i am writing a dax formula to rank my products based on multiple column
input from 3 different tables
channel table - channel column
fruits table - brand, fruits, serving size columns
sales table - total sales column (calculated)
channel | brand | fruits | serving size | Total Sales
online | sunny | banana | slice| 100
shop | sunny | apple |whole| 90
amazon | bert | banana | whole | 89
shop | crystal | strawberry | slice|56
output table
channel | brand | fruits | serving size | Total Sales | Fruit_Rank
online | sunny | banana | slice| 100 | 1
shop | sunny | apple |whole| 90 | 2
amazon | bert | banana | whole | 89 | 3
shop | crystal | strawberry | slice|56 | 4
my current dax is
Fruit_Rank = RANKX(CROSSJOIN(ALL('Dim Channel'[channel]),ALL('Dim Fruits'[brand]),ALL('Dim Fruits'[fruits]),ALL('Dim Fruits'[serving size])),[Total Sales])
it gave me the wrong ranking.
Any help is appreciated!
thank you!
Related
I have a finance PowerBI report that I'm trying to enhance, but struggling on this particular tooltip. Hopefully someone more knowledgable than me can help me out :)
Ok here's the relevant data model setup:
Table Name: "Date"
| Date | Month Year |
|:----------- |:------------:|
| 01/01/2022 | January 2022 |
| 02/01/2022 | January 2022 |
| 03/01/2022 | January 2022 |
etc.
Table Name: "Categories"
| Category |
|:------------------- |
| Household Shopping |
| Bills |
| Mortgage / Rent |
| Motoring |
| Payslip |
| Income |
etc.
Table Name: "Transactions"
| Date | Transaction | Category | Amount |
|:----------- |:-----------------|:-------------------|:-------|
| 05/01/2022 | Mortgage Payment | Mortgage / Rent | -£1000 |
| 05/01/2022 | Electricity Bill | Bills | -£80 |
| 08/01/2022 | Salary | Payslip | £2500 |
| 11/01/2022 | Grocery Shopping | Household Shopping | -£45 |
| 12/01/2022 | DIY Store | Household Shopping | -£170 |
| 12/01/2022 | Car Fuel | Motoring | -£80 |
etc.
And the model is Date --> Transactions <-- Category
I have a report that shows a snapshot of my finances and spending on a monthly basis, so there's a dropdown slicer at the top of the page where I can change the month (Date[Month Year]) and all the visuals update to show relevant data for that particular month.
I have these measures to calculate my earnings and spending:
Earnings =
CALCULATE (
SUM ( Transactions[Amount] ),
OR ( Transactions[Category] = "Payslip", Transactions[Category] = "Income" )
)
Spending =
( -1 )
* CALCULATE (
SUM ( Transactions[Amount] ),
Transactions[Category] <> "Payslip",
Transactions[Category] <> "Income"
)
Spending % of Earnings =
DIVIDE ( [Spending], CALCULATE ( [Earnings], ALL ( Categories ) ) )
On this page I have 2 bar charts that shows my spending for each category. These both have the y-axis as Categories[Category] and the value as the "Spending" and "Spending & of Earnings" measures respectively.
So far all works well.
Here's where I'm getting stuck. When I hover over the various bars, I would like to see a tooltip that shows a column/line chart of those measures over the past 6 months. For example if I selected June 2022 in the page slicer, I'd like the tooltip to show the spending measures for Jan 2022 - June 2022.
I've managed to get a tooltip that shows data for the past 6 months, and think it works for the 'Spending' measure. But for the life of me I can't get the 'Spending % of Earnings' working. I assume there's some combination of DAX to do it but I'm struggling.
Could someone please help me with this?
I have data showing me the dates grouped like this:
For security reasons, I had to remove the Customer Description detail, due to confidentiality.
How do I repeat the date column the same way you repeat the Row Labels in an Excel Pivot?
I've looked, but couldn't find a solution to this - this option should be available.
EDIT
When you have the following source data in Excel:
Date | Customer | Item Description | Qty Out | Unit Price | Sales
--------------------------------------------------------------------------------------------------------------------------------------------
14/08/2020 | Customer 1 | Item 11 | 4.00 | 65.00 | 260.00
14/08/2020 | Customer 2 | Item 12 | 56.00 | 12.00 | 672.00
14/08/2020 | Customer 3 | Item 13 | 64.00 | 35.00 | 2,240.00
14/08/2020 | Customer 4 | Item 14 | 29.00 | 65.00 | 1,885.00
15/08/2020 | Customer 2 | Item 15 | 746.00 | 12.00 | 8,952.00
15/08/2020 | Customer 3 | Item 16 | 14.00 | 75.00 | 1,050.00
15/08/2020 | Customer 4 | Item 17 | 45.00 | 741.00 | 33,345.00
15/08/2020 | Customer 5 | Item 18 | 456.00 | 125.00 | 57,000.00
15/08/2020 | Customer 6 | Item 19 | 925.00 | 17.00 | 15,725.00
16/08/2020 | Customer 4 | Item 20 | 6.00 | 532.00 | 3,192.00
16/08/2020 | Customer 5 | Item 21 | 56.00 | 94.00 | 5,264.00
16/08/2020 | Customer 6 | Item 22 | 546.00 | 37.00 | 20,202.00
You then pivot this data using Microsoft Excel, where you get the following:
You then choose the option to Repeat Item Labels as can be seen below:
After selecting this, you get my expected results I require in Power BI:
Is there not a function available like this in Power BI?
Just adding this for your reference as a work around. Check this below image with a custom column created in the Power Query Editor-
date_customer = Date.ToText([Date]) &" : "& [Customer]
Then added both Date and date_customer in the Matrix row level. The output is as below- (using your sample data)
ANOTHER OPTION Another option is to add Date and Customer in the Matrix row and the output is will be as below- (using your sample data)
This is also a meaningful output as date are showing as a group header. But in case of requirement of having redundant date to show, you can consider the first option.
