I have a dataset including 3 columns :
ID transac (The unique ID of the transaction - Dimension)
Source (The source of the transaction - Dimension)
Amount € (The amount of the transaction - Stat)
screenshot of my dataset
To Count the number of transactions (for one or more sources), i use COUNT_DISTINCT function
I want to make the sum of the transactions amounts (for one or more sources). But i don't want to additionate the amounts of the transactions with the same ID !
Is there a way to do this calcul with a DataStudio function ?
Thanks for your answers. :-)
EDIT : I saw that we could do this type of calculation via SQL here and I would like to do this in DataStudio (so that I don't have to pre-calculate the amounts per source.)
IMO, your dataset contains wrong data. Each value should be relative only to that line, but this is not the case: if the total is =20, each line should describe the participation of that line to the total. With 4 sources, each line should be =5 or something else that sums 20.
To solve it in DataStudio, you need something like CALCULATE function in PowerBI, but currently DataStudio doesn't support this feature.
But there are some options to consider to repair your data:
If you're sure there are always 4 sources, just create a new calculated field with the expression Amount/4 and SUM it. It is not an elegant solution, but it works.
If your data source is Google Sheets, you can easily repair the data using formulas, like in this example:
Link to spreadsheet
For this spreadsheet, I used this formula in adjusted_amount column: =C2/COUNTIF(A:A,A2). With this column in DataStudio, just use the usual SUM aggregation function to summarize it correctly.
Related
In my Anylogic model I succesfully create plots of datasets that count the number of trucks arriving from terminals each hour in my simulation. Now, I want to add the actual/"observed" number of trucks arriving at a terminal, to compare my simulation to these numbers. I added these numbers in a database table (see picture below). Is there a simple way of adding this data to the plot?
I tried it by creating a variable that reads the database table for every hour and adding that to a dataset (like can be seen in the pictures below), but this did not work unfortunately (the plot was empty).
Maybe simply delete the variable and fill the dataset at the start of the model by looping through the dbase table data. Use the dbase query wizard to create a for-loop. Something like this should work:
int numEntries = (int) selectFrom(observed_arrivals).count();
DataSet myDataSet = new DataSet(numEntries);
List<Tuple> rows = selectFrom(observed_arrivals).list();
for (Tuple
row : rows) {
myDataSet.add(row.get( observed_arrivals.hour ), row.get( observed_arrivals.terminal_a ));
}
myChart.addDataSet(myDataSet);
You don't explain why it "didn't work" (what errors/problems did you get?), nor where you defined these elements.
(1) Since you want both observed (empirical) and simulated arrivals per terminal, datasets for each should be in the Terminal agent. And then the replicated plot (in Main) can have two data entries referring to data sets terminals(index).observedArrivals and terminals(index).simulatedArrivals or whatever you name them.
(2) Using getHourOfDay to add to the observed dataset is wrong because that just returns 0-23 (i.e., the hour in the current day for the current model date). Your database table looks like it has hours since model start, so you just want time(HOUR) to get the model time in elapsed hours (irrespective of what the model time unit is). Or possibly time(HOUR) - 1 if you only want to update the empirical arrivals for the hour at the end of that hour (i.e., at the same time that you updated the simulated arrivals).
(3) Using a Variable to get the database value each hour doesn't work because a variable's initial value is only evaluated once at model initialisation. You want an hourly cyclic Event in Terminal instead which adds the relevant row's value. (You need to use the Insert Database Query wizard to generate the relevant Java code for the query you need in the event's action.)
(4) Because you have a database table with specifically-named columns for each terminal (columns terminal_a and presumably terminal_b etc.) that makes it slightly more awkward. (This isn't proper relational table design where, instead of 4 columns for the 4 terminals, you'd instead have two columns for terminal_id and observed_value with a row for each time period and terminal combination.)
So your database query expression (in your Terminal agents) will need to use the SQL format (not the QueryDSL format) so that you can 'stitch in' the correct column name into the SQL.
