I am trying to gather various KPI's for salespersons in multiple stores. The goal is to break down store performance into salesperson level.
I am facing an issue when trying to add a hitrate, as this is normally only by store. Number of quotes given / Visitors.
Even though it may not be 100% accurate I still wish to have the KPI by sales person. I am able to do this on a sales person level, but my subtotal for the store is incorrect, as it makes a summation of visitors by sales persons.
Monthly period is to be considered to as sales persons comes and goes throughout the period. Example of what I wish for a Subtotal for the measure "Vis". Store X 370 for month 1,2 & 3. For Store Y 395.
Vis measure = Visitor (Calculation i have tried but gives the wrong result for the store total for the period.)
I have tried various Calculate, Sum, max functions, but nothing seems to provide the result I need.
I hope that someone might be able to help me get along with this.
Example data tables is link as shown below:
enter image description here
Thanks in advance.
This sounds like a case where the HASONVALUE function would be useful.
The idea being that you would the result of that function in an if to determine if you are calculating at your sales person level or a the store level which should contain multiple salespersons. Thus you would have two different calculations, one for the sales person and store combination, and one for the Store level.
Example would be sometime like the following, in this example I am assuming you have a sales person table:
Measure:= IF( HASONEVALUE( Salesperson[Sales Person] ),
[Vis],
[Measure for subtotal]
)
[Measure for Subtotal] would just being the calculation that you want for your store total.
Of course if you filter to just a single sales person, then the totals for the store will just match that sales person.
I am trying to set up the following report so that it is grouped first by "Transfer-In Unit" (d1_10.xinstitute), which is the title of a column that is included in a sub-report, and second by xpid, which is a patient index number used in all tables (except a catalog) in this report. To simplify this question, assume that xpid is indexed in alphabetical order of the patients' names.
See info/examples below:
This report shows patients that have transferred out of a specific unit since the user-inputted date (Name), a row for each date that the patient transferred out of a particular unit (Unit M Transfer-Out Date), chronologically where they next transferred into (Transfer-In Unit), and when they transferred into that unit (Transfer-In Date).
Currently without attempting this grouping the output looks like this:
Name and Unit M Transfer-Out Date are on the parent report
Transfer-In Unit and Transfer-In Date are in a subreport because they both call d1_10.dstartdate but with different criteria.
The goal is to sort by Transfer-In Unit, which is a column in the subreport.
The output should be:
An underlying issue is that to select the chronological next transfer-in following a transfer-out, I have to select a minimum transfer date grouped by xpid. This causes the requirement of an xpid grouping in the sub-report.
I have tried a grouping by d1_10.xinstitute (the unit index) in both the parent- and sub-reports. In the parent report it creates one all-encompassing group, because every row in this report represents someone transferring out of "Unit M". In the subreport it seems to apply the groupings row by row, so each row has two groups, even when the next row is the same patient transferring into the same unit. However this is my best attempt and it looks like this:
Any help/thoughts/ideas much appreciated. Let me know if I can provide any further info.
Thanks
I have to make my teams workload each month. It changes, based on number of working days how many auditors there will be available, and how may audits are needed for each company. If i can have the sheet auto balance the load based on how many total audits are needed for each company, then determine how many working days a person might have in the month that would be amazing.
But for now - I would really like to be able to have it create a separate sheet for each auditor with their name in column A and the name of the account in column B based on how many audits they have been assigned.
You may have to modify this a little for your needs...
workbook.sheet("yoursheet").rows(startRow & ":" & startRow+numberOfRowsYouWant).Insert Shift:=xlDown
If you want to insert 5 lines at row 60, for example:
workbook.sheet("yoursheet").rows("60:" & 60+5).Insert Shift:=xlDown
Let me know if this doesn't work.
I have a database in which there are 13 different products, sold in 6 different countries.
Prices increase once a year.
Prices need to be calculated using a linear interpolation method. I have 21 different price and quantity increments for each product for each country for each year.
The user needs to be able to see how much an order would cost for any given value (as you would expect).
What the database needs to do (in English!) is to:
If there is a matching quantity from TblOrderDetail in the TblPrices,
use the price for the current product, country and year
if there isn't a matching quantity but the quantity required is greater than 1000 for one product (GT) and greater than 100 for every other product:
Find the highest quantity for the product, country and year (so, 1000 or 100, depending on the product), and calculate a pro-rated price. eg. If someone wanted 1500 of product GT for the UK for 2015, we'd look at the price for 1000 GT in the UK for 2015 and multiply it by 1.5. If 1800 were required, we'd multiply it by 1.8. I haven't been able to get this working yet as I'm looking at it alongside the formula for the next possibility...
If there isn't a matching quantity and the quantity required is less than 1000 for the product GT but 100 for the other products (this is the norm)...
Find the quantity and price for the increment directly below the quantity required by the user for the required product, country and year (let's call these quantitybelow and pricebelow)
Find the quantity and price for the increment directly above the quantity required by the user for the required product, country and year (let's call these quantityabove and priceabove)
Calculate the price for the required number of products for an account holder in a particular country for a given year using this formula.
