Calculation groups for currency conversion (multiple currencies to multiple currencies) - powerbi

I have tried to make a calculation group that does my currency conversion for me for all my measures that has a "LC" in its naming. It goes well in most cases BUT when I have a measure with "per sqm" it works when I divide the measure example per country but the total is wrong..
Look at the example - everything is good except for the total for "Average Total Costs per sqm - LC", that should be 562.714 and not 477.788.
enter image description here
VAR MeasureName =
SELECTEDMEASURENAME ()
VAR SkipConversion =
NOT ISCROSSFILTERED ( 'Exchange Rates' )
|| ( SEARCH ( "LC", MeasureName, 1, -1 ) < 0 )
RETURN
IF ( SkipConversion, SELECTEDMEASURE (), VAR AggregatedTotalCost =
ADDCOLUMNS (
SUMMARIZE (
'Fact Tenant Improvement',
'Exchange Rates'[Currency_From],
'Country'[KEY_Countrycode]
),
"#SalesAmountInCurrency", SELECTEDMEASURE (),
"#Rate", CALCULATE (
SELECTEDVALUE ( 'Fact Exchange Rates'[Rate])
)
)
VAR Result =
sumX (
AggregatedTotalCost,
[#SalesAmountInCurrency] * [#Rate]
)
RETURN
Result)
Any ideas on how to handle this?

Related

SUMMARIZE or SUM values based on Date fields in another table

I am trying to do a burndown graph on PowerBI.
My data is a list of tasks. Each task has a numerical value (EFFORT) assigned to it and there is a total amount of effort for any given month (sum of all EFFORT). As tasks as set to DONE, the ongoing effort should be deducted from a running total and that value used to plot a graph. I have 3 columns
I would like to have measure to calculate EFFORT REMAINING for each date, i.e.
EFFORT REMAINING = TOTAL EFFORT - (EFFORT WHEN TASKS ARE DONE FOR EACH DAY)
For example,
I did get the consecutive dates displaying:
Burndown = CALENDAR(DATE(2022,7,1),DATE(2022,7,31))
and also the total effort (starting value)
TOTAL EFFORT = SUM(Issues[EFFORT])
Now for each date in table, I need to minus the accumulating total of EFFORT when the status is set to DONE
EFFORT REMAINING = Burndown[TOTAL EFFORT]-SUM(Issues[EFFORT]="DONE" ....
Im stuck after this last point. Can anyone help, please?
you are so close to the answer ). Convert SUM(Issues[EFFORT]="DONE" to:
CALCULATE(
SUM(Issues[EFFORT])
, SUM(Issues[Status]="DONE"
)
Have a nice day.
Please try this measure:
Please ensure that (1-Many) relationship is created between Burndown [Date] and Issues[ISSUE_CREATED] columns.
EFFORT REMAINING =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
Result
After that, you can create a clustered column chart, and put [Date field] on calendar table on X_axis and put 'EFFORT REMAINING' measure on Y_axis(Value axis) to see the result.
I hope It solves your problem.
Bonus Info:
If you want to see your Summary table, create a "New Table" and paste this code:
Summary_Table =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
TblSummary
The result It produces:
Note: I have limited access to your data sets as you shared above. The result will be exact with your full dataset.

Measure Including Year Filter

i have done a Measure to get the Revenue from TOP N Products.
N depends on the selected Value from my TOP-N Table (It's containing just the numbers from 1 to 10).
In the same Measure, I also calculate how much was the revenue of all Products how were not in the selected Top N.
The Code for this is:
Top N Produktbez Sum DB3 =
VAR TopNSelected =
SELECTEDVALUE ( 'TOP N-Filter'[TOP N] )
VAR TopNProdbezTable =
TOPN ( TopNSelected, ALLSELECTED ( 'Pseudo Produkbez Table' ), [DB3] )
VAR TopNProdbez =
CALCULATE ( [DB3], KEEPFILTERS ( TopNProdbezTable ) )
VAR OtherSales =
CALCULATE ( [DB3], ALLSELECTED ( 'Pseudo Produkbez Table' ) )
- CALCULATE ( [DB3], TopNProdbezTable )
VAR CurrentProd =
SELECTEDVALUE ( 'Pseudo Produkbez Table'[Produktbezeichnung] )
RETURN
IF ( CurrentProd <> "Others", TopNProdbez, OtherSales )
Now I want to add Year as Filter.
I'm using the Year coming from the Date Hierarchy.
Unfortunately, I can't provide a sample yet.
If a sample is need, I will try to create own.

