I am learning PowerBI as i go along and have been able to solve most issues faced by a quick google. Unfortunately this problem has baffled me.
We have thousands of lines of data which include a "Home Country" column & "Away Country" column.
What we need our slicer to do is to is to pick up for example Australia in both of these columns and display the results.
I currently have a table created using the below:
slicercountrytable = distinct(
Union(
Values('All Data'[Home Country]),
Values('All Data'[Away Country])))'''
and then a measure:
Measure =
if(
Min('All Data'[Home Country]) in values (slicercountrytable[Country])
|| Min('All Data'[Away Country]) in values (slicercountrytable[Country]),
1,
Blank()
)
And have also tried the below measure:
Measure 3 = VAR
Searchvalue=search(SELECTEDVALUE(slicercountrytable[Country]),SELECTEDVALUE('All Data'[Combined Country]),,Blank())
Return
If(Searchvalue > 0,"Found")
I need the slicer to control the entire sheet however the above are doing nothing.
Thanks
In that case, instead of building some complicated DAX I suggest to work the model.
Let's say your current table looks like that:
id
home country
away country
1
A
B
2
B
C
You may want to deal with that in another table by unpivoting home_country and away_country in PowerQuery.
In order to have a country table like that:
id
country
attribute
1
A
home
1
B
away
2
B
home
2
C
away
Then you link this new table to your existing one on id and filter/slice in it.
I reproduced your example and feel that it is already showing the desired behavior. I think the problem you might be running into is that you will now need to add your 'measure' filter to each and every visual individually. It cannot be added to 'Page' or 'All Pages' filter areas. This is because of the way a measure's calculation varies across context and cannot be avoided.
DAX
Table 2 = distinct(union(all('Table'[Away]), all('Table'[Home])))
Measure =
if(
MAX('Table'[Away]) in VALUES('Table 2'[SelectedCountries])
|| MAX('Table'[Home]) in VALUES('Table 2'[SelectedCountries]) ,
1,
blank()
)
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 data from multiple countries on a monthly basis. Since the updates are not regular, I want to set up filter to visuals, so they would show the last month for which I have data from all the countries. I have data from each country loaded into a separate dataset, which then are merged into one big. Is there an easy way to place such filter? I managed to use "LASTDATE" function in each of country sets to find which date is last, but if I try to filter with that measure, I simply get nothing in a result. Thanks!
Well, this feels a little clunky to me but I believe it will work for you. There are two steps. The first is to create a summary table that reads through your data and counts the number of distinct countries that you have in each month. This will be a new table in your model, so go into the modeling tab, click 'New Table' and add this DAX. Obviously, correct for your table and column names.
SUMMARIZED_ROWS = SUMMARIZE(
'Table1'
,Table1[Month]
,"CountOfCountries"
,DISTINCTCOUNT(Table1[Country])
)
Now add a measure to the table (or anywhere) like this:
MonthWithMostCountries = CALCULATE(
LASTNONBLANK(SUMMARIZED_ROWS[Month], 1 )
, FILTER(SUMMARIZED_ROWS, SUMMARIZED_ROWS[CountOfCountries] = MAX(SUMMARIZED_ROWS[CountOfCountries]) ) )
This is going to give you the month where you have the most distinct countries in your data. You'll want to look at it in a card or similarly isolated visual as it is a measure and can be affected by filter context.
So, on the left is my mock data - 3 countries, 3 months each with a 1 month stagger. On the right you see the result of the Summarize table. Then the measure showing the final result.
Hope it helps.
My question might be simple but I've been stuck here for a while.
I'm trying to get the values for current month and previous month. I created 2 Measures to do that (CurrentVal and PreviousVal).
My DAX measures are:
CurrentVal = SUM ( Database[KPI_Value] )
PreviousVal =
CALCULATE (
[CurrentVal];
PREVIOUSMONTH ( DIM_Date[Date] )
)
In the image below, when displayed as a table, you can see it's working fine.
However, I don't want a table like that, but instead I want a slicer where the user can select the month and he will be able to see the current and previous month values, just like the image below.
The problem, as you can see, is that when I remove the Date from the table and include the slicer, the PreviousVal returns always blank (in this example, it should return 0,44). What am I doing wrong here?
