For the sake of clarity, I'm not looking for the transpose function, like has been asked previously on this site quite a few times.
The excel table object (Insert>Table) is exactly what I want. All I'd like to do is rotate the table for readability purposes. Currently, I have far more columns than rows, and it would improve readability a lot if the axes were flipped so that the vertical aspect of the scroll wheel could be used while looking at the data
My current data is a list of machining jobs. Each row is one job for one customer, and each column is a different parameter corresponding to settings/cost/material. With the tables, I'm able to dynamically sort the jobs in the table based on each of the parameters in a very helpful manner. This is the most important thing: to continue being able to dynamically sort based on the parameters. So far, I have been unable to find a way to transfer dynamic sorting to row headings instead of column headings.
Related
So, it's my first time trying to make my own data visualization, and what I want to do is something like a heat map or highlighted table like the original Kohonen (but using squares rather than hexagons) research about countries, but I don't know how to apply it to the map I've got from training the network.
I've read a few links about making a highlighted table and heat map on Tableau, but what I get is always just a table mainly because I'm not using a measure (i just want every country of one color), so, my question is: is it possible to use Tableau for this situation and if so, how could I do it? Thanks!
Original SOM visualization from Dr. Kohonen
Table from Tableau
Yes it is possible to make visualizations like you describe in Tableau - but the question you posed is a bit vaguely specified to give you much more detailed guidance than first take some Tableau training.
For instance, how do you want to determine which row and column to place a country? You may need to write a table calc for row and col positions, which means learning about table calcs. Or you can assign them in a data column.
For square country marks, you'll want a discrete field on the rows shelf, a discrete field on the columns shelf, possible a dimension like Country name on the details shelf. Choose a square mark type, and (important) choose a square cell size from the format menu. Then adjust the size of your squares from the size button and the format menu, and colors and borders from the color button and format pane.
Lots to play with.
I have a large dataset (approx. 250.000 records) where I have an ID column, different categories an ID can belong to and a value column:
Now I want to calculate the unique occurences of each ID per each category and same for the sum of the value. The result for the example should look like this:
In the example I was able to do this manually. However, I have a large dataset and I cannot do this manually. I thought about it in different ways, but I did not find a good solution for this. One way would be to do it for each single cell with the PowerQuery Editor and then enter the desired number for each cell (this is the way I used to create the solution for the example). But then I have to do this manually with PowerQuery for each cell. Also doing all the work with usual Excel formulas for each single cell is not a good solution, as it includes a lot of manual work. And I would like to avoid doing it manually and thought there must be a better way. If there is an Excel solution I am happy with it. If it is necessary to use VBA I am also ok with it.
ok so I have this report I have to write in SSRS with a very specific format. It looks like the screenshot below at the bottom. Ignore the arrows and colors. It's pulling from an Oracle database. Each number value cell in this table/matrix has a different sql query to pull it in because they come from different tables, etc.
the top half of the numbers in the table are each from a query. the bottom half of the table is all calculations from the numbers in the top half. I already have the queries for the top half and was trying to figure out how I could just use those to make this table in SSRS with just those and then creating calculations in the bottom half for the report. I can't use a table or a matrix because each query is a different dataset and you can only have one dataset per tablix.
I was thinking maybe doing textboxes and drawing the grid manually, which would be a huge pain. I get errors about not having an aggregate and being out of scope or something and haven't figured out the reason for this yet as it is not my ideal solution.
My current solultion that will eventually get me there is unioning every single query and then creating columns with static values for the rows and columns in the grid and turning it into a matrix. Problem with this is it continues to increase in complexity as I create each further down the table calculation, and the code becomes larger and larger, and takes a long time to create, and I have to do like 6 reports similar in nature to the format of this one. Will probably be a thousand lines of sql and force me to have to make a stored proc because of the ssrs character limitation.;
So my question in a more simple way is, how can I take multiple sql queries that return a static value and make them a single value in a tablix that doesn't repeat, then create more blank rows in that tablix that are calculations of other cells values, i.e. Textbox1 - textbox2, textbox3/textbox4 ?
I got it figured out using expressions with multiple datasets. The answer seemed too easy once I found it. Basically just created a table tablix using my first dataset. Created more detail rows with insert row inside group below. Then I went to the expression builder for each one and found the other dataset and double clicked it to get the expression to pull from the other dataset. For example the bac_labor dataset value would look like this. =Sum(Fields!BAC_LABOR.Value, "BAC_Labor")
Then for calculations can use either same thing like =Sum(Fields!BAC_LABOR.Value, "BAC_Labor") + Sum(Fields!BAC_LABOR_OVERHEAD.Value, "BAC_Labor") or could do something like this =ReportItems!Textbox2.Value - ReportItems!Textbox1.Value to reference a cell value. This saves a ton of time, development effort, and reduction of code for calculations, compared to adding together 500 character select statements to make calculations. Also no need to use stored procs and union or join every select statement together with this method.
So, I'm constantly being given data in new and different formats. I'm on a crusade to get my work to standardize data for easy use, and if I managed to convince the powers that be to standardize data, this problem becomes entirely moot. Until then, I have the following problem:
I get data in a variety of ways. Sometimes my gross sales are called total sales. Sometimes gross sales before discounts, total sales before discounts, Gross_Sales, etc. Discounts, deductions, exempt amounts, etc. form another column. So on and so forth. I'd like to be able to do the following:
1) Figure out what columns I want,
2) Turn those columns into a pivot table.
For part 1, I have two options, and I'm wondering if there's anymore: The 1st is to use Microsoft's fuzzy-matching add-in to help me match. I'd have a separate tab dedicated to fuzzy matching each column I need. The second is to just generate a long list of all the variants, and to test each one until I find a hit, assign it, and move onto testing the next one.
The second part is turning all of this into a pivot table - the resouces I have so far are https://www.thespreadsheetguru.com/blog/2014/9/27/vba-guide-excel-pivot-tables and How to Create a Pivot Table in VBA
Is there a better method? Is there another way?
Edit: Slightly better method - Grab the data columns, place them into a table, and pivot everything off of that table - it removes the need to re-create pivot tables, just need to move the data over.
Having the same problem, I use a mix of your two methods.
My data consists of a bunch of logs for rejected x-ray images, and the reject reason is a free text field. My solution was to create a table where the first column contains my desired output categories, and then each subsequent column contains a different variation of it.
For example, a row might have (column one/ouput first entry):
Positioning, POS, Positioning Error, Patient Positioning
Note that these are all fairly different from each other. Where the fuzzy matching comes in - it is used to capture all the smaller differences and mispellings around those other columns. When the fuzzy matching section decides a given reason matches a column's entry, it is then replaced with the appropriate desired output reason from column 1 of the table. In my example, a reason of 'Possitioning Err' [sic] would match to column 3 (Positioning Error) and then get converted to Positioning.
Then wash rinse repeat over the rest of your data as needed. This approach was super useful and fairly flexible in helping standardize my data. It was also computationally more expensive, but you'd only need to run the matching portion once I guess.
As for the actual mechanics of going about doing this - I use 2010, so no inbuilt functionality. I run the fuzzy matching code on a temporary worksheet until best percentage matches are found, and then overwrite the actual source data afterwards.
Noob here, I have a table with different entries (rows) per different (repeating) regions.
I'd like to be able to display the data rows filtered - matching that particular region thanks - so I get those particular fields related to each region as a tooltip on a map. (I know how to build the map)
Thank you
Just dragging the fields you want to Details or Tooltip is not doing the trick?
Putting a measure on a shelf (other than filter shelf) includes that field in the visualization query results -- i.e. applies the chosen aggregation function to yield an aggregate result value for each partition of the data (as specified by the unique combination of dimensions)
Putting a dimension on a shelf (other than the filter shelf) also includes that field in the query results, but since the dimensions define how data rows are partitioned, it can affect the level of detail of the query. You'll notice this often as suddenly getting many more marks in your visualization after you add a dimension to a shelf. If you are familiar with SQL, dimensions define the fields that follow the GROUP BY keyword.
EDIT
Thanks for the addition, #AlexBlakemore. I've never said dragging a dimension would not work, only that it wouldn't work as the OP wanted it to (basically the same as you're saying).
And though everything you said (above) is true, it's particularly not exact when it comes to maps. Yes, dragging a dimension will further partition the data, but it will not create additional marks on a map (unless it has also geographical properties). Rather, the tooltip will get the first occurrence of that dimension, and display data for that only. For instance, if you drag "Product" to details, and the possible values are "Bread", "Coffee" and "Milk", it will probably just show "Product: Bread", and the measures for "Bread" only. So yes, it will partition, but no, it won't create additional marks.
Back to OP problem. What I believe you want is a tool tip with all values of the dimension (in my poor example you'd like to see "Bread, Coffee, Milk"). Tableau does not have functions to aggregate strings yet, so it's hard to do so.
What I would suggest is to create a separate sheet, and just drag the dimensions and measures you want to rows. Then put it side by side with the map on a dashboard, and use the map as a filter. Then, when you click on a country/region/city, you'll see the data of that region on the other chart.
Refer to: http://kb.tableausoftware.com/articles/knowledgebase/creating-filter-actions-dashboards
or https://www.tableausoftware.com/learn/tutorials/on-demand/authoring-interactivity