to simplify my question, I have a table like this. The column Quantity represents the change of stock on given date and column Current stock represents the value I want to find.
and a standard calendar table - 'Calendar'[Dates] with unique dates.
I need an outcome like this:
The logic is that the formula has to find the nearest date lower or equal to the min and max range selection, so in this case dates 1.7.2022 and 19.8.2022.
There are obviously many other IDs and Warehouses involved as well as the 'StockTable'[Date] has duplicate values.
The best I could do is something like this for the upper part of the range, but it does not work. Can you please help me?
Latest date stock =
var selectedmaxdate = MAX('Calendar'[Dates])
return
CALCULATE(
SUM(StockTable[Current stock]),
'Calendar'[Dates] <= selectedmaxdate,
LASTDATE('Calendar'[Dates])
)
I guess, that it's a matrix/table visual and ID is a row value there. Your measure was adjusted a little bit, please look.
Latest date stock =
var selectedmaxdate = MAX('Calendar'[Dates])
return
CALCULATE(
SUM(StockTable[Current stock]),
KEEPFILTERS('Calendar'[Dates] <= selectedmaxdate)
)
Related
Below is the sample dataset
The data has two slicers ( date and category ) shown below
I am writing a DAX Statement to multiply the sum(values) * 10 only if the date range is in the current year 2023.
The StartYear gives the start of the current year, firstD gives the lowest date from the date slicer.
Formula =
var new = sum(Test[Value]) * 10
var startyear = DATE(YEAR(TODAY()),1,1)
var firstD = CALCULATE( MIN( Test[Date]), ALLSELECTED(Test[Date]) )
return if( ISFILTERED(Test[Categories]) && firstD >= startyear, new, 0 )
Now when I filter dates to 2023, the total value should be 2300 but it shows as 0
However the DAX works when I select A or B
If we remove the ISFILTERED function then, it gives wrong value, the expected value is 0 because the start date is in 2022, but it shows 650
let me know if that is the right syntax
It looks like you are not using a separate calendar table to handle this, which you need!
In your very last example you have set your slicer to some time late 2022, but the minimum value of 'Test'[Date] for your selected category is in year 2023. Hint: set the slicer to e.g. 2022-12-14, this will include a 2022-date for Category A in your data.
Your measure behaves exactly how it is supposed to, in other words!
To fix this, you need to do the following:
Create a calendar table in your model, this should contain contiguous dates, which is necessary for the filtering method you want
Establish a relationship between the calendar table and existing Test table.
Use the date column from your new calendar table in your slicer and as date reference in your measure
Exactly how to create a calendar table is thoroughly documented on Google, I recommend you search and find an article or video you understand for implementing this.
Lastly: Your use of ISFILTERED in this measure seems strange, since you mention nowhere the requirement of only showing a number if the column you are testing filtering on is filtered, if that makes sense.. :-) The way you describe your calculation, you only need to check whether the selected date range starts in current year.
I have a requirement in power bi to display the amount value only for the minimum date selected by the user in the slicer. So created below measures..
For capturing the minimum selected range
StartDate = CALCULATE(min(‘DATE’[DATE]),ALLSELECTED(‘DATE’[DATE]))
For Displaying the amount only for the minimum date.
OP = if(SELECTEDVALUE(‘DATE’[DATE]) = [StartDate],
CALCULATE(sum(MEASUREMENTS[OPENING_BASE_VAL]),DATESBETWEEN(‘DATE’[DATE],[StartDate],[StartDate])),0)
I am getting desired output, but the grand-total for this measure becomes 0 as show in below image. Any help much appreciated.
You are getting 0 in the total because
SELECTEDVALUE(‘DATE’[DATE]) in your second formula returns blank, so your IF expression reads as " IF BLANK = [Start Date]", which is always false.
SELECTEDVALUE is a syntax sugar for the following code:
IF HASONEVALUE(DATE’[DATE]) then return Date[Date] else return blank. Since in the total you have many values (all dates), you are getting a blank.
To solve the issue, you need to iterate by dates.
OP =
VAR StartDate = [StartDate]
RETURN
SUMX(
VALUES(Date[Date]),
IF(Date[Date] = StartDate, CALCULATE(SUM(MEASUREMENTS[OPENING_BASE_VAL])), 0))
Here, we first save start date into a variable to avoid calculating it multiple times. Then we create a list of dates using VALUES function, and use SUMX to iterate this list, date by date. If currently iterated date is a start date, then values are summed, otherwise you get zero.
If instead of zeros you can use blanks, you can use a more optimal/faster code:
OP =
VAR StartDate = [StartDate]
RETURN
CALCULATE(SUM(MEASUREMENTS[OPENING_BASE_VAL]), KEEPFILTERS(Date[Date] = StartDate) )
Here, we calculate sums only where dates are equal the start date. Since there is no iteration, and there is no "IF", the code is much faster. The total will be the same, only line items will show blanks instead of zeros.
