PowerBI Running Total in Matrix based on Date - powerbi

I have a matrix in PowerBI with two row filters (name and team) and columns as 12 dates starting from current month. I have a measure that I display for each month, but I want it to display as a running total rather than just as the value for each month.
This is the code I'm currently using:
Rolling 12 Month = calculate([12 Month],filter(all(Planning[Month]),Planning[Month]<=max(Planning[Month])))
where Planning[Month] defines the column header and 12 Month is this measure:
12 Month = sum([12MonthK])
where [12MonthK] is just a column of values.
The only code I've gotten to actually create a running total is this:
RTTest = If( Not ISEMPTY(Planning), VAR _maxDate = max(Planning[Month]) Return calculate( [YTD 12 Month], Planning[Month]<=_maxDate, all(Planning)))
but this running total just completely ignores any filters (the running total is the same for each name/team combo).

Related

DAX Rolling Average Applying at Year Level, But Not Month Level

I am trying to get a rolling 3/6/12 month average of revenue by month using DAX in a SSAS Tabular model. There is a date table in my model and I have created inactive links between my fact table and my date table for each date in the fact (Date of Service, Invoice Date, etc.). I have created a measure that uses USERELATIONSHIP to activate the specific link I need.
Revenue by DOS:=
CALCULATE( [Total Gross Revenue],
USERELATIONSHIP(D_DATE[W_DT_ID],Fact_Charge[W_SERVICE_DT_ID])
)
Here is the code I am using to create the rolling average, which I copied from a SQLBI video on the same subject:
Net Revenue R3M:=
VAR NumOfMonths = 3
VAR LastSelectedDate = MAX(D_DATE[Calendar_Date])
VAR Period =
DATESINPERIOD( D_DATE[Calendar_Date], LastSelectedDate, -NumOfMonths, MONTH)
VAR Result =
CALCULATE(
AVERAGEX(
VALUES(D_DATE[Month Year]),
[Revenue by DOS]
),
Period
)
Return
Result
For some reason when I deploy the model and try to use it in Power BI, it runs this rolling average at the year level, but not the month. For instance, the Power BI matrix visual will show the year 2021 and will have a value that is equal to the average of the last 3 months of 2021, but the individual months show the same value that is contained in the Revenue by DOS measure itself.
Snip From Power BI
The goal is to have each individual month in the Revenue R3M column to be the 3 month average of the Revenue by DOS column.

DAX measure to extract summed quantity values for selected weeks only

I have production figures which sum the quantity of parts produced by each workstation on a weekly basis. These are shown in a matrix with workstation number on the rows and week numbers across the columns.
I want to be able to select 2 weeks and then
Display all the weeks in the range selected by a slicer.
Show the quantity values for only the first and last selected weeks.
The first part is working using a simple Week Slicer.
The second part, however, always shows the totals for all the selected weeks rather than the 2 individual week quantities.
In this example I have selected weeks 4 and 9 and therefore the expected values for quantities are 11,505 and 49,425 as shown in the Good Qty data with red frames.
The measures to extract the fist and last selected week numbers are working:
SelWeek1 = FIRSTNONBLANK(VALUES(vLink[Week]),0)
SelWeek2 = LASTNONBLANK(VALUES(vLink[Week]),0)
My measures for the week quantities are:
IF([SelWeek1]>0,
CALCULATE([Sum vGood Qty],FILTER(vLink, vLink[Week] = [SelWeek1])),
0
)
and
SelWeek2 Qty =
IF([SelWeek2]>0,
CALCULATE([Sum vGood Qty],FILTER(vLink, vLink[Week] = [SelWeek2])),
0
)
What am I missing?
Try to use below measures:
SelWeek1 = MIN(vLink[week])
Measure =
VAR _selWeek = [SelWeek1]
VAR result =
CALCULATE(
[Sum vGood Qty],
vLink[Week] = _selWeek
)
RETURN
result
and for selected week 2 change min to max in the first measure and _selWeek variable in the second measure respectively.

DAX: How to count how many months have sales in a period

In my fact table (fTable) the columns I have are dates, region and sales.
dates
region
sales
-----
------
-----
I am visualizing the data in a pivot table with regions as rows and months as columns (I have a date table (dDate) with a months column in my model)
I am looking for a way to dynamically change the denominator in an averaging measure if a certain region doesn't have sales in a given month. Right now my denominator is hard-coded as 6, because I am averaging 6 variables in my nominator, but any one of them could be 0 if I don't have any sales in a certain month, in which case my denominator needs to change to 5, 4 or less depending on how many months I don't have sales in. So I am looking to count how many of the past 6 months have sales and sum that as the denominator.
I have managed to count months with sales this way:
Denominator:=
var newTable = Summarize(fTable,fTable[date (month)], fTable[region],"Sales",[Sum of Sales])
var MonthsWithSales = Countrows(newTable)
RETURN
MonthsWithSales
I've tried to RETURN
Calculate(SUMX(newTable,MonthsWithSales), Dateadd(dDate[Date],-6,MONTH)
but it yields a wrong result.
Any suggestions?
Thanks
Based on my sample, we can use function VALUES & COUNTROWS inside CALCULATE to get what we need:
Measure = CALCULATE( COUNTROWS(VALUES('Table (2)'[Month])), ALL('Table (2)'[Month]) )

