Adding on my previous question here: TimeSeries question
I would like to plot a unit capacity chart over a Time series (which contains a range of dates set by the user).
The chart I am trying to plot is as follows:
For each Unit Name, I have start and end date for the unit capacities, as shown in the PowerBI table as below:
4 sub questions:
How to plot these capacities over time? Maybe using some DAX functions?
Do i need the SSAS cube to solve this problem or can I do all the work inside PowerBI desktop? If not, is there a better way for example in SSRS?
Is there a way to make the x-axis time series dynamic as specified by the user?
Adding to this, after Leonard's response. After converting the OutageStartDateOrig, and OutageEndDateOrig values I tried to create the calculated column as suggested in the youtube link {enter link description here}. However, the DAX formula as shown in the video gives out a syntax error for me stating that the '.' is incorrect when specifying the range of dates. Any ideas for this? [Screenshot below]:
To create such a visual, I'd recommend an area chart (or stacked area chart) with the date on the axis, the unit name on the legend, and the capacity on the values. You could also do it as a stacked column chart too. However, then each date will be broken into discrete columns. See below image.
In terms of data manipulation, you'll need to convert the data with the date ranges you have above into a row for each individual date & unit. E.g. the first row, instead of being 11/2 to 13/2, would be expanded into 3 rows, one for each date.
You can do this in Power Query as you bring the data into Power BI Desktop, or in DAX after bringing it in. There are several solutions to this outlined in this thread (https://community.powerbi.com/t5/Desktop/Convert-date-ranges-into-list-of-dates/td-p/129418), but personally, I recommend the technique (and video) posted by MarcelBeug (https://youtu.be/QSXzhb-EwHM).
You'll also want an independent list of dates (with no gaps) to join the final date column to - otherwise your visual will skip dates when no units had capacity. By default, the chart will begin on the first date with data and end on the last date with data, so in that sense it is dynamic, but you can add a date slicer to give the end-user more control.
Area chart on top, column chart on bottom, date slicer on right filtering Jan-Mar.
Related
I have created a dual axis chart where I'm graphing the arrival time and the departure time in the same graph, and showing the sum of the number of records as the rows.
By default Tableau adds the "Measure Names" into each of my columns Marks and I get an automated Legend showing the "Number of Records" in one colour.
However, this is not useful at all...
I want each time variable (eg. arrival time) to show up in a different colour. The only way I have been able to do this is by removing the "Measure Names" pill from the Marks card and then setting each axis to have its own colour. But as soon as I do this, the Legend disappears and now I finally get a nice graph with a line in each colour, but no legend to show what line is assigned to what colour.
Also the Legend option gets disabled when I use this layout.
How can I add the Legend to this?
Please note that the solution in this post doesn't help to answer this question.
You should be able to create 2 calculated fields that basically mimic Number of Records like
SUM([Number of Records])
Once you have 2 calculated fields, you can name them each what you desire. Then you should be able to use measure names and those separate calculated fields on each card of your dual axis.
Many, but not necessarily all, views people want to make with job start/arrival and end/departure records are easier if you reshape the data to have one data record recording each state-change event, tied by a common key.
So if your data has columns for Date, ID, Event, User -- where Event can be either Arrive or Depart -- then most visualizations will be much easier. In this view, each user that has arrived and departed will get 2 records instead of just 1. And customers that have arrived but not yet departed will get 1 record.
You can leave your original data in its original form and create this reshaped view in a Tableau Data Source using either Tableau Prep or the DataSource page in Tableau Desktop. You'll need to use the Union operator. That way you can have another data source that points to the original format if that is useful also.
I am trying to create multi-line subplots such that each subplot represents a rating factor on which firms are rated, and each line represents a firm's change in rating over time. Note that I don't have the date field. I have a string field that says which quarter of the year the Mean of ratings belong to.
I'm new to tableau and I created something like this:
I want to create multiple subplots: one subplot for each of the 8 rating features in the above diagram, and the subplot has multiple lines representing the variation over time for each company. I have 10 companies.
Please guide me on how to achieve this?
A rough sketch of how I Imagine the plot to look like is below:
This will teach you how to make a panel chart in Tableau: https://tarsolutions.co.uk/blog/build-a-dynamic-panel-chart-in-tableau/
It shouldn't to too complex for what you're attempting (fingers crossed!).