Thanks in advance!
What you have set up will work, assuming:
You have a relationship between the Date fields in the Database and DIM_Date tables
Table DIM_Date is marked as a date table (Table view, Modelling tab, Mark as Date Table )
Here's a worked example: https://excel.solutions/so20181121_previousmonth/
I've read numerous posts about this, it still doesn't work for me. My scenario is as below -
I have a Date dimension (DimDate) and a Fact (StockAvailability). There are several visuals on the page and a page level filter that shows data for the last 7 days. However, for one of the visuals, I want the data to be shown for last 3 months, i.e., not limited by 7 days report level filter.
So, I created a measure, clearing up the filter on the StockAvailability using ALL, but that results in a single value for all the dates -
Overall Stock Availability = CALCULATE(AVERAGE([Availability], ALL('StockAvailability'))
Further, I try to re-add the 3-months filter above, but still nothing - I get distinct values this time, but only 7 days worth
Overall Stock Availability =
CALCULATE(AVERAGE([Availability]),
ALL('StockAvailability'),
FILTER(DimDate, [IsLast3Months] = true))
How can I Ignore the 7 days report level filter for this given measure?
Any inputs will be greatly appreciated!
Thanks
It's an old question but in case it's still unresolved. I've just had a very similar issue.
I'm assuming you have a relationship between the StockAvailabilty table and DimDate based on a date column in StockAvailability.
For my issue, I put ALL(DimDate) and then apply a FILTER to ALL(StockAvailability[DateColumn])
Overall Stock Availability =
VAR Date3MonthsAgo = EDATE( TODAY(), -3)
RETURN
CALCULATE(
AVERAGE( [Availability] ),
ALL( DimDate ),
FILTER(
ALL( StockAvailability[DateColumn] ),
StockAvailability[DateColumn] >= Date3MonthsAgo
)
)
I'm guessing that this isn't working because your ALL function is removing the filtering on the StockAvailability table but not the DimDate table.
In your second measure above, the DimDate table is evaluated in the filter context it is being evaluated in, which means the last 7 days filter applies here. To ignore that filter, apply the ALL function to DimDate.
Overall Stock Availability =
CALCULATE(AVERAGE([Availability]),
ALL('StockAvailability'),
FILTER(ALL(DimDate), [IsLast3Months] = true))
Note: I'm not positive you actually want the ALL('StockAvailability') part. Try it with and without.
How to construct DAX measure to calculate sum of YTD value for specific month?
Here we have FactTable grouped by months. FactTable is filled with both Actual data and Forecast data. The only way to know when Actual end is information in table [Cut of date] in column [End of YTD]. In table [Cut of date] in column [End of YTD] – it is a single value table – we have the interesting chosen month, for which we want to see the calculation of YTD. In our case it is March. FactTable is updated irregularly every month with usually one month delay. There is no way of linking it to time functions like TODAY because of irregular update.
We would like to have a correct value of YTD displayed in yellow Card Visual for the month [End of YTD]. When we click on the slicer on "2018-03" we get almost what we want – correct value of 66 in the yellow Card. However this solution is not automatic. I want to see correct value automatically when the [End of YTD] month changes, in our case to April or then to May. I do not want it done by user.
My desperate effort can be downloaded from file: DAX YTD.pbix
I pursued the deer in various ways:
By using FILTER function in DAX measures. But it seems that the
FILTER function is to harsh. It is applied to fact table first,
selecting only one month, and then calculating YTD value wrongly. So if
there would be any option for forcing order of calculation and filtering, there would
be hope.
I tried SWITCH function to display proper result
for specific month and 0 or null for other months. Although I
succeed in this, I was not able to take advantage of it. When it
came to filtering I was as hopeless as before. BTW I would be able
to make it if SWITCH produced totals at the end of the table, but it
does not. Surprisingly.
I put some hopes in RELATED function to display proper results in the [Cut off date] table. I have not walk out of the fog so far.
I would appreciate your help.
Update before bounty.
Going to higher level. I have introduced a Category column to FactTable. Please download DAX YTD by category.pbix. So filtering gets more complex now. I would like to have correct YTD figures for Apples category.
