Filter after grouping columns in Power BI - reporting

I want to accomplish something easy to understand (and maybe easy to do but I can't find a way...).
I have a table which represents the date when a client has bought something.
Let's have this example:
=============================================
Purchase_id | Purchase_date | Client_id
=============================================
1 | 2016/03/02 | 1
---------------------------------------------
2 | 2016/03/02 | 2
---------------------------------------------
3 | 2016/03/11 | 3
---------------------------------------------
I want to create a single number card which will be the average of purchase realised by day.
So for this example, the result would be:
Result = 3 purchases / 2 different days = 1.5
I managed doing it by grouping in my query by Purchase_date and my new column is the number of rows.
It gives me the following query:
==================================
Purchase_date | Number of rows
==================================
2016/03/02 | 2
----------------------------------
2016/03/11 | 1
----------------------------------
Then I put the field Number of rows in a single number card, selecting "Average".
I have to precise that I am using Direct Query with SQL Server.
But the problem is that I want to have a filter on the Client_id. And once I do the grouping, I lose this column.
Is there a way to have this Client_id as a parameter?
Maybe even the fact of grouping is not the right solution here.
Thank you in advance.

You can create a measure to calculate this average.
From Power BI's docs:
The calculated results of measures are always changing in response to
your interaction with your reports, allowing for fast and dynamic
ad-hoc data exploration
This means filtering client_id's will change the measure accordingly.
Here is an easy way of defining this measure:
Result = DISTINCTCOUNT(tableName[Purchase_date])/DISTINCTCOUNT(tableName[Purchase_id])

Related

Perform an OR operation on same field from multiple rows SSRS

I am a beginner trying to achieve a simple operation in SSRS using Visual Studio 2019. I have a query which returns a table as follows
ID | Name | Married
1 | Jack | Y
2 | Jack | N
The number of records might vary depending on the number of results. On the report, I want to display only the field 'Married' once. The value of the field will be determined using an OR operation, i.e. if the field 'Married' is 'Y' for any one record, I want to display a 'Y' on the report.
Assuming the Values are either Y or N, you should be able to use something like
=MAX(Fields!Married.Value)
If you report is grouped by, for example, Name then this will give you the MAX value within each group which is probably what you want.
If this does not help, edit your question and show
Your report design
Row Group panel plus details of grouping
A larger sample of data
Expected results from that sample data

Creating advanced SUMIF() calculations in Quicksight

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.

Oracle BI EE filter on same dimension

I am new to OBIEE and would like to create an analysis where I can place one next to the other 2 columns with figures from same dimension but with different data.
To better explain it: let's say that in Dim1 we have Invoices and Payments as members. We also have other dims as Date, Invoice Number and so on. This would be the current output:
Date | Dim1 | Invoice Number | Amount
10/01/17 Invoice 1234 -450
10/02/17 Payment 1234 450
So, what I want is, instead of creating 2 reports, one for the Invoices and the other one for Payments, a single report with the following output:
Invoice Date | Invoice | Payment date | Payment | Invoice Number | Amount inv | Amount paid
10/01/17 Invoice 10/02/17 Payment 1234 -450 450
Is this kind of output achievable inside OBIEE?
Thanks!
You are not trying to "filter on same dimension" but you are trying to convert rows into columns.
While it is possible to cheat your way around this it is definitely not something which is suggested! You are facing an analytical system - not Excel.
If this is an actual requirement and not simply a "I wish to see it this way" then the best approach is to store the data properly.
Second-best approach is to model it in the RPD with different logical table sources.
Last and the option NOT to go for right away is what you are asking for: Doing it in the front-end.
Apart from that: It's "analyses" that you are working with in OBI. If you have a "report" then you are in BI Publisher which is a completely different tool.

Grouping in informatica powercenter

I have a table with 4 columns (member, level, group, group_level). Group_level is currently empty and I am trying to populate Group_level from a measurement of the group’s different levels.
To calculate each member’s Group_level, I need to first group each member by his or her group column. From this group, I need to analyze the different levels in the group, and then populate the Group_level. For example:
member | level | group | group_level
-------|-------|-------|------------
1 | low | 2 | med
2 | low | 1 | low
3 | med | 2 | med
I have the IIF statement worked out, but I’m stuck on trying to understand how to group these guys together. I am very new to informatica, so overly detailed instructions is welcomed.
Add a 2nd instance of the source to the mapping.
Drag level and group to an aggregator.
Group by group and write an expression to calculate group_level.
Join this new data stream with the main one on group.

Calculate percentage of total columns based on total column in SSRS Matrix

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.

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