I have the following data in an excel file
Sheet Name: Accounts
Data example:
Account, Balance
0x100, 500
0X100, 1000
Note 1st account has x in small case and the 2nd account has X in upper-case.
I have imported this into Power BI. When I place the Account (col 2) in a Power BI table visual or in a slicer, it only shows 1 row 0x100. So it is treating both accounts as same. Is there any work around to display both?
For example I want to filter account's that have balance less than 1000.
Slicers return unique values which is always desired. Why would you display both values? It doesn't make sense at all, because the end user won't know what is what.
In order to solve your problem you should create a calculated column with concatenation of those values.
Calculated col = Table[ID] & " - " & Table[Account]
EDIT:
I didn't notice that X in the second row is uppercased. I believe PBI is always case-sensitive in that kind of situations.
Check the link
Related
I am trying to recreate a Tableau table view in Power BI where I can compare two customizable date ranges and show the percent differences across metrics as a calculated row.
Reference Screenshot from Tableau
In practice, my table will have 3 rows: 1 row for each time period selected and a row for the percent difference. The percent difference row is a nice to have, not a need. All my table metrics are coming from the same source.
I also need to set up two different date slicers that each row of my table will reference. I've played around a little with setting up a separate date table for the comparison period to be selected from, following this thread: Comparing Data Across Date Ranges
The challenge now is showing two separate periods in the same table.
Appreciate any guidance!
I will do my best to explain this correctly. I have a data set that has 4 category columns (Date, Store, Provider, Pick Location) and 4 value columns (Total Orders, Total Deliveries, Accepted Deliveries, Assigned Deliveries). Please see the image here:
The two total columns should be grouped by date and store and have the same value regardless of the provider or pick location - There is the potential to see the same value up to 4 times depending on the category combination. The final two value columns will be different for every line and should not be grouped.
The issue I am facing is to be able to:
Sum up the total columns by the date/store group to ensure there is no duplication
Sum up the other value columns NOT by the date/store group without affecting the totals
Have the total columns be only affected by the Date and Store slicer (NOT the Provider and Location)
Have the other values filter as normal for all slicers
Ultimately calculate percentages of "total" based on the affected slicers.
Here is a visual summary of what I would be trying to accomplish:
Currently, I have been able to create a "sum of averages" to allow the total values to display correctly based on the date and store, but am unable to get it to ignore the provider and location slicer:
total_pro_orders_f = var _table=SUMMARIZE(md_pbi_datafile,md_pbi_datafile[date], md_pbi_datafile[store_number],"_orders", averagex(md_pbi_datafile, md_pbi_datafile[total_pro_orders]))
RETURN
calculate(SUMX(_table,[_orders]), REMOVEFILTERS(md_pbi_datafile[lpName],md_pbi_datafile[transaction_is_sourced]))
I have tried all the different ignore filter commands I could find but no matter what I do I cannot get the totals to stay the same regardless of provider or location.
Does anyone have any advice on how to accomplish this?
Thank you all!
I'm trying to create a column that has a total of values between 3 columns from 3 tables. How would I go about doing this?
The 2 tables are tables of values that share an id, and they are both linked to a table of account by Id. The goal is to add up 3 columns, and place it into a table grouped by the Id.
I've attempted summing them, trying to use the USERELATIONSHIP function, and creating a relationship between them. It seems to give very inaccurate results, as if it's summing all of the totals together, and passing them to each Id. That, or it won't let me use the column, as if it never existed.
EDIT: General Idea of what I'm trying to do (Lines should be pointing to Account's Id column, but I messed up the lines)
EDIT 2: I also forgot to illustrate or mention. There are more columns with information in each table that can't be summarized for each account preventing me from just merging the table together.
Make sure your data model looks like this (change names as you please, but the structure must be the same):
In dimensional modeling, your table "Account" is a Dimension, and both fee tables are Fact tables. The operation of combining data from multiple fact tables that share the same dimension is called "drill-across", and it's a standard functionality of Power BI.
To combine fees from these tables, you just need to use measures, not columns. This article explains the difference:
Calculated Columns and Measures in DAX
First, create 2 measures for the fees:
Fee1 Amount = SUM(Fee_1[Amount])
Fee2 Amount = SUM(Fee_2[Amount])
Then, create a third measure to combine them:
Total Fee Amount = [Fee1 Amount] + [Fee2 Amount]
Create matrix visual, and place Account_ID from the Account table on the rows. Then drop all these measures into the matrix values area, like this:
Result:
Of course, you don't have to have all these measure in the matrix, I just showed them for your convenience, to validate the results. If you remove them, the last measure still works:
I am working on QuickSight in AWS. I am trying to achieve weighted average value in a Pivot table.
I am using SPICE data to create this analysis.
I have created a calculate field (WAM) in analysis with formula "percentOfTotal(sum(upb),[{pool_num}]) * sum({remaining_terms})".
This gives me the desired value on each row level, but the sub total of a particular column is not reflecting the total of values in the calculate field, rather it displays the sum of original values in the "remaining_terms" field.
Please see below image for the same. Can some one please through some light on this ?