ActualPrice: PriceBelow + ((PriceAbove - PriceBelow) * (The quantity required in the order detail - QuantityBelow) / (QuantityAbove - QuantityBelow))
I have spent days on this and have sought advice about this before but I am still getting very stuck.
The tables I've been working with to try and make this work are as follows:
TblAccount (primary key is AccountID, it also has a Country field which joins to the TblCountry.Code (primary key)
TblOrders (primary key is Order ID) which joins to TblAccount via the AccountID field; TblOrderDetail via the OrderID. This table also holds the OrderDate and Recipient ID which links to a person in TblContact - I don't need that here but will need it later to generate an invoice
TblOrderDetail (primary key is DetailID) which joins to TblOrders via OrderID field; TblProducts via ProductID field, and holds the Quantity required as well as the product
TblProducts (primary key is ProductCode) which as well as joining to TblOrderDetail, also joins to TblPrice via the Product field
TblPrices links to the TblProducts (as you have just read). I've also created an Alias for the TblCountry (CountryAliasForProductCode) so I can link it to the TblPrices to show the country link. I'm not sure if I needed to do this - it doesn't work if I do or I don't do it, so I seek guidance again here.
This is the code I've been trying to use (and failing) to get my price and quantity steps above and I hope to replicate it, making a couple of tweaks to get the steps below:
SELECT MIN(TblPrices.stepquantity) AS QuantityAbove, MIN(TblPrices.StepPrice) AS PriceAbove, TblOrders.OrderID, TblOrders.OldOrderID, TblOrders.AccountID, TblOrders.OrderDate, TblOrders.RecipientID, TblOrders.OrderStatus, TblOrderDetail.DetailID, TblOrderDetail.Product, TblOrderDetail.Quantity
FROM (TblCountry INNER JOIN ((TblAccount INNER JOIN TblOrders ON TblAccount.AccountID = TblOrders.AccountID) INNER JOIN (TblOrderDetail INNER JOIN TblProducts ON TblOrderDetail.Product = TblProducts.ProductCode) ON TblOrders.OrderID = TblOrderDetail.OrderID) ON TblCountry.Code = TblAccount.Country) INNER JOIN (TblCountry AS CountryAliasForProduct INNER JOIN TblPrices ON CountryAliasForProduct.Code = TblPrices.CountryCode) ON TblProducts.ProductCode = TblPrices.Product
WHERE (StepQuantity >= TblOrderDetails.Quantity)
AND (TblPrices.CountryCode = TblAccount.Country)
AND (TblOrderDetail.Product = TblPrices.Product)
AND (DATEPART('yyyy', TblPrices.DateEffective) = DATEPART('yyyy', TblOrders.OrderDate));
I've also tried...
I've even tried going back to basics and trying again to generate the steps below in 1 query, then try the steps above in another and finally, create the final calculation in another query.
This is what I have been trying to get my prices and quantities below:
SELECT Max(StepQuantity) AS quantity_below, Max(StepPrice) AS price_below, TblOrderDetails.Quantity, TblAccounts.Country
FROM
(TblProducts INNER JOIN TblPrices ON TblProducts.ProductCode = TblPrices.Product)
(TblOrderDetail INNER JOIN TblProducts ON TblOrderDetail.Product = TblProducts.ProductCode)
(TblOrders INNER JOIN TblOrderDetail ON TblOrders.OrderID = TblOrderDetail.OrderID)
(TblAccount INNER JOIN TblOrders ON TblAccount.AccountID = TblOrders.AccountID),
WHERE (((TblPrices.StepQuantity)<=(TblOrderDetail.Quantity)) AND ((TblPrices.CountryCode)=([TblAccounts].[country])) AND ((TblPrices.Product)=([TblOrderDetail].[product])) AND ((DatePart('yyyy',[TblPrices].[DateApplicable]))=(DatePart('yyyy',[TblOrders].[OrderDate]))));
You may be able to see glaring errors in this but I'm afraid I can't. I've tried re-jigging it and I'm getting nowhere.
I need to be able to tie the information in to the OrderDetail records as the price generated will need to be added to a financial transactions table as a debit amount and will show as an amount owing on statements.
I'm really not very good at SQL. I've read and worked though several self-study books and I have asked part of this question before; but I really am struggling with it. If anyone has any ideas on how to proceed, or even where I've gone wrong with my code, I'd be delighted, even if you tell me I shouldn't be using SQL. For the record, I originally posted this question on a different forum under Visual Basic. Responses from that forum brought me to SQL - however, anything that works would be good!
