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...
Related
I am trying to join data associated with two custom variables in the same Google Analytics dataset for a filter widget. We have institution names for older data in customVarValue2 and after GA changed the use of custom variables, newer data in Institution. I would like to be able to access all that data (back to October 2011) in one pageview chart and I think I can do that with a calculated field.
I saw on a post in the Data Studio forums that the logical operators don't work so I've been trying to do this with individual lines like so:
CASE
WHEN REGEXP_MATCH(customVarValue2, '.*Denmark.*') THEN 'Denmark!'
WHEN REGEXP_MATCH(Institution, '.*Denmark.*') THEN 'Denmark!'
ELSE 'Other'
END
The goal is to end up with one "Denmark!" field in the widget dropdown where all the data is combined from the two custom fields (customVarValue2 and Institution) to cover the whole date range. I can get it to work with one of the variables and it gives me the choice of "Denmark!" and "Other" with the appropriate date range for the custom variables that I used. But when I put both "WHEN" cases in, I only get "Other" showing in the widget dropdown. I would appreciate any advice you can give.
Thanks,
Sandy
The version below seems to work for me on a different case. Have you checked the case of the custom variable macthes?
CASE
WHEN REGEXP_MATCH(customVarValue2, '.Denmark.') OR REGEXP_MATCH(Institution, '.Denmark.') THEN 'Denmark!'
ELSE 'Other'
END
I have a DataTable that I'm passing to a FlexCel report. It contains a variable number of columns, so I'm using the Full Dataset feature (e.g. <#table_name.*>).
However, only a subset of the fields are dynamically generated (I have a variable number of attachments). The column name for each attachment field starts with a common word (e.g. "Attachment0", "Attachment1", etc).
What I would like to do is output the known finite set of fields and then the variable number of attachments. It would be nice if I could write something like <#table_name.Attachment*> (and <#table_name.Attachment**>). Is there any way in FlexCel Reports I can achieve the same result?
A side benefit to such a solution means that I could keep the formatting for the known/finite set of fields.
Update
I added place holder columns to the document, each with a <#delete column> tag, so that the un-wanted columns/data are removed.
Although this works, it's not ideal. For example, if I want to see how the columns fit in the page width (in print preview), then I need to hide the columns. Then I have to remember to un-hide them again, so other developers can see/understand my handy work.
It would be much more straight forward if I could filter the fields before they're output to the document.
I realised there's an alternate way around this problem. I broke up the data into two sets of data - <#table_name.*> and <#table_name_attachments.*>.
The fixed set of fields are in the first table and the variable set of fields is in the second table (all the "Attachment*" fields). When the report is run, I place them next to each other (in the same order) in the same worksheet. This means I have two table ranges - "_table_name_" and "_table_name_attachments_" on the one sheet.
Now I'm able to run my print preview without hiding/re-showing the columns-to-be-deleted. I've also eliminated human error - it was all to easy to accidentally set the wrong number of padded/delete columns.
I try to add a new calculated column to sharepoint list that will show elapsed day. I enter name and write a formula like;
=ABS(ROUND(Today-Created;0))
The data type returned from this formula is: Single line of text
When I want to save I get an error like
Calculated columns cannot contain volatile functions like Today and
Me.
Calculated Column Values Only Recalculate As Needed
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
(As a side note, this is the reason why in SharePoint 2010 you cannot create or change a calculated column on a list that has more than the list view threshold of 5000 items; it would require a mass update of values in all those items, which could impact database performance.)
Thus, in order for calculated columns to accurately store "volatile" values like "Me" and "Today", SharePoint would need to somehow constantly recalculate those column values and continuously update the column values in the database. This simply isn't possible.
Alternatives to Calculated Columns
I suggest taking a different approach entirely instead of using a calculated column for this purpose.
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
I found some conversations about this issue. Many people suggest to creating a new Date Time column, visible is false, default value is Today's Date and it will be named as Today. Then we can use this column in our formulas.
