I have a table that looks like this:
Customer ID AccountNumber OpenDate CloseDate
125 0-00156 5/13/2016 null
125 0-00457 6/17/2018 null
125 0-00213 2/1/2010 6/7/2019
I would like to get the oldest open account for the customer using a calculated column
Try the measure below:
First, you need to find the oldest date in a dataset that contains only open accounts. Then just return the value for the row related to that date.
Customer oldest account num =
VAR oldestAccDate =
CALCULATE(
MIN( Customers[OpenDate] ),
ALLEXCEPT( Customers, Customers[CustomerId] ),
ISBLANK( Customers[CloseDate] )
)
VAR result =
CALCULATE(
MAX( Customers[AN] ),
Customers[OpenDate] = oldestAccDate
)
RETURN
result
Related
I want sum all 308 values in userprofileid column to get the total amount of the values for that user in the amount column
This image shows GROUPBY(userprofileid, amount)
My goal:
308 664,878
You can create a Measure as below-
total = sum(table_name[amount])
now add userprofileid and newly created measure Total to a table visual and you will get your desired output.
But, if you need only sum for profile 308, you need something as below-
Total_308_ =
calculate(
sum(table_name[amount]),
filter(
ALL(table_name),
table_name[userprofileid] = 308
)
)
If you need a measure
Measure =
SUMX ( VALUES ( 'Table'[userpofileid] ), SUM ( 'Table'[amount] ) )
If you need a table
tbl =
GROUPBY (
'Table',
'Table'[userpofileid],
"amount", SUMX ( CURRENTGROUP (), 'Table'[amount] )
)
Question
What is an efficient way to create a calculated column finding the last value of my DATE column, using the ModifiedOn column, per ID? I don't want the MAX date, just the last record (even if the last record is the minimum). Also, my table is a calculated column.
Example Table
ID
DATE
ModifiedOn
A
2/4/2020
1/16/2019
A
2/5/2020
1/17/2019
B
3/2/2020
2/7/2020
B
3/3/2020
2/8/2020
B
3/1/2020
2/9/2020
Current Formula
LastRecord =
VAR Max_Date =
CALCULATE (
MAX ( 'Table1'[ModifiedOn] ),
ALLEXCEPT ( 'Table1', 'Table1'[ID] )
)
RETURN
IF (
Table1[ModifiedOn] = Max_Date,
Table1[DATE]
)
Current Results
But using the formula I get a calculated column that looks like this:
I keep getting blanks where they should be filled with the LAST recorded date of that ID.
Use the following dax formula to create the expected column:
Column =
VAR __id = 'Table'[ID]
VAR __lastMod =
CALCULATE(
MAX( 'Table'[ModifiedOn] ),
FILTER( 'Table', 'Table'[ID] = __id )
)
VAR __lastDate =
CALCULATE(
MAX( 'Table'[Date] ),
FILTER( 'Table', 'Table'[ID] = __id && 'Table'[ModifiedOn] = __lastMod )
)
Return __lastDate
Need some help to calculate the following in two separate columns in a DAX formula
Earliest Reading for each equip
Latest Reading for each equip
Screenshot of sheet
I've been able to get the first date of each equip with this.
CALCULATE(FIRSTDATE(Transactions[Date]),ALLEXCEPT(Transactions,Transactions[Equip No]))
But cannot work out how to get the 'Reading' value that is associated with the first date
I've managed to do this with a measure, but would also like to get this in a calc. column.
Latest Reading =
SUMX (
VALUES( Transactions[Equip No] ),
CALCULATE ( MIN ( Transactions[Reading] ), FIRSTDATE ( Transactions[Date] ) )
)
this should help you.
Earliest Column
Earliest =
VAR __equipNumber = 'Transaction'[Equip No] //Get the Equip No to filter the main table and create an auxiliar table for every different Equip No.
VAR __minDate = CALCULATE( MIN('Transaction'[Date]), FILTER( 'Transaction', 'Transaction'[Equip No] = __equipNumber ) ) //Get the lowest date asociated to every Equip No.
VAR __subTable = FILTER( 'Transaction', 'Transaction'[Date] = __minDate ) //Create a table that contains 1 row asociate to the lowest date.
Return CALCULATE(SUM('Transaction'[Reading]), __subTable) //Operate over the auxiliar table to get the expected value.
Latest Column
Latest =
VAR __equipNumber = 'Transaction'[Equip No]
VAR __maxDate = CALCULATE( MAX('Transaction'[Date]), FILTER( 'Transaction', 'Transaction'[Equip No] = __equipNumber ) )
VAR __subTable = FILTER( 'Transaction', 'Transaction'[Date] = __maxDate )
Return CALCULATE(SUM('Transaction'[Reading]), __subTable)
I obtained the expected result
I am trying to do the cumulative count for the users first time access the web page.
Table looks like,
UserID , Initial Access Date
100, 2019-05-10
200, 2019-05-20
100, 2019-05-21
100, 2019-05-25
200, 2019-05-30
300, 2019-06-01
Current Expression:
Cumulative Total =
CALCULATE (
DISTINCTCOUNT ( [USERID] ),
FILTER (
ALLSELECTED ( TABLE ),
[INITIAL ACCESS DATE] <= MAX ( [INITIAL ACCESS DATE] )
)
)
This only returns cumulative total count, How would I get the running total based on this count of Users.
Expected Results:
1 - Upload your Fact table in Power Bi
2 - Create a Date Table
Date = CALENDARAUTO()
Then
Year = Year('Date'[Date])
Month = MONTH('Date'[Date])
YEAR_MONTH = VALUE('Date'[Year])*100+VALUE('Date'[Month])
3 - Set relationships
4 - You can compute a set of two measures :
First
InitialAccess =
VAR InitialAccessInCurrentPeriod =
DISTINCTCOUNT(Fact_T[UserID ])
RETURN
InitialAccessInCurrentPeriod
Then :
InitialAccessCumulated =
VAR MaxDateInPeriod = MAX('Date'[Date]) // Retrieve the last date in current filter context
VAR StartingDate = MINX(ALLSELECTED('Date');[Year]) // Retrieve the lowest year selected on slicer
RETURN
CALCULATE(
[InitialAccess]; // Compute the number of initial access
FILTER( // In a nex filter context where all the dates
ALL('Date'); // Equal or superior to the lowest date selected
'Date'[Year]>=StartingDate
&&
'Date'[Date]<= MaxDateInPeriod // Until the last date visible in the current row context
)
)
You can see the final result here :
I have added to row to your fact table to have several years
Here is the Fact table used :
UserID Initial Access Date
50 12/12/2018
100 10/05/2019
200 20/05/2019
100 21/05/2019
100 25/05/2019
200 30/05/2019
300 01/06/2019
400 04/02/2020
Finally I got it working without creating extra columns or measures,
Cumulative Total =
CALCULATE (
SUMX (
Table,
IF ( DISTINCTCOUNT ( Table[UserID] ) > 0, 1, 0 )
),
FILTER (
ALLSELECTED ( Table ),
Table[InitialAccessDate]
<= MAX ( Table[InitialAccessDate] )
)
)
Cheers!!
I need to calculate the ongoing revenue for installation + maintenance for projects and calculate the monthly revenue for controlling purposes in DAX in Power BI.
The problem is the following.
The projects are stored in a table CONTRACTS like this:
And I have a separate date table INST_DATE_TABLE:
The tables are connected via the [INSTALLATION_DATE] field.
For every month the revenue is the total of the [INSTALLATION_REVENUE] if the installation was carried out that month plus from the first month on the monthly maintenance revenue which is given as the [MAINTENANCE_COST_PER_UNIT] * [MAINTENANCE_UNIT] / 12.
And the maintenance revenue should be only calculated if the current date is beyond the installation date!
Some contracts are not yet signed, so they dont't have an installation date set (NULL)
So the INSTALLATION REVENUE DAX is like this:
.INSTALLATION_REVENUE =
CALCULATE (
SUMX(CONTRACTS;
CONTRACTS[INSTALLATION_REVENUE]
);
CONTRACTS[INSTALLATION_DATE] > 0
)
And the MONTHLY REGULAR REVENUE is like this:
.REGULAR_REVENUE =
CALCULATE (
SUMX(CONTRACTS;
CONTRACTS[MAINTENANCE_COST_PER_UNIT]*CONTRACTS[MAINTENANCE_UNIT]
) / 12;
CONTRACTS[INSTALLATION_DATE] > 0
)
For all dates I can calculate the cash flow of the latter like this:
.REGULAR_REVENUE_ONGOING =
CALCULATE (
[.REGULAR_REVENUE];
ALL(INST_DATE_TABLE[INSTALLATION_DATE])
)
which gives me a nice series of monthly revenues for all periods. But I only would like to see this for the periods that are beyond the installation date!
So lets say filtered on contract 1 I have now the following cash flow:
But for periods before 2019.04.01 I would like to see zeros!
How can I do that?
I just can't filter on dates referring to the installation date of the project!
After I have the expected result for one contract it would be easy to sum it up for all contracts like this
.TOTAL_REVENUE =
[.INSTALLATION_REVENUE] + [.REGULAR_REVENUE_EXPECTED]
UPDATE:
I created a cumulative total to display the ongoing revenue as such:
.REGULAR_REVENUE_ONGOING =
CALCULATE (
[.REGULAR_REVENUE];
FILTER(
ALL(INST_DATE_TABLE[INSTALLATION_DATE]);
INST_DATE_TABLE[INSTALLATION_DATE
<=MAX(INST_DATE_TABLE[INSTALLATION_DATE])
)
)
this displays the correct series, but now I have another problem. When I try to cumulate this already cumulative data series it does not add up as a cumulative data series!
Any help would be appreciated
.REVENUE_TOTAL_CUMULATIVE =
CALCULATE(
[.REVENUE_TOTAL];
FILTER(
INST_DATE_TABLE;
INST_DATE_TABLE[INSTALLATION_DATE] <= MAX(INST_DATE_TABLE[INSTALLATION_DATE])
)
)
Assuming there are no end dates to your ongoing revenue, then try:
.REGULAR_REVENUE_ONGOING =
VAR DateMin =
CALCULATE(
MIN ( CONTRACTS[INSTALLATION_DATE] ),
ALL ( INST_DATE_TABLE )
)
VAR DateMax =
MAX ( INST_DATE_TABLE[INSTALLATION_DATE] )
RETURN
SUMX (
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] >= DateMin && INST_DATE_TABLE[INSTALLATION_DATE] <= DateMax
),
[.REGULAR_REVENUE]
)
And for a cumulative total revenue:
.REVENUE_TOTAL_CUMULATIVE =
VAR DateCurrent = MAX ( INST_DATE_TABLE[INSTALLATION_DATE] )
VAR CumulativeInstallationRevenue =
CALCULATE (
[.INSTALLATION_REVENUE],
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] <= DateCurrent
)
)
VAR CumulativeOngoingRevenue =
SUMX (
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] <= DateCurrent
),
[.REGULAR_REVENUE_ONGOING]
)
RETURN
CumulativeInstallationRevenue + CumulativeOngoingRevenue
See https://pwrbi.com/so_55808659/ for worked example PBIX file