First up, my environment: SQL 2005 + MS DAX 2009.
We have made a table that gets used in a matrix-like fashion for entering in purchase orders via an AX form. So each row will have:
a column for item#
a column for color
columns 1-7 for size (size1, size2,...), quantity (qty1, qty2,...), and cost (cost1, cost2,...).
I am trying to create a report in SSRS that basically uses this data in a more list-like fashion for printing out a PO order form.
I have got it to show the sizing right, but the cost situation complicates it as the unit cost can, and does, differ depending on size (for instance 2XL is more than S-M-L).
For example in our table, item 10000 black has 3 for Small (this data would be qty1), 3 for Medium (qty2) and 4 2XL (qty5). The cost for qty1 and qty2 are the same at $2.50 (cost1 and cost2). The cost for qty5 (cost5) would be $4. I would like to have this broken out into 2 rows by the cost and associated size on the form. So one line would have 10000 black Small and medium info and the second row would have the same item and color, but only have 2XL and its cost data.
Is there a way to "match" fields or somehow cycle through them to get the correct cost without having to have an additional 7 cost columns? Or perhaps there is a more elegant solution that is escaping me?
Related
For example - Column ABC number(12,4).
My value is 2.7487 and if divided by 2 it's 1.3744 (rounding with 4).
1.3744 + 1.3744 = 2.7488
How do I get a result - 2.7487 as the original.
You cannot. That's normal behavior of finite arithmetic (integer and floating point).
Even if you add large number of decimal places, you'll still lose precision.
This is a typical case of the rounding of an invoice. For example you have an invoice for a total of $100.00 that you need to divide in 3 items. You get three items of $100.00 / 3.0 each one. That is:
$33.33 Item #1.
$33.33 Item #2.
$33.33 Item #3.
For a total of... $99.99! (not the $100.00 that you expected).
The known solution for ages now is to adjust one or more of the values to add or decrease it by one cent. In this case, you could add 1 cent to the last item, to get:
$33.33 Item #1.
$33.33 Item #2.
$33.34 Item #3.
For a total of... $100.00! Perfect.
There are multiple possible combinations (all valid) to adjust those values. That's how it's done in accounting.
I have to put together a report every quarter using data pulled off of Morningstar Direct. I have to automate the whole process, or at least parts of it. We have put this report together for the last two quarters, and we use the same format each time. So, we already have the general templates for the report - now I'm just looking for a way to pull the data from Morningstar and putting into the templates correctly.
Does anyone have any general idea where I should start?
A B C D E F
Group Name Weight Gross Net Contribution
Equity 25% 10% 8% .25
IBM 5% 15% 12%
AAPL 7% 23% 18%
Fixed Income 25% 5% 4% .17
10 Yr Bond 10% 7% 5%
Emerging Mrkts
And it goes on breaking things into more groups, and there are many more holdings within each group.
What I want it to do is search until it finds "Equity", for example, and then go over one row, grab the name of the position, its weight, and its net return, and do that for each holding in Equity. The for it to do the same thing in Fixed Income, and on and on - selecting the names, weights, and nets for each holding. Then copy and pasting them into another workbook.
Anyway that is possible?
It sounds like you need to parse your information. By using left(), right(), and mid() you can select the good data and ignore the superfluous. You could separate the data in one cell into multiple cells in the desired format.
A B
Name Address
John Q. Public 123 My Street, City, State, Zip
E (First Name) F (Middle Initial) (extra work to program missing data)
=LEFT(A2,FIND(" ",A2)) =MID(A2,LEN(E2)+1,FIND(" ",MID(A2,LEN(E2)-1,99)))
G (Last Name) H (City)
=MID(A2,(LEN(E2)+LEN(F2)+2),99) =MID(B2,LEN(H2)+2,FIND(",",MID(B2,LEN(H2)+2,99))-1)
I (State)
=MID(B2,(LEN(I2)+LEN(H2)+4),FIND(",",MID(B2,(LEN(I2)+LEN(H2)+4),99))-1)
J (Zip Code)
=MID(B2,(LEN(H2)+LEN(I2)+LEN(J2)+6),99)
This code will parse the name in the cell A2 and address in cell B2 into separate fields.
