Dax Query- To Calculate MAXID and Sum of Amount - powerbi

I have below sample data:
IncidentID TransactionID Recordeddate Name Amount
10 1 13/01/2023 Recovery 1000
10 2 13/01/2023 Reserve 2000
10 3 13/01/2023 Reserve 3000
10 4 14/01/2023 Reserve 4000
11 5 14/01/2023 Recovery 3000
11 6 14/01/2023 Payment 4000
12 7 14/01/2023 Reserve 5000
13 8 14/01/2023 Reserve 4000
13 9 14/01/2023 Payment 2000
I need to calculate sum of amount for each incident id, for each date only Max Transaction ID and Name should be Reserve only.
I tried doing it be below expression:
Table2 = summarize(Table,Table[IncidentID],Table[RecordedDate],Table[Name],"MAXID",
calculate(max(TransactionID),AllExcept(IncidentID,RecordDate,Name)))
this table is giving me required filtered table, but i am not able to add amount column.
If i add amount column grouping is not working, and i need to get amount included so that i can calculate sum of amount.
Expected- Not able to add amount column in this, as adding amount it is not giving required results.

Related

DAX equation to average data with different timespans

I have data for different companies. The data stops at day 10 for one of the companies (Company 1), day 6 for the others. If Company 1 is selected with other companies, I want to show the average so that the data runs until day 10, but using day 7, 8, 9, 10 values for Company 1 and day 6 values for others.
I'd want to just fill down days 8-10 for other companies with the day 6 value, but that would look misleading on the graph. So I need a DAX equation with some magic in it.
As an example, I have companies:
Company 1
Company 2
Company 3
etc. as a filter
And a table like:
Company
Date
Day of Month
Count
Company 1
1.11.2022
1
10
Company 1
2.11.2022
2
20
Company 1
3.11.2022
3
21
Company 1
4.11.2022
4
30
Company 1
5.11.2022
5
40
Company 1
6.11.2022
6
50
Company 1
7.11.2022
7
55
Company 1
8.11.2022
8
60
Company 1
9.11.2022
9
62
Company 1
10.11.2022
10
70
Company 1
11.11.2022
11
NULL
Company 2
1.11.2022
1
15
Company 2
2.11.2022
2
25
Company 2
3.11.2022
3
30
Company 2
4.11.2022
4
34
Company 2
5.11.2022
5
45
Company 2
6.11.2022
6
100
Company 2
7.11.2022
7
NULL
Every date has a row, but for days over 6/10 the count is NULL. If Company 1 or Company 2 is chosen separately, I'd like to show the count as is. If they are chosen together, I'd like the average of the two so that:
Day 5: AVG(40,45)
Day 6: AVG(50,100)
Day 7: AVG(55,100)
Day 8: AVG(60,100)
Day 9: AVG(62,100)
Day 10: AVG(70,100)
Any ideas?
You want something like this?
Create a Matriz using your:
company_table_dim (M)
calendar_Days_Table(N)
So you will have a new table of MXN Rows
Go to PowerQuery Order DATA and FillDown your QTY column
(= Table.FillDown(#"Se expandió Fact_Table",{"QTY"}))
So your last known QTY will de filled til the end of Time_Table for any company filters
Cons: Consider your new Matriz MXN it could be millions of rows to calculate
Greetings
enter image description here

While dividing two measures in DAX, How can I get a SUM of the measure to display correctly? The divide function doesn't work for me

I have a DAX formula that i have used:
Price = DIVIDE([Sales Amount], [Net Sales Quantity])
My issue is that the SUM of Price is dividing the totals of Sales Amount and Net Sales Quantity instead of displaying the SUM of Price correctly.
Here's an example of what i see in Power BI:
Product Code
Sales Amount
Net Sales Quantity
Price
AIU
70
10
7
JID
36
6
6
DII
10
5
2
TOTAL
116
21
5.5
As you can see above, the total for Price is not adding up column, instead its dividing the totals for Sales Amount and Net Sales Quantity which is 116/21 = 5.5
The actual result that I need is:
Product Code
Sales Amount
Net Sales Quantity
Price
AIU
70
10
7
JID
36
6
6
DII
10
5
2
TOTAL
116
21
15
As you can see, its simply adding up the Price and SUM for the price is correct.
I'm new to power bi, i've looked at documentation and have not been able to solve this. Any help is appreciated!
You can try with Column instead of Measure

