How to stop Grand Totals from being considered for the shape sizing, for both rows and columns in Tableau? - data-visualization

I have the below data structure in a worksheet and once I add Grand Totals to my Rows and Columns, the sizes of the Grand Total shapes force all the shapes in the inside of the table to become really small.
Is there a way to exclude the Grand Totals from being considered for the shape sizing and maybe just let them come up as text?

Related

Sum various subset of columns to get various subtotal columns

Would there be some handy way for summing various subsets of columns in order to get various subtotal columns?
Currently I have a query that calculates data to about 20 distinct fields. I would like to keep the data in these separate fields/columns,
but then I would like to sum various subsets of these fields to get various subtotals. And also the total of all fields to one new field as well.
I can only think of very laborious solution: adding a separate "sum"-column for each subset and doing a subset calculation totally from the scratch in each of these columns: (field1+field2+field2) AS Subset1, (field1+field2+field3+field4) AS subset2, etc. etc. (field1+field2+......+field20) as subsetTotalOfAllFields. Quite often the next subset builds on top of the previous subset, but as far as I know, at least with this approach, it is not possible to take advantage of previous subset total sum and just add the next column's value to already calculated sum.
Extra problem with the solution above is that in reality there's arithmetic calculation logic inside each original field, so I would not like to repeat those calculations again and again for each subset summing.
Anyone help?

Spotfire calculated column based on filter

I want to create a calculated column that is equal to the percent of the total of the previous column, but only for the rows that are selected.
For example, the two columns below show rows where I've filtered for only the rows of interest. The sum is accurate, but I want the percent of the total to be only out of sum of the currently selected rows rather than the absolute total (which is how it's currently being calculated). I want the percent of the total to dynamically change depending on what is filtered in the data table. Is this possible?
Image of my 2 columns:
I know spotfire somehow calculates this becuase when I insert a bar graph using % of Total(SumofComponents) the ratio is only out of the current total.
Image of my bar chart:
much like in programming, Spotfire has a rough concept of scope. and unfortunately, calculated columns are above filters in terms of scope; they have no concept of what is and is not filtered.
visualizations themselves, however, do*!
what you can do in this case is to put your expression on the Y axis (it looks like you've done this), and it will respect your selected filters*.
*caveats: there are a few ways that filtering can be negated on a given visualization:
Properties>>Appearance>>Show shadows indicating the unfiltered data. this option shows a grey bar that represents the data hidden by whatever filter selection was made
Properties>>Data>>Limit data using filterings. these options allow the viz to use separate filtering sets ("Filter Schemes" as they're called in Spotfire) or none at all (to ignore filters completely)
Properties>>Subsets. by default there are three subsets: "All Data" which ignores filters, "Not in current filtering" which inverts the filter selection (e.g., if you filter a boolean column to show only TRUE, this chart would show only FALSE), and "Current filtering" which is the default behavior. you can check the online help for additional subsets that you can add.