Similar cuts should allow you to get rid of the unwanted data.
==================================================================
7/8/2015
Your data seems to be your desired output. If so, please provide sanitized input data for comparison. You probably need to loop through your input to find the groups. When the group changes, prepare the summary figures.
I have a cube built on a fact which, amongst others, includes the Balance and Percentage columns. I have a calculation which multiplies the Balance by the Percentage to obtain an Adjusted Value. I now need to have this Adjusted Value divided by the sum of all balances, to get weighted values.
The problem is that this sum of all balances doesn't apply to the whole dataset. Rather, it should be calculated on a filtered subset of the whole data. This filtering is being done in Excel using a pivot table, so i do not know what conditions will be used to filter.
So, for example, this would be the pivot i'd like to see:
ID Balance Percentage Adjusted Value Weighted Adjusted Value
1 100 1.5 115 0.38 (ie 115/300)
2 50 2 51 0.17 (ie 51/300)
3 150 1 150 0.50 (ie 150/300)
300 is obtained by summing the balance of the rows that show in the filtered pivot.
Can this calculation be somehow done in OLAP? Or is it impossible to compute this sum with what i know?
Yes should be possible; e.g., assuming 1/2/3 are the children of a common parent, then the following calculated measure should do the trick :
WAV = AV / ( id.parent, Balance )
If not we would need more information about the actual data model and query.
I have a google spreadsheet for my gaming information. It contains 2 sheets - one for monster information, another for team.
Monster information sheet contains the attack value, defend value, and the mana cost of monsters. It's almost like a database of monsters that I can summon.
Team sheet does the following:
Asks for the amount of mana I currently have.
Computes a list of up to 5 monsters that I can summon (it can be less than 5).
Each monster has their own mana cost, therefore total mana cost mustn't exceed the amount of mana I have given in point 1.
The tabulated list should give me a team that have the highest combined attack value. It does not matter how many monsters are summoned. Each monster cannot be summoned twice though.
I have been thinking of using query() function so that I can make use of SQL statements. (so that I can hopefully retrieve the tabulated list directly)
Sample: Monster Info
A B C D
1 Monster Attack Defense Cost
2 MonA 1200 1200 35
3 MonB 1400 1300 50
... ...
Sample: Team
A B C D
1 Mana 120
2
3 Attack Team
4 Monster Attack Cost Total Attack
5 MonB 1400 50 1400
6 MonA 1200 35 2600
7 ... ...
I have these formula in "Team" sheet
A5: =query('Monster Info'!$A$:$D,"SELECT A,B,D ORDER BY B DESC LIMIT 5")
B5: =CONTINUE(A5, 1, 2)
C5: =CONTINUE(A5, 1, 3)
D5: =C5
A6: =CONTINUE(A5, 2, 1)
B6: =CONTINUE(A5, 2, 2)
C6: =CONTINUE(A5, 2, 3)
D6: =D5+C6
That only gets the 5 best attack monsters, regardless of the mana cost consideration. How do I do that such that it takes consideration of both attack value and mana cost value? There is another problem shown in the example below:
Example: (simplified version, without defense value etc)
Monster Attack Cost
MonA 1400 50
MonB 1200 35
MonC 1100 30
MonD 900 25
MonE 500 20
MonF 400 15
MonG 350 10
MonH 250 5
If I have 160 mana, then the obvious team is A+B+C+D+E (5100 Attack).
If I have 150 mana, it becomes A+B+C+D+G (4950 Attack).
If I have 140 mana, it becomes A+B+C+D (4600 Attack).
If I have 130 mana, it becomes B+C+D+E+F (4100 Attack using 125 mana) or A+B+C+F (4100 Attack using all 130 mana).
If I have 120 mana, it becomes B+C+D+E+G (4050 Attack).
If I have 110 mana, it becomes B+C+D+F+H (3850 Attack).
As you can see, there isn't really a pattern within the results.
Any expert willing to share their insights on this?
