
Lets say, you want to select description id D7 cell then want to show result from J Column as per ID of selected description. Then Try-
=XLOOKUP(XLOOKUP(D7,B2:B4,A2:A4),I2:I4,J2:J4)
I have a Dashboard with different visuals.
Data is made up of different values for insurance companies.
I want my slicers/filters to not filter all data, but to only highlight the chosen company.
For example, in my slicer I choose the insurance ABN.
Instead of showing me the value for ABN only in my visuals, I want all other values to still be visible and ABN's value to be highlighted in the visuals.
Does anyone know how to do this?
You can use conditional formatting to achieve this. Lets say that we will change the background color to "highlight" a row (or cells, to be precise).
First, we need a slicer, which will not filter our data. We can do this by duplicating our source table, removing the unnecessary columns and making sure there is no relationship between the source and the duplicate. So if we have a source table, named Table, like this:
Right click on it and select Duplicate:
Then right click the title of the column you want to keep and select Remove Other Columns to get a list of company names only (you may also remove the duplicates, but it's not required). Then in the model delete the relation between both tables:
Now you can place a table showing company name and sales from your data source, and a slicer for company name from the duplicate table. At this point selecting values in the slicer should not affect the table.
Now you need to capture the value of the slicer and use it in a measure, which will determine should current row be highlighted or not. You can use SELECTEDVALUE for that, but note that it will give you a value only if there is a one selected in the slicer. If you want to support highlighting of more than one company, it gets a bit more complicated.
Make a new measure in your source table, like this:
Measure = IF(HASONEVALUE('Table (2)'[Company name]);
IF(SELECTEDVALUE('Table (2)'[Company name]) = MAX('Table'[Company name]); 1; 0);
IF(ISFILTERED('Table (2)'[Company name]) && COUNTROWS(FILTER('Table (2)'; 'Table (2)'[Company name] = MAX('Table'[Company name]))); 1; 0))
In case there is only one value selected in the slicer (see HASONEVALUE), then our measure will return 1 (highlight) or 0 (don't), comparing it with the current row.
Otherwise (i.e. there is no selection in the slicer, or there are 2 or more companies selected), then we will look at the filtered list of companies (Table (2)) - if it contains current row, then 1 (highlight), otherwise 0 (don't). But we will also handle the case, where there is no value selected in the slicer. In this case the list will contain all the companies, i.e. all rows will be highlighted. Here comes ISFILTERED. And at the end, if the list is filtered and current row exists in the filtered list, then 1 (highlight), otherwise 0 (don't).
Now, you need to use this measure to change the background of the column - right click each column in your table and select Conditional formatting -> Background color:
Then format by rules, where Measure >= 1 like this:
Now, when there is no selection in the slicer, there are no rows highlighted in the table:
If you select one company, it is highlighted:
It also work if there are multiple companies selected:
Thank you Andrey for your step-by-step explanation which as been incredible helpful. I'd like to follow up with a further question, particularly regarding the comment below.
"You can use SELECTEDVALUE for that, but note that it will give you a
value only if there is a one selected in the slicer. If you want to
support highlighting of more than one company, it gets a bit more
complicated."
In my model, I've linked a third table (Table (3)) to Table (2) with a many to one relationship with Table (2). Therefore when I click on Table (3), it will filter Table (2), which acts as a slicer for Table (1).
When only 1 value is filtered in Table (2), it conditionally formats the cells in Table (1). However, when more than 1 value is filtered in Table (2), conditional formatting fails.
As I'm looking to avoid manually selecting multiple values in the slicer (Table (2)), I was wondering if there's a workaround for SELECTEDVALUE such that it is able to conditionally format when I filter more than 1 value in Table (2).
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.
Good afternoon!
I have created a report with the wizard to create a matrix that is grouped and has drill down rows. I have added filters to the rows and columns and it works great! I then copied that matrix and modified the filters, so I had two matrixes.
But what I really wanted was those two rows in the same matrix, just in different row groups. So I added another group, using the adjacent below option, and then added all the child groupings. However, when I run the report it shows the values for the first row of the drill down data.
When I look at the groupings I can see the one I did manually has a 'Static' field in each row grouping but the ones that the wizard did (with the red ?), they don't have that "extra" row:
What do I need to change or how do I need to add my groups so that I don't get that "static" row and not show the data? I have the visibility set to 'Hidden' and the toggle set up for the prior grouping set data.
Assuming a few things....
the data comes from a single dataset
You are differentiating between Property and Violent crimes by filtering on a column, I'll call it IncidentGroup for the sake of illustration..
I've understood your question ! :)
Get to the point where you had just a single tablix filtered to show 'Property crime'.
Now remove or edit that filter so it shows all the data you need in the report.
Finally, right click on your Matrix1_IncidentCategory row and add a parent group, choose IncidentGroup (or whatever the column is actually called) and check the box to add a group header.
That should be it, there is no need for a second tablix.
Without knowing how you are filtering currently it's hard to give a complete answer but this should get you close, if not all the way there.
If this doesn't work for whatever reason, please post sample data from your dataset output and your current filters.
See image below. Warehouse and Customer are dropdown lists populated via query. Year is a text field. The two tables display data from datasets driven by the report parameters. Is there a way to repeat the two tables based on each member of the Customer dropdown? Preferbly with a pagebreak after the 2nd table.
I normally do this using subreports. You could either create a single subreport that contains both tables or individual subreports. The individual approach might help with page breaks etc so that's the way I'd go.
Step 1: Create a report for your first table.
As you don't state what each table does, I'll make some up for the sake of illustration.
The key is to create a subreport that displays just the info you need in a single table. So in your case this might mean we only need to pass in a single parameter, CustomerID. You might need to pass in more such as Warehouse but I don't know...
In my made up scenario, let's assume the report shows customer contacts so we create a subreport (let's call it subCustomerConacts). It has a single parameter pCustomerID and a single dataset dsCustomerContacts. The query might looks something like SELECT * FROM CustomerContacts WHERE CustomerID = #pCustomerID. Add whatever tables/textbox etc you need to display your data.
Test this subreport works by manually typing in a CustomerID
Step 2: Create a report for your second table.
Do exactly the same again, creating a new subreport. Let call this subCustomerOrders. Repeat as above until you end up with another report that can display order details (or whatever you need).
Finally, create you main report.
This is basically what you have described in you question in terms of parameters etc.
Now to add this bit that will call you subreports.
Create a dataset (let's call it dsCustomerLoop) that contains each customer from your parameter something like SELECT DISTINCT CustomerID FROM myCustomers WHERE CustomerID IN (#myCustomerParameter)
Add a table to your report, 1 column wide and stretch it so it's wide enough to accommodate you subreports.
Set the dataset to point to dsCustomerLoop
Right-Click the cell in the detail row and do "Insert Row -> Inside Group - Below". You should not have two detail rows.
Next, right click the top detail row and do "Insert -> Subreport"
Right-Click the newly inserted subreport control and choose "properties".
Choose your first SubReport form the drop-down list
Click parameters on the left,
Click "Add" and select the CusomterID parmeter, set it's value to the CustomerID field.
Repeat this process on the seconds row, choosing your seconds subreport.
You may want to also add a 3rd row to the table, you could insert a rectangle into this with page breaks set to force a new page after each seconds subreport.
That's It. When the report runs it will produce two rows per customer, each row containing a subreport.
I hope this is clear enough, I've rushed through it a bit but if anything is unclear, let me know and I'll provide a clearer solution.