Location
Won
Lost
Home
3
4
Home
2
3
Home
5
4
Home
4
6
Away
3
4
Away
2
3
Away
5
4
Away
4
6
This is an example table that I have in Power BI. I am trying to create a new table, that groups by Location, sums up the values of won and lost, and adds a third column that has the ratio of sum(won)/sum(lost) called Ratio. So all in all, you have three columns: Location (either home or away), Wins (sum of wins), Lost (sum of lost), ratio (the result of dividing wins and lost, the previous two columns)
How can I write the formula I need in Power BI?
There is a function for that called SUMMARIZE, see docs
May be like:
SUMMARIZE(your_table
, your_table[Location]
, "Total Won", SUM(your_table[Won])
, "Total Lost", SUM(your_table[Lost])
, "Ratio", SUM(your_table[Won]/your_table[Lost])
)
You can also create this using Power Query.
Your existing table is produce by a query named myTable
In Power BI Desktop, select `Queries => Transform"
In the PQ UI, select Home=>Advanced Editor and paste the code below into the window that opens.
You may need to change the name in the second line from myTable to whatever that query is really named
I use the Table.Group function to do the appropriate calculations on each grouped sub-table
M Code
let
Source = myTable,
//Group by Location, then add the columns
#"Grouped Rows" = Table.Group(myTable, {"Location"}, {
{"Wins", each List.Sum([Won]), type nullable number},
{"Losses", each List.Sum([Lost]), type nullable number},
{"Ratio", each List.Sum([Won])/List.Sum([Lost]), type number}
})
in
#"Grouped Rows"
Results from your data above
Related
What options are there in PowerBI to suppress, redact or hide values to anonymise values in reports and visuals without loosing detail and have that restriction apply to multiple pages in a report?
Cat
Count
%
Category 1
23
10
Category 2
2
0.9%
Category 3
4
1.7%
So that its possible to keep the rows but end up with a placeholder where count is <4 and % is greater than 1% but less than 2%
Cat
Count
%
Category 1
23
10
Category 2
*
0.9%
Category 3
4
*
So far my experience has been
a measure with a filter applied will hide rows but you can't apply a measure filter to an entire page or all report pages.
Ive seen mention of conditional formatting to hide the value by having the font and background the same colour but that seems open to error and labour intensive.
I also want to be clear when a value has been suppressed or masked
I suspect there is a more better way but I haven't been able to figure out where to even start.
OK, I have something working but you will need Tabular Editor to create a calculation group. Here are the steps.
I'm using the following table (named "Table") as the source data.
Add two measures (calculation groups only work on measures) as follows.
% Measure = SUM('Table'[%])
Count Measure = SUM('Table'[Count ])
Open tabular editor and create a new calculation group named "CG" with a calculation item named "Mask". Paste the following code into the calculation item.
if (
(selectedmeasurename() = "% Measure" && selectedmeasure() >1 && selectedmeasure() <2)
||
(selectedmeasurename() = "Count Measure" && selectedmeasure() <4)
,"*",selectedmeasure()
)
4. Save the calculation group and in Power BI drag the name column onto the filter for all pages as follows, ensuring it is selected:
The masking will now happen across all reports automatically. Below you can see the same table on two different reports which have now been successfully masked.
It depends on your data connection type as to whether this is available, but a calculated column (instead of a measure) can be used as a filter at the "this page" or "all pages" level.
If this option is available, then you can find it right next to the "New Measure" field.
Using this and your sample data above, I created a couple of calculated columns and show the resulting table. You can then display these columns and use them as filters throughout the report. Your DAX may be slightly different depending on how the actual data is formatted and such.
Count Calculated Column
Masked Count =
IF(
'Table'[Count] < 4,
"*",
CONVERT('Table'[Count], STRING)
)
% Calculated Column
Masked % =
IF(
'Table'[%] > .01 && 'Table'[%] < .02,
"*",
CONVERT('Table'[%] * 100, STRING) & "%"
)
Resulting Table
Example of how the filter can be used
The values of these columns will update as your data source is refreshed in Power BI. However, calculated columns aren't available for Live Connection, in which case you would have to do this kind of logic at a lower level (in Analysis Services for example).
Additionally, you could potentially use Power Query Editor to accomplish this kind of thing.