I've even tried, using Excel, concatenating the Year&Product&Country&Quantity to get a unique product code, interpolating the prices for every quantity between 1 and 1000 for each product, country and year and bringing them into a TblProductsAndPrices table. In Access, I created a query to concatenate the Year(of order date from tblOrders)&Product(of tblorderdetails)&Country(of tblAccount) in order to get the required product code for the order. Another query would find a price for me. However, any product code that doesn't appear on the list (such as where a quantity isn't listed in the tblProductsAndPrices as it is larger than the highest price increment) doesn't have a price.
If there was a workable solution to what I've just described that would generate a price for everything, then I'd be so pleased.
I'd really like to be able to generate an order for any quantity of any product for any account based in any country on any date and retrieve a price which will be used to "debit" a financial account in the database, who in a transaction history for an account and appear on statements. I'd also like to be able to do an ad-hoc price check on the spot.
Thank you very much for taking the time to read this. I really appreciate it. If you could offer any help or words of encouragement, I'd be very grateful.
Many thanks
Karen
Maybe no one thinks on an easy solution to the problem, since not all minds work in database thinking.
Easy solution: Create one view that gives all calculated values, not only the final one you need, each one as a column. Then you can use such view in a relation view and use on some rows one of the values and on other rows other values, etc.
How to think is simple, think in reverse order, instead of thinking "if that then I need to calculate such else I need this other", think as "I need "such" and I need "this other", both are columns of an intermediate view, then think on top level "if" that would be another view, such view will select the correct value ignoring the rest.
Never ever try to solve all in one step, that can be a really big headache.
Pros: You can isolate calculated values (needed or not), sql is much more easy to write and maintain.
Cons: Resources use is bigger than minimal, but most of times that extra calculated values does not represent a really big impact.
In terms of tutorial out there: Instead of a Top-Down method, use a Down-Top method.
Sometimes it is better (with your example) to calculate all three values (you write sentences on bold) ignoring the if part, and have all three possible values for your order and after that discard the ones not wanted, than trying to only calculate one.
Trying to calculate only one is thinking as a procedural programming, when working with databases most times one must get rid of such thinking and think as reverse, first do the most internal part of such procedural programming to have all data collected, then do the external selection of the procedural programing.
Note: If one of the values can not be calculated, just generate a Null.
I know it is hard to think on First in, last out (Down-Top) model, but it is great for things as the one you want.
Step1 (on specific view, or a join from one view per calculation):
Calculate column 1 as price for the current product, country and
year
Calculate column 2 as calculate a pro-rated price as if 1000
Calculate column 3 as calculate a pro-rated price as if 100
Calculate column 4 as etc
Calculate column N as etc
Step 2 (Another view, the one you want):
Calculate the if part, so you can choose adequate column from previous view (you can use immediately if or a calculated auxiliary field).
Hope you can follow theese way of thinking, I have solved a lot of things like that one (and more complex) thinking in that way, but it is not easy to think as that, needs an extra effort.
I’ve been asked to put some “smart” logic into estimating our shipping dates for items that have been placed on backorder. The logic that they’d like me to use is this:
Pie in the Sky / Real Fancy Display
If we have more on backorder than on any single Purchase Order, calculate which Sales Orders will commit to which inbound Purchase Orders and display the appropriate date.
Example:
Open Sales Orders
SO# 123455 – Req Date 12/15/10 – PN A000123 Backorder 2 pcs.
SO# 123462 – Req Date 12/16/10 – PN A000123 Backorder 7 pcs.
SO# 123941 – Req Date 12/17/10 – PN A000123 Backorder 4 pcs.
Open Purchase Orders
PO# 987654 – Promised 12/29/10 – 5 pcs.
PO# 994258 – Promised 1/15/11 – 15 pcs.
Dates we should be displaying
SO# 123455 – ESD = 12/29/10
SO# 123462 – ESD = 1/15/11
SO# 123941 – ESD = 1/15/11
I know that I could create a temp table to hold the open PO information and then use a cursor to grab each open Sales Order in order by Requested Date and then get the earliest PO that satisfies the quantity needed and then decrement that quantity from that PO. To make things more interesting, we will ship partials, so if the first order was for 7, we’d ship 5 and place the remaining 2 on backorder. So, it would be something like “5 shipped on 12/29/10, remaining 2 to be shipped on 1/15/11”. Any recommendations?
I suspect this could be done with a single SQL statement, but it'd be so fantastically complex you'd be nuts to try and write it. (Someone will probably prove me wrong within minutes of my posting this.) Looping procedural code would seem to be the order of the day here.
Just off the top of my head, I'd probably do seomthing like:
Produce a list of Sales and Purcahse activity, ordered first by day and then by (Purchase then Activity)
Iterate through this list, keeping track of counters (units available) and lists of met and unmet obligations (Sales)
As each row is processed, track the pool of avaialble items, incrementing (Purchases) or decrementing (sales) as necessary
As each Sales items comes up, depending on the then-availablile volume of parts, create new entries (new table?) showing fulfillment, whether complete or partial, and/or keep track of Sales that have not yet been fully procssed.
It's all estimate/projection, so you wouldn'd need to persist the data generated by this routine, right?