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My charts are supposed to show Available Checkbook Hours vs Actual Hours by Month, Division, Work Name or Task Type. If I filter on CHECKBOOK_MONTH to 11/1/20, the data in the top graph looks good. If I clear the filter, the data does not look right. I think it's a join issue but I don't know how to fix it.
APP_QV_RCM_FINAL table contains the same fields but with different names to prevent multiple joins so which fields do I use in the charts?
The EPIC_CHECKBOOK table joins to the APP_QV_RCM_FINAL table on a concatenated key %CHECKBOOK_MONTH_MODULE of Month, Work Name, Division and Task Type.
For example, in the EPIC_CHECKBOOK table the field is Division but in APP_QV_RCM_FINAL it's DIVISION.
in the EPIC_CHECKBOOK table the field is Module but in APP_QV_RCM_FINAL it's WORK_NAME.
in the EPIC_CHECKBOOK table the field is CHECKBOOK_MONTH but in APP_QV_RCM_FINAL it's TRX_DATE.
in the EPIC_CHECKBOOK table the field is TASK_TYPE_OPT but in APP_QV_RCM_FINAL it's TASK_TYPE.
this part caused it:
NoConcatenate
APP_QV_RCM_FINAL:
LOAD *,monthstart(date(TRX_DATE,'MM/D/YYYY'))&'-' .....
it should be date(monthstart(TRX_DATE),'MM/D/YYYY')
some of the expression are aggr by checkbook month but you dont use that in your dimension. i think you wanted it aggr by division only so remove checkbook month and try that. the reason it works when month is selected i bec aggr by a single dimension value returns a single result.
after doing that does the chart show expected results when filters are cleared? if not, what is the expected value when the filters are cleared?
actually, if on the first chart you need total by division you dont need to AGGR it just straight sum.
even for the horizontal bar chart, since you have both dimensions - you dont need to AGGR them. AGGR will only make it slower and you get the same result anyways
also note that some of your dates arent properly formatted, it may not join properly.
1/1/2021-Epic OPT ECSM--
01/1/2021-Epic OPT ECSM-ND-Delivery
01/1/2021-Epic OPT ECSM-NE-Delivery
01/1/2021-Epic OPT ECSM-PNW-Delivery
01/1/2021-Epic OPT ECSM-TX-Delivery
1/1/2021-Epic OPT EMFI--
01/1/2021-Epic OPT EMFI-ND-Delivery
01/1/2021-Epic OPT EMFI-NE-Delivery
01/1/2021-Epic OPT EMFI-PNW-Delivery
this part caused it:
NoConcatenate
APP_QV_RCM_FINAL:
LOAD *,monthstart(date(TRX_DATE,'MM/D/YYYY'))&'-' .....
it should be date(monthstart(TRX_DATE),'MM/D/YYYY')