I'm trying to rank (A,B,C) a list of customers according to their profitability , which is calculated as the amount of each sale multiplied by the product profitability (each product has a profitability value assigned). Hence, Profit = SaleAmount*ProductProfitability
To rank every customer, I have a pivot table with the customer id (CustID) as dimension and two expressions:
1)
= SaleAmount*ProductProfitability
2) = if(SaleAmount*ProductProfitability > $(vPercentile75Profit),'A', if(SaleAmount*ProductProfitability > $(vPercentil25Profit),'B','C'))
Expression 2) works correctly if I fix the values of vPercentile75Profit and vPercentile25Profit, but obviously I need this to be dynamic.
For that I've defined those variables as (same for both, just switching 0.75 with 0.25):
vPercentile75Profit =Fractile(aggr(sum({$<ProductProfitability = {'>0'} >} SaleAmount*ProductProfitability/100),CustID), 0.75)
If I understand well, this calculates a list of each customer profitability and then performs the 75 percentile of that list (which is a single value). This works great if I show the value in a Text box for example, however, if I use it in my table, it takes a different percentile for each customer (since CustID is in the dimension).
How can I bypass this? The percentiles must be the same for each customer, but I cannot find the way.
Thanks in advance, any help will be greatly appreciated!
Nothing works better to find the answer than asking your question to others. It was as simple as adding TOTAL to the variable definition:
vPercentile75Profit =Fractile(TOTAL aggr(sum({$<ProductProfitability = {'>0'} >} SaleAmount*ProductProfitability/100),CustID), 0.75)
Related
I'm new to Access and I'm trying to develop my own Inventory Management Database.
I'm trying to make a query that could display a running total of the Inventory on Hand as of a specific date. This is how my table looks:
It's sorted according to ITEM_ID then TRANDATE in ascending order. I'd like to add a calculated field beside the NET field that would show a running total of the specific ITEM_ID after a specific date. Negative numbers in the NET field represent a sale while the positive ones represent a purchase. I tried using the DSUM function as it is widely recommended in creating a running sum field. My expression is this
DSum([NET],"InvtyTransT", "[ITEM_ID]=" & [ITEM_ID] And "[TRANDATE]<=#" & [TRANDATE] & "#"). But it only shows the total of the NET field (6827) in each record like this:
What I needed is like this:
(I used an IF function in excel to compute this)
Please help. I think I might have missed something in my expression. I've tried revising it several times and it would always give me the same wrong answer in every record.
Thanks in advance.
Try correlated sub-query.
SELECT t.*, (SELECT SUM(t2.NET)
from InvtyTransT as t2
WHERE (t2.TRANDATE <= t.TRANDATE AND t2.ITEM_ID = t.ITEM_ID)
) AS rSUM
FROM InvtyTransT AS t;
I need to create a weighted average that multiplies a column of volume manufactured for multiple manufacturing plants by a column containing the cost to manufacture at each plant, and returns one weighted average value for a specific product type for all plants.
I've tried adding this as a calculated column using:
=sumx('Plant','Plant'[Cost]*'Plant'[Tonnage])/sum('Plant'[Tonnage])
But this goes row by row, so it doesn't give me the full over riding average that I need for the company. I can aggregate the data, but really want to see the average lined up against individual plant for benchmarking
Any ideas how I can do this?
You can do this in multiple ways. You can either make a single more complex calculation, or you can make a few calculated columns to make the final calculation more transparent. I will pick the latter approach here, because it is more easy to show what is going on. I'm going to use the following DAX functions: CALCULATE, SUM, and ALLEXCEPT.
First, create three new calculated columns.
The first one should contain the [Volume] times [Cost] for each record:
VolumeTimesCost:=[Volume] * [Cost]
The second one should contain the sum of [VolumeTimesCost] for all plants within a given product type. It could look like this:
TotalProductTypeCost:=CALCULATE(SUM([VolumeTimesCost]),ALLEXCEPT([Product Type]))
Using the ALLEXCEPT([Product Type]) removes the filter from all other columns than the [Product Type] column.
The third calculated column should contain the SUM of [Volume] for all plants within a given product type. It could look like this:
TotalProductTypeVolume:=CALCULATE(SUM([Volume]),ALLEXCEPT([Product Type]))
You can then create your measure based on the two calculated columns [TotalProductTypeCost] and [TotalProductTypeVolume].
I hope that helps you solve the issue correctly. Otherwise feel free to let me know!
DAX 2013 standalone power pivot.
