I am working on to populate the payroll expenses of last month and current month using saved search according to departments.
I got the last month payroll expenses and current month payroll expenses using formula field.
Now I am trying to get result in percentage of two amount Values which I have got through formula fields.
I am not being able to get the even subtraction of both of the formula fields.
So that I can divide and get the increment /decrement percentage.
Tried many ways using formulas (case, subtraction of two formulas), using summary type and its functions but not got required result.
Please suggest something for saved search result.
Thanks.
Related
I want to create a heatmap in Google Datastudio similar to the "Users by time of day" heatmap in Google Analytics.
This is how it looks in Google Analytics.
THE FIRST PROBLEM is that when I have my columns as the days of the week, it sorts on ascending/descending value alphabetically, NOT Sunday, Monday, Tuesday, etc.
THE SECOND PROBLEM is that I can't actually get the heatmap coloring.
THE THIRD (not a problem, but a preference)...is there a way to group every 2 hours like Google Analytics does?
I am creating this using the PIVOT TABLE chart. Should I be using a different chart? Any other ideas?
You can get something pretty close by doing this. Add a Pivot table, and modify the following settings.
Row Dimension - Hour
Column Dimension - Day of week
Metric - Users
Sort Row 1 - Hour - Ascending
Sort Column 1 - Day of Week Ascending
Then under the Style tab
Metric - change from Number to Heatmap
For the 2h interval I solved it by going in to the data source editor, click count on hour then it creates a copy that takes a formula, so i entered the formula
CASE
WHEN HOUR IN ("00","01") THEN "00-02"
...
...
...
WHEN HOUR IN ("22","23") THEN "22-00"
ELSE "Other"
END
I've recently written a tutorial on how to create this report in Data Studio.
As a summary, you need to use a "Pivot table with heatmap". Use Hour of Day as your Row Dimension, and a calculated field for Day of the Week as your Column Dimension. The code for the calculated field is in my post and it essentially adds a number before the name of the day so you can sort them alphabetically. Then, add your Metric: Sessions.
There is also a link to the dashboard that I made publicly available for anyone to copy and apply their own data.
The link to the post with step-by-step tutorial and access to dashboard template is: businessahead.co.uk/users-by-time-of-day-google-analytics
I have a dataset in Tableau that contains sales data listing each sale the company has had in the past year. Each customer has a unique ID, and many customers return. I'm trying to figure out how to create a calculated field in Tableau that gives a True | False answer to whether a given patient ID appears again in the dataset within a given timeframe (say, within six weeks of a given observation).
I've tried running it with LOOKUP, but I haven't been able to specify the increase in time effectively.
This would be how I would approach it. Create two date parameters, start and end.
Then create a filter calc for the date.
[date] >= [param_date_start]
and
[date] <= [param_date_end]
Place this in the filter shelf set to TRUE.
Then create another parameter for your customer id and you can test for the existence of a customer id as follows.
max([customer_id] = [param_customer_id])
This will return true if there is at least one record where the customer_id equals the param_customer_id for the chosen dimensions and date range.
You could use this same approach to define a computed set, say the set of all products that were purchased by the customer in the specified date range, or the set of all patients that received a particular service. Just use this formula on the condition tab when defining the set.
I am working with SSRS and having trouble creating a graphical chart to display data. My dataset is very simple, as it only has one column which is a datetime field (known as CreatedOn).
My SQL query is:
SELECT [CreatedOn]
FROM [Incident]
WHERE CreatedOn > DATEADD(m,-11, DATEADD(
month, DATEDIFF(month, 0,CURRENT_TIMESTAMP), 0))
My goal is to have the query results show up in a chart and have them grouped by year and by month, as well as sorted. For example, I should be able to see that 40 incidents were created in February 2005. Those 40 incidents would be represented graphically as a single bar (it is a bar graph) with the number 40 on top (or somewhere).
My issue is that either my chart shows up completely blank, or the report fails to run. When it fails to run, the error I receive is:
the value expression for field 'CreatedOn' contains an error: conversion from string 'CreatedOn' to type 'Date' is not valid.
I have tried using SSRS expressions on the CreatedOn field, such as CDate() and FormateDateTime(). That does get the report to run, but the chart shows up blank. I would not think that the field should have to be formatted or converted in SSRS since it is already a datetime field at the database level. I have tried about 10 different combinations of groupings and sorts, but my chart always shows up blank. I have even used CDate() and so forth in the grouping and sort expressions which are a part of the chart.
How can I get my bar chart to work (a.k.a. show datetimes, grouped and sorted)?
I am going to go off the assumption:
You have more data being pulled than just the ‘CreatedOn’ field.
a. Because if you don't it will be difficult to create a chart as you have nothing else to compare it too.
If this is an accurate assumption here is an example of how to create a chart and have the data formatted by dates.
When designing a chart you need to take a lot into consideration. First I like to ensure that I have as little null data as possible. This causes charts to act wonky (at least from my experience).