I have multiple rows with same ID but different products/prices. I would like to get this in Power Query (PowerBI) due to the automation.
Excel formula looks like this:
=SUMPRODUCT(IF($A$2:$A$7=A2;$B$2:$B$7))
And the table is:
A (ID)
B (price)
1
10
1
20
1
5
2
3
2
6
2
1
My goal is to get this:
C (Formula-price)
35
35
35
10
10
10
This step represent Column P & Q (Claims List) in this sheet: https://docs.google.com/spreadsheets/d/1J_nl2_Dgam7JDdyzX-urrO2AEXuCzhQkB1nogTLn2eA/edit#gid=0
In powerquery, right click and group on ID. Add a sum of one of the number columns and then below that, choose All rows as the operation.
After grouping use arrows atop the new column to expand the other columns
Sample, without the expansion
let Source = Excel.CurrentWorkbook(){[Name="Table3"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Column1", type text}, {"Column2", Int64.Type}, {"Column3", Int64.Type}}),
#"Grouped Rows" = Table.Group(#"Changed Type", {"Column1"}, {{"Count", each List.Sum([Column2]), type nullable number}, {"data", each _, type table }})
in #"Grouped Rows"
So I am guessing a little bit but I think you would like to add the sum of B(price) grouped by A(id) to every row in your table. And you would like to use Powerquery for that.
First step would be to import the table into powerquery, then I duplicate the query and group it by ID. The third step is to merge these table by ID
Step 1
I took the following example data
Goto Data/From Table/Range and you should get
Step2 Right click on the query above and select Duplicate
I named the result sumTbl , grouped it by ID and with price as the column to sum
PS In the above step you can change to Advanced and add a second aggreagtion level and then expand. No need to merge!
The result looks like
Step 3 Now you merge both tables. I merged them as a new one
The result is
Now you only need to expand the column sumTbl
The result will be
I am having tremendous difficulty in getting around a Power BI function.
I am super new to Power BI and I've learned a lot already but I'm still confused about some topics.
I uploaded some data from excel into my Power BI applicaiton and it had some data as such.
Returns (Tab 1)
Order ID (column 1)
1
2
3
Orders (Tab 2)
Order ID (column1) Product ID (column 2)
1 100
1 101
2 101
3 101
3 100
4 100
Product (tab 3)
Product ID (column 1) Product(column 1)
100 Table
101 Chair
What I am trying to do is figure out the top 5 products that are returned.
I know the data above only has 2 products, but the actual data in my Power BI file has many more.
I basically want to take the Order ID from tab 1, compare them with the multiple product ID's each order has in tab 2 and then compare that with the product names in tab 3 to figure out the top 5 products that are returned.
I've already establihed all the relationships and linkages.
I've tried to use the "Top N", count distinct and sum functions but I was unable to get the filteration mechanism to work properly.
I kept on getting the total number. I also tried using matrix but that didn't work either.
You can access the file with this[link][1] in case anyone wants to look at the data I am working with to get a better idea of my problem. Page 3 is where majority of my attempts have been at trying to solve the problem.
I'm basically trying to find the top 5 most returned products, ideally in a graph and maybe using a slicer.
https://1drv.ms/u/s!AnMQvyG3G5w6iTcKZUaBvA_oLalv
That link above leads to the download page to downloads the PBIX file I am working with.
I would greatly appreciate any help.
First create a Table using this below DAX-
minimum_return_show =
VAR return_per_product_name =
SUMMARIZECOLUMNS(
Products[Product Name],
"return", count(Products[Product Name])
)
var top_n =
MINX(
TOPN(
5,
return_per_product_name,
[return]
),
[return]
)
return
TOPN(
1,
FILTER(
return_per_product_name,
[return] >= top_n
),
[return],
ASC
)
Now create a Measure as below-
product_count =
if(
count(Products[Product Name]) >= max(minimum_return_show[return]),
count(Products[Product Name]),
0
)
Finally create your bar chart using column product_name and measure product_count. Apply filter on product_count with greater than 0 and hopefully you will get your desired output.
I work with a single table (called sTradeSim) that I have created in PowerQuery. It has 3 columns (Fund1, Fund2, Fund3), each having values from -10 to 10, with an increment of 1.
