I'm new to Power BI and I'm trying to solve the following problem: new customers are the ones that placed a new opportunity and haven't had any opportunities >0 in 3 prior years. I created a new 'Calendar for New Logo' table that has all the dates and I have 'Opportunity for new logo' table with all customers' opportunities.
So I calculated 3 measures:
1)
Running Total =
VAR MaxVisibleDate =
MAX ( 'Calendar for New Logo'[Date] ) - 1
VAR Previous3YearDate =
EDATE ( MaxVisibleDate, -36 )
RETURN
CALCULATE (
SUM ( 'Opportunity for new logo'[Amount_USD for Closed and Commit] ),
DATESBETWEEN (
'Calendar for New Logo'[Date],
Previous3YearDate,
MaxVisibleDate
)
)
Opp_sum =
VAR CurrentDate =
MAX ( 'Calendar for New Logo'[Date] )
RETURN
CALCULATE (
SUM ( 'Opportunity for new logo'[Amount_USD for Closed and Commit] ),
FILTER (
ALL ( 'Calendar for New Logo' ),
'Calendar for New Logo'[Date] = CurrentDate
)
)
NewLogo =
IF (
( 'Opportunity for new logo'[Opp_sum] > 0 )
&& ( 'Opportunity for new logo'[Running Total] = 0 ),
1,
0
)
I see that the issue is somewhere with Opp_sum (I don't get numbers where there're supposed to be ones), and also in NewLogo I don't get total sum of all the "1"'s.
Please help me to understand how to fix my DAX.
Thanks in advance
Related
I want to show the cumulative sum per month, I have the number per month but need to show the sum up of previous months in each month..
I used the following measure:
RT FAC =
CALCULATE (
CALCULATE(SUM('Injuries'[Total]), 'Injuries'[Classification] = "FAC"),
FILTER(ALLSELECTED('Calendar Table'),
'Calendar Table'[Date]<= 'Calendar Table'[Date]))
But it gave me the total in all the months:
How can I show the running total such as:
What IF you try this with small change?
RT FAC =
VAR MaxDate =
MAX ( 'Calendar Table'[Date] )
RETURN
CALCULATE (
SUM ( 'Injuries'[Total] ),
FILTER (
ALL ( 'Injuries'[Classification] ),
'Injuries'[Classification] = "FAC"
),
FILTER ( ALLSELECTED ( 'Calendar Table' ), 'Calendar Table'[Date] <= MaxDate )
)
I am trying to create new measures that will only show the data value of the Last day every month and another measure will show the data value of every week Saturday in Power BI.
Many thanks in Advance.
The data is continuing and the next series of data will appended data wise
Output:
Need to create a measure which will show only last day of the Week value ( Example- Saturday is my Last of the Week and Count numbers I need to see as output)
Similarly for Month - Last day of the Month I need to see the Numbers of each service.
Do you have Calendar table mark as "Date Table", which is connected by relationship to your Table? If so, then you can use ENDOFMONTH ( 'Calendar'[issue_date] ) to get lastDateOfMonth
then simply:
ShowValueAtLastDayOfMonth =
calculate( sum(Table[Total sale]),
KEEPFILTERS(
filter(ALL('Calendar'[issue_date]),
'Calendar'[issue_date] = ENDOFMONTH ( 'Calendar'[issue_date] )
)
)
)
ShowOnlyOnSaturday =
calculate(sum(Table[Total sale]), KEEPFILTERS( FLITER(ALL('Calendar[issue_date]),
WEEKDAY ( SELECTEDVALUE('Calendar'[issue_date])) = 7 )))
Without a "Date Table" we need to replace 'Calendar'[issue_date] with your Table[Date] and ENDOFMONTH with:
VAR LastDateVisible =
CALCULATE ( MAX ( 'Table'[Date] ) )
VAR LastYearVisible =
YEAR ( LastDateVisible )
VAR LastMonthVisible =
MONTH ( LastDateVisible )
VAR DaysInMonth =
FILTER (
ALL ( 'Table'[Date] ),
YEAR ( 'Table'[Date] ) = LastYearVisible
&& MONTH ( 'Table'[Date] ) = LastMonthVisible
)
VAR LastDayInMonth =
MAXX (
DaysInMonth,
'Table'[Date]
)
VAR Result =
CALCULATETABLE (
VALUES ( 'Table'[Date] ),
'Table'[Date] = LastDayInMonth
)
RETURN
Result
Trying to add a measure in PowerBI that calculates the rolling 12-month sum of sales and the measure works fine up until the most recent 12 months worth of data. Not sure what's causing this error. Below is the data and code in PowerBI I'm using.
