I’m relatively new to power BI and attempting to make visualizations to show data aggregated based on a hierarchy.
My 1st table shows the account hierarchy with the following fields.
Name
Parent
Level
Level 3
Level 2
Level 1
A_1000
Cash
3
Cash
Asset
A_1001
Cash
3
Cash
Asset
A_1004
Non-Cash
3
Non-Cash
Asset
A_1005
Non Cash
3
Non-Cash
Asset
Non Cash
Asset
2
Asset
Cash
Asset
2
Asset
Asset
1
The next table shows amounts based on the following
Amount
Account
Dimension 1
100
A_1000
A1
150
A_1000
A2
200
A_1001
A1
250
A_1001
A2
300
A_1004
A1
350
A_1004
A2
400
A_1005
A1
450
A_1005
A2
What I am trying to do is create a measure in reports so that when I display a table with the names of Cash and Non Cash and apply a slicer to only show the A1 items I would get something like this
Name
Amount
Cash
300
Non-Cash
700
Currently I am using the below DAX formula which can get me the results for both A1 and A2 for the Cash and Non-Cash but if I apply a slicer it no longer works.
LVL_2_Agg=
Var C = SELECTEDVALUE(Table 1[Name])
RETURN CALCULATE(SUM(Table 2[Amount]),
ALL(Table 1,PATHCONTAINS(Table 1[Level 2],c)
)
I'm trying to see what I would need to do in order to be able to use the slicer and still get results for Cash and Non-Cash and if I could then use the same formula but change PATHCONTAINS(Table 1[Level 2],c) to PATHCONTAINS(Table 1[Level 1] to get the asset # as well.
Any assistance would be appreciated and apologies if any formatting is off.
Related
I am trying to calculate market share, but struggling with doing it correctly.
I have a matrix where I have Category, Name as rows, Channel as column, and Market Share as value.
Also In my dataset I have columns ABS_COMPANY (with sales inputted there if company = "A", so there are some blank ones), and ABS_TOTAL (with sales inputted in each row)
so my measure Market Share:
Market Share = SUM(table\[ABS_COMPANY\]) / SUM(table\[ABS_TOTAL\])
This correctly calculates values for each Category, but when I open the drop-down to see Name, Market Share of each Name equals to 100%. What is the problem and how to fix it?
e.g. What is now:
Market Share
Pens 43%
pen 1 100%
pen 2 100%
pen 3 100%
Pencils 29%
penc 1 100%
penc 2 100%
penc 3 100%
I've tried using Calculate(), but it does not work in a way I want to.
Unfortunately, I cannot share the data as it is sensitive.
Structure of dataset:
NAME STRING
CATEGORY STRING
CHANNEL STRING
ABS_COMPANY DECIMAL(20,2) - value of sales for each name
ABS_TOTAL DECIMAL(20,2) - it is a value grouped by CHANNEL AND CATEGORY at the backend
I have a problem that i was trying to solve 3 days ago and i'm not able to.
I have the following tables:
Companies
company_id
sales
1
2000
2
3000
3
4000
4
1000
Categories
company_id
category
1
medical
1
sports
2
industrial
3
consumption
4
medical
4
consumption
All i want to reach is a COLUMN CHART with a CATEGORY SLICER where i choose the category and i see the TOP 5 companies by category and sales. Yes, in this example the TOP is not needed but in my real case i have 400 companies so i want to:
Select and Show only the required category.
In that category, show only the 5 better companies by sales.
The problem here is Power BI takes all the companies for the TOP N filter so if i choose a category, and also try a top 5, if the companies are not in the TOP5 all companies list, it doesn`t show anything.
Thanks!
If you always want to show the same Top N values in your visual, you can use the filter pane to achieve that.
Below a walk through:
The to add the Top N filtering, I add the following:
It is in Dutch, so a little clarification:
I add a 'filter on this visual'
I selected Populairste N, which is Top N
And as a value I drag and dropped the maximum of sales.
Results:
Things to keep in mind:
You are using a many to many relationship, make sure that this is activated in the Power BI model.
Make sure the direction of filtering is from category to sales, otherwise the slicer will not work. It looks like this:
I am trying to show "Some Column Name" against "Total Amount" in Power BI.