How to calculate the average of multiple categories in Power-BI DAX?

I have a table with the following columns:
Industry table
Industry_ID Score
1 2
1 3
2 2
2 4
3 0
4 2
I need to calculate the average of each industry and then the average of those averages.
Like avg of scores of
1=(2+3)/2 =>2.5
2=(2+4)/2 =>3
3=0/1 => 0
4=2/1 => 2
Then average of these averages, i.e (2.5+3+0+2)/4 => 1.85
The tables are in direct query so please consider that. Any help is appreciated. Thank you
For creating the average of distinct values, create a calculated column as:
Average =
var no_ID = 'Table'[Industry_ID]
Return
AVERAGEX(
FILTER(ALL('Table'), 'Table'[Industry_ID] = no_ID),
'Table'[Score]
)
This will give you a column having average of distinct Industry_ID.
For creating an average of averages, create a measure as:
Measure = AVERAGEX(SUMMARIZE('Table', 'Table'[Industry_ID], 'Table'[Average]), 'Table'[Average])
Final Output-
Here are 2 ways to achieve that:
Just switch between Individual and Overall Average variables in the RETURN part, also store this code CALCULATE ( COUNTROWS ( Industry ) ) in a separate measure so that it can be re-used in various places without making the code verbose
Industry Average =
VAR AllIndustryAverages =
AVERAGEX (
ALL ( Industry[IndustryID] ),
DIVIDE ( [Total Score], CALCULATE ( COUNTROWS ( Industry ) ) )
)
VAR IndividualAverages =
AVERAGEX (
VALUES ( Industry[IndustryID] ),
DIVIDE ( [Total Score], CALCULATE ( COUNTROWS ( Industry ) ) )
)
RETURN
IndividualAverages
Industry Average 2 =
VAR VisibleIndustries =
VALUES ( Industry[IndustryID] )
VAR AllIndustryAverages =
ADDCOLUMNS (
ALL ( Industry[IndustryID] ),
"Average",
VAR CurrentIndustryTotalScore = [Total Score]
VAR IndustryCount =
CALCULATE ( COUNTROWS ( Industry ) )
RETURN
DIVIDE ( CurrentIndustryTotalScore, IndustryCount )
)
VAR IndividualAverages =
AVERAGEX (
FILTER ( AllIndustryAverages, Industry[IndustryID] IN VisibleIndustries ),
[Average]
)
VAR OverallAverage =
AVERAGEX ( AllIndustryAverages, [Average] )
RETURN
IndividualAverages

Exclude specific calculation from subtotal and grand total lines

I have this table :
And I want to calculate for each day and for each group 1and2 % which is
(Attribute1/Attribute2)*100
But I don't want to include 1and2 % in Group Subtotal neither on total
I created a new table :
Table3 = UNION(DISTINCT('Table'[Attributes]);{{"1and2 %"}})
And i made this mesure to calculate 1and2 %:
Measure =
SUMX (
DISTINCT ( 'Table3'[Attributes] );
SWITCH (
'Table3'[Attributes];
"1and2 %"; DIVIDE (
CALCULATE ( SUM ( 'Table'[Value] ); 'Table'[Attributes] = "Attribute1" );
CALCULATE ( SUM ( 'Table'[Value] ); 'Table'[Attributes] = "Attribute2" );
0
) * 100;
VAR a = 'Table3'[Attributes]
RETURN
CALCULATE ( SUM ( 'Table'[Value] ); 'Table'[Attributes] = a )
)
)
And this is the result I'm getting :
I want to exclude 1and2 % (and every Attribute containing % in the future) from group subtotal and the total.
I'm really new to PowerBI and not really familiar with Excel-like formulas.
Can anyone please help me up with that?
Regards
Someone from PowerBI forum gave me this solution and it's exactly what im looking for:
Create another mesure using the existing :
Measure 2 =
VAR __Table =
ADDCOLUMNS(
SUMMARIZE(
'Table 3',
[Group],
[Attribute],
"__Measure",[Measure]
),
"__IncludeInTotals",SEARCH("%",[Attribute],,-1)
)
RETURN
IF(
HASONEVALUE('Table 3'[Attribute]),
[Measure],
SUMX(FILTER(__Table,[__IncludeInTotals] = -1),[__Measure])
)
I think you can get what you want if you only calculate the 1and2 % part when that's the only thing in the filter context and do a normal sum otherwise.
Measure =
IF (
SELECTEDVALUE ( 'Table3'[Attributes] ) = "1and2 %";
DIVIDE (
CALCULATE ( SUM ( 'Table'[Value] ); 'Table'[Attributes] = "Attribute1" );
CALCULATE ( SUM ( 'Table'[Value] ); 'Table'[Attributes] = "Attribute2" );
0
) * 100;
SUM ( 'Table'[Value] )
)
For the subtotals and grand total, SELECTEDVALUE returns blank so the condition fails and you just get the sum.

