I am using PowerPivot in Excel.
I am selling products at 2 separate locations, I have a column that differentiates and is populated with the store location. I have a slicer option that separates the view based in the store location and of course the option to select both location to see the combined sales. I also have the calculated in stock for each location.
I want to bring in the amount I have in the warehouse (that serves for both lo cations) for reference at the end (right side) of the pivot table. I have that in a separate table with the unique item numbers. I can build a query from the data source (Access) to bring in the warehouse stock qty twice (labeled the location near it) but that would work only when viewing each location separately but not when combined - it will show me double.
I need a number in the sum that will always be the same no matter the slicer option.
Related
I am new to Power BI and data-base management and I want clarify for myself how Power BI works in reference to my last two questions (Database modelling Bridge Table , Power BI Report Bridge Table ). I have a main_table with firm specific information each year which is connected to an end_table that contains some quantitative information (e.g. sales data). The tables are modelled as a 1:N relationship, so that I do not have to store the same values twice, which I thought is a good thing to do in data modelling.
I want to aggregate the value column of end table over the group column Year. I am surprised that to my understanding Power BI sums up the value column within the end table when I would expect the aggregation over the group variable in the connected tables
My basic example is based on this data and data model (you need to adjust the relationship manually):
main_table<-data.frame(id=1:20, FK_id=sample(1:2,20, replace=TRUE), Jahre=2016:2020)
main_table<-rbind(main_table,data.frame(id=21:25, FK_id=sample(2:3,5, replace=TRUE), Jahre=2015) )
end_table<-data.frame(id=1:3, value=c(10,20,30))
The first 5 rows of the data including all columns looks like this:
If I take out all row specific information and sum up over value. It will always show the sum of the end table, which is 60, in each Year.
Making the connection bi-directional does not help. It just sums up for the existing values of the end_table in each year. I get the correct results, if I add the value column to the main table using Related value = RELATED(end_table[value])
I am just wondering if there is another way to model or analyse this 1:N relationship in Power BI. This comes up frequently and it feels a bit tedious to always add the column using Related() in the main table while it would be intuitive to just click both columns and expect the aggregation to be based on the grouping variable.
In any case, just asking this and my other two questions helped me a lot.
This is a bit of a weird modeling situation (even though it's not terribly uncommon). In general, it's handy to build star schemas where you have dimension tables in 1:N relationships to fact table(s). E.g.
In this setup, the items from the dimension tables (e.g. year or customer) are used in the columns and rows in a visual and measures generally aggregate columns from the fact table (e.g. sales amount).
Your example inverts this. You are trying to sum over a column in your end table using the year as a dimension. As a result, it's not automatically behaving as you'd expect.
In order to get the result that you want, where Year is treated as a dimension, you need to write a measure that sums over Year as if it were a dimension. Since main_table is essentially a dimension table for Year (one unique row per year), you can write
SumValue = SUMX ( main_table, RELATED ( end_table[value] ) )
Currently my data is set up as a union of two tables. The red rows are Table 1 and the blue rows are Table 2. I am doing my union in SQL Server and am connecting this into Tableau. I am using Excel right now to depict what I am seeing (left pivot table) more easily and what I want to see (right made-up pivot table).
The current pivot table is showing when filtered on a particular Plant/Project/Product, those are the components that go into the Product and those are the months in which the Products are due to the customer. The values in the bottom row are the quantity of the Product that is due to the customer. For example- in June, a quantity of 1 of the 150-100020-1000 product is due to the customer. The quantities are showing up under a null component because that field isn’t in Table 2, as you can see in the blue rows.
I want those bottom row values to appear under literally any one of those components that are listed. In this case, it’s only showing one set of Plant/Project/Product, but I would want the formula/code to pick up on that too when it’s evaluating what to output. In the example on the right side made-up pivot table, I have the quantities showing up under the component #100, but it can be under any of them as long as the Plant/Project/Product is equal in both tables. I also don't want the blank/null dates from Table 1 to show up, but they are tied to the components so I can't filter them out easily.
I've tried several types of joins and temporarily tables to get this working and keep coming up blank. How can I set up my dataset to get the view I want to see in Tableau?
Dataset and Current View + View I Want
Your problem is you don't have a Component against a Qty. Hence for what you want somehow you need to create a Component. Perhaps this is possible using a FIXED calc, which would create this field across all records. If the value of Component doesn't matter create this calculation:
{MIN([Component])}
This should put 100 against each record.
If you also need to keep the existing Component value, when it exists, try a formula such as:
IFNULL([Component],{MIN([Component])})
Note I haven't tested any of this.
I need to create a report that is using 2 datasets. One (yellow) is bringing product data, the other (green) is bringing company and quantity data. They can both be linked using a unique ID field.
One product may be used by up to 8 organisations and each organisation may have multiple departments.
Can someone explain how I can build a report to give the excel output as shown in the image.
I am familiar with lookup in SSRS, but not sure how to use this where groupings are required from the second dataset.
I have a master list of SKUs in one table set as a column with a different SKU listed in each row.
I have another table with a daily snapshot of items which I have in stock between 7/1/17 and 7/31/17 in each row. The table shows the item SKU in one column, the warehouse where there is quantity in another column, and the quantity available within that warehouse in another column. There can be multiple occurrences of a SKU on one date if there are quantity in multiple warehouses. The table only lists SKUs on occurrences where there is quantity within a warehouse. If a SKU has no quantity within any of the warehouses on a date, it will not be listed in the table corresponding with that date.
In my table with the master list of SKUs I want to create a column that will show the the number of days within a range of dates (7/1/17 to 7/8/17) in which there were no quantity of the SKU being referenced available in any warehouse.
To show a more precise idea of what it is I am trying to do, I have posted a youtube video here: http://youtu.be/6CWLN6wzaWQ?hd=1
Have a look at the following URLs - I feel partially similar cases are discussed and resolved over there.
It will surely give you some lead to further work on.
How to return multiple values between two dates in excel?
https://answers.microsoft.com/en-us/office/forum/office_2007-excel/finding-missing-dates-in-column/8c49800a-6997-4585-b1f4-abdeaa64e718
I'm new to creating cubes, so please be patient.
Here's an example of my data
I have multiple companies, each company has multiple stores.
Sales are each linked to a particular company, with a particular store on a particular date.
ex:5 sales took place for Company A, Store 1, on 5/19/2011
Returns are linked to a particular company on a particular date.
ex: 3 returns took place for Company A on 3/11/2012
Sometimes my users want to see a list of stores, the date, and how many returns took place, and how many sales.
Sometimes they want to see a list of companies, the specific stores, and the number of sales.
I have a table that stores
COMPANY - DATE - STORE- SALES - RETURNS
I end up having the value for returns repeated for each store under a particular COMPANY - DATE pair.
so if I'm writing a query, and I want to find out returns, I just do a
select distinct company, date, returns from mytable
but I am not sure how to this into a cube (using SS BI and Visual Studio).
(I've only made a couple of cubes so far)
Thanks! (also, feel free to point me at appropriate references)
It sounds like Company is an attribute of the Store and should be in the Store dimension rather than the fact table. There may have to be a transformation on returns to convert the Company to a store.
Am I missing anything?