I have related two custom sql query in Tableau (via making relationship)
The outcome of the queries looks like :
Q1 : (It shows the starting time of the valid budget.If a user has multiple rows in this table, it means his/her budget has been updated with new amount)
id_user
budgete_start_date
budget_amount
1234
06-11-2021
120
1234
06-07-2022
200
56789
06-01-2022
1200
56789
06-07-2022
2000
643
05-05-2022
30
Q2 :(It shows the budget usage)
id_user
budgete_usage_date
amount_usage
1234
01-12-2021
50
1234
05-08-2022
100
56789
10-02-2022
60
56789
07-08-2022
500
643
05-07-2022
17
I need to find a way to create the following view to know what was the valid budget at
budgete_usage_date.
id_user
budgete_usage_date
amount_usage
valid budget
1234
01-12-2021
50
120
1234
05-08-2022
100
200
56789
10-02-2022
60
1200
56789
07-08-2022
500
2000
643
05-07-2022
17
30
How can I do that with calculated field in Tableau (with db made by relationship)?
If that's not possible, how can I do that directly in query? (changing the relationship to a single query)
Related
My project needs me to come up with a query which can compare any 2 months data side by side, by just keying in the dates of the 2 months.
I have done 2 separate queries that can only do single month data because I can only enter 1 date per query. I tried to combine this 2 separate query into 1 single query by selecting the columns from each table but it gives me blank data.
I will need some help in combining the 2 queries together, into 1 table as a view form and allowing the user to key in the 2 dates they want to get their data from. Below will be the 2 queries result I can achieve and also the end result I want to achieve from combining this 2 queries.
Conditions to merge the two table is that the company will be the same for both dates, and the item the company bought (if any). If the company did not buy the item on the month , data should be blank.
Query 1 : User will enter "First month" they want the data from
Inv Number Company Date Item Price Quantity Total
123 ABC 1/1/2018 Table 5 3 15
123 ABC 1/1/2018 Chair 2 4 8
345 XYZ 1/1/2018 Table 5 5 25
345 XYZ 1/1/2018 Chair 2 6 12
Query 2: User will enter "Second Month" they want the data from
Inv Number Company Date Item Price Quantity Total
999 ABC 1/2/2018 Table 4 3 12
999 ABC 1/2/2018 Chair 2 5 10
899 XYZ 1/2/2018 Table 4 3 12
End result : User will be allowed to key in both dates they want the data from
Inv Number Company Date Item Price Quantity Total Date Item Price Quantity Total Inv Number
123 ABC 1/1/2018 Table 5 3 15 1/2/2018 Table 4 3 12 999
123 ABC 1/1/2018 Chair 2 4 8 1/2/2018 Chair 2 5 10 999
345 XYZ 1/1/2018 Table 5 5 25 1/2/2018 Table 4 3 12 899
345 XYZ 1/1/2018 Chair 2 6 12
Table 1 : Employee
EmpId CreatedAt
100 2015-11-09 07:21:02
200 2017-01-24 18:24:01
300 2016-08-20 06:55:35
Table 2 : Account
AccId EmpID Currency CreatedAt
9000 100 USD 2017-04-20 19:40:55
9001 200 USD 2017-04-20 19:40:55
9002 100 EUR 2017-05-20 19:40:55
9003 200 USD 2017-04-20 19:40:55
9004 100 USD 2017-04-20 19:40:55
Table 3 : Transaction
TrnsId AccId Amount CreatedAt
10 9000 3000 2017-04-25 19:40:55
11 9001 500 2017-05-25 19:40:55
12 9000 -200 2017-05-30 19:40:55
13 9000 -500 2017-06-11 19:40:55
Create a table that provides the day end balance (at midnight) for each account since it was first created, i.e. there should be a single entry in the table for each day an account exists, and its balance at the end of that day.
Can anybody help me in writing query to above scenario?
Thanks.
Since you haven't posted any attempt to solve this yourself, I will assume you need an initial nudge in the right direction. Hopefully this will help.
Outer-Join your Account table to a table (create it if you don't have one) that has one row for every day in the calendar (this is often referred to as a "tally table"). Filter out the days in the calendar that were before the date the account was created.
That will produce a result of one row for every Account-Date combination, which is all the rows you want in your result.
From there it's just a matter of adding the column with the End-Of-Day balance for that Account on that Date. There are lots of ways to do this. Google "SQL Running Total" and pick a method you like.
I have a single table in Powerpivot.
My columns are Account, Amount and Date. I want to calculate PrevYearAmount, but I can't fin the correct formula.
Sample data:
Account Amount Date PrevYearAmount
1 100 01/01/2016 90
1 120 02/01/2016 200
2 130 01/01/2016 108
2 103 01/01/2015
2 105 01/01/2015
1 90 01/01/2015
1 200 02/01/2015
tried
=CALCULATE(SUM(Hoja1[Amount]);FILTER(Hoja1;DATEADD(Hoja1[Date];-1;YEAR));FILTER(Hoja1;Hoja1[Account]))
But this returns 350 for all rows.
Also tried:
=CALCULATE(SUM(Hoja1[Importe]);DATESYTD(SAMEPERIODLASTYEAR(Hoja1[Fecha])))
but returns blank
this should do the trick:
calculate(sum('Table1'[Amount]);SAMEPERIODLASTYEAR('Table1'[Date]))
Hope this helps.
But, please consider to create a date table, as it is always a good idea, to use relationships, this makes the expanding/collapsing part of DAX much easier.
