Is there a way to invoice multiple non-invoiced packing slips instead of manually clicking on each from "Sales and marketing > Sales orders > Order shipping > Packing slips not invoiced"?
This would ofcourse be possible with a customization but I want to believe that this easy and well-needed function could be possible as a standard?
When inside of "Packing slips not invoiced" I can ofcourse select all packing slips, but there is no option to invoice them all, instead I have to get inside each Sales order and invoice it from there.
Related
Tableau automatically groups measures together but Power BI Desktop doesn't natively support this. I find it annoying to have to place measures under imported tables as the measures don't really belong to those "parent tables" (and quite often take input from multiple tables — which one would you consider the "parent"?)
So I experimented with some workarounds and I'm sharing the successful (as of the date of this post) ones here:
Method 1 (recommended): "Model" view > "Enter data" to enter a manual data table. Give a name like "_Measures_" so it appears on top of tables, and keep only the default dummy column "Column". Create/move measures under it, then right click to delete that "Column". Now you're left with a blank table that groups those measures under it.
Method 2: "Data" view > "New table" to create a DAX calculated table. Rest the same as above, except that for a DAX calculated table you can't delete the dummy column but instead you can hide it.
You can also "Enter data" using Power Query Editor but I don't recommend going with that extra step -- workarounds are supposed to be quick (and dirty) anyways!
Final results look like this (note the difference of the icons):
I have a data model in Power BI that, among other things, has the following tables
Employees (Dimension; employee ID/name)
Jobs (Dimension; contains details about the job, including job ID)
Employee history- Contains a record for each day an associate was in a job(snapshot table);
Job Budget History- Contains a record for each day a job was budgeted(snapshot table)
Calendar Table
The table is modeled like so (simplified version):
In Power BI, I am trying to make a simplified table view that contains measures based on both the budget history as well as the employee history for the most recent day in the dataset (simple count rows/distinct count of calendar table)
However, attempting to do so gives me the results below if I try to put both measures on the table. Basically it appears to be doing a cross join between each table and matching associates with jobs they don't have (this happens when the budget is added).
Of course, if I just do one of the singular measures everything works perfectly. I am fairly certain it is because there is no real connection between the 'employee' and the 'budget history' in this relationship, so it is just joining everything on the date without any context.
I have tried several things such as making inactive relationships with userelationship(), using visual level filters etc. but I'm not sure what the best option in this situation would be. (I am trying to avoid bidirectional relationships if possible)
Ideally this information should show on this date that Joe was present as President, Sally was present as an operator, and the Manager position had nobody, but all three were budgeted.
Any advice is appreciated. I have attached a simplified mockup pbix file for reference.
PBIX File
This is a complicated problem for many reasons. I was able to produce this report:
by removing field "Name" from the table and replacing it a measure:
Employee Name =
CALCULATE(
SELECTEDVALUE(Employees[Name]),
CROSSFILTER(Employees[Employee_ID], Employee_History[Employee_ID], BOTH)
)
It looks exactly like the report you want, but if you have additional requirements, you'll need to make sure that such approach works for you.
If this is acceptable, a brief explanation:
the root cause of the issue is missing Employee-Budget relationship. When you put Name in the table as a filter, it doesn't propagate to the budget table and causes a cartesian product.
Removing Name from the table eliminates the need for the filter propagation, but then you won't see employee names. I solved this by pulling employee names with the measure, where required propagation is forced by CROSSFILTER function (essentially, it's like a temporary bi-directional relation only when you need it, so it does not negatively affect the rest of the model).
Using PowerBI desktop, I have created a small table (called TimeSelector), with three elements: Day, Week and Month
The idea is to use the content of this table to create a slicer with three options
Thus, selecting one of those options should change the way dates are used in tables.
For instance, selecting Day would result in the following table:
While selecting Week would result in this:
Etc..
I have tried to write a new measure taking in account the selected slicer element, but it is not working:
DayWeekMonthSelection = IF(CONTAINS(TimeSelector;TimeSelector[DayWeekMonth];"Month");
MONTH(VALUES('uptime_downtime'[Uptime_date])))
This is only the first part of the formula, only testing the month option as a start.
Any idea on how to do this?
To offer another perspective:
The approach I take with this is to have a separate table in the database - containing meta data about the date, called date_lookup.
2 of the fields in this table are FirstDateOfMonth & FirstDateOfWeek.
Some of the other fields are lastDateOfMonth & LastDateOfWeek, also DayOfWeek.
By using these fields I can easily present visuals that are grouped by month or week.
Sure you can use functions to get this information, but functions can be platform dependant. If you're making a join to the date_lookup anyway - it's no more effort to get this info from there...
