I am trying to roll-up different fiscal year's projection sums to three different fields in Opportunities. Is there a way to do it within the same flow automation?
There is a master-detailed relationship between Opportunities(Parent) to Projections(Child). One opportunity may have one or more projection records in different fiscal years.
Fields involved:
Opportunities.[This FY Projected Amount]
Opportunities.[Last FY Projected Amount]
Opportunities.[Next FY Projected Amount]
Projections.[Fiscal Year Calendar] --> This is a formula field (thus,
I can't just set up a roll-up summary field) that evaluates which
fiscal year the projection record is in. It is used as a criteria to
filter out the projection records.
I want to loop through a collection of projections record and update the specific FY projected amount field. However, it looks like there is no easy way to break out of the flow within one flow.
Is there a way to do that? I don't want three seperate flows. Preferably, this will have to be a scheduled flow to run every night to keep the fields updated.
Rol-Up Summary Fields from Projections to Opportunity
Related
All of the measure that I want to cumulative has the same formula. So, is there any way to use the thing like function or any thing in calculate measure to resolve this issue?
There are two ways to achieve your aim:
1- the first solution is based on using the business intelligence wizard to add time intelligence to your solution.
The time intelligence enhancement is a cube enhancement that adds time calculations (or time views) to a selected hierarchy. This enhancement supports the following categories of calculations:
List item
Period to date.
Period over period growth.
Moving averages.
Parallel period comparisons.
The wizard will let you chose the calculations and measures you want to apply.
Visit : https://learn.microsoft.com/en-us/analysis-services/multidimensional-models/define-time-intelligence-calculations-using-the-business-intelligence-wizard
Visit : http://www.ssas-info.com/analysis-services-articles/62-design/2465-ssas-time-intelligence-wizard
2- Use a dimension table to calculate your calculations, this solution is more complicated, but very powerful and one of the best practices.
The first step is to create a new physical dimension, with real
members for each of the calculations we're going to need. We don't
actually need to create a table in our data warehouse for this
purpose, we can do this with an SQL view like this
CREATE VIEW DateTool AS SELECT ID_Calc = 1, Calc = 'Real Value' UNION ALL SELECT ID_Calc = 2, Calc = 'Year To Date'
Next, we need to add this view to our DSV and create a dimension based
on it. The dimension must have one hierarchy and this hierarchy must
have its IsAggregatable property set to False. The DefaultMember
property of this hierarchy should then be set to the Real Value
member. Giving this dimension a name can be quite difficult, as it
should be something that helps the users understand what it does –
here we've called it Date Tool. It needs no relationship to any
measure group at all to work.
Our next task is to overwrite the value returned by each member so
that they return the calculations we want. We can do this using a
simple SCOPE statement in the MDX Script of the cube:
this code let you create the YEAR-TO-DATE aggregation for all your measures.
SCOPE ([Date Tool].[Calculation].[Year To Date]); THIS = AGGREGATE ( YTD ([Date Order].[Calendar].CurrentMember), [Date Tool].[Calculation].[Real Value]); END SCOPE;
Visit:https://subscription.packtpub.com/book/big_data_and_business_intelligence/9781849689908/6/ch06lvl1sec35/calculation-dimensions
I am a newbie at Tableau (thought I have spent years working in R and Python), seems to be different in the way it handles things or I'm just not thinking the right way.
I have a data sources with training data (employees training and the status). The point is to build a dashboard that shows the % of training that is overdue. I have all of the logic for it, but I am stuck on something.
I have a calculated field to show me the total training due, then when I put that in a table, with a filter by year and a breakdown by month, I get the totals by month - good deal.
Now, I need to perform an year calculation (not the months, but the year based on a few different things), so my first step is I need to get the "Total Training Due" for December 2018. I have a dimension called "Due Month" which is a numeric (1,2,3,4, etc.) representing the month. So, based on what I have observed, I just need to do a little IF statement like so (keep in mind this is only for 2018 data right now):
IF [Due Month] = MAX[Due Month] THEN COUNT[Employee ID] END
I know this isn't the exact context, but it's sort of what I am looking for. So, for 2018, it would mean that, for all rows that are of month 12, I want to count those up (each row is a unique training requirement) and I want the total for the latest month in the data set. My overall goal is to create the calculation I need in a new sheet with a single calculated field (See the image below of the Excel spreadsheet and the J10 calculation). Then I can use a dashboard to combine everything. I thought about a total row at the bottom, but there isn't enough ways to change the totals to customize it to what I need. I figured I dashboard was the way to go and replicate each part it its own sheet.
