I have to work with a table and try not to rearrange the data.
I need to make a recap of all the red quantities ordered for Week 1, Week 2, etc.. regardless of customer ; all the blue quantities for Week 1, week 2, etc...
I have tried doing a pivot table but as the number of week is very long, it would take me ages to drag all the fields in the fields list. (moreover the table needs to be updated on a regular basis)
I am thinking of doing a SUMIFS but with criterias of each color + each week number
Here is an example of my table: https://i.stack.imgur.com/Fleha.png
Any advice on this? Thanks a lot
Related
I have 2 columns of File # data, representing different weeks in a payroll cycle. I also have 2 columns of Regular Hours data. I am using VLOOKUP and SUM to add the Regular Hours together to receive hours for the pay period.
=SUM(VLOOKUP($AI2,RICS_TimeClocks!O$2:S,4, FALSE) , VLOOKUP($AI2,RICS_TimeClocks!T$2:X,4, FALSE))
I have the File #s and Names flattened into one column each with
=UNIQUE(FLATTEN(
The issue I have now though, is that there are employees that only worked on one of the weeks, resulting in a
"Did not find value '____' in VLOOKUP evaluation"...
Any suggestions so that the formula can function when there is information in only one of 2 data columns? Example, File # 43021 only works in the second week, and File # 43034 only works in the first week, but I still want to be able to compute and display their total hours.
...or a better way to match and add the information into another flattened column of information?
try IFNA set to zero:
=SUM(IFNA(VLOOKUP($AI2, RICS_TimeClocks!O$2:S, 4, 0), 0),
IFNA(VLOOKUP($AI2, RICS_TimeClocks!T$2:X, 4, 0), 0))
I am rather new to SSRS and am struggling with how I can achieve this.
Basically I need to calculate variance between two months, and have achieved this with the use of PREVIOUS() function. Similar to another person who has posted this on another forum.
However, the user has got back and wanted to sort months by descending, similar to the example shown below. Is there a way to do this in SSRS? As what I have gotten is that the 'previous' column is now referencing a future month and the calculations are now all wrong.
I have tried LOOKUP in SSRS, using DENSE in sql and all does not seem to work.
You can use the following workaround
Sort by month in descending order.
Add a total column.
Hide last month columns.
March will be displayed on February, February on January and January on the total columns
On the total column you will use expressions to display January.
Your design will look like the colored tablix
Expressions will be like these below
orange: =Previous(SUM(Fields!val.Value), "month2") /* previous value to display it as current */
yellow: =Sum(Fields!val.Value) /* current value to diplay it as previous */
green: =First(Fields!month.Value) /* First month of dataset */
cyan: =ReportItems!val2.value /* previous cell value to display it as first month */
Result will look like the image below
all:
I am trying to design a shared worksheet that measures salespeople performance over a period of time. In addition to calculating # of units, sales price, and profit, I am trying to calculate how many new account were sold in the month (ideally, I'd like to be able to change the timeframe so I can calculate larger time periods like quarter, year etc').
In essence, I want to find out if a customer was sold to in the 12 months before the present month, and if not, that I will see the customer number and the salesperson who sold them.
So far, I was able to calculate that by adding three columns that each calculate a part of the process (see screenshot below):
Column H (SoldLastYear) - Shows customers that were sold in the year before this current month: =IF(AND(B2>=(TODAY()-365),B2<(TODAY()-DAY(TODAY())+1)),D2,"")
Column I (SoldNow) - Shows the customers that were sold this month, and if they are NOT found in column H, show "New Cust": =IFNA(IF(B2>TODAY()-DAY(TODAY()),VLOOKUP(D2,H:H,1,FALSE),""),"New Cust")
Column J (NewCust) - If Column I shows "New Cust", show me the customer number: =IF(I2="New Cust",D2,"")
Column K (SalesName) - if Column I shows "New Cust", show me the salesperson name: =IF(I2="New Cust",C2,"")
Does anyone have an idea how I can make this more efficient? Could an array formula work here or will it be stuck in a loop since its referring to other lines in the same column?
Any help would be appreciated!!
EDIT: Here is what Im trying to achieve:
Instead of:
having Column H showing me what was sold in the 12 months before the 1st day of the current month (for today's date: 8/1/19-7/31/20);
Having Column I showing me what was sold in August 2020; and
Column I searching column H to see if that customer was sold in the timeframe specified in Column H
I want to have one column that does all three: One column that flags all sales made for the last 12 months from the beginning of the current month (so, 8/1/19 to 8/27/20), then compares sales made in current month (august) with the sales made before it, and lets me know the first time a customer shows up in current month IF it doesn't appear in the 12 months prior --> finds the new customers after a dormant period of 12 months.
Im really just trying to find a way to make the formula better and less-resource consuming. With a large dataset, the three columns (copied a few times for different timeframes) really slow down Excel...
Here is an example of the end result:
Example of final product
The History:
I have a data set that refreshes every Monday morning adding last week's values to a growing tally until there is 52 weeks in the data set (9 separate cohorts), across 38 different departments.
I have built a power query to filter the department and compiled tables for each cohort, limiting the data to the last 17 weeks, and using excel forecast modelling then setup each table to forecast 16 weeks ahead.
Because the week beginning (WB) dates keep changing IO cant hard code the result table to cells within each cohort table.
My result table needs to show current month, month +1, month +2, and month +3 forecast values as per the highest date closest to or equal to EOM and I need this to be automated, hence a formula.
PS added complexity is that the table has date/value adjacent in (last 17 weeks) and columns separated in future 16 weeks of data in each table. Structure is exactly the same across all the 9 cohort forecast tables.
My Question:
Am I best to use a nested EOM formula, or VLOOKUP(MAX) based on the cohort_forecast_table image link below?
Because the current month needs to be current I have created a cell using =NOW().
I then complete a VLOOKUP within each cell in the master table that references the references the data in each sub-table usin MAX and EOMONTH for current month, then month+1, month+2, month+3, etc.
In a simplified broken down solution:
Date array = 'D3:D35'
Volume array = 'E3:E35'
End of current month formula cell B3: =MAX(($D$3:$D$35<EOMONTH(D1,0))*D3:D35)
Call for result in cell C3:
'=VLOOKUP(B3,Dates:Volumes,2,FALSE)'
I think this will work for me and thank you all...
Imagine a one-table query that accepts a year (range) as a parameter and then yields a dataset grouped by State, City, and Month, with a count of UFOs, if any, for each month.
Tie that dataset to an SSRS Tablix, with a crosstab layout:
The Row Groups are State, City;
The Column Group is the Month (Jan through Dec); and
The row-column intersections are the # of UFOs sighted, if any.
PROBLEM:
If I run the (parameterized) report for one location, even one with few sightings, all goes well: I see columns only for months with sightings.
However, if I report more than one location (say, "Albany," with daily sightings, and "Troy," with October-only), Troy's grouping will come out ugly: If reported alone, just the October column would show, but, now, October along with 11 columns of "#Error" for the month name and a "0" for UFO count appear.
I suspect that one solution may involve some 0- or NULL-fill of missing-month data for Troy and other cities (How?), but is there some other way, via the Tablix widget, to achieve the desired result?
I don't understand what you're doing wrong but the matrix usually works with filling the headers correctly and leaving blanks where there is no data for a single group.
It might help if you show your design view.
Design View:
Report View:
Many of the users don't have data for previous months but at least one does so the month is displayed in the header. The blanks are where there is no data for that month/user combo.
I don't see why your report isn't working like this. If I only selected one user, then only the months that user had will be displayed.