I have a sales table with Product and Brand columns, and Sales measure which explicitly sums up sales column.
Task in hand: I need to create 1 measure RANK which would ...
if Product is filtered expressly, then return count of Products that have higher or equal sales amount, divided by total count of products.
If it's a subtotal brand level, show the same but for brands.
My current approach is using RANK and then MAXX of rank which seems working but a no-go - slow nightmare. Excel runs out of memory.
Research: it's been a week. This is the most relevant post i found anywhere, this question here , but it's in MDX.
In my example picture, I'm showing Excel formulas with which I can get to the result. Ideally there shouldn't be any helpers, 1 formula for all.
I.E.
RANK:=IF( HASONEFILTER(PRODUCTS[PRODUCT], HELPER_PROD, HELPER_BRAND)
where HELPER_PROD part would be something like this - need to find a way to refer to "current" result in pivot table like Excel does using [#[...:
HELPER_PROD:=COUNTX(ALL(PRODUCTS), [SALES]>=[#[SALES]]) / COUNTX(ALL(PRODUCTS))
HELPER_BRAND:=COUNTX(
DISTINCT(ALL(PRODUCTS[BRAND])),
[SALES]>=[#[SALES]]) /
COUNT(DISTINCT(ALL(PRODUCTS[BRAND]))
You can use the "Earlier" function to compare with the current record.
ProductsWithHigherSales:=CALCULATE(countrows(sales),
FILTER(all(Sales),
countrows(filter(Sales,Sales[Sales]<=EARLIER(Sales[Sales])))
))
Using Earlier function in measures: can-earlier-be-used-in-dax-measures
Used workbook: Excel File
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.
Say I have a measure, foo, in a cube, and I have a reporting requirement that users want to see the following measures in a report:
total foo
total foo excluding instances where foo > 10
total foo excluding instances where foo > 30
What is the best way to handle this?
In the past, I have added Named Calculations which return NULL if foo > 10 or just foo otherwise.
I feel like there has to be a way to accomplish this in MDX (something like Filter([Measures].[foo], [Measures].[foo] > 10)), but I can't for the life of me figure anything out.
Any ideas?
The trick is that you need to apply the filter on your set, not on your measure.
For example, using the usual Microsoft 'warehouse and sales' demo cube, the following MDX will display the sales for all the stores where sales were greater than $2000.
SELECT Filter([Store].[Stores].[Store].members, [Unit Sales] > 2000) ON COLUMNS,
[Unit Sales] ON ROWS
FROM [Warehouse and Sales]
I met similar problem when use saiku (backend with Mondrain), as I haven't found any clear solution of "add filter on measure", I added it here, and that may be useful for other guy.
In Saiku3.8, you could add filter on UI: "column"->"filter"->"custom", then you may see a Filter MDX Expression.
Let's suppose we want clicks in Ad greater than 1000, then add the following line there:
[Measures].[clicks] > 1000
Save and close, then that filter will be valid for find elem with clicks greater than 1000.
The MDX likes below (suppose dt as dimension and clicks as measure, we want to find dt with clicks more than 1000)
WITH
SET [~ROWS] AS
Filter({[Dt].[dt].[dt].Members}, ([Measures].[clicks] > 1000))
SELECT
NON EMPTY {[Measures].[clicks]} ON COLUMNS,
NON EMPTY [~ROWS] ON ROWS
FROM [OfflineData]
i think you have two choices:
1- Add column to your fact(or view on data source view that is based on fact table)like:
case when unit_Price>2000 then 1
else 0
end as Unit_Price_Uper_Or_Under_10
and add a fictitious Dimension based on this columns value.
and add named query for New Dimension(say Range_Dimension in datasourceview :
select 1 as range
union all
select 0 as range
and after taht you cant used this filter like other dimension and attribute.
SELECT [Store].[Stores].[Store].members ON COLUMNS,
[Unit Sales] ON ROWS
FROM [Warehouse and Sales]
WHERE [Test_Dimension].[Range].&[1]
the problem is for every range you must add When condition and only if the range is static this solution is a good solution.
and for dynamic range it's better to formulate the range (based on disceretizing method )
2- add dimension with granularity near fact table based on fact table
for example if we have fact table with primary key Sale_id.we can add
dimension based on fact table with only one column sale_Id and in dimension Usage tab
we can relate this new dimension and measure group with relation type Fact and
after that in mdx we can use something like :
filter([dim Sale].[Sale Id].[Sale Id].members,[Measures].[Unit Price]>2000)