topic Re: Dealing with data provided at different levels of aggregation in SAS Visual Analytics

Dealing with data provided at different levels of aggregation

Jim_Ogilvie — Wed, 07 Oct 2020 13:01:58 GMT

Hi all,

I have some budgetary data that needs to be included on a VA report, which is provided at a "Department" level.

The VA report in question is built over a dataset that is at the sales invoice level.

What would be your advice on the best ways to allow the top level visualisations, at Company and Department level, to show the budget data along with actual sales metrics, whilst allowing drill down all the way to the sales invoice level.

I was thinking of doing something in SAS Studio at the data prep stage, perhaps dividing the budget by number of invoices to give budget column, which should then sum all the way back up once in VA...

Thanks in advance

Jim

Re: Dealing with data provided at different levels of aggregation

Sam_SAS — Wed, 14 Oct 2020 12:56:40 GMT

Hi Jim, are you still working on this?

If you join the two tables, it seems like the visualization should be rather straightforward using a crosstab. You could create a hierarchy of Company > Department > Invoice (or whatever.)

Let us know if there are specifics we can help with.

Thanks,

Sam

Re: Dealing with data provided at different levels of aggregation

Jim_Ogilvie — Wed, 14 Oct 2020 13:47:49 GMT

Thanks for the reply Sam,

I decided to use the two table approach, using shared filters to sync up the visual components.

Re: Dealing with data provided at different levels of aggregation

Sam_SAS — Wed, 14 Oct 2020 13:49:40 GMT

That works 🙂 Thanks for following up with us

Sam