I have a problem with my budget fact table. The budget is stored per ProductGroup (DimProduct) and SalesRegion(DimCustomer).
In the Dimension Usage of the cube I've set the regular relationship between the FactBudget and the two dimensions accordingly.
In Excel, let's say I know filter my DimCustomer with a Slicer for CustomerTyp. Is it now possible to get only the budget value from the SalesRegions from this subset of customers? Right now, the budget value does not change for different selections of the slicer.
Any help is appreciated.
Best regards, Sebastian
Related
I am trying to gather various KPI's for salespersons in multiple stores. The goal is to break down store performance into salesperson level.
I am facing an issue when trying to add a hitrate, as this is normally only by store. Number of quotes given / Visitors.
Even though it may not be 100% accurate I still wish to have the KPI by sales person. I am able to do this on a sales person level, but my subtotal for the store is incorrect, as it makes a summation of visitors by sales persons.
Monthly period is to be considered to as sales persons comes and goes throughout the period. Example of what I wish for a Subtotal for the measure "Vis". Store X 370 for month 1,2 & 3. For Store Y 395.
Vis measure = Visitor (Calculation i have tried but gives the wrong result for the store total for the period.)
I have tried various Calculate, Sum, max functions, but nothing seems to provide the result I need.
I hope that someone might be able to help me get along with this.
Example data tables is link as shown below:
enter image description here
Thanks in advance.
This sounds like a case where the HASONVALUE function would be useful.
The idea being that you would the result of that function in an if to determine if you are calculating at your sales person level or a the store level which should contain multiple salespersons. Thus you would have two different calculations, one for the sales person and store combination, and one for the Store level.
Example would be sometime like the following, in this example I am assuming you have a sales person table:
Measure:= IF( HASONEVALUE( Salesperson[Sales Person] ),
[Vis],
[Measure for subtotal]
)
[Measure for Subtotal] would just being the calculation that you want for your store total.
Of course if you filter to just a single sales person, then the totals for the store will just match that sales person.
I am editing my question which I want exactly.
I have two columns Actual Units, Future Units from Fact A and Fact B respectively but at same granular level.I also have Demand Units from Fact B
My requirement is :
1. Projected Units = Coalesce(Actual Units,Future Units)
2. Stock Units = IF(Projected Units > Demand Units,Demand Units,Projected
Units)
3. Stock Rate = (Stock Units/Demand Units)
I cannot join the two facts in the data source view level and do the
calculation there because they are a very huge tables, so I think the
performance would be very slow. If you say that doing the calculations at
the data source view level level is the only way we have, please let me
know.
Did you get this?
When calculating the grand total MDX is summing up A, summing up B, and then comparing them.
If you want the calculation to occur at the row level (checking whether B>A) then edit the Data Source View and add a new calculated column to the table your measure group is based upon. The calculated column should be:
CASE WHEN B>A THEN A ELSE B END
Then create a Sum measure based upon that new column.
This approach will perform much better compared to any completely MDX approach to calculating this at a very detailed grain. If your fact tables had 500,000 rows or less and you had a degenerate Dimension which was the same grain as the grain you need to calculate at, we could possibly do it in MDX. But since you are concerned with SQL query performance I am assuming the tables are big. Just remember that SQL is done once at processing time. MDX is calculated in every query at query time. So do expensive things in SQL when you can.
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!
I have 2 tables, a visit table and then a diagnosis table. Visit is my one and diagnosis is my many (you can have secondary and tertiary diagnosis).
I have over 50 measures created in the visit table. Because of this, I simply want to create a flag on my visit table in the form of a column that will filter down my results based upon selections from the Diagnosis table. I have seen formulas for measures that use =calculate([cases],DXCodes) which will filter down the cases to only those that relate to the DXCodes and this works, but I don't want to have to build this in for every measure. Instead I want a DXFlag that will flag my visit rows with a 1 if what I selected from Diagnosis exists in the Visit table. Suggestions? I can get more specific if this is not making sense
Making some assumptions about your data, you could have tables like this:
And if you create a measure to pick out each of the diagnoses:
[diag1]:=FIRSTNONBLANK(Visits[Primary Diag],1)
[diag2]:=FIRSTNONBLANK(Visits[Secondary Diag],1)
[diag3]:=FIRSTNONBLANK(Visits[Tertiary Diag],1)
Then add this measure to flag your visit rows:
[Found]:=MAXX(ALLSELECTED(Diagnoses[Diagnosis]),IF(FIRSTNONBLANK(Diagnoses[Diagnosis],1)=[Diag1]||FIRSTNONBLANK(Diagnoses[Diagnosis],1)=[Diag2]||FIRSTNONBLANK(Diagnoses[Diagnosis],1)=[Diag3],1,BLANK()))
This gives you this result:
Edit: Response to revised/clarified requirements
I've been trying to see if I can get a calculated column to take account of the diagnosis selection with little success. Doing it with a measure is fairly straightforward:
[Diag Flag]:=IF(CALCULATE(COUNTROWS(DiagnosisTable),FIRSTNONBLANK(DiagnosisTable[Diagnosis],1))>0,1)
But this approach would require you to revise all the measures you wish to appear on your output summary. If it's just the total number of visits and the sum of the length of stay, that's not difficult, but if you need to revise all 50 measures it's a bit less appealing.
Here are the new measures for the number of visits and the length of stay which I have shown in a separate PivotTable on the same sheet:
[Cases]:=SUMX('Visits',[Diag Flag])
[LengthSum]:=SUMX('Visits',Visits[Length of Stay]*[Diag Flag])
And the output:
NOTE: My slicer is connected to both tables.
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.