Thanks in advance for your help
Please note that I have tried the same in Excel pivot table and it works perfectly.
Try to remove the 2nd argument from the percentOfTotal function. For example, just do:
percentOfTotal(sum(upb))
I am not 100% this will work but one thought it that it would match the remaining_terms value if the percentageOfTotal was 1 (i.e. 100%) and you may not need to provide a partition argument in a pivot table since pivot tables implicitly provide partitions.
I have solved the problem in a different way. See below what I have done.
WAM = percentOfTotal(sum(upb),[{pool_num}]) * sum({remaining_terms}).
It looks like QuickSight treats the subtotal as a row and the above function is applied on the subtotal, hence it is converted as
(1186272.5 / 1186272.5) * 31 = 31.
I have tried to produce the desired result by introducing another custom field with formula
SUM_WAM = sumOver({WAM},[{pool_num}]).
This gives me the output I need, but in a column. See the screen shot attached
MWE set up:
1) From the Power Bi visual website: https://app.powerbi.com/visuals/ there is a custom download "Box and Whisker (Jan Pieter)"
2) Download sample.
3) create new measure with dax formula:
Distinct count score = if(distinctCOUNT(Courses[Score]) > 4, average(Courses[Score]), Blank())
4) Add a Stacked column chart with Course as the axis and the newly created 'Distinct count score' as the Value and get the following:
5) compare this graph to the Box and Whisker provided by Power BI:
Here is my problem. I only want to show values in the Box and Whisker where the Distinct Count of Scores is greater than 4 -- So I only want Physics to show up (like the stacked column chart above).
So if I try the solution working with the stacked bar chart using the Dax formula. I get the following--nothing shows up:
And this is what I want to happen:
Question:
Is there a way in Power BI run and distinct count statement within a Box and Whisker chart to only show data with > 4 distinct values (or any if statement)?
I want it to be formula based, I cannot just 'visual filter' items I do not want.
Possible answer:
I thought about going to the source code to try and 'throw in' a if statement. But I went to the developers git hub: https://github.com/liprec -- I couldn't find the repo for this visual.
Basically this is due to the way the box and whisker chart is working. The visuals needs a dataset to calculate the values (mean, median, etc.) and use those values to show the box and whisker.
So in your case you need to create a measure that is on the same level as the scores (because those values are needed) and is only available. See the screenshot for a visual explanation of the needed measure.
I created the measure with the follow DAX measure:
Filter Score = IF(CALCULATE(DISTINCTCOUNT(Courses[Score]), ALLEXCEPT(Courses, Courses[Course]))>4, MIN(Courses[Score]), BLANK())
The Boolean expression of the IF statement calculates the distinct scores per course via a CALCULATE expression and the ALLEXCEPT filter option to ignore everything but the course value. And the TRUE part returns the score which needs to be aggregated, so the MIN and the FALSE part return a BLANK() value so is can be ignored.
When you add the new measure and create a BW chart it will only show 'Physics' course results.
If you need more help, please let me know here or via email.
-JP
BTW: I just updated my PowerBI visual GitHub repository (https://github.com/liprec/PowerBI-custom-visuals) and added my box and whisker chart and my hierarchy slicer to it in the folder oldAPI.
The crux of your problem, as far as I can tell, is that you want to filter visuals to courses that have a particular number of distinct values. Which visual you want to use is almost irrelevant (though it was helpful to have a sample Power BI workbook to follow along with).
The way I'd approach this (and not saying this is the best or only way)
Step 1
Create a new Course dimension table, with one row for each unique course. In the sample workbook, you can click 'Enter Data' and manually type in the data.
Course
------
English
Math
Physics
Step 2
Next, create a calculated column in the new table and calculate the distinct count for each course. This isn't a measure - it's a column in your table, that uses the Distinct Count calculation from your question.
Distinct Count = CALCULATE(DISTINCTCOUNT(Courses[Score]), SUMMARIZE('Courses','Courses'[Course]))
The SUMMARIZE works like a GROUP BY. In essence, creating one row per course with a distinct count of scores.
Step 3
Use this new attribute as a filter on your visual. You can then dynamically alter the number of distinct values as you feel like (4, 3, 2).
I know this isn't quite as good as typing a formula into the visual filter field, though in practice it's still formula driven. The formula is just on an underlying table.
Why so complex?
The reason you have to do this for the Box & Whiskers visual, whereas your 'Distinct Count score' measure works so well, is that on the column chart, you are displaying a single value (the average score). The Box & Whiskers chart, by contrast, is plotting every individual score.
In fact, if you removed the 'Course' from the axis of your column chart, the value changes as it adds back in the courses you filtered out. (The reason for this is that, if no course is on your axis, your formula calculates the distinct count of all the courses, which is 7). Likewise, if you were to filter your column chart to a particular session, your column chart would go blank (since in any given session, no course has more than 4 distinct values).
The technique I've described above fixes those problems, because it filters out the courses Math & English from the get-go. It doesn't matter if you've filtered to a single session, or not filtered by course at all. English & Math will always be excluded as long as their distinct count is below the value you specify.
Hope this helps.