I also have three separate slicers, each created using an option "Greater than or equal to". Each slicer is having a field assigned to it - Slicer 1 = Fund1, Slicer 2 = Fund2, Slicer 3 = Fund3. Below is a screenshot of Slicer 1.
Right next to these three slicers is a table with three rows. For each row, I would like to retrieve the value of the respective slicers. So the desired result would look like:
Row No 1 = -10.00 (the value of Slicer 1),
Row No 2 = -2.00 (the value of Slicer 2),
Row No 3 = 3.00 (the value of Slicer 3).
Unfortunately, DAX formula that I have developed is always returning 3.00 (the value of the third slicer).
I have tried to find a solution on the forum and combine my SWITCH formula with ALL, ALLEXCEPT, SELECTEDVALUE etc., but it seems like I'm missing something very basic.
mHV_Trades =
SWITCH(
MAX(FundTable[FundsRanked]),
1, MIN(sTradeSim[Fund1]),
2, MIN(sTradeSim[Fund2]),
3, MIN(sTradeSim[Fund3])
)
What you are trying to do doesn't work, because essentially when you place 1 filter on any column on the table, it will filter all the rows that have that value. So, when you apply a filter fund1 = -10 it will also filter the values for fund 2 and fund 3.
You have 2 options:
Create independent tables each with values from -10 to 10
Create a table with all the combinations of -10 to 10 values for every fund.
For your example with 3 funds this works quite nicely (the table has about 10k records), all the combinations of -10 to 10 (21) to the power of 3, the problem with this solution is that depending on the number of funds you have you will run out of space quite quickly.
I discovered PowerBI few hours ago and I am trying to render a new graph, pretty complex from my data.
My subject:
I have a list of employees from my society with some information (name, location, seniority, ....) inside a table named Suivis de mission.
I'm focusing on seniority column. I have to display, monthly, the number of employees which has less than 3 seniority years, more than 3, more than 5 and more than 8.
This field is calculed through another field (date_de_changement_de_mission) by the next formula:
(today - date_de_changement_de_mission) / 365
It gives me a number according to the seniority years (above in french)
My experimental work:
I tried to make some things and this is what I have up to now.
I created a new table with months (string column1 and int column2) and the third column according to the number of employee with less than 3 seniority years for each month.
This is the formula that I'm trying to implement in order to get the number but I have lot of mistakes :
Nbr_inf_3_ans = SUMX('Suivis de mission';
IF(
'Suivis de mission'[Activité] = "En poste";1 &&
DIVIDE(
DATEDIFF(01/01/2019;'Suivis de mission'[Date de changement de mission].[Date];DAY);365)
;"null"))
The formula must contains several conditions :
Field 'Suivis de mission'[Activité] has to be : "En poste"
Loop over each month in my table (if the month is not targed, display 0)
I'm a bit lost.
Assuming that:
You want to do it in Power Query Editor
You already created the "seniority" and "month" ("mois*") columns
You are not worried about the year (you are really grouping just by month)
Then these steps may help you to begin:
Create a custom column name "IsLesserThan3" with the formula:
if [Seniority] < 3 and [Activité] = "En poste" than 1 else 0
Change the formula to include the requirement about "if the month is not targed" (i didn't get what it means, sorry).
Choose "Transform" (menu), then "Group By", then basic, set group by = month, give it a name ("Nbr_inf_3_ans"), set operation = sum, set column = IsLesserThan3
EDITED
New extra assumption:
There is a second table with month description and month number and you want to create the new column there ("Nbr_inf_3_ans") and fill it, probably to grant all the months are there (including those with no occurrences).
With this new assumption in mind, the approach will be to join the two tables and do the same thing:
Create a custom column named "IsLesserThan3" with the formula:
if [Seniority] < 3 and [Activité] = "En poste" than 1 else 0
Change the formula to include the requirement about "if the month is not targed" (i didn't get what it means, sorry).
Change the type of the new column to integer (click the icon to the left of the column name).
Create a custom column named "Mois_int" with the formula:
Date.Month([date_de_changement_de_mission])
Then join the tables by month. To do that, select the other table and choose "Transform" (menu), then "Merge", then let the second table selected and select the first table as the "bottom" table, select columns "Mois_int" in both tables, set "join kind" = "left outer".
PowerBI will create a new column wich name is the name of the first table. Click the arrows icon in that column header and choose "aggregate" and mark only "sum of LesserThan3".