I couldn't find an answer for my issue elsewhere, so trying my luck here.
I have sales table and my final result should determine if there were sales made for same person in specific period of time, for example within 7 business days. for example:
For ID 123 I have to flag it that sale for products A,B,C where within specified period.
For ID 1234 only sales of products A and B meet the criteria product C was sold in irrelevant time frame.
I've created a date table with indicators that determine for each date if the date is a working day, but i am struggling to calculate the relevant last working day
For example: I need that for 01/01/2019 i will get 10/01/2019 date, based on NUMOFDAYS and FinalWorkday = TRUE, which basically means that i have to count NUMOFDAYS times TRUE statement for each date and return corresponding date.
After that step done I think that it would be pretty easy for me to determine if the sale for a person was made in specific time frame.
If someone can give me direction for that much appreciated
Thank you in advance
You could use a DateTable like this one:
I used the following DAX-expressions for the calculated columns:
nrDays = 7
isWorkDay = WEEKDAY('DateTable'[Date],2) < 6
rankWorkingDays = RANKX ( FILTER ( DateTable, DateTable[isWorkDay] = TRUE () ),
DateTable[Date] , , ASC )
LastWorkDay = LOOKUPVALUE ( DateTable[Date],
DateTable[isWorkDay], TRUE (),
DateTable[rankWorkingDays], DateTable[rankWorkingDays] + DateTable[nrDays])
This issue can be solved by the following, since three are non-working days/holidays we can filter them out via POWERQUERY, than add an Index Column and Another column Which is basically Index column + Number of days wanted, then simply merge duplicate of dates query on Index+number of days wanted column on Index column. And we get the correct date
Did anyone know how to convert RunningCount into Power bi Dax ?
I test on RunningTotal, Rankx but seems not working.
The [year] is just a text column not in Datetime format.
I still new on this and not sure if my explain is good enough or not. Sorry for any inconvenient cause.
I try to create measure/ calculation column in power bi from the formula below.
I need the count by Year, break by column like product, customer, rate and category.
Before I get into my solution, there are a few assumptions I had to make:
The "Year" column is supposed to be years, and not five digit numbers. So in my data I dropped the second "2" in each (i.e. "20213" -> "2013").
You may have another column in your data to break ties, but given the data you provided, there is no way to rank the first and third lines (they both have product ABC and year 2003).
Given those assumptions, here is my solution...
First, here is what my data looks like. I added an ID column so that we can see every row, even duplicates.
From there, you can simply add a new column with the following formula.
Running Count =
COUNTROWS(
FILTER(
'Data',
[ProductName] = EARLIER([ProductName]) &&
[Customer] = EARLIER([Customer]) &&
[Seller] = EARLIER([Seller]) &&
[Year] <= EARLIER([Year])
)
)
The EARLIER function is being used to specify a ProductName, Customer, etc. from the row of the table to be used in the filtering of the data. Once we have the data filtered, we can simple count the number of rows.
The final result looks like this. As noted in my second assumption, there is no way to break ties, so my numbers are slightly off from what you have in your screenshot
I need to sum the values of stock on hand at a selected date, these values need to roll up into 2 or more categories.
The following measure gives me the on hand value at the lowest level item, but when it rolls up to the sub Category or Category level, it sums all the values and not the LASTNONBLANK per child item.
On Hand = CALCULATE(SUMX(Stock,[SOH]),FILTER('Calendar',[Date] <= LASTNONBLANK('Calendar'[Date],SUM(Stock[SOH]))))
My data set is similar to this:
Now to get the last SOH value where date <= 10 Dec 2017 works with my measure, with results like this.
As soon as I need to roll the aggregation up by removing the Size column the sum does not work as expected anymore.
This is what I need it to look like:
Similar to that I need the Category level to sum all the LASTNONBLANK values of the lowest level items, like this:
Any help would be appreciated.
I normally prefer to use measures rather than calculated columns in DAX but, because the relevant SOH values rely on a comparison the lowest level, this is a situation where I would add a calculated column.
Latest SOH:=
if(
CALCULATE(
LASTDATE('Stock'[Date]),
ALLEXCEPT('Stock',Stock[Category],Stock[Sub Category],Stock[Size])
)=Stock[Date],
'Stock'[SOH],
BLANK()
)
Starting from the middle and working out:-
ALLEXCEPT(...) is looking at all entries in the table that have the same value for Category, Sub Category and Size
CALCULATE(...) is then finding each of the last dates where there is a match
='Stock'[Date] is then checking to see if this row is the row with the highest date it can find with this Category/Subcategory/Size combination
If the values do match, then bring through the value of SOH, otherwise leave the cell blank.
Here's what it looks like in PowerPivot:
I wasn't quite sure what you wanted your dates to show. I've just added a measure that takes the LASTDATE of the date column:
And
I hope this helps!
Try to group by columns Category and Subcategory using sumx inside
GROUPBY (
Category,
SubCategory,
“SOH”, SUMX(expression)