How to count dates in Power BI DAX - powerbi

I have a table like below.
I want to show count of LicenseEndDate. Like In my slicer I have taken WeekEnding column suppose if I select weekending date like 09/25/2022 then I want show the count of LicenseEndDate dates that are ended between 09/18/2022 to 09/25/2022. How to create measure for this. I want to show that count in card visual. I created a measure like below
License_Expired_Count = COUNT(Trade[LicenseEndDate]).
But It giving me count of all. That mean the License which are expiring in the feature count also it was showing. But want to show count of license which are expired in the selected period. How create measure for this.

Please check this code, let me know If It works for you.
License_Expired_Count =
CALCULATE (
COUNT ( Trade[LicenseEndDate] ),
Trade[LicenseEndDate] <= SELECTEDVALUE ( Trade[WeekEndingDate] ),
Trade[LicenseEndDate]
> SELECTEDVALUE ( Trade[WeekEndingDate] ) - 7
)

try this :
License_Expired_Count =
VAR _slt =
SELECTEDVALUE ( Trade[WeekEndingDate] )
RETURN
CALCULATE (
COUNT ( Trade[LicenseEndDate] ),
ALLSELECTED ( Trade[WeekEndingDate] ),
DATESBETWEEN ( Trade[LicenseEndDate], _slt - 7, _slt )
)
check sample file attached

Related

RANKX DAX not updating other graph

I've got the following DAX Measure that provides me with the ability to filter down to the last XX of activity from an individual.
I can only seem to add the measure to the Filter on Visual so when chosing to filter down on say the last 10 this does not update other visuals in the report.
What can I do so that I am able to view the last 10 activities, but for the other visuals to update?
Rank = RANKX
(ALLEXCEPT(Sheet1,Sheet1[Name]),
CALCULATE(MAX(Sheet1[Date])),,
DESC)
It's likely you are applying that filter to only one visual.
It's better to implement the logic in the DAX calculation.
DAX Calculation
Rank =
VAR _Calc =
RANKX (
ALLEXCEPT ( Sheet1, Sheet1[Name] ),
CALCULATE ( MAX ( Sheet1[Date] ) ),
,
DESC
)
RETURN
IF ( _Calc <= 10, _Calc )

Remove visual filter context on dates but keep slicer filters on

I have two tables like this
I am trying to get NAV of the first date (in the selected dates). I tried multiple ways but couldn't get it. Here are a couple of expressions I tried. Any help would be greatly appreciated.
NAV First Date = CALCULATE(MIN(FundNAV[NAV]),ALLEXCEPT(FundNAV,FundNAV[Fund Name]),FIRSTDATE(Dates[Date]))
NAV First Date = CALCULATE(MIN(FundNAV[NAV]),FILTER(ALL(Dates[Date]),Dates[Date]=MIN(Dates[Date])))
I got it working with the below measure, but have a bug in the expression. As you can see for the third fund there is no record on the selected first date, so it's returning blank, ideally, it should return the next available NAV for all remaining days.
NAV First Date = VAR frist_date = CALCULATE ( FIRSTDATE( Dates[Date] ),ALLSELECTED(FundNAV),VALUES(FundNAV[Fund Name]))
RETURN CALCULATE(MIN(FundNAV[NAV]),Dates[Date]=frist_date)
Try this:
NAV First Date =
VAR mindate =
CALCULATE ( MIN ( FundNAV[NAV Date] ), ALLSELECTED ( Dates[Date] ) )
RETURN
CALCULATE ( MIN ( FundNAV[NAV] ), ALL(FundNAV[NAV Date]), FundNAV[NAV Date] = mindate )
This measure first calculated the minimum FundNAV[NAV Date], within the selected dates from the Dates tabel. Then it returns the FundNAV[NAV] for that date.
Please test below 2 measures. I think Both will solve your problems:
NAV First Date =
CALCULATE ( MIN ( FundNAV[NAV] ), ALL ( FundNAV[Fund Name]), ALL ( Dates[Date] ) )
and This one uses the entire fact table as filter. (Expanded tables logic. it also removes any filter on dates)
NAV First Date =
CALCULATE ( MIN ( FundNAV[NAV] ), ALL ( FundNAV ) )

DAX use slicer selection in calculate statement

I am trying to use a calculate statement with a measure to filter results of a table but I need the values to change if the user selects 1 date from a slicer. Below is the code I am using.
PCurrentDay = calculate(sum('Sheet0 (2)'[Toys_Count]),datediff('Sheet0 (2)'[SCAN_Date],'Sheet0 (2)'[SHIP_Date],DAY)=0)
This returns a value but it won't update if the user selects a specific scan date. Any ideas?
Can you replace the measure with following
Measure =
CALCULATE (
SUM ( 'Table'[val] ),
FILTER (
'Table',
DATEDIFF (
CALCULATE ( MAX ( 'Table'[scan] ) ),
CALCULATE ( MAX ( 'Table'[ship] ) ),
DAY
) = 0
)
)
CALCULATE inside DATEDIFF provides the correct context for the filter to work.