TTM MRR =
CALCULATE (
SUM ( MRR[MONTHLY_REV] ),
FILTER (
ALL ( MRR[CLOSE_MONTH] ),
AND (
MRR[CLOSE_MONTH] <= MAX ( MRR[CLOSE_MONTH] ),
DATEADD ( MRR[CLOSE_MONTH], 1, YEAR ) > MAX ( MRR[CLOSE_MONTH] )
)
)
)
Data:
[Excel Data]
It might be easier with DATESINPERIOD.
TTM MRR =
VAR PeriodEnd = MAX ( MRR[CLOSE_MONTH] )
RETURN
CALCULATE (
SUM ( MRR[MONTHLY_REV] ),
DATESINPERIOD ( MRR[CLOSE_MONTH], PeriodEnd, -12, MONTH )
)
I need a measure that will give me the percentage of customers during a calendar year who had new purchases within one year of their last purchase.
Normally I would just create a calculated column that captured the date of each customer's last purchase for each year, and then check to see if each customer from a given year had any purchases within a year of their respective last date, and then sum those up, but I'm using a live connection to a cube and can't create calculated columns.
Here's some pseudo-code of what I'm looking for:
One Year Return =
VAR Cohort =
SUMMARIZECOLUMNS (
Customer[ID],
FILTER (
VALUES ( Sales[Sales Date] ),
YEAR ( Sales[Sales Date] )
< ( YEAR ( TODAY () ) - 1 )
)
)
VAR Returners =
SUMMARIZECOLUMNS (
Customer[ID],
FILTER (
VALUES ( Sales[Sales Date] ),
Sales[Sales Date] > Sales[Old Sales Date] //<--Need help here
),
FILTER (
VALUES ( Customer[ID] ),
Customer[ID] IN Cohort
)
)
VAR Rate =
CALCULATE ( DISTINCTCOUNT ( Customer[ID] ), Customer[ID] IN Returners ) /
CALCULATE ( DISTINCTCOUNT ( Customer[ID] ), Customer[ID] IN Cohort )
RETURN
Rate
The main difficulty is that I need a different time window for each customer, but can't make a calculated column. I've been looking at using EARLIER or DATESBETWEEN or PARALLELPERIOD, but haven't been able to get any of them to work so far.
First I think you are looking for this
VAR last_year = DATE ( YEAR ( TODAY () ) - 1; MONTH ( TODAY () ); DAY ( TODAY () ) )
Second. The best way to get this done you need a bit of data modeling. The only way to make time intelligence work is to have a Date table. This table should have a row by day without missing days. You can search online how to create one or check my blog here.
Once you have this table releated on your model with your fact table you will be able to build that measure on a selected date. The selected one will be a value and last year of selected value the other one.
The crux is in the fact that you need to compare for each customer without a calculated column. It is possible by using the an iterator like COUNTX or SUMX. This enables you to loop through your customers in the cohort sub-table and create selections of your sales table by using the customer ID in the current iteration to filter your sales table using EARLIER. For each customer in the cohort you then select their last purchase date and the one before that and compare the two to see if they followed within the year.