I've played with the problem for an hour and I only have a workaround here. Your problem seems to be a standard linear programming task which should can easily be solved by a "Solver" software. There used to be a so called "Solver" in google spreadsheet, but unfortunately it was removed from the newest version. If you are not insisting on Google solution, you should try it in one of the Solver-supported spreadsheet manager softwares.
I tried MS Office (it has a Solver add-in, installation guide: http://office.microsoft.com/en-001/excel-help/load-the-solver-add-in-HP010342660.aspx).
Before you run the solver, you should prepare your original dataset a bit, with helper columns and cells.
Add a new column next to the "Cost" column (let's assume it is column "D"), and under it put each row either 0, or 1. This column will tell you if a monster is selected to the attack team or not.
Add two more columns ("E" and "F" respectively). These columns will be products of the Attack and of the Cost respectively. So you should write a function to the E2 cell: =b2*d2, and for the F2 cell: =c2*d2. With this way if a monster is selected (which is told by the D column, remember), the appropriate E and F cells will be non zero values, aotherwise they will be 0.
Create a SUM row under the last row, and create a summarizing function for the D,E,F columns respectively. So in my spreadsheet D10 cell gets its value like this: =sum(d2:d9), and so on.
I created a spreadsheet to show these steps: https://docs.google.com/spreadsheets/d/1_7XRlupEEwat3CthSSz8h_yJ44MysK9hMsj0ijPEn18/edit?usp=sharing
Remember to copy this worksheet to an MS Office worksheet, before you start the Solver.
Now, you are ready to start the Solver. (Data menu, Solver in MS Office). You can see a video here on using the Solver: https://www.youtube.com/watch?v=Oyc0k9kiD7o
It's not that hard as it looks like, but for this case I'll describe what to write where:
Set Objective: you should select the "E10" cell, as that represents the sum of all the attack points.
Check "Max" radiobutton as we would like to maximize the value of the attacks.
By Changing variable cells: Select the "d2:d9" interval as those cells are representing whether a monster is selected or not. The solver will try to adjust these values (0, or 1) in order to maximise the sum attack.
Subject to the Contraints: Here we should add some constraints. Click on the Add button, and then:
First we should ensure that d2:d9 are all binary values. So "Cell reference" should be "d2:d9" and from the dropdown menu, select "bin" as binary.
Another constraint should be that the sum of the selected monsters should not exceed 5. So select the cell where the sum of the selected monsters is represented (D10) and add "<=" and the value "5"
Finally we cannot use more manna that we have, so select the cell in which you store the sum of used manna (F2), and "<=", and add the whole amount of manna we can spend in my case it's in the I2 cell).
Done. It should work, in my case it worked at least.
Hope it helps anyway.
Here is my data (apologies for poor formatting, maybe that should have been my first question!):
Customer Percentage Increase
1 2%
2 12%
3 -50%
4 87%
5 -20%
6 -1%
7 123%
8 -98%
9 10%
10 13%
I created a pivot table in Excel with Percentage Increase as the Row Labels and Count of Customer as the value.
Row Labels Count of Customer
-98% 1
-50% 1
-20% 1
-1% 1
2% 1
10% 1
12% 1
13% 1
87% 1
123% 1
Grand Total 10
I then wanted to group the percentages to something easier to read, but the percentage ranges do not show percentages, instead they show regular numbers.
Row Labels Count of Customer
<-0.5 1
-0.5--0.25 1
-0.25-0 2
0-0.25 4
0.75-1 1
>1 1
Grand Total 10
How do I get the number formatting of my percentage ranges to be percentages, i.e. 0% - 25%, etc?
Thank you.
The only way I know is to change them by hand, i.e., click into the cell with the label and change it to say what you want.
If you do this, I'd also create the labels for the categories that don't show up yet, e.g., 25% to 50% (and 50% to 75%) in your example. To do this, choose Field Settings>Layout & Print and check "Show items with no data". Change the labels for those ranges as well. Once you do, you can uncheck "Show items with no data", and in the future if there are counts in new ranges the new labels will still be what you entered. (At least it seems to work that way).