Normally in Tableau to calculate % I create a measure and use the below logic;
SUM ([MEASURE_1])/ SUM([MEASURE_2])
However i am trying to get the % when using a measure and an already aggregated measure and I'm getting the below error;
Argument to SUM (an aggregate function is already an aggregation, and cannot be further aggregated.
My percentage is to calculated the % difference between a policy count from table 1 which is a measure. and measure 2 which I had to create to get the count of policies from table 2 as follows; Count([Policy]). I'm using SQL Server database.
Any ideas how i can resolve this issue?
Thanks!
Measure 1 is a count from table 1, the data looks like the following;
Measure 2 is from table 2, I am creating a count in tableau of the policy number, the data looks like the below;
The 2 tables join on agent number
Table 1 structure;
[UNIQUEPOL_CNT]
,[UNIQUEAGT_CNT]
,[VECHICLE_TXT]
,[VEHICLE_DESC]
,[VEHICLE_CD]
,[CODE_DESC]
,[POLICY_ID]
,[POLICY_NBR]
,[STATE_CD]
,[AGENT_NBR]
,[AGENT_NM]
,[PROP_ID]
,[WRITTEN_DT]
,[PURCHASE_DT]
,[SUSP_IND]
,[SUSPEND_DT]
,[BIND_ID]
,[INSURED_NM]
,[CHANGEDBY_ID]
table 2 structure;
[REPORT_DT]
,[AGENT_NBR]
,[TRR_TOTALPIF_CNT]
,[TRR_TOTALPON_CNT]
,[TRR_TOTALREV_CNT]
,[TRR_TOTALERR_CNT]
This is the invalid output...
UPDATED
I created two datasets to demonstrate you a solution
dataset1
dataset 2
Connecting both datasets in Tableau.
I built a view in tableau as (Note policies field blue color as it has been converted to dimension)
Now calculate a field as
ATTR({FIXED [Agent code]: count([Policy no])}/[Policies])
Adding this to viz gives me
wherein desired percentages are displayed.
Note- since the tables have one-to-many relationships fixed statement in respect of measure on lesser side of relationship will also result in same result.
ATTR({FIXED [Agent code]: count([Policy no])}/
{FIXED [Agent code]: AVG([Policies])})
I'm fairly new to SQL and I have been issued my first report to build. I have written an SQL query to give me a set of results that I would like to publish in a report.
I have unioned about 20 small queries all containing the correct amount of columns. One column is a misc column with about 15 different descriptions in (this is what I want to count).
I have uploaded my data set and now want to be able to choose a cell in my report to bring back a certain description.
At the minute I'm using
=count(fields!misc.values)
and it's giving me the whole count, about 200.
I would like to know if there is any kind of "where clause" (filter) which I can use to state which description results I want to bring back.
You can use am expression to count the misc.value you need. It will work like a count using a where clause:
=Sum(iif(Fields!misc.Value ="Some description",1,0))
Example:
For count the FSMethod with MethodOne as value I used this expression:
=Sum(iif(Fields!FSMethod.Value ="MethodOne",1,0))
Note the expression sums by 1 if the FSMethod.Value is MethodOne.
For count the rows with FSMethod column with MethodTwo value.
=Sum(iif(Fields!FSMethod.Value ="MethodTwo",1,0))
Let me know if this can help you.
I am trying to take the percentage of a count function so to create a MS BIDS report resembling this excel file:
Excel Close Rate Summary
The unique identifier for the opportunities is the field "opportunityid", so I am using COUNT(Fields!opportunityid.Value) to determine the number of cases in each stage. I want to write an expression that will return the percentage of cases in each stage per creation month. Which can be seen in the above excel screenshot.
This is my current MS BIDS report when i preview it
To be more specific, I want to have the percentage of "Active" and "New" opportunities in January to represent 67% and 33% respectively. 67% comes from 4/6. The 4 comes from the active opportunities out of the 6 opportunities created in January. Likewise, the 33% comes from the 2 new opportunities out of the 6 that were created in January.
