I have a report I'm working on, where I have a series of tables attached to each other representing 18 months of our business year. Each table is being hidden if an input control of Months does not have the particular months listed, so only the most currently relevant months can be shown at a time.
The Month variable data isn't linked to any of the underlying data in any way.
I have another detail variable used as an input control, which represents staff associated with the row object. They're defined in a separate Excel document and merged with a dimension.
Using the Months input control by itself is great, as it hides the tables, but any time I use the other input control to filter rows by staff, every single table becomes visible again.
Each table, starting from April and extending into September of the next year has a similar formula, so I can select one or many of them. I tried using a date variable actually tied on the data, but it was breaking the cumulative nature of the data.
The formula used to hide the table:
=Pos(ReportFilter([Variables].[Months]); "01 - April Early Engagement") = 0
What would be causing this? How can I prevent this behavior?
Setup
I created a report based on your specifications:
2 data providers: 1 dummy with just the months, 1 with actual data (in my case a set of dates and amounts
One input control based on the dummy data providers with the months
Another input control based on an object from the other data provider (in my case based on the year of the date object)
3 tables, each with a formula to conditionally hide them based on the dummy months
Remarks
Both input controls have their dependency set on the report, not the
individual tables.
The formula to hide the tables is: =Pos(ReportFilter([Col1]); "Apr") = 0 Or Length(ReportFilter([Col1])) = 0
Proof
April and August, only 2014
April and August, only 2015
April and December, only 2015
Related
I have 2 data sets within the one file in Tableau, one from the 2020 Olympics game and the 2016 olympics game, what i'm trying to do is compare the data from the two years based on the total medals received by each country and possibly have it visualized within a pie chart or bar chart.
The problem is, as you can see I added one without any issues displaying what I want but if I try to add the same data from the 2022 Olympics(Team/NOC and Total), it messes the data up and both becomes unreadable.
Is there any way to display both types of data in Tableau within the same sheet?
Actually can't see from this view that there has been any messing with the data or sources.
Though I did mention on your other post that as the two sets have the same structure, you could just union them (which would also be bet in a db too)
Steve
My problem statement is described below :
I have a calculated field, say Opportunity. There is pre defined rule from organization, that the target value for current month will be 1/3rd of the value of 2 months back. For example, The target opportunity value for April will be 1/3rd value of February. I need to show the current month's opportunity and the targeted value in the same worksheet. How to achieve this is Tableau?
I am getting the base data from tables in Oracle through a custom sql query, and calculating the opportunity value in Tableau for each row, and then showing the sum for a range of time , say last 6 months.
The best way to do this would be to write the target value in SQL. It'll be easier (no need for data blending / complex calcs) and also more performant as it would be a hardcoded value in your dataset.
I’m relatively new to Qlikview and have a dataset that shows metrics by date.
This data spans two years and the requirement is to have a comparison/variance that is dynamic and can handle the date filters on the report.
For example if the user selects 2018 this field should show the current date compared to the previous year date. Similar for Quarters, months, weeks and weekdays.
Ideally it should always show for the previous period. They’ve had this created in Excel but it can’t handle the amount of records and I suggested QlikView as I had created some other Dashboards in it.
I have tried set analysis though I struggle to see how that would fit into one expression.
Any thoughts would be appreciated!
I would say you would need two expressions, one without a set analysis (that would be filtered by your current selection) and one with a set analysis to guarantee that you only get today's value. This would be something like :
Sum($<[Date Field] = {"$(=Date(Today(), 'DD/MM/YYYY'))}>} [Value Field])
Check the date format conversion to see if it matches the date format of your field.
Here is the goal-
I have a table of data that I am trying to populate. The spreadsheet is financial in nature and it tracks portfolio values as the user inputs them. It is a trailing 18 month data sheet.
The most recent data is that the bottom of the list.
I am trying to create a field where a user can enter a month/dollar value and it will populate at the bottom of the list (the most recent entry) while pushing older data upwards and dropping of the 19th month. Example- this month is Feb. The user would put Feb in the box, it will move the last entry (Jan) up one cell and drop off the the last entry (sep). By entering in Feb, the user then pushes all data upwards one cell, preserving the integrity and order of the list the user created over time.
a1-sep -oldest entry drops off-
a2-oct
a3-nov
a4-dec
a5-jan
a6-feb
a7-mar
a8-apr
a9-may
a10-jun
a11-jul
a12-aug
a13-sep
a14-oct
a15-nov
a16-dec
a17-jan
feb is entered into a cell and populated in A17 while pushing all data upwards and dropping off sep maintaining the 18 month list.
I need it to also keep the formulas attached to the cells. I have it so numbers will return certain values when the cell is populated. I just want the data scrolled, not the cells.
Help appreciated
JC
I believe that the best way to do this is store the data being entered in another range, and then just use formulas (eg: INDEX, SUMIF) to return the most recent 18 numbers to your a1:a17 range. If this needs to look transparent you can put the main data on a different (hidden) sheet.
This gives you the advantage of having the entire data history available in the sheet, but only working with the most recent 18 entries.
Russ
I have a report (RS2005, against a MSSS2005 instance) which I have inherited. It shows a basic table of data: a handful of key fields which are used to group rows together, a few basic numeric fields, then a number of dated ('bucketed') fields (e.g. 1 month away, 2 months, 6 months, a year, 2 years, etc.)
The user would like to group together these dated fields in aggregated groups and be able to collapse or expand the columns as you can the rows. So we'd be able to show the next year's values' subtotal or expand it to break it out by month. Hiding the invidual months if the subtotal is shown.
This is basic pivot table behaviour (and can be done with the Group/Subtotal feature on Excel - that's the closest analogous behaviour I could use to describe the requirements).
While grouping by rows seems trivial in RptgSvcs, grouping columns and collapsing a group into a single subtotal and blowing it out again, seems hard to impossible.
Unless someone knows better?
You should be able to do this by selecting the columns that you would like to hide and set their visibliity to be hidden.
Then set the toggle item on the hidden columns to be the textbox that shows the subtotal.
This textbox will then have the [+] symbol on it, and clicking will show/hide the your month-by-month breakout(the hidden columns).
On the right hand side of the table control on your report (RDL file), you should see icons representing the detail and grouping information for the table.
Here you can see whether or not a grouping has a header/footer and how it is calculated e.g. =SUM(fields!mySalesValue)
You can also set things like whether it is collapsed and so on