I have seen so many suggestion for things like this, but not exactly this. I have tried many, but nothing that works. Here is the spreadsheet I am trying to replicate:
As you can see that calculation in J10 is kind of weird, no biggie for Excel, but I am struggling to replicate this in Tableau. Here is what I have in my Tableau so far, I'm 90% of the way there, I just need that last calculation. I have replicated the main table, and figure I'll do this J10 calc on a new sheet and just put them together on a Dahsboard. The only thing is, I want this to work when new data comes in, so I don't want to hard code any month numbers in there, I want it to be dynamic. Here is what I have on the tableau so far:
Thanks in advance!!
To get the value in Tableau that you have in F11 it's:
{FIXED [Due Year] : sum([Incomplete Overdue])}
You should be able to create that as another calculated field and then reference it, or include it directly in the Total Past Due Rate calculation.
This is an LOD calculation, the [Due Year] means that you only want the result dimensioned by the [Due Year] dimension, so you will get a different result for each year in the data source.
Thanks for this - after posting this, I was able to come up with this:
(TOTAL([Incomplete Overdue]) + SUM(IF ([Past Due]<0 AND INT([Due Month]) = {MAX(INT([Due Month]))}) THEN 1 ELSE 0 END)) / COUNT(IF INT([Due Month]) = {MAX(INT([Due Month]))} THEN [Employee ID] END)
Which works for the basic result I was looking for.
I'm new to SSRS because I'm needing to do some more complex reports that are getting increasingly difficult/impossible in Crystal Reports. The initial report I'm working on involves getting a Trailing-Three-Month total for sales by salesperson grouped by week. Given a date range and a selected salesperson, I can get the basic report done with total sales grouped by year and week number (1-52).
However, for each of those weeks, I need to get the total sales for the 13-week period ending with that week. For example, for week # 20 - I need to show the total sales for weeks 8-20. On week # 21, I need to show the total sales for weeks 9-21. Etc.
I've managed to do some date formulas to calculate the starting & ending dates of the three month period. But what is the preferred way to get the subtotal of sales into the main report? In Crystal Reports, there was a way to pass a value from a subreport into the main report. But from what I understand, you can't do that in SSRS - subreports are "display only". Eventually, I will need to graph the TTM amount.
I've tried several methods, but I want to know what the best way is to get these kind of values? If I were writing code, it would just be nesting Do-While loops. What is the best method as far as complexity and/or performance?
I need to build a named set with mdx which tells me for a whole year what which are the large records. I cannot share my data, so I'll use a sales example.
All sales reps. need to enter their sales numbers in a application and on top of that database there is a cube configured. One of the goals is to find weird sales behaviour in this cube. This would mean a sales rep that is selling 100k every year, suddenly only sells 30k a year.
I have created a dynamic set that allows me to filter on this by using a calculated member named 'qualifies'. This qualifies is defined like this. (Diff is calculated before)
CREATE MEMBER Currentcube.qualifies AS iif(abs([Diff]) > 50000, 1, NULL),DISPLAY_FOLDER = 'Check big difference';
So this check can be used to filter all the sales reps that have a difference of 50k sales.
When I add aonther filter to my cube, for example region, the 50k threshold will never be exceeded, because no body has more than 50k sales in one region. I want to make the 50K dynamic based on my where clause in my filter.
My question is, is this possible? I'm fairly new to MDX so if this is an easy question, please forgive me. I have been trying lots of different scenario's but none gave a wanted result. I have been looking online, but this specific scenario hasn't passed in my search results.
First some background: I have the typical Date dimension (similar to the one in the Adventure Works cube) and an Account dimension. In my fact table I have daily transaction amounts for the accounts.
I need to calculate cumulative transaction amounts for different accounts for different periods of time. The catch is that whatever is the first period shown on the resulting report should get its transaction amount as-is from the fact table and all the following periods in the report should have cumulative amounts.
For example, I might have a single account on rows and on columns I could have [Date].[Calendar].[Calendar Year].[&2005]:[Date].[Calendar].[Calendar Year].[&2010]. The transaction amount for 2005 should have the sum of transaction amounts that took place in 2005 for that specific account. For the following year, 2006, the transaction amount should be TransactionAmountsIn2005 + TransactionAmountsIn2006. Same goes for the remaining of the years.
My problem is that I don't really know how to specify this kind of calculated member in the cube because the end-user who is responsible for writing the actual MDX queries that produce the reports could use any range of periods on any hierarchy level of the Date dimension.
Hope this made some sense.
Teeri,
I would avoid letting the end-user actually write MDX queries and just force them to use ranges you defined. To clarify, just give them a start and end date, or a range if you will, to select and then go from there. I've worked with accounting and finance developing cubes (General Ledger, etc) for years and this is usually what they were ultimately looking for.
Good luck!