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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Stock Forecasting: How do I transform these ERP tables into this visual?

Hello, 

 

I have several tables from an ERP database that I am trying to transform in order to create a stock forecasting model. 

 

Here are the tables I am starting with (there is also a date table):

 

 

 

I then merge the products table with the invoices table in order to add calculated columns for the servings sold by invoice line:

 

 

 


Here is what I am trying to make: The visual on the right is a matrix that shows data related to our products, and the visual on the left contains product groups that filters the visual on the right. 

 

I'm just not sure what transformations I need to do in order to make this kind of visual. Through merging and pivoting, I can create a table that looks like the one I am trying to create, but the creation of that table loses the product_id relationship so it can't be filtered. The merged invoice lines table has all of the data I want, and is filterable, but all of the fields are values. When I put it into a matrix visual, I don't know how to get the left column to contain the row description.  

Essentially, I can easily create a measure that calculated units sold, but that measure only provides the values I want in the matrix. How do I get the name of the measure into the left column of the matrix visual, while maintaining the product_id relationship?

 

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Edit:
To be more specific/concise, I want to put measures into the rows of a matrix and have the columns be months. 

  • Anonymous's avatar
    Anonymous
    6 years ago

    The solution I wanted is really simple, I was just unaware of it. Under formatting options for the matrix visual, you can turn on 'show on rows'. This puts the measure name into the row. 

2 Replies

  • kentyler's avatar
    kentyler
    Icon for Solution Sage rankSolution Sage

    Think about making a table that looks like this

    month category units
    jan units sold 1000
    jan projected units sold 100
    jan projected stock level 5900

    then you can put that table in a matrix and get the visual you want

    You should not have to merge the products table with the invoices table to get access to the values in the products table. A relationship between the two table should give you access.

  • Anonymous's avatar
    Anonymous
    Not applicable

    The solution I wanted is really simple, I was just unaware of it. Under formatting options for the matrix visual, you can turn on 'show on rows'. This puts the measure name into the row.