I am expecting the following results:
But instead it's showing me the following results:
The current data type is "fixed decimal number" I tried changing it to "Decimal number" or "Whole Number" but it did not work.
Any suggestions?
The reason why you have a single repeating value is because you did not create a relationship in powerbi model. If for example you have two tables Sales and Staff and you want to sum all staffs sales.
if no relationship created between table in power BI
The output will look like this
However when a relationship is created between the tables
The output will be correct
This is almost certainly the result of a many-to-many relationship in Power BI. In Power BI if there are connections between two (or more) tables that evaluates to a many-to-many relationship then Power BI is unable to make a distinction between any two rows and instead will project the same value for any given row placed in a visual.
Here's an easy way to visualize this:
Table 1 Table 2
Product | ID AmountSold | ID
Widget 1 10 1
Smidget 1 20 2
Gidget 2 5 1
When you join these Power BI can't tell the difference in Sales between Widget and Smidget because they have the same ID. As far as Power BI knows Widget could have sold 0 and Smidget sold a total 15, or Widget sold a total 5 and Smidget sold a total 10, etc.
As a result of this many-to-many relationship Power BI panics and evaluates them to be the same result because it can't determine what is right. Widget and Smidget both sold a total of 15:
Visual
Product | AmountSold
Widget 15
Smidget 15
Gidget 20
You're experiencing the same issue in your data model, although it is undoubtedly a much more complex relationship than the one I just laid out. You need to go back and determine what table(s) are experiencing a many-to-many relationship and fix the issue. Based on the information you've provided it can't be done from here.
I have a table of sales from multiple stores with the value of sales in dollars and the date and the corresponding store.
In another table I have the store name and the expected sales amount of each store.
I want to create a column in the main first table that evaluates the efficiency of sales based on the other table..
In other words, if store B made 500 sales today, I want to check with lookup table to see the target then use it to divide and obtain the efficiency then graph the efficiency of each store.
Thanks.
I tried creating some measures and columns but stuck with circular dependencies
I expect to add one column to my main table to an integer 0 to 100 showing the efficiency.
You can merge the two tables. In the query editor go to Merge Querires > Merge Query As New. Chose your relationship (match it by the column StoreName) and merge the two tables. You will get something like this (just a few of your sample data):
StoreName ActualSaleAmount ExpectedAmount
a 500 3000
a 450 3000
b 370 3500
c 400 5000
Now you can add a calculated column with your efficency:
StoreName ActualSaleAmount ExpectedAmount Efficency
a 500 3000 500/3000
a 450 3000 450/3000
b 370 3500 370/3500
c 400 5000 400/5000
This would be:
Efficency = [ActualSaleAmount] / [ExpectedAmount]
I have two tables:
Table A, which indicates where my truck is for each day,
Date Truck Region
5/20/2018 1014 NY
5/21/2018 1014 NJ
and Table B (which contains when my truck inspection was done for each day). Sometimes there may be more than one inspection record, but I only need the last one by truck by day. As you can see, I added a rank column. Truck 1014 has two records for 5/20/2018, but the last one gets ranked as 1 (I will filter the table by 1).
Date Time Truck Rank
5/20/2018 5/20/18 9:00 AM 1014 2
5/20/2018 5/20/18 2:00 PM 1014 1
5/21/2018 5/21/18 2:50 PM 1014 1
I want to merge those two tables together. The reason I ask how to do it in the query editor is that, in the relationship view, you cannot create a relationship on two columns. For example, in my example, I want to join data by date and by truck number, which I cannot. What is the right direction for this situation?
In the query editor, you can use the Merge Queries button under the Home tab.
(You'll need to hold down the Ctrl key to select multiple columns.)
Once you've merged, just expand the columns from Table B that you want to bring over (e.g. Time and Rank). If you did not filter Rank = 1 before merging, you can include it when expanding and filter afterward.
Note that you can also use the LOOKUPVALUE DAX function outside of the query editor. As a new column on Table A:
Time = LOOKUPVALUE('Table B'[Time],
'Table B'[Date], [Date],
'Table B'[Truck], [Truck],
'Table B'[Rank], 1)