report builder 2.0 count function - report

I am trying to customize a report for stock status in our warehouse.
The current report does not total the number of pallets so I added a spot to count the number of movable units.
The problem is once an order is shipped out the line item still stays on the report but the qty available of pieces goes blank since nothing is there.
So I want to make it that I can Count the qty available if it is greater than 0 and I want to count 1 if it is less than 1 but I don't want it to count anything.
I have tried all sorts of combinations and can't get it right.
I think if I understand right that i need to do something like
=COUNT(IIF(Fields!SUMOFONHAND.Value>0)=1.(IIF(Fields!SUMOFONHAND.Value<1)=0

IIF works like this: IIF(expression, true, false)
So you want this:
=SUM(IIF(Fields!SUMOFONHAND.Value > 0, 1, 0))

Related

Displaying a Count text field as zero instead of blank

I am trying to count unique ID numbers in Tableau; however, when I filter by year, there are some years with no ID numbers. As a result, I want the number 0 to be shown, but instead Tableau just displays a blank. I was trying to use a calculated field like this, but it doesn't seem to be working.
IF(COUNTD([ID]) > 0) THEN COUNTD([ID])
ELSE 0
END
Alternatively, I tried this, but it also doesn't work.
IF ISNULL(COUNTD([ID])) THEN 0
ELSE COUNTD([ID])
END
Here is what the worksheet looks like. It is very simple.
Filtering out some of the years, you can see how the zero values are simply displayed as blanks.
You can use ZN()function for this.
ZN(CountD[ID]))

Tableau Weighted Average Per Capita Calc not aggregating right

I am trying to create a simple revenue per person calc that works with different filters within the data. I have it working for a single record, however, it breaks and aggregates incorrectly with multiple records.
The formula I have now is simply Sum([Revenue]) / Sum([Attendance]). This works when I only have a single event selected. However, as soon as I select multiple shows it aggregates and doesn't do the weighted avg.
I'm making some assumptions here, but hopefully this will help you out. I've created an .xlsx file with the following data:
Event Revenue Attendance
Event 1 63761 6685
Event 2 24065 3613
Event 3 69325 4635
Event 4 41996 5414
Inside Tableu I've created the calculated column for Rev Per Person.
Finally, in the Analysis dropdown I've enabled Show Column Grand Totals. This gives me the following:
Simple Fix
The problem is that all of the column totals are being calculated using the SUM aggregation. This is the desired behavior for Revenue and Attendance, but for Rev Per Person, you want to display the average.
In Analysis/ Totals / Total All Using you can configure the default aggregation. Here we don't want to set all of them though; but it's useful to know. Leave that where it is, and instead click on the Rev Per Person Grand Total value and change it from 'Automatic' to 'Average'.
Now you'll see a number much closer to the expected.
But it's not exactly what you expect. The average of all the Rev Per Person values gives us $9.73; but if you take the total Revenue / total Attendance you'd expect a value of $9.79.
Slight More Involved Fix
First - undo the simple fix. We'll keep all of the totals at 'Default'. Instead, we'll modify the Rev Per Person calculation.
IF Size() > 1 THEN
// Grand Total
SUM([Revenue]/[Attendance])
ELSE
// Regular View
SUM([Revenue])/SUM([Attendance])
END
Size() is being used to determine if the calculation is being done for an individual cell or not.
More information on Size() and similar functions can be found on Tableau's website here - https://onlinehelp.tableau.com/current/pro/desktop/en-us/functions_functions_tablecalculation.html
Now I see the expected value of $9.79.

Remove total value for one column in PowerBI

I have a table visualisation in PowerBI that sums the top 10 products sold by sales quantity. I have a calculated column which shows the rate of sale, using other fields from the data source:
(quantity / # stores with product) / weeks on sale
The ROS calculates correctly, but it still sums and appears in the total row.. The number of stores and number of weeks are set to 'Don't Summarize', but they still add together and give some meaningless number in the total row. If i set ROS to 'Don't Summarize', to remove the total row, the summing of the rest of the table and therefore the filter I have on top N by quantity drops out.
It is very frustrating! Is there an option somewhere to simply not display total for a field?? I don't want to remove the total row completely as the other fields (e.g. Qty, Value, Margin) are useful to see a sum of.. It seems very strange that it is so difficult to do something so minor..
Additional info:
Qty is a SUM field.
Stores is not summarized and simply refers to the average number of stores that stock that product over the weeks of the trading season
Weeks is not summarized.
Weeks is not summarized and refers to the weeks that have passed in the trading season.
Example data:
Item.......Qty......Stores.....Weeks....ROS
Itm1........600........390.........2............0.77
Itm2........444........461.........2............0.48
Itm3........348........440.........2............0.40
Total.....1,392.....1,291*......6*...........1.65*
Fields marked with a * are those where the sum is a meaningless figure unrelated to the data. I do not actually need Stores and Weeks to show in the table, so the fact that they sum does not matter. However, ROS is essential, but the sum part is totally irrelevant and I do not want it to show. Any ideas? I am open to the idea of using R to overcome the lack of flexibility in the standard tables although my knowledge in this area is fairly limited.
I suspect you've made a common mistake - using a Calculated Column for ROS where you should've used a Measure.
If you rebuild that calculation as a Measure, then you can wrap the HASONEVALUE function around it, with the objective of showing a blank when there are multiple Item values in context (the Total row).
Roughly the Measure formula would be:
ROS = IF ( HASONEVALUE ( Mytable[Item] ) , << calculation >> , BLANK() )
I would also replace your use of / with the DIVIDE function, to avoid divide by zero errors.
You can remove individual totals for columns in tables and matrix objects in a round-about way by using field formatting.
Click the object, go to formatting, click the field formatting accordion, select the column or columns you want to affect from the drop-down list, set the font color to white, set 'apply to values' to off, and set 'apply to totals' to on.
A bit tedious if you have many columns, but you will have, in affect, whited-out the column totals.
Heads up, you might still have a problem with exporting data, though.
Cheers
Click on the table -> Fields -> expand the value field you don't want to include -> Select "Don't Summarize." This will exclude it from the "Total" row.
select do not summarise option for those metrics which you dont want total
Select the table you want to change
In the Visualizations pane:
Go to Format,
Find the Field Formatting option,
Choose the field you don't want to summarize.
Turn off 'apply to header',
Turn off 'apply to values',
Turn ON 'apply to total',
Change the font color to white.

