Tableau - Adding dimensions together to show overall revenue - sum

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.

Related

How to populate all possible combination of values in columns, using Spark/normal SQL

I have a scenario, where my original dataset looks like below
Data:
Country,Commodity,Year,Type,Amount
US,Vegetable,2010,Harvested,2.44
US,Vegetable,2010,Yield,15.8
US,Vegetable,2010,Production,6.48
US,Vegetable,2011,Harvested,6
US,Vegetable,2011,Yield,18
US,Vegetable,2011,Production,3
Argentina,Vegetable,2010,Harvested,15.2
Argentina,Vegetable,2010,Yield,40.5
Argentina,Vegetable,2010,Production,2.66
Argentina,Vegetable,2011,Harvested,15.2
Argentina,Vegetable,2011,Yield,40.5
Argentina,Vegetable,2011,Production,2.66
Bhutan,Vegetable,2010,Harvested,7
Bhutan,Vegetable,2010,Yield,35
Bhutan,Vegetable,2010,Production,5
Bhutan,Vegetable,2011,Harvested,2
Bhutan,Vegetable,2011,Yield,6
Bhutan,Vegetable,2011,Production,3
Image of the above csv:
Now there is a very small country lookup table which has all possible countries the source data can come with, listed. PFB:
I want to have the output data's number of columns always fixed (this is to ensure the reporting/visualization tool doesn't get dynamic number columns with every day's new source data ingestions depending on the varying distinct number of countries present).
So, I've to somehow join the source data with the country_lookup csv and populate all those columns with default value as F. Every country column would be binary with T or F being the possible values.
The original dataset from the above has to be converted into below:
Data (I've kept the Amount field unsolved for column Type having Derived Yield as is, rather than calculating them below for a better understanding and for you to match with the formulae):
Country,Commodity,Year,Type,Amount,US,Argentina,Bhutan,India,Nepal,Bangladesh
US,Vegetable,2010,Harvested,2.44,T,F,F,F,F,F
US,Vegetable,2010,Yield,15.8,T,F,F,F,F,F
US,Vegetable,2010,Production,6.48,T,F,F,F,F,F
US,Vegetable,2010,Derived Yield,(2.44+15.2)/(6.48+2.66),T,T,F,F,F,F
US,Vegetable,2010,Derived Yield,(2.44+7)/(6.48+5),T,F,T,F,F,F
US,Vegetable,2010,Derived Yield,(2.44+15.2+7)/(6.48+2.66+5),T,T,T,F,F,F
US,Vegetable,2011,Harvested,6,T,F,F,F,F,F
US,Vegetable,2011,Yield,18,T,F,F,F,F,F
US,Vegetable,2011,Production,3,T,F,F,F,F,F
US,Vegetable,2011,Derived Yield,(6+10)/(3+9),T,T,F,F,F,F
US,Vegetable,2011,Derived Yield,(6+2)/(3+3),T,F,T,F,F,F
US,Vegetable,2011,Derived Yield,(6+10+2)/(3+9+3),T,T,T,F,F,F
Argentina,Vegetable,2010,Harvested,15.2,F,T,F,F,F,F
Argentina,Vegetable,2010,Yield,40.5,F,T,F,F,F,F
Argentina,Vegetable,2010,Production,2.66,F,T,F,F,F,F
Argentina,Vegetable,2010,Derived Yield,(2.44+15.2)/(6.48+2.66),T,T,F,F,F,F
Argentina,Vegetable,2010,Derived Yield,(15.2+7)/(2.66+5),F,T,T,F,F,F
Argentina,Vegetable,2010,Derived Yield,(2.44+15.2+7)/(6.48+2.66+5),T,T,T,F,F,F
Argentina,Vegetable,2011,Harvested,10,F,T,F,F,F,F
Argentina,Vegetable,2011,Yield,90,F,T,F,F,F,F
Argentina,Vegetable,2011,Production,9,F,T,F,F,F,F
Argentina,Vegetable,2011,Derived Yield,(6+10)/(3+9),T,T,F,F,F,F
Argentina,Vegetable,2011,Derived Yield,(10+2)/(9+3),F,T,T,F,F,F
Argentina,Vegetable,2011,Derived Yield,(6+10+2)/(3+9+3),T,T,T,F,F,F
Bhutan,Vegetable,2010,Harvested,7,F,F,T,F,F,F
Bhutan,Vegetable,2010,Yield,35,F,F,T,F,F,F
Bhutan,Vegetable,2010,Production,5,F,F,T,F,F,F
Bhutan,Vegetable,2010,Derived Yield,(2.44+7)/(6.48+5),T,F,T,F,F,F
Bhutan,Vegetable,2010,Derived Yield,(15.2+7)/(2.66+5),F,T,T,F,F,F
Bhutan,Vegetable,2010,Derived Yield,(2.44+15.2+7)/(6.48+2.66+5),T,T,T,F,F,F
Bhutan,Vegetable,2011,Harvested,2,F,F,T,F,F,F
Bhutan,Vegetable,2011,Yield,6,F,F,T,F,F,F
Bhutan,Vegetable,2011,Production,3,F,F,T,F,F,F
Bhutan,Vegetable,2011,Derived Yield,(2.44+7)/(6.48+5),T,F,T,F,F,F
Bhutan,Vegetable,2011,Derived Yield,(10+2)/(9+3),F,T,T,F,F,F
Bhutan,Vegetable,2011,Derived Yield,(6+10+2)/(3+9+3),T,T,T,F,F,F
The image of the above expected output data for a structured look at it:
Part 1 -
Part 2 -
Formulae for populating Amount Field for Derived Type:
Derived Amount = Sum of Harvested of all countries with T (True) grouped by Year and Commodity columns divided by Sum of Production of all countries with T (True)grouped by Year and Commodity columns.
So, the target is to have a combination of all the countries from source and calculate the sum of respective Harvested and Production values which then has to be divided. The commodity can be more than one in the actual scenario for any given country, but that should not bother as the summation of amount happens on grouped commodity and year.
Note: The users in the frontend can select any combination of countries. The sole purpose of doing it in the backend rather than dynamically doing it in the frontend is because AWS QuickSight (our visualisation tool), even though can populate sum on selected column filters but doesn't yet support calculation on those derived summed fields. Hence, the entire calculation of all combination of countries has to be pre-populated (very naive approach) in order to make it available in report on dynamic users selection of countries.
Also if you've any better approach (than the above naive approach mentioned in note) to solve this problem, you are most welcome to guide me. I've also posted a question on the same problem without writing my expected approach for experts to show me the path on how we can solve this kind of a problem better than this naive approach. If you want to help solve it with some other technique, you're most welcome, here is the link to that question.
Any help shall be greatly acknowledged.

