I have two tables in SSRS. One holds the amount of insurance claims in a given month and one holds the amount of insurance complaints in a given month
Each table is calculated by either =COUNT(Fields!Claims.Value) for claims and =COUNT(Fields!Complaints.Value) that is simple enough and is split over the current 10 months of a year
Where it gets tricky though is that the claims table has an additional line where it calculates complaints as a ratio of claims. My current expression reads as follows:
=COUNT(Fields!Complaints.Value, "Complaints"/=COUNT(Fields!Claims.Value)
but the problem I have is that it's taking the full YTD value of the complaints and dividing by the monthly amount of claims.
ASK:
How can I get a calculation similar to above but only dividing complaints by month and claims by month - but keeping in mind that the complaints data comes from a different table
You can use LookupSet function to get the claims in the same month.
Create a tablix and use the Complaints dataset in the DataSetName property.
Add Month as Row Group.
For complaints column use:
=Count(Fields!Complaints.Value)
For claims column use:
=LookupSet(Fields!Month.Value,Fields!Month.Value,Fields!Claims.Value,"Claims").Length
For Ratio column use:
=IIF(
ReportItems!Textbox69.Value=0,0,
Count(Fields!Complaints.Value)/ReportItems!Textbox69.Value
)
Replace Textbox69 by the name of the textbox where Claims (LookupSet) expression is placed.
Note the validation for zero denominator in case there is no claims in a given month.
It should produce:
Let me know if this helps.
Related
This should be simple so I think I am missing it. I have a simple line chart that shows Users per day over 28 days (X axis is date, Y axis is number of users). I am using hard-coded 28 days here just to get it to work.
I want to add a scorecard for average daily users over the 28 day time frame. I tried to use a calculated field AVG(Users) but this shows an error for re-aggregating an aggregated value. Then I tried Users/28, but the result oddly is the value of Users for today. The division seems to be completely ignored.
What is the best way to show average number of daily users over a time frame? Average daily users over 10 days, 20 day, etc.
Try to create a new metric that counts the dates eg
Count of Date = COUNT(Date) or
Count of Date = COUNT_DISTINCT(Date) in case you have duplicated dates
Then create another metric for average users
Users AVG = (Users / Count of Date)
The average depends on the timeframe you have selected. If you are selecting the last 28 days the average is for those 28 days (dates), if you filter 20 days the average is for those 20 days etc.
Hope that helps.
I have been able to do this in an extremely crude and ugly manner using Google Sheets as a means to do the calculation and serve as a data source for Data studio.
This may be useful for other people trying to do the same thing. This assumes you know how to work with GA data in Sheets and are starting with a Report Configuration. There must be a better way.
Example for Average Number of Daily Users over the last 7 days:
Edit the Report Configuration fields:
Report Name: create one report per day, in this case 7 reports. Name them (for example) Users-1 through Users-7. These are your Row 2 values. You'll have 7 columns, with the first report name in column B.
Start Date and End Date: use TODAY()-X where X is the number of days previous to define the start and end dates for each report. Each report will contain the user count for one day. Report Users-1 will use TODAY()-1 for start and end, etc.
Metrics: enter the metrics e.g. ga:users and ga:new users
Create the reports
Use 'Run reports' to have the result sheets created and populated.
Create a sheet for an interim data set you will use as the basis for the average calculation. The first column is date, the remaining columns are for the metrics, in this case Users and New Users.
Populate the interim data set with the dates and values. You will reference the Report Configuration to get the dates, and you will pull the metrics from each of the individual reports. At this stage you have a sheet with date in first columns and values in subsequent columns with a row for each day's values. Be sure to use a header.
Finally, create a sheet that averages the values in the interim data set. This sheet will have a column for each metric, with one value per column. The one value is calculated from the series in the interim data set, for example =AVG(interim_sheet_reference:range) or any other calculation you'd like to do.
At last, you can use Data Studio to connect to this data source and use the values. For counts of users such as this example, you would use Sum as the aggregation field type when you are creating the data source.
It's super ugly but it works.
My invoice report pull due dates depending on the selection of Payment Plan Code on UI (either semi, monthly, quarterly, annually, or even 18 installments.) It also accordingly pulls gross premium per due date. I need to pull this table per due date and the sum of the gross premium if they fall into one due date.
What I do is break and save the due dates into array. How can I group by them? Crystal doesn't seem to allow me to group by a shared value, or group by array.
You don't need array for this purpose.. using array complicates the report instead you can manipulate grouping like below:
Create a formula like below and use this formula to group.
if parameterselection = "monthly"
then Month(duedate)
else if parameterselection = "yearly"
then Year(duedate)
.
.
.
.
formula till end
Edit-------------------------------------------
In this case as per your comment you need to create one more group (Group2) with due date.
Now you have two groups group 1 is the one I wrote first and group2 using due date and this works
I have a SSRS report I'm working on. What I would like to do is get the value of one field from its own dataset and subtract the value of another field from a different dataset. I can do this; however, the values are grouped so rather than giving me an individual value it gives me: (sum of all completed) - (sum of all completed the previous year).
Here is my expression I am using for the column "Compared to last year"
=SUM(Fields!Completed.Value, "MTDSales") - SUM(Fields!Completed.Value, "MTDminus1")
"MTDSales" and "MTDMinus1" are 2 seperate datasets. MTDSales Dataset is the current months sales outcomes grouped by company MTDMinus1 dataset is last years figure for this current month as i am comparing the 2 months separately.
I had to do this in a report where I was pulling current data from one database and older data from a data warehouse and combining. You will need to do a few things:
1. Establish a match field
This can be as simple as a single column. If you need to match on multiple fields you will need to add a calculated field to each dataset that you can match on. Assuming you need to match on company and financial year and each dataset returns one year of data, this might look something like match_id (assuming numeric values - otherwise you might need to use | or something as a separator):
`="A" & Fields!fin_year.Value & "B" & Fields!cust_id.Value`
2. Retrieve the data to the source field.
In your tablix add a column as you have to hold the looked up value:
=Lookup(Fields!matchId.Value, Fields!matchId.Value, Fields!Completed.Value, "MTDminus1")
3. Use the data
Now you can aggregate the data or do whatever further calculations you wish as if the field was part of your original dataset.
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.
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"))