Overlay balance to credit and debit Line graph in PowerBI - sql

I am creating a dashboard from a direct query. Using the line graph visulations I am plotting the transaction volumes and splitting them: Credit or Debit.
On the same graph I would like to overlay the current balance. Please see attached image. I would like to combine these two graphs but dont know how to.
Any advice greatly welcomed!
enter image description here

I would change the visualization to a Line and stacked column chart. You can use Account Balance for the Column series.
The Line values is a little trickier. You will need 2 new calculated measures, something like:
Credit = CALCULATE ( SUM ( 'My Table'[Volume] ) , 'My Table'[TxnMethod] = "Credit" )
Ditto for Debit. Note I am guessing your aggregation for [Volume]. Then add those 2 new measures to the Line values.
Buried in the Format section under Y-Axis is the Show secondary switch, which I would turn on to get a separate Y-Axis for the Lines.

Related

Categorical Variable content in world map in tableau

I have listed a sample data set. I need to get details of the different elements in the categorical variable over the map while hovering over the countries.
--Dragging and dropping the categorical variable just displays the values for the first element.
the variables used are:
country (geographic)
sales (numeric)
furniture (containing 'table' and 'chair')
I need to get details of sales of chairs and tables over the country on the map while hovering over the countries.
Thanks for the help
the sample data set as seen in the image
I would use the creating a graph in a tooltip hack to solve this problem. The issue is that the Level of Detail of your data does not support the visualisation you want to make.
Do the following:
1) Create cohort calculated fields: You need to separate a measure so that it is specific to one member in a dimension (basically a cross tab).
For you this means creating a calculated field per furniture type.
e.g. Chair Sales Cohort =
if [Furniture] = 'chair'
then [Sales]
END
Repeat this for each furniture type
You can then drag each of these onto the tooltip pane and you will have tooltips :)
If you wanted to get fancy follow step 2 and 3 from this link to make it a bar chart instead of just a number in a tooltip. make a bar chart in tableau
Good luck !

QlikView: Displaying Charts in Grouped Style

I created a bar chart with 3 dimensions:
Year
Quarter
Senario
And I have one expression (Sum(Sales)).
Year, Quarter, and Scenario are displayed on the X axis.
The problem is Scenario bars is displayed in Stacked and not in Grouped style. In the Properties->Stlye->Subtype window, the Grouped and Stacked options are grayed out - the system does not allow me to choose either one of them.
How can I display Scenarios in Grouped stlye?
The problem seems to be QV cannot handle more than 2 dimensions without stacking.
I would suggest to either create a new dimension variable (for example Year & Quarter) so that you only have 2 dimension variables (Year&Quarter and Region):
Or to create a drill down group on Year -> Quarter.
In the end, I guess that it will be a matter of taste.
If you have 3 dimensions QlikView doesn't know which one to stack so removes the option.
So to solve this it groups the second dimension and stacks the 3rd
Example:
So if you switch the dimensions around I imagine you can get what you want. Unless you want Scenarios to stack and Quarters to stack, that is not possible , but I donn't know that the resultant graph would make sense.

TOTAL in bar chart in qlikview

I have this graph chart bar in Qlikview, the expression is:
INTERV= Sum(Quantity)/Count(Number)
and we can see the total for the first period is: 3450.76, i want to manipulate the total so as to calculate the total for each segment: the first segment is A: 192.70. I did Sum(TOTAL<Segment> INTERV) but it doesn't work to have the total I obtain 0 .
Your help is very apprciated
Thank you
Are you looking for a total for each value? In this instance it would not be possible as Qlikview is removing the text that it cannot show as the sections are too small.
You can increase the chart size so the overall area is larger, remove the stacking option or I would suggest having a separate Table chart to display these values alongside your graph.
Here are the options that can configure the different totals
For each category within a month (as you have at the moment) you enable this option.
Whilst to only have the total per month, this is on the expression tab.

Tableau - Adding dimensions together to show overall revenue

I am very new to Tableau (first day user) and have been a long time Excel user. I am trying to fully understand the power of Tableau to eventually move away from Excel.
I have a question concerning dimensions and creating a calculated field.
My table has multiple categories and sub-categories. My goal is to display the total revenue and average order value per chosen sub-category (this seems easy enough).
I want to then take those sub-categories and show a combined sum of revenue and average of the average order value. I am stuck on trying to also combine these sub-categories to show a blended view.
Furthermore, the 2 sub-categories are weighted very differently. The average order value of 1 has a much heavier weight than the other and will definitely affect the AOV when combined. How do you also assign a weight to this combined total?
Any help will be much appreciated. I know this may be a rather simple solution but I am new to the program and am having difficulty finding this answer.
Tableau screen:
or
img1 http://postimg.org/image/dq5wqgnyl/
Best,
CR
Put sub categories in the rows column.
Put sum revenue in the text pill in the marks section
In the analysis tab on the top select column grand totals.
I'm unable to see your images,i hope this answers a apart of your question.

SSRS chart grouping

My company makes various products that go through specific manufacturing steps.
I have an SSRS report that graphs the following per step: quantity today as a bar, and then markers of quantity yesterday, the goal for the day, how many items moved in to the step today and how many moved out.
In the chart data area, I have a category group of step and a sum of values of all of the numbers. I don't have anything in the series group area. (I'm using VS 2013, also.)
The users would like to add a grouping to quantity today -- a stacked bar by product by step, but still keep the rest the same (the quantity yesterday, goal, in and out would still be by step only).
I am not sure how or if I can group on something for one value, but not for the other values.
I've tried using the series groups, or adding another category group, but nothing is quite right.
Thoughts? Thank you!
I added two more fields to the dataset, in addition to quantity today -- quantity special and a calculated field of quantity today minus quantity special (the remainder).
I then modified the SSRS report to NOT chart quantity today, but chart quantity special and the remainder (in the values area). I changed these both to a stacked bar.
When there is no special data, quantity today- quantity special = the original. When there is, special + remainder = the total.