Hi I've created a calculated field in Tableau called status, which returns either "Fully Retained", "Partially Retained, "Never Retained and "Not Due", what i want to achieve is a count of how many times each of these status' appear, so that i can calculate a percentage.
Here is the image of the raw data i have removed the field containing sensitive information
I have then pulled in the sales VIN and removed the non required fields
image of the above step
It is separated the into the categories that i want, so now i want to create a count of how many times "fully Retained" appears, "Never Retained" appears, "Not Due" appears, and "Partially retained" appears.
When i change the measure to count (distinct) or just count, it just shows a count of all the stuff under "fully retained"
Image of the issue mentioned above
This isn't correct, there is 680 items, but some and not all of them are fully retained.
Does anyone know how to fixed this?
Related
I am trying to display counts (and other formulas) for only the records being displayed.
When I put count #Field in the report (wherever I put it) I get too many records. I have no suppression formulas present.
I do have formulas in Select Expert, Record. However, I understood that counts should work after these formulas have been applied.
The total number of records showing at the bottom of the report is 799999. When I use count #Field I also get 799999. However, when I export information in Details into excel I get 28140. This is the number of rows of data displayed and what I need to get count etc on.
I have looked at numerous posts re "whileprintingrecords" and "runningtotals" but cannot seem to get anything to work and not sure what I need to do and where?
Thanks
Ian
In your page footer section place text field and there you can place special field
and using that "record number" in page footer you can access number of records until that page.
So on page 1 there could be
Record 5 of 799999
on page 2
Record 12 of 799999
etc...
I am using matrix items with a hierarchy, what would be the best inventory value to use when talking about saleable items? And where would I find it? If I look in locations line item on a child record in SuiteScipt I get
location:"1"
location_display:"Main"
locationid:"1"
quantityavailable:"0"
quantityavailablebase:"0"
But if I look in the interface in an item in NetSuite I also see "Quantity On Hand" , "Quantity On Hand (base unit)", "Quantity Available" , "Quantity Available (base unit)" others also like "Quantity Committed", "Quantity Back Ordered", "Quantity In Transit" the last group unlikeley but I am including them, also notably the last 3 have no values anyway. If I am to write a script that determines stock conditions for saleable items, which value or values should I use and where are they located. Thanks and any help is appreciated
Ok figured it out, apparently, the "On Hand" value is a total that includes the sum of the "Quantity Available" and the "Quantity Committed", the "Quantity Available" should be reflective of the Saleable amount of product. This may also have to summed across multiple locations.
thanks anyone who was looking into this for me
I have to point out that I'm fairly new to reporting outside of Microsoft Access, and new to the site, so please bear with me!
Stripped down to essential items, my data object has:
CategoryID, ParentCategoryID, TransactionID, TransactionDate, SplitID, CurrencyID and Value.
I don't think this is relevant, but just in case -
A Split has a Category and a Value, with one to many belonging to a Transaction.
Multiple Splits may exist for the same Category & Transaction with
different, or the same, Value (to support different combinations of the other data
items I haven't listed).
A Transaction has a TransactionDate and a CurrencyID, so all Splits
belonging to a Transaction are for the same Currency.
A Category belongs to a Category recursively.
A Split may be assigned a Category at any level in the recursive hierarchy and the crux of my problem is to report Transaction / Split detail under the appropriate Category heading, with a sub-total to include all those details AND the totals of all child Categories.
So, I have a Detail row group holding all the ancilliary data items that aren't relevant and a TransactionIDGroup row group on the same row. I then have a CategoryGroup row group based on CategoryID with a Parent of ParentCategoryID to handle the recursive nature of the data and a CurrencyIDGroup column group to handle the possible multiple currencies involved.
Also in the CategoryIDGroup row group is a total row with the Value cell holding an expression.
If I leave that expression as =Sum(Fields!AccountValue.Value), the report quite nicely totals the Value for each Currency column for all the details specifically in each Category (the default scope), so I thought I needed to make the Sum 'Recursive'. However, you don't seem able to specify the optional Recursive parameter without specifying the scope as well.
If I specify scope as CategoryIDGroup, I get all zero sub-totals. If I use CurrencyIDGroup I get each one being the same report total for the Currency. Anything else either gets me a build error or a combined-currency report total.
The other issue I have is that the recursive child Category groups are reported sequentially underneath the parent Category group (so, outside the header row, detail rows and total row, and not within the group. However, if I can get the total to reflect the children as well as the details at that level, I'd be happy enough, even though it wouldn't seem to add up until you realised what was going on.
What I have in mind is something like:
Category A
Transaction 1 10/02/2011 ...................... £100.00
---------------------- £14.50
Transaction 2 18/03/2011 ...................... $159.34
Category Ai
Transaction 3 18/06/2011 ---------------------- £295.60
Total Category Ai £295.60
Total Category A £410.10 $159.34*
But what I get is this:
Category A
Transaction 1 10/02/2011 ...................... £100.00
---------------------- £14.50
Transaction 2 18/03/2011 ...................... $159.34
Total Category A £114.50 $159.34*
Category Ai
Transaction 3 18/06/2011 ---------------------- £295.60
Total Category Ai £295.60
I guess the fundamental question is - am I asking the impossible? Do I need to take a different approach, perhaps with sub-reports for the details? I've wondered about including a Sum of the values of the child Categories within the data object at each Category level, but is there something simple I'm missing?
Any pointers in the right direction would be greatly appreciated after several days tearing my hair out :)
I have no idea whether there was something simple I missed, but resolved the issue to my satisfaction by including another property in the data object, being the sum of all child categories for each currency, and including a new row to print the sum of that field. Just in case someone else hits just the same question!
I've generated a simple access report that is used for purchasing.
Basically, there are two tables, one for purchase orders, and one for the items on the purchase orders.
For the items on an order, I store the item details, quantity ordered, quantity delivered, and price per unit. (plus a few other fields which aren't relevant in the context of this question).
I'm generating a report to list all outstanding items still on order, and the report has a calculated field showing the outstanding quantity * cost per item. This works perfectly fine.
What I'm struggling with, is showing a sum of this calculated field (i.e. a total cost of all outstanding items), but when I try to add a total to the column, it only gives me the option of adding an item count for the column. The column is a 'Currency' field.
What might I be doing wrong, or am I expecting too much from access?
Resolved. I created the only option that the GUI would allow (item count), then modified the query from:
=Count(*)
to
=Sum([Quantity]*[Cost])
Works perfectly.
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...