Did you use the Date column from the Calendar table, instead of the one from FactTable?
If you use the date column from FactTable, when you apply a filter on the date, it will filter on the fact records which is in March, and then do the calculation afterwards, hence the result 33.
If you use the one from Calendar, when you apply a filter on it, it filters the records on Calendar (which you want to show in the chart), so the underlying calculation will still remain intact.
A working example:
Calendar = CALENDAR(DATE(2010, 1, 1), DATE(2020, 12, 31))
I suggest you to change the calculations of the measures to avoid missing values in some cases:
Total = SUM(FactTable[Value])
MTD = TOTALMTD([Total], 'Calendar'[Date])
YTD = TOTALYTD([Total], 'Calendar'[Date])
UPDATE:
It's much clearer to me what you want to achieve now but it still seems an XY problem to me.
I understand that you want to show the dashboard as is so that users do not need to click/input every time to see what they are supposed to see. That's why I don't get why you need to create a new table to store the Cut off date (End of YTD). How is it going to be maintained automatically?
The relative date filtering solution above actually still works in the .pbix file you've shared. If you drag the Date column from the Calendar table to visual level filters for the yellow card and add the relative date filtering, it should work as below:
For the End of YTD visual, you can use the following measure to get the first day of last calendar month, so you don't need to create another table for it:
End of YTD = EOMONTH(TODAY(), -2) + 1
And hopefully this is what you want to achieve:
Updated file for your reference.
UPDATE again:
I think you'll have to write your own YTD calculation instead of using the built-in one, so that you can make use of the cut off date you defined in another table. Here I assume that you have one and only one row in 'Cut off date'[End of YTD]. Note that I've added ALL() to the filter, so that the yellow card remains the same (66) instead of showing blank when some other rows/filters are clicked:
YTD_Special =
CALCULATE(
[Total],
FILTER(
ALL(FactTable),
FactTable[Date] >= DATE(YEAR(VALUES('Cut off date'[End of YTD])), 1, 1) &&
FactTable[Date] <= VALUES('Cut off date'[End of YTD])
)
)
I would resolve this by adding a calculated column to your Calendar table to categorise each row into either "YTD" or "Other", e.g.
Is YTD =
IF (
[Date] >= DATE ( YEAR ( DISTINCT ( 'Cut off date'[End of YTD] ) ), 1, 1 )
&& [Date] <= DISTINCT ( 'Cut off date'[End of YTD] ),
"YTD",
"Other"
)
I would then add the new Is YTD field to the Visual level filters of your Card visual, and choose YTD from the Basic filtering list. The measure shown can be your simple Total measure: SUM(FactTable[Value]).
This is a far more flexible and resuable solution than any specific measure gymnastics. You will not need an explosion of measures to apply the required logic on top of every base measure - they will all just work naturally. You can apply the filter at any level: Visual, Page, Report, or put it in a Slicer for control by the end user.
I prefer to return text results e.g. "YTD" / "Other" (rather than 1/0, True/False or Yes/No), as this allows for easy extension to other requirements e.g. "Prior YTD" (1 Jan 2017 to 1 Mar 2017). It also is clearer when used in visuals.
Actually I shouldn't claim the credit for this design - this roughly follows how Cognos Transformer's Relative Time functionality worked back in the 90s.
I did something like this in my Periodic/YTD report (last sheet): http://ciprianbusila.ro/
I have used the index value of the month selected (range 1-12) and based on this I have created a measure using max function please see the code below:
ACT = var
ACT_periodic=calculate([Value],Scenarios[Scenario]=values(Scenarios[Scenario]))
var max_month=max(Periods[Period Order])
var ACT_YTD=CALCULATE([Value],Scenarios[Scenario]=VALUES(Scenarios[Scenario]),all(Periods[Month]),Periods[Period Order]<=max_month)
var myselection=if(HASONEVALUE(MRD_view[.]),values(MRD_view[.]),"PERIODIC")
return
switch(
true(),
myselection="PERIODIC",ACT_periodic,
myselection="YEAR TO DATE",ACT_YTD,
ACT_periodic
)