How to calculate rank within Sales ranges

How to calculate rank within Category defined on sales level. Say, that we want to label products with Sales above some threshold with Category "high", and below that threshold with Category "low".
Here is a sample data.
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcisqzSwpVtJRSiwoyEkF0oZKsTpIwkmJeUAIZJigipfn56QlpRYVVQLZpqhSyRlQcWOweFhqempJYlJOKlgusagovwS7XEF+SWJJPtwJKHL5eZn5eUDaHNUqHI5GdkEsAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Category = _t, Product = _t, Amount = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", Int64.Type}})
in
#"Changed Type"
My question is a nephew related to its older uncle, who now I want to call in:
Percent Rank within Category =
VAR HasOneValueTrue = HASONEVALUE ( MyTable[Product] )
VAR tbl =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
REMOVEFILTERS ( MyTable[Product] ),
VALUES ( MyTable[Category] )
)
VAR result =
CALCULATE (
DIVIDE (
RANKX (
tbl,
[Sales],
,
ASC
) - 1,
COUNTROWS ( tbl ) - 1
)
)
RETURN
IF (
HasOneValueTrue,
result
)
The difference is that the uncle has Category defined in table column, but now we want to have category calculated on the fly based on sales level. So I tried
replacing the VAR tbl code with the following one with the threshold of 4:
var tbl =
SUMMARIZECOLUMNS (
MyTable[Product],
"CalculatedCategory", IF ( [Sales] > 4, "high", "low" ),
"AggSales", [Sales]
)
Nevertheless, I am not able to refer to such defined variable. I also failed with trial based on creating first a DAX table and then trying to refer to it.
Here are expected results:
References
Here is the family of related questions which members I met on the way while approaching to state this problem.
DAX equivalent of Excel PERCENTRANK.INC per category
DAX RANKX for within Category
DAX REMOVEFILTERS vs ALL
The value parameter in DAX function RANKX
DAX ALLEXCEPT to sum by category of multiple dimension tables
This can be done with a minor modification to my answer here. Copied below:
Percent Rank =
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
ALLSELECTED ( MyTable[Product] )
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
First, define the calculated category as you suggested.
CalculatedCategory = IF ( [Sales] > 4, "high", "low" )
Then plug that into a filter in the ProductsInCategory variable.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
Output:
Edit:
To handle the case where there is only 1 product in a category, you can use MAX to disallow a zero value for the denominator.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE (
RankProduct - 1,
MAX ( COUNTROWS( ProductsInCategory ) - 1, 1 )
)
)
Being very grateful to Alexis Olson, I would like to share a different solution I ended up with. The solution proposed by Alexis works well in my simple example, but it did not work in my complex model. In my complex model the RANKX function does not give the expected results. RANKX returns the same rankings for different sales values.
For the time being this is the solution that works without figuring out what causes RANKX to return ties for different sales values.
First of all, defining Category measure:
CalculatedCategory =
SWITCH (
TRUE (),
NOT ( HASONEVALUE ( MyTable[Product] ) ), "total", -- important to handle totals
[Sales] <= 4, "low",
[Sales] > 4, "high",
"other"
)
It is important to exclude totals from Category. I did it by setting up a different category for totals. Otherwise totals will fall into "high" category bucket. It would distort final results.
I have not used RANKX in calculation of Percent Rank within Category. I used MIXTURE OF COUNTROWS and FILTER.
PercentRank within Category =
VAR category = [CalculatedCategory]
VAR ProductSales = [Sales]
VAR ProductsMatching =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
&& [Sales] >= ProductSales
)
)
var ProductsAll =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
)
)
RETURN
DIVIDE (ProductsMatching-1, MAX( ProductsAll-1, 1 ))
I calculated rows of two tables. First table ProductsMatching has all products that have sales in appropriate category and sales that are higher or equal of the product. ProductsAll returns number of products in category.