Multi Data Blocks in Columns but different rollups

Previous Member

I am currently designing a DataView report layout that shows Customer payment history with conditional formatting illustrating where we collected 1 of 3 options; If we collected payment that month, if we collected more than 1 payment that month, or if we collected no payment at all. 

 

Since we have posted payment counts parsed out by month in columns, can we add singular entity or cubed(I have loaded in both scenarios) columns that display their initial sign up date and account end date?  Also, in the case of a month where there was no payment collected, is there a way to cross reference with the Account End Month so we can quickly determine if either there was no payment posted or if the account cancelled altogether?

 

I’ve included a series of screen shots illustrating what we’ve built thus far as well as data sets that we have available for utilization.

 

Please let us know if you have additional clarifying questions or concerns.

 

Any assistance with this is greatly appreciated.

 

Thanks!

Ford Reid

Brendan Broughton

Hi Ford Reid,...I realise you've posted in forums and e-learning, so thought I'd put my reply in both just in case anyone else comes across it in future....

 

..from your excel sample I'm assuming you want one cube/block to be displayed across multiple columns (the one displaying '1's), 1 for each month, and then the other (displaying the dates) to only show a single column?

 

If I have this correct it should be easily possible.

First remove 'month' from the by column axes.  This would display one column  for each block.

Go to the 'References' tab on the block you wish to split out by month and select month under 'Detail By'.  This should then detail (ie. display) that block by month, which will put a column for each month.

 

you set this here.. 

 

Leaving the other blocks as is (ie. no detail by) will leave them with a single column, and the 'detailed by' block will show multiple columns.

 

Hope this helps and is what you were after.

Cheers

Previous Member

Hello Brendan Broughton!

 

Thanks for the quick tip!  I think we're getting very close.  We were able to add in the single columns as well as detailed columns by month.  However, the singular columns are not displaying any values.  I've extracted these date entities and reloaded them into dummy ones as an additional test but still no luck.

 

Attached are some screen shots showing the latest configuration.

 

Thanks again Brendan!

Ford Reid

Brendan Broughton

Ford Reid, what are the dimensions and type of your 'date' cubes? 

I notice you have 'day' as a by row axes. If these cubes are storing a date then I assume they are of type 'date', and so they probably don't have (or don't need) a time dimension.  If they don't have a time dimension it is possible trying to display them with one (the 'day' by row) is what is stopping it from displaying correctly.  What happens if you remove 'day' from your 'by rows' axes?

Previous Member

Evening/morning Brendan,

 

I believe I found the solution by loading separate date entities and adding those as entity blocks,..

 

 

Sent from my iPhone

 

 

 

 

Elton Reid

Business Intelligence Analyst

elton.reid@thegosolution.com

Office: (713) 983-2200 x60569