In DAX it looks a bit complex but I tried to make it spacier so it is easier to follow. It also contains a little workaround for the fact that you cannot simply loop over the _cohort variable as you won't have access to the customer ID in the current iteration in that case
One year return =
var _now = TODAY()
var _cohort =
SUMMARIZECOLUMNS (
Sales[CustomerID] ;
FILTER (
Sales ;
DATEDIFF( Sales[SalesDate] ; _now ; YEAR ) <= 1
)
)
var _countCohort = COUNTROWS( _cohort )
var _countReturns =
SUMX (
SUMMARIZECOLUMNS (
Sales[CustomerID] ; FILTER ( Sales ; Sales[CustomerID] IN _cohort )
) ;
var _lastPurchase =
CALCULATE (
MAX ( Sales[SalesDate] ) ;
ALLSELECTED ( Sales ) ;
Sales[CustomerID] = EARLIER( Sales[CustomerID] )
)
var _preLastPurchase =
CALCULATE (
MAX ( Sales[SalesDate] ) ;
ALLSELECTED ( Sales ) ;
Sales[SalesDate] < _lastPurchase ;
Sales[CustomerID] = EARLIER( Sales[CustomerID] )
)
RETURN
IF ( DATEDIFF( _preLastPurchase ; _lastPurchase ; YEAR ) <= 1 ; 1 ; 0 )
)
RETURN
_countReturns / _countCohort
I ended up importing a dataset from the cube and creating calculated columns to get me there after all. #jelle-hoekstra's answer looks close to what I ended up doing, but I couldn't figure out how to get his measure to run.
I made three calculated columns and did a distinct count on the ReturnCustomerID column to get the number of customers who returned within one year of their last purchase:
Last Purchase Date =
MINX (
FILTER (
Sales,
Sales[Sales Year]+1 = EARLIER ( Sales[Sales Year] ) && Sales[CustomerID] = EARLIER ( Sales[CustomerID] )
),
MAXX (
FILTER (
Sales,
Sales[Sales Year] = EARLIER ( Sales[Sales Year] ) && Sales[CustomerID] = EARLIER ( Sales[CustomerID] )
),
Sales[Sales Date]
)
)
One Year Date =
MINX (
FILTER (
Sales,
Sales[Sales Year]+1 = EARLIER ( Sales[Sales Year] ) && Sales[CustomerID] = EARLIER ( Sales[CustomerID] )
),
MAXX (
FILTER (
Sales,
Sales[Sales Year] = EARLIER ( Sales[Sales Year] ) && Sales[CustomerID] = EARLIER ( Sales[CustomerID] )
),
EDATE (Sales[Sales Date], 12 )
)
)
ReturnCustomerID =
IF (
Sales[Sales Date] > Sales[Last Purchase Date] && Sales[Sales Date] < Sales[One Year Date], Sales[CustomerID], BLANK()
)
I want to display percentage increase or decrease in total for each month as I select each month i.e when I click on FEB, it should tell me whether there was a percentage increase/decrease in expenses compared to JAN.
I have tried different codes but keep getting an error message.
Here is a DAX CODE I tried:
change perc =
VAR ValueLastMONTH =
CALCULATE (
SUM ( population[TOTAL] ),
FILTER (
population,
population[MONTH]
= ( EARLIER ( population[MONTH] ) - 1 )
&& population[CATEGORY] = EARLIER ( population[CATEGORY] )
)
)
RETURN
IF (
ISBLANK ( ValueLastMONTH ),
0,
( population[TOTAL] - ValueLastMONTH )
/ ValueLastMONTH
I want a new column created to display the percentage increase or decrease from a month to its previous month.
Here is a screenshot of the excel document:
The Column 'Month' is not of type date. How would PowerBi know the text APR represents April? You need to make this column a date.
Now you need to change the script to work with DateDiff:
change perc =
VAR ValueLastMONTH =
CALCULATE (
SUM ( population[TOTAL] ),
FILTER (
population,
DATEDIFF(population[MONTH], EARLIER ( population[MONTH] ),MONTH) = 1
&& population[CATEGORY] = EARLIER ( population[CATEGORY] )
)
)
RETURN
IF (
ISBLANK ( ValueLastMONTH );
0;
( population[TOTAL] - ValueLastMONTH )
/ ValueLastMONTH)