There are more stage names than Active and New. Other options include New, Warm, Hot, Implementation, Active, Hibernate or Canceled. This is relevant to mention because I have tried to create an expression that counts based on the number of opportunities with a specific stage name, but have been unsuccessful.
Currently the expression I am using to calculate the percentage is:
=COUNT(Fields!new_rptstage.Value)/SUM(COUNT(Fields!opportunityid.Value),"GroupbyStageName")
Based on this expression, I am only able to get 1/1 or 100% for each of the stage names. I have tried a bunch of variations of the above expression by changing the scope, but have been unsuccessful in getting the desired results. Can someone explain how to correct this?
SAMPLE DATA:
In the sample data, I want the expression to be in the percentage column. The percentage should be the # of cases in a particular stage for the total cases that month. So looking at the above picture:
Active February 54 54/168 [have 54/168 display as a percentage]
Warm February 8 8/168
etc.
EDIT:
These are the expressions that may help show the underlying data in the chart.
The creation month expression is
=Fields!MonthCreated.Value & " " & year(Fields!createdon.Value)
The percent expression is listed above.
You don't want to use the COUNT() function. COUNT(*) returns a count of the number of rows that have a value. It doesn't return the actual value.
Since you've only showed a screen shot of your report, I don't know how your underlying data columns relate to it, but what you want to do for your Percent column expression is this:
This is psuedo code because I don't know your dataset field names:
CaseCount.Value / SUM(CaseCount.Value)
EDIT: Now that I better understand how your data relates to your report, I think the only change you need to make to your existing formula is casting it to a decimal type. It's probably rounding all fractions up to 1.
Try this for the expression in your percentage column:
=CDbl(COUNT(Fields!new_rptstage.Value))/CDbl(SUM(COUNT(Fields!opportunityid.Value),"GroupbyStageName"))
I'm stumped by a major issue. I have a data set consisting of about 16000 rows (could be more in future). This list is basically a price list containing products and their corresponding installation fees. Now the products are classified by the following hierarchy: City -> Category -> Rating/Type. Before I was using named ranges to refer to each set by concatenating City & Category & Rating (_XYZ_SPC_9.5). This resulted in about 1500 named ranges which inflated the size of the Excel file. So I decided to calculate the products on-the-fly using inputs from the user. I have tried array formulas and simple formulas but they take some time to calculate (16000 rows!!) which is not acceptable from a usability perspective; our sales people are very particular about how much time they have to spend on the tool.
I have uploaded a sample file at:
Price List Sample
Formulas that I have used so far are:
=IFERROR(INDEX($H$6:$H$15000, SMALL(INDEX(($AE$9=$R$6:$R$15000)*(MATCH(ROW($R$6:$R$15000), ROW($R$6:$R$15000)))+($AE$9<>$R$6:$R$15000)*15000, 0, 0), AC3)),"Not Available")
{=IFERROR(INDEX(ref_PRICE_LIST!$H$6:$H$16074,MATCH(INDEX(ref_PRICE_LIST!$H$6:$H$16074,(SMALL(IF(IF(RIGHT($AE$3,3)="All",ref_PRICE_LIST!$Z$6:$Z$16074,ref_PRICE_LIST!$R$6:$R$16074)=$AE$3,ROW(ref_PRICE_LIST!$H$6:$H$16074)-ROW(ref_PRICE_LIST!$H$6)+1),$AC3))),ref_PRICE_LIST!$H$6:$H$16074,0),1),"Not Available")}
I would really appreciate if someone can help me out.
Thank you so much!
I think the best way to speed this up is to split the formula into a helper column K and a reult column L
Helper Column (copy down for all 16,000 data rows)
=IF($D:$D=$O$2,ROW(),"")
Result column (starting at L2, copy down as many as you need)
=IFERROR(INDEX($F:$F,SMALL($K:$K,ROW()-1)),"Not available")
I've tested this with about 150,000 rows and it updates in < 1s