I tried this suggestion and yes error is gone and formula is accepted but calculated columns' values are wrong. I setted column Today is visible and checked, it was empty. Default value Today's Date was not working. When I looking for a solution for this issue I deleted column Today carelessly. Then I realized calculated columns' values are right.
Finally; I don't know what is trick but before using Today keyword in your formulas if you create a column named as Today and after your formula saving if you delete Today column, it is working.
UPDATE
After #Thriggle's answer I realized this approach doesn't work like a charm. Yes, formula doesn't cause an error when calculated column saving but it works correctly only first time, in the next day the calculated column shows old values, because its values are static as Thriggle explained.
I am having a field named rpc in my elasticsearch database and I am displaying it using Kibana. When I search in search bar of kibana like:
rpc:*
It display all the values of rpc field but I want to have only those value to be displayed which are unique.
I have been playing around with Kibana4 since a couple of weeks now. I find it intuitive and simple and the experience has been great till now. Following your question, I tried getting unique results via a Data Table visualization. Why? Because I personally find it easier to understand. Following are the steps:
1. Get unique count
Create the visualization (Visualize -> Data Table). First lets get
the count of how many unique entries we have for a particular field
(We will use this in the later part for verification). I'm using
clientip.raw but as I see, it will work just fine with any friendly
field name too.
2. Set the aggregation right
Set you aggregation back to count and have a Split Rows as follows. Not doing this will give you count 1 for each field value (since it is looking for unique counts) when you populate the table. Noteworthy part is setting the Top field to 0. Because Kibana won't let you enter anything else than a digit (Obviously!). This was the tricky part. Hit Apply and you'll get the results. Unique field values and the count of each of them.
3. Verification:
Going to the last page of the table, we see there are exactly 543 results. This is how I know it works.
What Next?
You save this visualization and add it to a Dashboard. There you can always check the request, query, response and other stats.
Just an addition to the above mathakoot answer.
For the user of newer version (which do not allow bucket size of 0 anymore) just set a value greater than the maximum number of result
And report the value in the Options>Per Page field
I am using Kibana 6 so the UI looks a bit different than the older answers here.
Here is what worked for me
Create a visualization from your query, I used a line graph type (don't think it matters)
Under Data, set metrics aggregation = "Unique Count" and set field to your field.
Set x-axis aggregation = "Terms" and set field to your field.
Set Size > your number of records
Under Metrics and Axes, disable drawing of the graph, circles, and labels (this really helps the UI not lag)
Run query and then click "Inspect" and download CSV
Data
Metrics & Axes
I wanted to achieve something similar but I'm stuck with Kibana 3.1.
I simply added a panel of type "TERMS" and configured its Field = User-agent and left everything else on default values. This gave me a nice bar chart with one bar for each User-agent.
being a newbie to SSRS, I am trying to figure out the following:
say for instance I have a dataset which does a :
SELECT [cols...] from [some view]
I want to be able to further filter this based on parameters given from an ASP.NET site (I am using the AJAX control toolkit for the report viewer). There could be x amount of parameters and potentially can be filtered on 1 or more columns.
First question is, how would I filter the dataset and pass along the parameters along with which field the filter should apply to? I may have [col1] and I want to filter it with x values.
Second question Is, I want to be able to group the results per page based upon a column. So for each grouped result set, I want them to be displayed per page (per group per page).
Then on the headers of the page, I want it to display what the page grouping is. How would I do this?
In terms of what have I tried - nothing as I DO NOT KNOW HOW, it is why I am asking the question here to see what the experts (you) can suggest and guide me.
thank you!
To do this you can create Parameters in SSRS, they do not need to be in your query or anything. Then, go to your tablix and click either ROW or column depending on the filter type and set it show/hide visibility. For example I have a report that has personal information, so i have true/false parameter that hides/shows those columns, similar I have one that hides/shows any row with a -1 for the total paid.