DATESINPERIOD measure not returning the correct total when trying to get the current month sales in a month table

I am trying to show the current months sales in a table that also looks at Median, average. The figure returned for each month is correct. However the total is not correct.
SalesMostRecentdaMonth = CALCULATE(Sum('Sales'[Sales]),DATESINPERIOD(Dates[Date],MAX(Dates[Date]),-1,MONTH))
So I figured out the answer it was to create a measure that calculated sales in the previous 12 months (trailing 12 months). The video linked below helped.
https://www.youtube.com/watch?v=duMSovyosXE
Last 12 Months =
VAR CurrentDate = MAX(Dates[Date])
VAR PreviousDate = DATE(YEAR(CurrentDate),MONTH(CurrentDate)-12,DAY(CurrentDate)+1)
VAR Results =
CALCULATE(SUM('Sales'[Sales]),
FILTER(Dates,Dates[Date] >= PreviousDate&&Dates[Date]<=CurrentDate))
Return
Results

Need to compare current month with average of last 3 months in power bi

I have a data with Dept name and its corresponding Amount for each Dept for each Month like below :
Table1 :
Dept name Amount Period
XXX 20 Jan,2018
XXX 30 Feb,2018
XXX 50 Mar,2018
XXX 70 April,2018
....
YYYY 20 Jan,2018
YYYY 30 Feb,2018
YYYY 50 Mar,2018
YYYY 70 April,2018
....
I need to calculate the Average of Last 3 months (Ex. For Dept XXXX, If I select April Month, It needs to calculate the average Amount of (Jan,Feb,Mar)(20+30+50)/3 =33.33) and Compare the same with current (April) month (70)
I've created a calculated column for Last 3month Average as below (I have also created a Calender Table in Power BI)
AVG3mth =
CALCULATE(SUM('Table1'[Amount]),DATESINPERIOD(Calender[Date],LASTDATE('Table1'[Period]),-3,MONTH))/3
(But it just dividing the current month by 3 and not the Last 3 Mnths.)
and when comparing If the Average of Last 3 months greater than current month I should highlight it as "YES" since the Amount is dropped when comparing to last 3 months. I have added another column as "Dropped?" for the same.
Dropped? = IF(VALUES('Table1'[Amount])<[AVG3mth], "Yes", "No")
And also If I choose the Particular month (Period) in slicer I need to get those Month, Amount, Last 3 months average and Dropped YES/NO alone in my Report.
Attached my current report screenshot (You will get clear idea if you look into this)
Report Screenshot
To do this, you will need 1 Calculated Column and 3 Measures.
First, I created a new column called as MonthDiff (Calculated Column)
MonthDiff = DATEDIFF(MIN(Table1[Period]),Table1[Period],MONTH)
So afterwards, I created the Average for last 3 months Measure
Average Last 3 Months =
Var selectedmonth = SELECTEDVALUE(Table1[MonthDiff])
Var startingMonth = (selectedmonth - 4)
Var selecteddepartment = SELECTEDVALUE(Table1[Dept name])
Return CALCULATE(AVERAGE(Table1[Amount]), FILTER(ALL(Table1), Table1[MonthDiff] > startingMonth && Table1[MonthDiff] < selectedmonth),FILTER(ALL(Table1),Table1[Dept name] = selecteddepartment))
So, then you can create the current selected value Measure
SelectedAmount = SELECTEDVALUE(Table1[Amount])
Then you can create the drop Measure
Drop = var currentvalue = SELECTEDVALUE(Table1[Amount])
Var selectedmonth = SELECTEDVALUE(Table1[MonthDiff])
Var startingMonth = (selectedmonth - 4)
Var selectedDepartment = SELECTEDVALUE(Table1[Dept name])
Var averagevalue = CALCULATE(AVERAGE(Table1[Amount]), FILTER(ALL(Table1), Table1[MonthDiff] > startingMonth && Table1[MonthDiff] < selectedmonth), FILTER(All(Table1),Table1[Dept name] = selectedDepartment))
Return if(averagevalue > currentvalue, "Yes", "No")
This is my final output,
Do let me know, if this helps or not.
My Best Practice
When you are dealing with Measures that involves multiple filters,
it's best to declare them using Var and test it by returning the
output on the card visual as you develop the measure.