Building the panel chart is a little tricky in Tableau. Not terribly hard once you understand table calcs. I suggest starting simpler by moving Measure Names from the Rows shelf to the Pages shelf, then creating the line charts you want - 1 per page. Then learn about table calc partitions and addressing, including “At the Level” to have the info needed to define the panels
To make a colored line chart,
You need one field on columns that you set to display as continuous, making it green. If it is a date field, right click on the field and choose from the second set of groups, like month or quarter.
You need a continuous field on the Rows shelf, use Measure Values in your case
Use a discrete field on color to determine the number of lines, say Shortname
Set the Mark Type to either Automatic or line
Looking to generate a series of dates and values on Power BI for which the first value and the increments depend on measures. (Dynamic series generation and then applying to visuals).
Tried do to this through a calculated column, however this was unsuccessful as the column is calculated before the filtering on the measure can occur - so it was providing me with undesired results.
I have also tried to use GENERATESERIES within a measure with UNION to combine the date and values series. However, I am then unable to plot this on a visual as I have multiple values for my measure.
Any help would be greatly appreciated.
Cheers
GDB007
As long as you have a fixed X-axis, you can certainly define the Y-values dynamically using measures that are dynamic.
For example:
In this example, I just defined the [StartValue] measure as a constant 1 but it could be whatever you like. The [Increment] measure here just reads in the value of a small parameter table I created to show multiple values simultaneously by dropping that column in the Legend field of the visual, but this could also be whatever you like.
I am trying to populate a bar chart in SSRS using the following calculated field:
=COUNT(IIF(Fields!JobDeployment.Value <"1440",1,Nothing))/Count(Fields!CaseStatus.Value)
To explain it is the amount of tasks that have taken under a day to complete divided by the amount of tasks.
This is then attributed as a percentage each month and the end game would be that these percentages are in a bar chart.
Now when I select my bar chart with the Values series being the above calculated field it doesn't return any values
The data is correct in the table so I'm happy with that but when I want it in graph form, I am getting no results.
Could someone please be kind enough to give some pointers as to why this is the case
Thanks
Dan
If you're using Visual Studio (as opposed to Report Builder) you should get an error message explaining why it didn't work. The expressions you can use within charts are limited. Instead, you can have the logic done at the dataset level and leave the aggregation to the chart.
Add a calculated field to your dataset to check your condition.
=IIf(Fields!JobDeployment.Value < "1440", 1, Nothing)
In the chart, just compare the counts.
=COUNT(Fields!FilteredJobDeployment.Value) / Count(Fields!CaseStatus.Value)
I have sales data that I'd like to plot on my chart. However, at a specific point in time, we had a change taking place I'd like to ensure is clearly visible in the chart, preferably by dividing the sales data (which is stored in a single SQL Server column) into two different chunks, which would allow me to then treat them as different data series.
I used to solve this in Excel by storing the post-event data in a different column (by simply dragging them to a different column), and thus I was able to treat them as a different series (the blue and green line in the chart below. The red and orange line are pre-event and post-event averages):
I'd like to reproduce this effect in SSRS, but am not sure how to tackle it. I've tried using an approach where I added two category groups, both pointing to the date-time column, and applying filters to them (one <= the cutoff date, the other >=).
I then added my sales data twice, with the idea I could somehow connect them to the individual category groups, but that does not seem possible.
Has anyone tried anything like this before, or would have a different approach to achieve what I'm trying to get?
Thanks!
I managed to get this to work, and figured I'd share how to do it.
My dataset contains a field called DATEKEY, which stores the date in the format YYYYMMDD. It's possible to use this in an expression and evaluate the date for a specific row. In case the expression evaluates to true, we display the value. If not, we display a blank string.
In case we want to show the values prior to the date, the expression would be:
=IIF(Fields!DATEKEY.Value <= 20130601, Avg(Fields!My_NUMBER.Value), "")
The second series can then be made by reversing the symbol:
=IIF(Fields!DATEKEY.Value >= 20130601, Avg(Fields!My_NUMBER.Value), "")
The graph then looks like this: