I'm looking for a direction, assuming that surely someone has had to do something similar and I'm making this more difficult than it is.
We have an Access DB, feeds to a pivot table in Excel, which is in turn used to supply charts for a "user dashboard." This is 2010, so no slicers.
My problem is that that DB is updated adding months to a field. There is a listbox in the dashboard that will allow the user to select a specific month and see stats for that time. I'm having a couple problems even getting started and would like to make sure I'm going about this the simplist/most efficient way.
My thought was to populate the listbox with the 'month' fields from the pivot table. I'm not quite sure how I'm going to do that with VBA (I have a couple ideas), but if that's the best route then I'll figure it out.
But, has anyone had a similar need, and found a better solution? I have a bunch of buttons to handle other fields, but I would really like to allow for the user to select a date/month/range...whatever. Surely this is a common, easily managed desire, no?
I'd put this in with the conversation you're having with a couple of people above, but I don't have enough rep to do that yet.
I had a similar dashboard issue years ago. Resolved it by adding a dropdown beside the month box (which was a dropdown in my case, not a listbox) with the options "Year to date" and "Month to date". By definition selecting a past month and MTD gave you the whole month, whereas selecting the current month can only ever give you MTD. Same thing with YTD - it would give you the combined stats for the current year to date instead of just one month.
The month dropdown in my dashboard was populated based on the current data in the pivot, which in turn was controlled from the database. We used a 25-month rolling select for the data and showed only the last 13 months in the month dropdown. That gave us a full 12 month spread of historical data to work from if someone chose the oldest month we offered them, yet kept the size of the pivot cache manageable
I used a dropdown for the options instead of option buttons or a checkbox, because I had a suspicion that delivering what was asked for would lead to additional requests. I was right. Eventually we had options for "Last year to date" (how we were tracking this day last year), "Quarter to date", "Financial year to date", and so on. Adding extra choices to the dropdown box was easier than rearranging the dashboard to accommodate the proliferating requirements.
Related
EDITED (AGAIN): added tables and two screenshots (one of Google Sheets Chart and another showing mutliple issues in DS) to help demonstrate what I am seeing.
Short Version: I have created a parameter to help me score trending topics based on the date range filter. However, I want to be able to show a range of dates' worth of data, not just a specific date's worth of data. In theory, I could make the parameter a checklist with a huge range, but that doesn't seem efficient or sustainable down the road.
Disclaimer: I am about a week into SQL and Data Studio.
Long Version: We are tracking trends over time from a specific customer data set. I'd like to make it so that when a user adjusts the time range, various topics’ " score " depends on the end date. For instance, every time the topic "Recession" is brought up, it is given a score. That score is weighted based on when it was said. I was using 365 as the highest possible score so that anything over a year is null. So if "Recession" is referenced twice, once a week ago and once today, the avg score for recession is 361.5, but if a reference is made to the topic "Talent Management" twice today, then it would have a score of 365, and so forth across a growing list of 50+ topics pertaining to 50+ specific communities we are tracking the topics across.
Here is an example:
topics
groups
entry_date
recession
A
2022-11-24
talent mgt
A
2022-11-24
recession
B
2022-11-22
economy
A
2022-11-22
recession
C
2022-11-15
talent mgt
B
2022-11-8
This score would then affect the bubble size on a chart where the Y-axis is the count of unique groups referencing the topics, and an x-axis based on the range of average scores.
The goal is to be able to see which topics are the most common across groups, which ones are emerging trends, and which ones are dated trends by having a range slider. That way users (colleagues in other departments) can play with the date range "see" the bubbles moving in location and size.
example of static chart in google sheets
I could then also use the same data and fields to measure the percentage of topics being discussed across groups based on the weighted averages against a time range.
In Goolge Sheets I can do this with an xLookUp to a tab that has a column of 0-365 and then next to it a column of 365-0 (on a tab called 'scales') and then a cell on a sheet that you can put any date as the point in time, and it affects all the scores, tables, charts, etc. (I used. =xlookup((point_in_time - entry_date), 'scales'!A:A, 'scales'!B:B, "0")
In the data studios custom SQL I used:
SELECT
*
FROM
`qRaw_data'
where
DATE(_entry_dates_) between
parse_date('%Y%m%d', #DS_START_DATE) and
parse_date('%Y%m%d', #DS_END_DATE)
AND
#pit_date_diff = date_diff(
parse_date('%Y%m%d', #ds_end_date),
_entry_dates_,
day
)
Then I created a field that is time_score of:
avg((Pit_Date_Diff-365)*(-1))
I have been googling and youtubing like crazy and think I either have to come up with a way to override the #pit_date_diff default value OR I need to use a CASE WHEN in the custom query where each time the date_diff is 1 then 365, and so on, but when I try that I get all sorts of errors.
I would like below to include all topics averaged based on all entry dates, not just those that correlate with the inputted parameter field.
currently, I can only show specific entry dates due to the parameter
I appreciate any and all help. I am a week into using data studio and am going cross-eyed Googling and YouTubing things. There is likely a better logical path to accomplish all this. Hoping for a holiday miracle.
Thanks in advance.
It turns out this was much easier than I realized... I added an AS syntax to create a column and then created a field that created the same metrics that I had in the Google Sheets:
SELECT
*,
(date_diff(parse_date('%Y%m%d', #ds_end_date), _entry_dates_,day)) AS q_time_diff
FROM
`qRaw_data`
Then the score field is: (avg(q_time_diff)-365)*(-1)
In case that helps any others in the future... ¯\(ツ)/¯
Happy Holidays!
Context:
Due to the remote nature of working, the team I work in each have a laptop that they're using for their role (we have thinkpad displaylink units when in the office to connect the laptop to screens). I am working to improve the current allocation records file, which was just a big spreadsheet that you just added a new user to the bottom row. It was messy and hard to read at times, so i've decided to move the data into MS Access and created my data entry and user lookup form, which are working perfectly and make the job easier. I have also been able to make a number of reports that will come in handy too (who has what model ect).
Query:
Now the issue is, each of the laptops have a warranty and I am able to produce reports which lists the users and their warranty due date, but this will show all the warranty dates, whether they've been passed or in the future. I want to be able to produce 2 report/queries, the first that will just bring up the laptops who have a warranty that have expired, then another one to bring up those who will expire within the next 6 months so that we can make relevant decisions.
If anyone can assist with this, it will be welcome.
Apply filter criteria to report when opening. Either have parameters in report RecordSource or use code (VBA or macro) to build criteria for OpenReport method WHERE CONDITION argument. Expressions for criteria (ExpireDate is field, substitute with your field name):
[ExpireDate] <= Date();
[ExpireDate] BETWEEN Date() AND DateAdd("m", 6, Date())
I am looking to add a weekly filter onto my Qlik dashboard to allow me to change the weekly data that is displayed on my dashboard. My original idea works well as I wanted to display the latest weeks data and compare this to the previous weeks and this gives me exactly what I want.
To enhance this and give the dashboard a bit more flexibility and just in case someone wanted to look at a different week, I thought it might be a good idea to add a weekly filter but the way I have built the dashboard won't allow me to do this. The following is an example of what I have:
In my database table I have a rank column (latest_week_rank) where the latest weekending (i.e. Mon 13th to Sun 19th Jan) has a value of 1 and the 2nd latest week would be 2 etc. I have then written the following code in my data tab:
latest_week = 1;
previous_week = 2;
I have then written the following which is then called within a Multi KPI:
vOrdersWTD =Sum({<latest_week_rank = {$(latest_week)}>} total_orders)
This is obviously where the problem lies as having the weekly filter makes no difference as no other weeks show up but I am not sure how I change my code in order to make this all work.
I would really appreciate if somebody could advise on how I can change this around.
Instead of assigning your predetermined variable in set analysis, use the actual field. Something like:
$(=
'Sum({<latest_week_rank = {'
& max(latest_week_rank)+1
& '}>} total_orders'
)
I have created an insight with a date filter, and enabled "Compare the period with", selecting either "Same period previous year" or "Previous period" for all measures (I only have one). In the insight designer, things are labeled as expected: One color with my measure name, and another with measure name - SP year ago.
However, when I get the visualization object for my insight, the SP year ago measure does not have a "title". I can manually compute the title, but is there a way to get it through the API?
Title for PoP/Previous period is not stored in visualization object but instead generated in Analytical Designer from original measure's title, so we can correctly localize it. So to answer your question, there is currently no way to get it from API.
Peter
I like to think i'm not completely useless at creating MS Access databases, but i'm definitely a failure at the SQL code side.. So as a result i'm not sure whether this is a stupid question or not!
At work i'm trying to add a "news feed" type thing to a Form on the front screen of a database used to find useful information stored in various places. At the moment my workplace is using Office 2007, but Access is the 97 version!!!! As they're only recently realizing it can be used to solve a few of their problems... we're expecting to upgrade the whole of office and access to 2010 soon.
On this database (created using access 97..) there is a "refresh" type button which simply closes and re-opens the form and thus shows the latest info entered onto the "news feed", and this also shows the current time and date. What i'd like to happen is have specific entries drop off after a period of time (which probably wont happen unless refreshed), so for example an entry will have been added regarding some server ammendments being made within the workplace so "certain systems will not be working between 8am and 5pm GMT on 9/1/12" and preferably the person who created this entry could enter a date into the form 24 hours, or even a few days, later and when this date is reached the entry would disappear. I understand this is something that may be achieved using a query but i have no idea where to start.
If anyone can help give me an idea of how to do this it would be greatly appreciated.
I apologise if this is poorly worded or not completely clear, i can elaborate if questions are asked.
many thanks,
Kris
You can make a query like this to return only the entries that are less than 3 days old:
SELECT *
FROM MyTable
WHERE CreateTime > DateAdd("d", -3, Now())
In your form, you can define a timer interval and a timer event handler (see the "Event" tab on the properties window). You could use it to requery your list (Me!lstNews.Requery).
In the table you can define the column "CreateTime" as data type "Date/Time" and define its default value as =Now(). This way no text box is required to enter this data.
EDIT:
How to configure the timer in an Access Form (time is in milliseconds):