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"))
Related
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.
I'm trying to create a simple chart to show how many employees are on a given corrective action level within a specified date range. The issue I'm running into is this:
The log shows associate Test 1 received a verbal warning on 8/14/19 for their productivity, then a first written warning on 8/24/19, then a final written warning that was processed later but took place on 8/23/19.
The formula I wrote will show this as 1 person at each level of correction (verbal, first written, and final written). I want it to only count the highest-level warning for each person. So the chart would only count 1 entry at the final written warning level.
What am I missing to accomplish this?
Raw Data:
Summary Chart:
Summary Chart Formula (across from Verbal level):
={SUM(--(FREQUENCY(IF(('2019'!$C:$C<>"")*('2019'!$F:$F=$B$2)*('2019'!$D:$D>=$B$3)*('2019'!$D:$D<=$C$3)*('2019'!$E:$E=$B5)*('2019'!$E:$E<>$B6),MATCH('2019'!$C:$C,'2019'!$C:$C,0)),ROW('2019'!$C:$C)-ROW('2019'!$C$2)+1)>0))}''''
Cracked it! I added two helper columns to the raw data in between Step and Reason.
The first, Level, is a VLOOKUP that converts the Step to a numerical value (in order of severity, the lowest being a Verbal, highest being an Exit).
The second, Max, is a MAXIFS formula to flag which step is the highest severity by associate ID and Reason:
=IF(MAXIFS(F:F,C:C,C2,H:H,H2,D:D,">="&Summary!$B$3,D:D,"<="&Summary!$C$3)=F2,"X","")
The formula in the summary chart now reads as follows:
=SUM(--(FREQUENCY(IF(('2019'!$C:$C<>"")*('2019'!$I:$I=$B$2)*('2019'!$D:$D>=$B$3)*('2019'!$D:$D<=$C$3)*('2019'!$F:$F=$B5)*('2019'!$H:$H="X"),MATCH('2019'!$C:$C,'2019'!$C:$C,0)),ROW('2019'!$C:$C)-ROW('2019'!$C$1)+1)>0))
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.
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.
The problem that I have is SQL Server Reporting Services does not like Sum(First()) notation. It will only allow either Sum() or First().
The Context
I am creating a reconciliation report. ie. what sock we had a the start of a period, what was ordered and what stock we had at the end.
Dataset returns something like
Type,Product,Customer,Stock at Start(SAS), Ordered Qty, Stock At End (SAE)
Export,1,1,100,5,90
Export,1,2,100,5,90
Domestic,2,1,200,10,150
Domestic,2,2,200,20,150
Domestic,2,3,200,30,150
I group by Type, then Product and list the customers that bought that product.
I want to display the total for SAS, Ordered Qty, and SAE but if I do a Sum on the SAS or SAE I get a value of 200 and 600 for Product 1 and 2 respectively when it should have been 100 and 200 respectively.
I thought that i could do a Sum(First()) But SSRS complains that I can not have an aggregate within an aggregate.
Ideally SSRS needs a Sum(Distinct())
Solutions So Far
1. Don't show the Stock at Start and Stock At End as part of the totals.
2. Write some code directly in the report to do the calc. tried this one - didn't work as I expected.
3. Write an assembly to do the calculation. (Have not tried this one)
Edit - Problem clarification
The problem stems from the fact that this is actually two reports merged into one (as I see it). A Production Report and a sales report.
The report tried to address these criteria
the market that we sold it to (export, domestic)
how much did we have in stock,
how much was produced,
how much was sold,
who did we sell it to,
how much do we have left over.
The complicating factor is the who did we sell it to. with out that, it would have been relativly easy. But including it means that the other top line figures (stock at start and stock at end) have nothing to do with the what is sold, other than the particular product.
I had a similar issue and ended up using ROW_NUMBER in my query to provide a integer for the row value and then using SUM(IIF(myRowNumber = 1, myValue, 0)).
I'll edit this when I get to work and provide more data, but thought this might be enough to get you started. I'm curious about Adolf's solution too.
Pooh! Where's my peg?!
Have you thought about using windowing/ranking functions in the SQL for this?
This allows you to aggregate data without losing detail
e.g. Imagine for a range of values, you want the Min and Max returning, but you also wish to return the initial data (no summary of data).
Group Value Min Max
A 3 2 9
A 7 2 9
A 9 2 9
A 2 2 9
B 5 5 7
B 7 5 7
C etc..
Syntax looks odd but its just
AggregateFunctionYouWant OVER (WhatYouWantItGroupedBy, WhatYouWantItOrderedBy) as AggVal
Windowing
Ranking
you're dataset is a little weird but i think i understand where you're going.
try making the dataset return in this order:
Type, Product, SAS, SAE, Customer, Ordered Qty
what i would do is create a report with a table control. i would set up the type, product, and customer as three separate groups. i would put the sas and sae data on the same group as the product, and the quantity on the customer group. this should resemble what i believe you are trying to go for. your sas and sae should be in a first()
Write a subquery.
Ideally SSRS needs a Sum(Distinct())
Re-write your query to do this correctly.
I suspect your problem is that you're written a query that gets you the wrong results, or you have poorly designed tables. Without knowing more about what you're trying to do, I can't tell you how to fix it, but it has a bad "smell".