Second is how the data will be represented.
We have several things to consider when we think about charts and groups.
There are Category groups, Series groups, and then the Values.
According to Microsoft: charts have a direct similarity to Matrix’s. They act the same way:
The Column groups of a Matrix are similar to that of the Category Groups in a chart.
The Row groups of a Matrix are similar to that of the Series Groups in a chart.
The Data area of a Matrix is similar to that of the Values Groups in a chart.
Setting Up the chart:
If we want the number of Incidents sorted by Year and then Month it might look something like this:
Year by Category (You can use your group by Expression here) =Year(Fields!CreatedOn.Value)
Incidents will be in the Values section =Count(Fields!Incidents.Value)
Once you have that working and showing data I would then start adding in the data for the month. Again thinking about how you want to have the data displayed. You could then add a second Grouping on the category under the other one with your month function.
Another Useful link on charts (I know this is a little older but it’s details are still relevant)
*Side Note: When dealing with dates it can be a little tricky especially if SSRS is not recognizing something as a date. Here is a useful link that I have used when dealing with dates.
Dates
I hope this helped!
The issue was that the CreatedOn date field was not being defined correctly.
My data source was defined using an expression which depended upon parameters, using the expression: ="Data Source=sql01;" & "Initial Catalog=" & Parameters!ParentID.Value. Because the dataset must be defined at the runtime of the report, I was not able to refresh fields in the dataset using the "Refresh Fields" button.
I thought that I could work around this by defining the CreatedOn field manually. On the first attempt, SSRS threw an error at runtime claiming that I was trying to convert a string to a date, which basically meant that it perceived the CreatedOn field as defined within the dataset as a string. So I then tried to use the CDate() expression in the definition of the field, but that left me with a completely blank graph.
The solution was to:
Delete all of the fields I already had defined within the dataset
Temporarily hard-code my data source to use a database (Data Source=sql01;Initial Catalog=MyDatabaseName)
Click the "Refresh Fields" button within the dataset
Go back at set the data source to the original data source I wanted which depended upon parameters.
Long time reader etc,
I've a TFS report that I want to alter the sorting on by date. The problem is the sort only seems to consider the day element and the rest isn't considered. For example, the following is happening:
1/7/2011
1/7/2011
1/7/2011
2/12/2010
3/03/2011
3/03/2011
I've looked for a way to specify the datatype on the box in the table but to no avail. Any suggestions?
I've realised the field was being treated as text as the date in question isn't guaranteed to be there and replaced with an empty string if it wasn't.
Two steps have fixed the problem:
Added calculated field to dataset and wrapped an iif around to deal with missing dates as being way off in the future.
=CDate(IIf(IsDate(Fields!My_Date.Value), Fields!My_Date.Value, DateAdd(DateInterval.Year, 10,Now)))
This then forces the field to be treated as a date. I then added a sort on the group on this calculated field which isn't shown in the report and gives the impression that those items with a date get ordered and the rest are left to the other layers of sorting which is correct.
Is there a better way of doing this?
I find it a very efficient way!
I did it myself more complex
Group properties of the field you want to sort on
Sorting
expression:
=Datepart("yyyy",Fields!Datum.Value) & Datepart("m",Fields!Datum.Value) & Datepart("d",Fields!Datum.Value)
It will sort first on year, then on month, then on day
I need to create a donor summary report that provides total donations by donor by year.
I need to provide
name address email yr1total yr2total etc...
It looks like salesforce only allows two columns in row headings and two columns in column headings. Is there a way to work around this
Or, is there a way to use the tabular report to do the same?
TIA
If donations is a single field on the donor's record, it seems like what you're looking to do is attempt to display two columns for the same data within a report. The best way to do this (well, outside of creating a master-detail relationship with a new custom object named "Donations") would to have formula fields for each of the donation years, and calculate the donation sums in each of them. That is, as long as you have a way of calculating the year of the donation.
I believe to get the best answer, more information is needed.
Something like this? This will work if your donation is a separate object that's linked to Account (I've used Tasks & Events linked to Accounts in my example).
Create a report in "Matrix format".
Drop Account Name on the left pane, Donation's Date on the columns.
Columns will default to days. Click the dropdown in the place where I have "Created Date" and select summarizing by year (of course fine-tune to whatever you need).
Check date ranges / filter criteria etc obviously if you don't see all data.
Click Show -> Hide details.
Drop your "Donation Amount" or similar field into place where "Record Count" is displayed. Use "Sum".
Optionally deselect Show -> Record Count.
Now you're mentioning that there are only 2 columns so you probably already tried this. Well, common trick is to cheat by using a formula field that would hold your data (separated by comma maybe?). Tabular report would require you to create some helper fields (1 per year) on Account and do some kind of rollup summaries, messy.
If it's for a dashboard you could play with summary report (it can have more groups than 2) and pick chart type table on the dashboard...