First, sorry for my bad English. I'm trying to normalize a table in a pension system where subscribers are paid monthly. I need to know who has been paid and who has not and how much they've been paid. I believe I'm using SQL Server. Here's an example:
id_subscriber id_receipt year month pay_value payment type_pay
12 1 2016 January 100 80 1
13 1 2016 January 100 100 1
14 1 2016 January 100 100 1
12 2 2016 February 100 100 2
13 2 2016 February 100 80 1
But I'm not happy repeating the year and the month for every single subscriber. It doesn't seem right. Is there a better way to store this data?
EDIT:
The case is as follows: this company has many subscribers who must pay monthly and payment can be in various ways. They produce a single receipt for many customers, and each customer that receipt may be paying one or more installments.
These are my other tables:
tbl_subscriber
id_suscriber(PK) first_name last_name address tel_1 tel_2
12 Juan Perez xxx xxx xxx
13 Pedro Lainez xxx xxx xxx
14 Maria Lopez xxx xxx xxx
tbl_receipt
id_receipt(PK) value elaboration_date deposit_date
1 1,000.00 2015-09-16 2015-09-20
2 890.00 2015-12-01 2015-12-18
tbl_type_paym
id type description
1 bank xxxx
2 ventanilla xxx
This basically seems fine. You could split dates out into a separate table and reference that, but that strikes me as a kind of silly way to do it. I would recommend storing the month as an integer instead of a varchar column though. Besides not storing the same string over and over you can more reasonably do comparisons.
You could also use date values, although that might not be worth the trouble when you don't want greater granularity than the month.
I need a solution similar to this:
DAX running total (or count) across 2 groups
However slightly more complex.
I have the following:
(apologies for the layout - i can't post pictures)
Name Date Monthly Rev Total Rev Margin( % Rev)
Proj 1 1/08/2014 0 7000 15%
Proj 1 1/09/2014 1000 7000 15%
Proj 1 1/10/2014 1000 7000 15%
Proj 1 1/11/2014 1000 7000 15%
Proj 1 1/12/2014 0 7000 15%
Proj 1 1/01/2015 0 7000 15%
Proj 1 1/02/2015 2000 7000 15%
Proj 1 1/03/2015 2000 7000 15%
Proj 2 1/11/2014 0 16000 10%
Proj 2 1/12/2014 1500 16000 10%
Proj 2 2/12/2014 1500 16000 10%
Proj 2 3/12/2014 1500 16000 10%
Proj 2 4/12/2014 1500 16000 10%
Proj 2 5/12/2014 2000 16000 10%
Proj 2 6/12/2014 2000 16000 10%
Proj 2 7/12/2014 0 16000 10%
Proj 2 8/12/2014 2000 16000 10%
Proj 2 9/12/2014 2000 16000 10%
Proj 2 10/12/2014 2000 16000 10%
Monthly rev is the revenue received in a month, total is the total project value and margin is the percentage of revenue. The table is linked to a dates table by Date.
I need to show margin by date (there are other descriptive columns in the table for slicing) however the margin calc is not straightforward.
In an excel table it would look something like this:
Cumm simple margin | Completion| Cumm complex margin | Margin earnt
0 0% 0 0
150 20% 30 30
300 40% 120 90
450 60% 270 150
450 60% 270 0
450 60% 270 0
750 80% 600 330
1050 100% 1050 450
0 0% 0 0
150 11% 17 17
300 22% 67 50
450 33% 150 83
600 44% 267 117
800 56% 444 178
1000 67% 667 222
1000 67% 667 0
1200 78% 933 267
1400 89% 1244 311
1600 100% 1600 356
Where:
Simple margin is calculated on a cumulative basis as % of monthly Rev
Percentage complete of the project is calculated based on "active" months where revenue is earned
Cumulative simple margin is multiplied by the % complete
Actual margin earned in a particular month is the difference between two months.
Note that Monthly revenue is not necessarily continuous.
No idea how to recreate this in power pivot, any suggestions would be well received.
Cheers
Assuming
That your Project 2 data should run monthly from 1/11/2015 to 1/09/2015 (rather than individual December dates)
You have your data in a table called 'ProjectMargins'
Your DateDim table is called 'Reporting Dates'
Then these are the DAX Measures you need (although there may be simpler methods for achieving these results):
[MonthlyRev]:=SUM(ProjectMargins[Monthly Rev])
[ActiveMonth]:=CALCULATE(COUNTROWS('ProjectMargins'),FILTER('ProjectMargins',[MonthlyRev]>0))
[AllActiveMonths]:=CALCULATE([ActiveMonth],ALL('Reporting Dates'[Date]))
[Completion]:=DIVIDE(CALCULATE([ActiveMonth],FILTER(ALL('Reporting Dates'[Date]),'Reporting Dates'[Date] <= MAX(ProjectMargins[Date]))),[AllActiveMonths])
If you need to calculate TotalRev, from your Monthly Rev, Rather than it appearing in the original source table:
[TotalRev]:=IF(ISBLANK(MAX(ProjectMargins[Margin( % Rev)])),BLANK(),CALCULATE([MonthlyRev],ALL('Reporting Dates'[Date])))
[Rev%]:=MAX(ProjectMargins[Margin( % Rev)])
[Cumm Simple Margin]:=CALCULATE([MonthlyRev]*[Rev%],FILTER(ALL('Reporting Dates'[Date]),'Reporting Dates'[Date] <= MAX(ProjectMargins[Date])))
[Cumm Complex Margin]:=[Completion]*[Cumm Simple Margin]
[Previous Month Cumm Complex]:=CALCULATE([Cumm Complex Margin], DATEADD('Reporting Dates'[Date],-1,MONTH))
[Margin Earnt]:=IF([Cumm Complex Margin]>0,[Cumm Complex Margin]-[Previous Month Cumm Complex],BLANK())
NOTE: This assumes that the margin is never negative.
Ensure that the date field from the DateDim table is used in your pivot, not the date field from the Fact table.