How to count occurrence of value and percentage of a subset in tableau public?

I have a set of data in the following format:
Resp | Q1 | Q2
P1 | 4 | 5
P2 | 1 | 2
P3 | 4 | 3
P4 | 6 | 4
I'd like to show the count and % of people who gave an answer greater than 3. So in this case, the output would be:
Question | Count | Percent
Q1 | 3 | 75%
Q2 | 2 | 50%
Any suggestions?
Although it sounds like a fairly easy thing, it is a bit more complicated.
Firstly your data is not row based so you will have to pivot it.
Load your data into Tableau
In the DataSource Screen choose column Q1 and Q1, right click on them and chosse "Pivot"
Name the column with the answers "Answers" (just for clarity.
You should get a table that looks like this:
Now you need to create a calculated field (I called it Overthreshold to check for your condition:
if [Answer] > 3 then
[Answer]
End
At this point you could substitute the 3 with a parameter in case you want to easily change that condition.
You can already drop the pills as follows to get the count:
Now if you want the percentage it gets a bit more complicated, since you have to determine the count of the questions and the count of the answers > 3 which is information that is stored in two different columns.
Create another Calculated field with this calculation COUNT([Overthreshold]) / AVG({fixed [Question]:count([Answer])})
drop the created pill onto the "text" field or into the columns drawer and see the percentage values
right click on the field and choose Default Propertiess / Number Format to have it as percentage rather than a float
To explain what the formular does:
It takes the count of the answers that are over the threshold and devides it by the count of answers for each question. This is done by the fixed part of the formular which counts the rows that have the same value in the Question column. The AVG is only there because Tableau needs an aggregeation there. Since the value will be the same for every record of the question, you could also use MIN or MAX.
It feels like there should be an eassier solution but right now I cannot think of one.
Here is a variation on #Alexander's correct answer. Some folks might find it slightly simpler, and it at least shows some of the Tableau features for calculating percentages.
Starting as in Alexander's answer, revise Overtheshold into a boolean valued field, defined as Answer > 3
Instead of creating a second calculated field for the percentage, drag Question, Overthreshold and SUM(Number Of Records) onto the viz as shown below.
Right click on SUM(Number of Records) and choose Quick Table Calculation->Percentage of Total
Double click Number of Records in the data pane on the left to add it to the sheet, which is a shortcut for bringing out the Measure Names and Measure Values meta-fields. Move Measure Names from Rows to Columns to get the view below, which also uses aliases on Measure Names to shorten the column titles.
If you don't want to show the below threshold data, simply right click on the column header False and choose Hide. (You can unhide it if needed by right clicking on the Overthreshold field)
Finally, to pretty it up a bit, you can move Overthreshold to the detail shelf (you can't remove it from the view though), and adjust the number formatting for the fields being displayed to get your result.
Technically, Alexander's solution uses LOD calculations to compute the percentages on the server side, while this solution uses Table calculations to compute the percentage on the client side. Both are useful, and can have different performance impacts. This just barely nicks the surface of what you can do with each approach; each has power and complexity that you need to start to understand to use in more complex situations.

Subtract payment until amount due is zero

Using powershell I read in a text file that contains the check amount. I then create a query and get the amount due. The problem comes in because buyer could have multiple balances for different products. So they could write a check that covered A but not B and C.
$remainAmount = $currentAmount[0] - $checkAmount
How can I do this and not produce a negative number, force it to stop subtracting when zero is reached?
One solution would be to use the [Math]::Max() function like this:
$remainamount = [Math]::Max($currentamount[0] - $checkamount,0)
That will give you the higher of the two numbers, so if they still owe something it gives that, or it gives 0.

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