I have a Matrix visual in Microsoft PowerBI with Australian 'States' as rows and 'Months Ago' as columns.
By default the Matrix shows my columns from 0 months ago to 12. I would like it to show from 12 months ago on the left to 0 months ago on the right.
+-------------------+-----------------------------+-------+
| | Months Ago | |
+-------------------+-----------------------------+-------+
| State | 0 | 1 | 2 | 3 | 4 | 5 | Total |
+-------------------+----+----+----+----+----+----+-------+
| Queensland | 10 | 10 | 10 | 10 | 10 | 10 | 60 |
+-------------------+----+----+----+----+----+----+-------+
| New South Wales | | | | | | | |
+-------------------+----+----+----+----+----+----+-------+
| Victoria | | | | | | | |
+-------------------+----+----+----+----+----+----+-------+
| South Australia | | | | | | | |
+-------------------+----+----+----+----+----+----+-------+
| Western Australia | | | | | | | |
+-------------------+----+----+----+----+----+----+-------+
Currently I am only given the option to sort by the value type fields (ie revenue etc).
Is there any option to sort/order the Column Headers?
I don't think there is an option for you to sort column headers directly.
However, you can change the default sort order for the Months Ago column so that it will be reflected in general.
You can add a custom column MonthSrt = 12 - [Months Ago] in query editor:
(It won't work in DAX because of a known issue)
Then you can select the Months Ago column and sort it by MonthSrt:
The custom sort will be applied when you use the Months Ago column in visuals:
You can also make groups (1 to 1 items) al give them al logical number:
The order will change automaticly in the matrix
The following solution worked for me to display the dates in descending order in a matrix:
how to sort column dates in descending order of matrix in power bi
I have created a Report in which I have created some measures like -
X =
CALCULATE (
DISTINCTCOUNT ( ActivityNew[Name] ),
FILTER (
ActivityNew,
ActivityNew[Resource Owner Name] = MAX ( 'Resource Owners'[Manager Name] )
&& ActivityNew[LocationId] = 2
)
)
When I use this measure in table then the column values dont add up. For eg. if the value of this measure is 2,2,2,2,2 then Total in table should be 10. but it is showing 2.
I have noticed that wherever I have used this MAX(), the measure values are not adding up.
Why this is happening and Is their any solution for this?
You are using DISTINCTCOUNT which is in general not aggregatable.
Say you have the following table Sales:
+----------+------+-------+
| Customer | Item | Count |
+----------+------+-------+
| Albert | Coke | 3 |
| Bertram | Beer | 5 |
| Bertram | Coke | 2 |
| Charlie | Beer | 1 |
+----------+------+-------+
If you wanted to count the number of distinct items each customer has bought, you would create a new measure with the formula:
[Distinct Items] := DISTINCTCOUNT(Sales[Item])
If you include the [Customer] column and your [Distinct Items] measure in a report, it would output the following:
+----------+----------------+
| Customer | Distinct Items |
+----------+----------------+
| Albert | 1 |
| Bertram | 2 |
| Charlie | 1 |
+----------+----------------+
| Total | 2 |
+----------+----------------+
As you can see, this does not sum up, as the context of the total row, is the entire table, not filtered by any particular customer. To change this behaviour, you have to explicitly tell your measure that it should sum the values derived at the customer level. To do this, use the SUMX function. In my example, the measure formula should be changed like this:
[Distinct Items] := SUMX(VALUES(Sales[Customer]), DISTINCTCOUNT(Sales[Item]))
As I only want to sum over unique customers I use VALUES(Sales[Customer]). If you want to sum over every row in the table simply do: SUMX(<table name>, <expression>).
With this change, the output in the above example would be:
+----------+----------------+
| Customer | Distinct Items |
+----------+----------------+
| Albert | 1 |
| Bertram | 2 |
| Charlie | 1 |
+----------+----------------+
| Total | 4 |
+----------+----------------+
I'm trying to rescale a dataset in using PowerBI Desktop. I've imported a dataset full of raw data, but I can't use row context together with an aggregate. I'm trying to accomplish this:
Data:
+---------+-----+
| Name | Bar |
+---------+-----+
| Alfred | 0 |
| Alfred | -1 |
| Alfred | 1 |
| Burt | 1 |
| Burt | 0 |
| Charlie | 1 |
| Charlie | 1 |
| Charlie | 0 |
+---------+-----+
Calculations:
Foo: = SUM(Bar) / COUNT(Bar) GROUP BY Name
Which would Generate this dataset:
+---------+-----+
| Name | Foo |
+---------+-----+
| Alfred | 0 |
| Burt | .5 |
| Charlie | .67 |
+---------+-----+
Final Calculation:
Score: = (#Foo - MIN(Foo)) / (MAX(Foo)-MIN(Foo))
The goal is to grade on a curve with a set of data. I can do it in excel, but was hoping that Power BI could handle all the heavy lifting.
At this point it might be easier to do it all in SQL before bringing it into PowerBI, but that would make it significantly less dynamic (with date filters and the like). Thanks for any insight you might have!
I think you're looking for the GROUPBY DAX function. https://support.office.com/en-us/article/GROUPBY-Function-DAX-d6d064b2-fd8b-4c1b-97f8-c6d03cdf8ad0
You then would GROUPBY on the Name field and proceed from there. If need to use the measure outside of a visual that groups by each Name (like show me the average score after applying the curve), then you'll need to wrap that in a calculate table where you include the names, your measure projected as a column, and then do your aggregates (min/max/average) over that calculated table.