Good morning,
I am working on converting a report to a Dashboard and I am running into a couple of issues. The first major concern is the output of the report versus the Dashboard is off.
When I run the report there are a total of 124,556 accounts, when I run the Dashboard there are 127K accounts. I built the report using the same logic so I am unsure why this is happening and would like to see if there are any recommendations on how to trouble shoot.
The next issue is that I have a Summary set to the percentage of total accounts. How I would like it to behave is to show the percentage of total accounts when it is filtered on different criteria, for example if using the filter of product portfolio and selecting commercial it would return the percentage of accounts that are in the commercial portfolio. Currently it never moves from 100% no matter how you slice the data. The other two summaries I have, Number of accounts and dollar value, function like this and it would be great if I had the same functionality regarding Percentage of total accounts.
I set up two calculations to get the Percentage calculation. I did:
count(account number) and then labeled the calculation Count_Of_Account_Number
and then built another calculation called Percentage_Of_Total(Account_Number).
Finally, I added some drillthroughs based on Product Name, Pass or Fail, and Account. So far the only drillthroughs that works properly is Pass or Fail. When it is clicked on (pass or fail) in the table it returns that subset, Clicking on the number of accounts. Returns No Data available
I'm starting to think maybe I should use a crosstab instead of a table and abandon the Count of Account number in the calculation – I'll try that and see if it helps.
Any help is appreciated if you can't tell I'm pretty green when it comes to Cognos.