The main reason we need to store this meta data is our company Financial year is Jul - Jun. Therefore we need to have available the Correct FY - which is stored as a field in the date_lookup table. I also have fields in there identifying public holidays...
This is an interesting question, but I'm not sure how to do exactly what you are asking for, so I'll suggest an alternative. (Changing a measure based on a slicer selection isn't too difficult, but I'm not sure a good way to swap out a field/dimension.)
Instead of creating a separate table for your slicers, a different possible approach would be to create a date hierarchy. Often when you drag a date column into the rows or columns box it will automatically create a date hierarchy with Year/Quarter/Month/Date, but since you want week and not quarter, let's create one manually.
First, create a couple calculated columns for week and month. For example:
Month = FORMAT(uptime_downtime[Date], "mmm")
Week = WEEKNUM(uptime_downtime[Date])
Now right-click on the date on the fields, and choose New Hierarchy. It should look like this now:
Now drag the Month and Week columns onto Date Hierarchy and then rearrange them in the appropriate order:
Now you can use that hierarchy in a matrix and use the drill up and down buttons
to get the different groupings:
I have a scenario where I have a column in a table which is having multiple project list.
And each project is of different type.
And the types are for ex FP and T&M.
Now as we can see in First image , Charge Ratio is showing for FP type Projects and Second Image showing Bill Utilization for T&M Projects
.
My Requirement is ,I want to show both The Charge Ratio and Bill Utilization in One Visual According to the Project Type.
I have a slicer which user can choose the projects.
If the choosen project is T&M type then it should show visual according to that type.
If it is FP then in that line chart only, i would like to show the visuals according to that type.
Note:- I don't want to use the slicer for TYPE selection
Please Give me suggestion.
Thank You.
You can show both the charge ratio & bill utilization in a single visual.
Simple Solution
A simple solution would be to remove Project from your chart legend and instead have 2 measures on your chart: one for Charge Ratio and one for Bill Utilization. Since only one measure ever applies to any given project, the chart will only ever show one line for any given project. However, you'd need to use the legend to identify what measure is being shown. Further, you'd need to ensure only one project is ever selected at a time: otherwise, it will aggregate the ratios of different projects together.
Alternative Solution
Since the Charge Ratio only applies to FP projects, and Bill Utilization only applies to T&M projects, you can create a single calculated column that identifies the type of project and shows either the Charge Ratio or the Bill Utilization as appropriate. E.g.
Ratio =
IF (
RELATED ( 'Project'[Project Type] ) = "FP",
[Charge Ratio],
[Bill Utilization]
)
You could use the same logic to create a "title" column too:
Ratio Name =
IF (
RELATED ( 'Project'[Project Type] ) = "FP",
"Charge Ratio By Month (FP)",
"Bill Utilization By Month (T&M)"
)
Finally, you can have a title measure to handle when multiple projects are selected (possibly of multiple types):
Ratio Name Measure =
IF (
HASONEVALUE ( 'Ratios'[Ratio Name] ),
MAX ( 'Ratios'[Ratio Name] ),
"Charge Ratio & Bill Utilization By Month"
)
Throw that measure into a multi-row card just above your chart, and it looks like this:
I recommend utilizing Bookmarks, a button, and visibility controls to toggle visibility between two different charts.
Go to view and check Bookmarks Pane and Selection Pane. Add two copies of your chart, two bookmarks, and Home >> Button twice.
All assets are nested on top of each other. Save one bookmark with a button visible and the other hidden. One chart visible, and the other hidden. Save the other the opposite way. Make sure to name all of your assets so you can keep track of them. Go to your bookmark and update it.
Click your button and go to Action and turn it on, set both to opposite bookmarks.
Final state will have a button that switches to the other bookmark, and one that flips back to the first. One will turn off the chart for FP and turn on the T&M, and the other will turn off T&M and turn on FP.
I want to create a report in Netsuite ERP that shows me the information about Departments Sales and Budget by Month. I think I can achieve this by creating a saved search that chooses this items, however I don't understand under which category I can find this fields. A saved search would be ideal as I am trying to authomatize the reports in a java application, and I discovered that I can call the savedSearch results.
I found the Department under the standard Criteria in the subcategory "Owner..." and I added a Date standard criteria with the values "within this month", however I have not found the group that contains all the Sales/Income/Margin or the budget (though, I found an aggregation sum function that may be used along with a field). I will appreciate any help. Also, will the addition of this fileds be enough to get the Sales X Department X Date information or do I have to use a different join method?
Thanks!
You'd have to combine two saved searches to achieve this.One on budgets for the period you need. The department column is available on the budgets saved search.
The other would be transactions for the period. Generally budgets are against posting transactions so Invoices, Cash Sales, Credit Memos and Cash Refunds would be in your other search. If you group those by Department you could then combine the two searches in code to create your own budget vs actuals report.