I have been struggling on this problem on Tableau for a while and would really appreciate some help.
For a given company A that has product_id's 1,2,3....,N
How do I calculate their share of revenue for a given product id against other companies B,C,...., N with the same product id?
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My current idea has been to duplicate the data source and then do a simple table calculation:
SUM([Revenue])/SUM([Duplicate_Data].[Revenue])
I can then add this calculated measure to the sheet and filter to show the SUM of revenue for company A against all other companies in the duplicate data source. However, this does not aggregate by product id as I would like it to.
Thanks in advance.
Hamza
Related
I am working on a simple project using SSAS Cube on SQL Server 2016 and SSDT2015. DW_Orders database is from Orders DW. The table factor orders contains attributes UnitPrice, Quantity and Discount with the calculation member TotalSale defined as [Measures].[Unit Price][Measures].[Quantity](1-[Measures].[Discount]), well as the FK members CustomerID and OrgID. I want to get the TotalSale based on Country-City Hierarchy from dimension dimCustomers. But I got the following result:
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it is obvious that the UnitPrice, Quantity and Discount have been summed under the city or country so that we got wrong and negative result of TotalSale from the calculation. Tried in the Edit Measure, cannot get what I expect. Need your help on some settings, thanks.
You need to edit the aggregation type for the 2 measures(discount and unit price). By default, the type is SUM, you need to use Average. To do that, go to the measure group, select the measure and access its properties to set the aggregation.
This is the table:
How can I sum up all Expr for sales rep "03"
When I use a calculator , The sum of 03 will be correct , and I have tried sum(number-ordered * quoted_price) But it goes ahead to add all salesrep's sales together
Due to the limited amount of data, I will have to provide you with a minimal answer.
Essentially what you are doing right now is that you are trying to get a sum of all of them.
You will need to use a where condition or group by to get only data of the the rep.
I am a graduate intern at a big company and I'm having some trouble with creating a measure in PowerPivot.
I'm quite new with PowerPivot and I need some help. I am the first person to use PowerPivot in this office so I can't ask for help here.
I have a fact table that has basically all journal entries. See next table. All entries are done with a unique ID (serialnumber) for every product
ID DATE ACCOUNT# AMOUNT
110 2010-1-1 900 $1000
There is a dimension table with has all accounts allocated to a specific country and expense or revenue.
ACCOUNT# Expense Country
900 Revenue Germany
And another dimension table to split the dates.
The third dimension table contains product information, but also contains a column with a certain expense (Expense X).
ID Expense X ProductName Productcolour
110 $50 Flower Green
I made sure I made the correct relations between the tables of course. And slicing works in general.
To calculate the margin I need to deduct this expense x from the revenue. I already made a measure that shows total Revenue, that one was easy.
Now I need a measure to show the total for Expense X, related to productID. So I can slice in a pivot table on date and product name etc.
The problem is that I can't use RELATED function because the serial number is used multiple times in the fact table (journal entries can have the same serial number)
And if I use the SUM or CALCULATE function it won't slice properly.
So how can I calculate the total for expense X so it will slice properly?
Check the function RELATEDTABLE.
If you create a dummy dataset I can play around and send you a solution.
I have a Fact table that holds what are more or less, sales goals. The ETL process that populates it, generates 12 "weighted" values into seperate rows, one per month. Each row however, also includes a field that holds the yearly value. I do this with unpivot. This all works. Now Im trying to get at this data in the cube with an SSRS report. The problem seems to be that I can query and see the results that include either the yearly goal values or the monthly, weighted values, but not both in the same set.
[update for fact table details]
My Fact table looks something like this:
FK_Account
FK_User
Target
Projected
GoalYear
FK_DateKey
FK_Dept
MonthlyWeightedTarget
MonthlyWeightedProjected
When I load this fact table via the ETL, I get the date key associated with each monthly value (MonthlyWeightedTarget). That will be 12 seperate records, but each one will have the same yearly value. Im not including next years value as a seperate column, because there are seperate records already associated with that year.
Basically, the users define a set of goals associated with a given year. Then I am applying a "weighting" to generate 12 seperate "monthly" records, which total up to the yearly target goal. Hope this makes sense.
What I need to see is something like this result:
Account Name
YTDgoal
YearGoal
NextYrGoal
I created a calculated member for the NextYrGoal, but now Im not sure I even need it.
What would be a good approach for handling the above (getting the ytd, yearly and next year values) ?
If I was getting at these values with TSQL, I would sum on the monthly values, and just include the associated yearly and next years values, grouping by account, year-goal, next-year-goal
I am trying to apply some Time Intelligence functions in my PowerPivot workbook concerning projects and money received for them. I have three relevant tables; Matters, Payments, and a Date Table.
Each matter has a creationDate, and a closureDate(from a linked table). Likewise, each payment has a date. I have reporting set up decently, but am now trying to use Time intelligence to filter this a bit more clearly.
How can I set a PowerPivot Pivot Table up so that the only Matters which show are those which existed within the period selected. e.g. If I select a slicer for 2014, I don't want to show a matter created in 2015, or one which was closed in 2013. The matter should have been active during the period specified.
Is this possible?
You want to show all the matters EXCEPT those where the CreationDate is after the upper limit of the date range you are looking at or the ClosureDate is before the lower limit of the date range you are looking at.
Assuming you have a data structure like this, where the left-hand table is the Matters and the right-hand one is the Payments:
If you have a calculated field called [Total Payments] that just adds up all the payments in the Payments table, a formula similar to this would work:-
[Payment in Range]:=IF(OR(MIN(Matters[Creation Date])>MAX('Reporting Dates'[Date]),MAX(Matters[Closure Date])<MIN('Reporting Dates'[Date])),BLANK(),[Total Payments])
Here is the result with one month selected in the timeline:
Or with one year selected in the year slicer:
NOTE: in my example, I have used a disconnected date table.
Also, you will see that the Grand Total adds up all the payments because it takes the lowest of all the creation dates and the highest of all the closure dates to determine whether to show a total payment value. If it is important that the Grand Total shows correctly, then an additional measure is required:
[Fixed Totals Payment in Range]:=IF(COUNTROWS(VALUES(Matters[Matter]))=1,[Payment in Range],SUMX(VALUES(Matters[Matter]),[Payment in Range]))
Replace the [Payment in Range] in your pivot table with this new measure and the totals will show correctly, however, this will only work if Matters[Matter] is used as one of the fields in the pivot table.
Use filters & the calculate function.
So, if you're Summing payments, it would look like.....
Payments 2014:= CALCULATE( SUM([Payments]), DateTable[Year]=2014)
The Sum function takes the entirety of payments & the filter function will only capture payments w/in 2014, based on the data connected to your date table.