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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

How to connect values to specific date columns

Hi all,

 

I have the following table - all data is raw data, no calculated fields as of right now:

 

 

I have unpivoted the table according the 8 different columns:

 

4 Invoice Amount (currency)

4 Collected Amount (currency)

 

There are correspondingly:

 

4 Invoice Date columns

4 Collected Date columns

 

 

The reason for this is that each project has up to 4 different invoices/collection amounts with dates for each of these.

 

Now I wish to be able to make it so that:

 

-"Collected 1" (currency) connects to the "Collected Date 1",

-"Invoice 1" (currency) connects to the "Invoice Date 1",

"Collected 2" (currency) connects to the "Collected Date 2",

-//-

-//-

......

 

In other words I would like to track what is being invoiced in which months and likewise what is collected for each month.

 

 

I am trying to create a "Clustered Column Chart" in which the Invoiced/Collected Amount shows by Month.

 

So in that example I would have a graph that shows the following:

 

 

January 2020:

 

Invoiced Amount: 90.000

Collected Amount: 40.000

 

February 2020:

 

Invoiced Amount: 40.000

Collected Amount: 90.000

 

March 2020:

 

Invoiced Amount: 40.000

Collected Amount: 40.000

  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi Anonymous ,

     

    You can use DISTINCT() function to create a calculated table.

     

    Best Regards,

    Jay

    Community Support Team _ Jay Wang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hey,

    I believe if you format the data like:

    Attribute                  Date                        Value
    Collected 1              01-01-2020             5000

    Invoiced 1                01-01-2020             5000
    etc

    You can get the desired results 🙂

     

    You might even split up attribute in "Collected" and "1" to make it easier to select all collected or just the first collection.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Anonymous,

       

      Not sure I understand, how do you do that?

    • Anonymous's avatar
      Anonymous
      Not applicable

      Anonymous 

       

      Okay I think I am getting closer to a working solution. I have done the following:

       

      Made two duplicates of the original table and called one "Collected-Table" and the other "Invoiced-Table".

       

      Now I have deleted all the Invoiced Date and Amount from the "Collected-Table" and deleted all the Collected from the "Invoiced-Table".

       

      Now I have Pivoted the Dates columns as well as the collected/Invoiced Amount in each of the tables.

       

      However, now I see one issue:

       

       

       

      IF a project has more than one collection, then the "Value" gets duplicated. I guess I can use the "Remove duplicates" from the "Value column, but what happens then if at one point a collection matches a collection from a different project? Then the data would not show?

       

       

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hmm, the collected values of 1 project will allways be the same?  Like:
        Project 1 > Collected 1 (date) 5000 > Collected 2 (date) 5000? 

        If do. It is not a big problem to leave it. Else you have indeed a chance to delete data you do not want to delete. You can easily get the MAX,MIN,DISTINCT or whatever value of that project, because it will allways be the same. 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

     

    Have your problem be solved? Please consider accept the answer as a solution if it worked.

     

    Best Regards,

    Jay

    Community Support Team _ Jay Wang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.