Average of percent of column totals in DAX

I have a fact table named meetings containing the following:
- staff
- minutes
- type
I then created a summarized table with the following:
TableA =
SUMMARIZECOLUMNS (
'meetings'[staff]
, 'meetings'[type]
, "SumMinutesByStaffAndType", SUM( 'meetings'[minutes] )
)
This makes a pivot table with staff as rows and columns as types.
For this pivottable I need to calculate each cell as a percent of the column total. For each staff I need the average of their percents. There are only 5 meeting types so I need the sum of these percents divided by 5.
I don't know how to divide one number grouped by two columns by another number grouped by one column. I'm coming from the SQL world so my DAX is terrible and I'm desperate for advice.
I tried creating another summarized table to get the sum of minutes for each type.
TableB =
SUMMARIZECOLUMNS (
'meetings'[type]
, "SumMinutesByType", SUM( 'meetings'[minutes] )
)
From there I want 'TableA'[SumMinutesByStaffAndType] / 'TableB'[SumMinutesByType].
TableC =
SUMMARIZECOLUMNS (
'TableA'[staff],
'TableB'[type],
DIVIDE ( 'TableA'[SumMinutesByType], 'TableB'[SumMinutesByType]
)
"A single value for column 'Minutes' in table 'Min by Staff-Contact' cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation such as min, max, count, or sum to get a single result."
I keep arriving at this error which leads me to believe I'm not going about this the "Power BI way".
I have tried making measures and creating matrices on the reports view. I've tried using the group by feature in the Query Editor. I even tried both measures and aggregate tables. I'm likely overcomplicating it and way off the mark so any help is greatly appreciated.
Here's an example of what I'm trying to do.
## Input/First table
staff minutes type
--------- --------- -----------
Bill 5 TELEPHONE
Bill 10 FACE2FACE
Bill 5 INDIRECT
Bill 5 EMAIL
Bill 10 OTHER
Gary 10 TELEPHONE
Gary 5 EMAIL
Gary 5 OTHER
Madison 20 FACE2FACE
Madison 5 INDIRECT
Madison 15 EMAIL
Rob 5 FACE2FACE
Rob 5 INDIRECT
Rob 20 TELEPHONE
Rob 45 FACE2FACE
## Second table with SUM of minutes, Grand Total is column total.
Row Labels EMAIL FACE2FACE INDIRECT OTHER TELEPHONE
------------- ------- ----------- ---------- ------- -----------
Bill 5 10 5 10 5
Gary 5 5 10
Madison 15 20 5
Rob 50 5 20
Grand Total 25 80 15 15 35
## Third table where each of the above cells is divided by its column total.
Row Labels EMAIL FACE2FACE INDIRECT OTHER TELEPHONE
------------- ------- ----------- ------------- ------------- -------------
Bill 0.2 0.125 0.333333333 0.666666667 0.142857143
Gary 0.2 0 0 0.333333333 0.285714286
Madison 0.6 0.25 0.333333333 0 0
Rob 0 0.625 0.333333333 0 0.571428571
Grand Total 25 80 15 15 35
## Final table with the sum of the rows in the third table divided by 5.
staff AVERAGE
--------- -------------
Bill 29.35714286
Gary 16.38095238
Madison 23.66666667
Rob 30.5952381
Please let me know if I can clarify an aspect.
You can make use of the built in functions like %Row total in Power BI, Please find the snapshot below
If this is not what you are looking for, kindly let me know (I have used your Input table)

Adding column based on ID in another data

data1 is data from 1990 and it looks like
Panelkey Region income
1 9 30
2 1 20
4 2 40
data2 is data from 2000 and it looks like
Panelkey Region income
3 2 40
2 1 30
1 1 20
I want to add a column of where each person lived in 1990.
Panelkey Region income Region1990
3 2 40 .
2 1 30 1
1 1 20 9
How can I do this on Stata?
The following code will deal with panels that live in multiple regions in the same year by choosing the region with larger income. This would make sense if income was proportional to fraction of the year spent in a region. Same income ties will be broken arbitrarily using the highest region's value. Other types of aggregation might make sense (take a look at the -collapse- command).
Note that I tweaked your data by inserting second rows for the last observation in each year:
clear
input Panelkey Region income
1 9 30
2 1 20
4 2 40
4 10 80
end
rename (Region income) =1990
bysort Panelkey (income Region): keep if _n==_N
isid Panelkey
save "data1990.dta", replace
clear
input Panelkey Region income
3 2 40
2 1 30
1 1 20
1 9 20
end
bysort Panelkey (income Region): keep if _n==_N
isid Panelkey
merge 1:1 Panelkey using "data1990.dta", keep(match master) nogen
list, clean noobs

How to formulate on specific dates

Lets say I have 5 invoices each having a total of 100
4 of the invoices are in the month of Jan and 1 in the month of Feb
I would like to sum ONLY the 4 invoices of Jan thereby giving me a total of 400
I would expect to write a formula such as if invoice.date in period 01.01.2015 to 31.01.2015 then sum invoice.total
however when I try this, the result is 500 as it's totalling all invoices and note only the 4 in the period.