SSRS - Aggregate of an Aggregate

I am new to SSRS but have plenty of experience with Crystal Reports and am trying to do something that in Crystal is fairly simple but after hours of frustrating research it appears is very difficult in SSRS.
I have looked at these which bring me close:
Running Total Over Aggregated Data
Aggregate Of Aggregate
I can semi-successfully obtain a group total but the group total resets to zero at the beginning of each page which isn't what I want.
I have two groups in my report the nested group has subtotals which are not totals of the detail data. How do I create Group Totals for the nested group subtotals? I have seen many people asking this question but so far have only been able to successfully create a Report total for the nested group subtotal. Can any one point me to a way to solve this?
It appears that this area is a regularly encountered problem that has no resolution. I see the same question raised here SSRS Aggregating Aggregates also with no resolution. I was hoping it was just a knowledge issue on my part but it appears to be a structural issue with SSRS.
OK So it sounds like you want to have a Subtotal and Grand total?
https://msdn.microsoft.com/en-us/library/ms170712.aspx
In this example it is the typical sales company
first line totals are easy, but the subtotal for the "daily group". Obviously you will have different groups/column names, but I think this is what you are looking for.
Right-click the Order cell, point to Add Total, and click After.
This adds a new row containing sums of the quantity and dollar
amount for each day, and the label "Total" in the Order column. Type
the word Daily before the word Total in the same cell, so it reads
Daily Total. Select the Daily Total cell, the two Sum cells and the
empty cell between them. On the Format menu, click Background Color,
click Orange, and click OK.
Then for the grand total
Right-click the Date cell, point to Add Total, and click After. This
adds a new row containing sums of the quantity and dollar amount for
the entire report, and the Total label in the Date column. Type the
word Grand before the word Total in the same cell, so it reads Grand
Total. Select the Grand Total cell, the two Sum cells and the empty
cells between them. On the Format menu, click Background Color, click
Light Blue, and click OK.

Pivot Table Grand Total at the top

We have an Excel spreadsheet with the Grand Totals at the top using a Forumla, but this isn't on the actual Pivot Table it's just in the spreadsheet.
We have a client that wants the Grand Totals at the top of the Pivot Table and doesn't want us to use Formula. Does anyone know if this is possible (even using VBA or something, just so long as we don't look for a specific column or row name and compare with it (so no GETPIVOTDATA("Grand Total...)))?
This slightly hacky solution might help:
http://www.contextures.com/xlPivot13.html
Actually, it is possible. I'm doing just that. Here's how. Let's say I in my data source, I have 1 column that contains various work orders. In another column I have all my total dollars spent for each work order, and in my final column I have a number that identifies all of the various work orders as being part of one whole group, or falling under one heading. In my case, each of the work orders fall under one project number. This will place your total at the top and at the bottom. It will also allow you to turn on and off the bottom or the top by selecting a choice under Grand Total on / off for rows / columns.
Kevin L
I'd be happy to be proved wrong, but I don't think it's possible. I think you may have to do a little work on managing your client's expectations...
It generally works. but many people in my team make different pivot table layouts. So than this "fake" grand total column really does not work anymore.
To anyone having a similar challenge, you can accomplish this by adding rows at top of the pivot table and using GETPIVOTDATA to put the values in any cell you chose. Click here for details on how to use GETPIVOTDATA to get the Grand Total of a column in a Pivot Table. The best part is that is dynamic. There's no need to reference the Grand Total row specifically.

Group and subtotal columns in Reporting Services 2005

I have a report (RS2005, against a MSSS2005 instance) which I have inherited. It shows a basic table of data: a handful of key fields which are used to group rows together, a few basic numeric fields, then a number of dated ('bucketed') fields (e.g. 1 month away, 2 months, 6 months, a year, 2 years, etc.)
The user would like to group together these dated fields in aggregated groups and be able to collapse or expand the columns as you can the rows. So we'd be able to show the next year's values' subtotal or expand it to break it out by month. Hiding the invidual months if the subtotal is shown.
This is basic pivot table behaviour (and can be done with the Group/Subtotal feature on Excel - that's the closest analogous behaviour I could use to describe the requirements).
While grouping by rows seems trivial in RptgSvcs, grouping columns and collapsing a group into a single subtotal and blowing it out again, seems hard to impossible.
Unless someone knows better?
You should be able to do this by selecting the columns that you would like to hide and set their visibliity to be hidden.
Then set the toggle item on the hidden columns to be the textbox that shows the subtotal.
This textbox will then have the [+] symbol on it, and clicking will show/hide the your month-by-month breakout(the hidden columns).
On the right hand side of the table control on your report (RDL file), you should see icons representing the detail and grouping information for the table.
Here you can see whether or not a grouping has a header/footer and how it is calculated e.g. =SUM(fields!mySalesValue)
You can also set things like whether it is collapsed and so on