Data lookup based on measure

I am looking for some help in creating a measure to figure out data based on a ranking measure.
I have attached my Power BI file showing my issues and formulae.
https://www.dropbox.com/s/s7xted6lhh38dpo/Test.pbix?dl=0
Essentially, I have few tables that have been mapped. Showing revenue achieved by each employee for each product. The employees are split into 3 Teams.
I want to be able to rank these teams based on various filters that can be selected from one of the visualisations. – I have created the measure to do this using the below formulae:
Rev Measure = SUM(Sales[Rev])
Team Rank = RANKX(ALLSELECTED(Org[Team]),CALCULATE([Rev Measure]))
Now I want to create 2 card visualisation that dynamically fills in the data based on the ranking. So one card would read:
Commentary 1 = "Overall Sales was at $"& [Rev Measure] &". With the best performing Team being Team C bringing in $1220 of Revenue"
In the above commentary I am able to dynamically input the total revenue. However, I am unsure how to proceed with showing the best performing team data.
In the second card visualisation I want to show the worst performing team.
Any help on this would be greatly appreciated.
Thanks!

Grand totals row not summing in Google Data Studio

Well, I'm absolute newbie in Google Data Studio, but for any reason, my grand totals rows is not working.
I'm learning to use this tool, and I made an easy table with just countries and sessions.
Piece of Cake. Now I just want to add a total row where it sums all sessions. That's all. I activated option Show Summary Row but it shows nothing.
Thing's I've done and not worked:
Update and refresh
Changed time period and tried different dates just in case.
Delete and create again full table.
Checked connection. I get data and the data is right, I just cannot sum it.
Changed size and format of table, just in case it where a problems or margins or font color.
And I know it can be done, because different sources. I've read this question here:
Grand Total is wrong in Google Data Studio
But it did not help. In that question, a user posted an image in the comments:
As you can see, he managed to get what I'm trying to do.
So I must be doing something wrong, and I do not why.
UPDATE 2: If I apply a filter, I get no totals. You can see my config in the right side of image.
Can anybody give me a clue of how to make a grand totals row in Google Data Studio?
Thanks
Sounds like a bug. It should be a case of selecting that tick box. Strangely, I looked at an existing table I have with totals and when I unticked the box and then ticked again, the totals didn't reappear and disappeared off another table on the page (like your example). They did reappear eventually with some refreshing of the data and page but seems like there's something wrong with them.
I don't think this is a bug I think it part of the design.
I actually just discovered the reason this is happening at least for me, it doesn't actually sum the values in the table, the grand total summary of a table is a sum of whatever the metric being used is not the actual rows shown in the chart. so if you have a dimension (like age / gender) where there is data thresholding applied internally by google but are using a metric such as users you will see the grand total from the metric value without the thresholding applied from the dimension.
Proof below
You can see the grand total for column 2 is not 953.6 its 453.6 and if i look at a non threshold dimension (country)
you can see where the 953.6 comes from since the data source supplied to the table uses 80% of all users 1192 * .8 give me 953.6 which is what the grand total is displaying. Conclusion, the only way this number could be possible is if, when using a threshold dimension for a table with metric there will be a discrepancy since the grand total value is not coming from the table values but rather from metric source data, which will not have the tables dimension applied for some odd reason.

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.

MDX filter on fixed value depending on hierarcy level

I need to build a named set with mdx which tells me for a whole year what which are the large records. I cannot share my data, so I'll use a sales example.
All sales reps. need to enter their sales numbers in a application and on top of that database there is a cube configured. One of the goals is to find weird sales behaviour in this cube. This would mean a sales rep that is selling 100k every year, suddenly only sells 30k a year.
I have created a dynamic set that allows me to filter on this by using a calculated member named 'qualifies'. This qualifies is defined like this. (Diff is calculated before)
CREATE MEMBER Currentcube.qualifies AS iif(abs([Diff]) > 50000, 1, NULL),DISPLAY_FOLDER = 'Check big difference';
So this check can be used to filter all the sales reps that have a difference of 50k sales.
When I add aonther filter to my cube, for example region, the 50k threshold will never be exceeded, because no body has more than 50k sales in one region. I want to make the 50K dynamic based on my where clause in my filter.
My question is, is this possible? I'm fairly new to MDX so if this is an easy question, please forgive me. I have been trying lots of different scenario's but none gave a wanted result. I have been looking online, but this specific scenario hasn't passed in my search results.