DAX Service recall rate measure

I'm struggling to write/calculate this measure in DAX. The definition of recall rate is count of repeat service bookings (count of distinct booking number, should be distinct anyway but just in case) for a customer, asset combination within a week (Closed on date, 7 day period). So I go out to fix a machine, if I get called out again to fix the same machine for the customer within a week that is then a recall of 1 (or more if i get called out multiple times within a week). I've highlighted the groups in different colours. Null Assets, Closed On and null booking number needs to be filtered out (this is done by inner join in SQL in below code, needs to be in DAX query) Thanks! EDIT : Sorry realised it would be more helpful if I posted sql code to generate data please see below :
SELECT
FB.BookingNumber,
FB.EngineerEmployeeID,
FWO.ServiceAccountRecID AS Customer,
FWO.AssetRecID AS Asset,
FWO.ClosedOn
FROM dbo.FactWorkOrder AS FWO JOIN dbo.FactBooking AS FB ON FB.WorkOrderID = FWO.WorkOrderID
WHERE FWO.WorkOrderType = 'Breakdown'
AND AssetRecID IS NOT NULL
AND ClosedOn IS NOT NULL
ORDER BY BookingNumber
It's most efficient if you first define a calculated column that gives the first CloseOn date for each Customer/Asset combination.
FirstClosed =
CALCULATE (
MIN ( WorkOrder[ClosedOn] ),
ALLEXCEPT ( WorkOrder, WorkOrder[Customer], WorkOrder[Asset] )
)
and then write a measure
TotalRecalls =
COUNTROWS (
FILTER (
WorkOrder,
WorkOrder[ClosedOn] > WorkOrder[FirstClosed] &&
WorkOrder[ClosedOn] < WorkOrder[FirstClosed] + 7
)
)
However, you can do this all within a single measure if you prefer.
TotalRecalls =
VAR AddCol =
ADDCOLUMNS (
WorkOrder,
"#FirstClosed",
CALCULATE (
MIN ( WorkOrder[ClosedOn] ),
ALLEXCEPT ( WorkOrder, WorkOrder[Customer], WorkOrder[Asset] )
)
)
RETURN
COUNTROWS (
FILTER (
AddCol,
WorkOrder[ClosedOn] > [#FirstClosed] &&
WorkOrder[ClosedOn] < [#FirstClosed] + 7
)
)
Either way, here's what this looks like used in a visual:
I would first create a "Booking Key" column:
Booking Key = [Customer] & "|" & [Asset] & "|" & WEEKNUM ( [ClosedOn] )
Then I would create a Measure to return a modified distinct count on the Booking Key:
# Repeat Service Bookings =
VAR v_Count = DISTINCTCOUNT ( 'Table'[Booking Key] )
RETURN IF ( v_Count > 1, v_Count - 1 )
I would add # Repeat Service Bookings to the Visual Level Filters of your table visual, with the filter set to: is greater than 1.

How can I get DAX to return just the record with a date closest to the slicer?

I'm hoping someone can help as I've completely run out of ideas.
I'm working on performance reporting data, producing a number of visuals to summarise the most recent data. To allow users to retrospectively produce reports from previous quarters, I have added a date slicer as a way to "View data as at xxxx date".
Here's a rough representation of my data table - the due dates are in English format (dd/mm/yyyy):
The ratings are calculated in another system (based on a set of targets), so there are no calculated columns here. In reality, there are a lot more measures that report on different time periods (some weekly, some annually, etc) and there are different lags before the data is "due".
I eventually managed to get a measure that returned the latest actual:
MostRecentActual =
VAR SlicerDate = MAX ( Dates[Day] )
RETURN
CALCULATE (
SUM ( Data[Actual] ),
Data[Data due] <= SlicerDate,
LASTDATE ( Data[Data due] )
)
I'm not completely sure I've done it right but it seems to work. I'd be happier if I understood it properly, so explanations or alternatives would be welcomed.
What I'm trying to do now is a basic summary pie chart at the beginning which shows the proportion of the measures that were red, amber, green or unrated as at the date selected. So I would need it to count the number of each rating, but only one for each measure and only for the date that is closest to (but before) the slicer date, which would vary depending on the measure. So using the above three measures, if the slicer was set to 10/10/2019 (English format - dd/mm/yyyy), it would count the RAGs for Q3 2019/20 for measures A an C and for Q2 2019/20 for measure B as there is a time lag which means the data isn't ready until the end of the month. Results:- A: Amber, B: Green, C:Red.
If I were able to create the measure that counted these RAGs, I would then want to add it to a pie chart, with a legend that is "Rating", so it would split the chart up appropriately. I currently can't seem to be able to do that without it counting all dates before the slicer (not just the most recent) or somehow missing ratings from the total for reasons I don't understand.
Any help would be very gratefully received.
Many thanks
Ben
Further update. I've been working on this for a while!
I have created a COUNTAX measure to try to do what I was wanting to do. In some circumstances, it works, but not all and not in the crucial ones. My measure is:
TestCountaxpt2 =
VAR SlicerDate = MAX ( Dates[Date] )
VAR MinDiff =
MINX (
FILTER (
ALL ( Data ),
Data[Ref] IN VALUES ( Data[Ref] ) &&
Data[Data due] <= SlicerDate
),
ABS ( SlicerDate - Data[Data due] )
)
VAR thisdate =
MINX (
FILTER (
ALL ( Data ),
Data[Ref] IN VALUES ( Data[Ref] ) &&
ABS ( SlicerDate - Data[Data due] ) = MinDiff
),
Data[Data due]
)
RETURN
COUNTAX (
FILTER ( Data, Data[Data due] = thisdate && Data[Ref] IN VALUES ( Data[Ref] ) ),
Data[RAG]
)
It produces the following table for a subset of the performance measures, which looks almost ok:
Table showing the result of the TestCountaxpt2 measure:
The third column is the measure above and it seems to be counting one RAG per measure and the dates look correct as the slicer is set to 3rd January 2020. The total for column 3 confuses me. I don't know what that is counting and I don't understand why it doesn't add up to 7.
If I add in the RAG column from the data table, it goes a bit more wrong:
Same table but with RAG Rating added:
The pie chart that is produced is also wrong. It should show 2 Green, 2 Red, 2 Grey (no rating) and 1 Amber. This is what happens.......
Pie chart for the DAX measure, with RAG Rating in the legend:
I can see what it is doing, which is to work out the most recent due date to the slicer in the whole table and using that (which is 1st Jan 2020) whereas I want it to calculate this separately for each measure.
Link to PBIX:
https://drive.google.com/file/d/1RTokOjAUADGHNXvZcnCCSS3Dskgc_4Cc/view?usp=sharing
Reworking the formula to count the ratings:
RAGCount =
VAR SlicerDate =
MAX ( Dates[Day] )
RETURN
COUNTAX (
ADDCOLUMNS (
SUMMARIZE (
FILTER ( Data, Data[Data due] <= SlicerDate ),
Data[Ref],
"LastDateDue", LASTDATE ( Data[Data due] )
),
"CountRAG", CALCULATE (
COUNTA ( Data[RAG] ),
Data[Data due] = EARLIER ( [LastDateDue] )
)
),
[CountRAG]
)
Here's the table it produces:
The reason for Total = 4 for the third column is straightforward. The SelectDate is maximal over all of the Refs in the table and there are only four Refs that match that date.
To fix this and get the totals you're after, you'll need to iterate over each Ref and calculate the SlicerDate for each independently and only then do your lookups or sums.
I haven't tested this code but it should give you an idea of a direction to try:
MostRecentActual =
VAR SlicerDate = MAX ( Dates[Day] )
RETURN
SUMX (
ADDCOLUMNS (
SUMMARIZE (
FILTER ( Data, Data[Data due] <= SlicerDate ),
Data[Ref],
"LastDateDue", LASTDATE ( Data[Data due] )
),
"SumActual", CALCULATE (
SUM ( Data[Actual] ),
Data[Data due] = EARLIER ( [LastDateDue] )
)
),
[SumActual]
)
Going inside to outside,
FILTER the table to ignore any dates beyond the SlicerDate.
Calculate the LastDateDue for each Ref using SUMMARIZE.
Sum the Actual column for each Ref value using its specific LastDateDue.
Iterate over this summary table to add up SumActual across all Refs in the current scope.
Note that for 4, only the Total row in your visual will contain multiple Refs since the innermost Data table inside FILTER is not the entire Data table but only the piece visible in the local filter context.