Is there a better way of writing the below DAX formula? I tried using SWITCH, but it didn't like the numerical and text combination.
This data comes from an MS forms survey, and I can't change the survey data source. Also, as it is a live survey I don't want to manually download and transform the data, so I thought using a calculated column would be the best option.
Today: (c) = IF([Today:]="SHELL VALUE", 1, (IF([Today:]="B", 2, IF([Today:]="C", 3,IF([Today:]="D", 4,IF([Today:]="E", 5,IF([Today:]="F", 6,IF([Today:]="CUST. VALUE", 7,0))))))))
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I'm trying to build a report in a table that returns a count of completed checklists that are filtered by 2 Date Intelligence slicers. I have the targets for that month in a table, but I'm not sure how to change the measure by what's selected in the slicer.
I would like the measure to return the Target.Monthname of the selected slicers from the table Targets. The slicer is based on the DonesafeFolder Table with "Date of Completion"
Your question is a bit hard to understand.
But from your pictures, I think you should take a step back.
when using powerBI it is recommended to use a star schema, with facts and dimensions tables. Usually you model that when you import your data (with power query).
When using a star schema you also have a date dimension with the month on the rows instead of columns and powerBI is better at handling data structured like that. to lean about designing the data model you can read MS's guide to star schemas
Of cause, if you know what you are doing, you can use your approach, but it makes things alot harder.
BTW. you can't access the values in the slicers/filters directly. they filters the column you select which are then passed to the measures you create. If your datamodel is sound they should indirectly filter your measure.
When I get data into Power BI I can edit the query as well as perform edit to the model.
What is difference between edit performed in query edit vs during modelling?
When you edit the query, you use Power Query, with its own Query Editor user interface. The steps you apply are recorded in the "M" language. Use Power Query to extract, transform, and finally load data into the Data Model.
Once the data is in the Data Model, you use DAX to create measures that you use in visuals. You can also use DAX to add more columns or even tables to the data model.
Whether to use Power Query or DAX to add columns or tables to the data model depends on a variety of factors. Some things are dead easy to do in Power Query, but harder to achieve with DAX, and vice versa. If you create a column with a formula that depends on a DAX measure, then you can only do that with DAX, because Power Query is not aware of the measures that are created after the load into the data model.
Power Query is very powerful, but the M code syntax is very different to the Excel formula syntax, or the VBA macro language. Learning to write advanced M code can be quite challenging.
DAX, on the other hand, behaves very similar to Excel formulas. Many Excel functions can even be used in DAX verbatim. If you know Excel, you've already got a head start on DAX and you can ease your way into it by learning additional functions and then expanding into more complex formulas.
The latter is probably the reason why many data manipulations are done in DAX, even though they could as well have been done in Power Query.
There are also some efficiencies with data storage and performance. Power Query makes use of query folding with SQL queries, for example, where its transformations are actually performed at the data source, i.e. on the SQL server side, and not in desktop client, and only the final query result is transferred to the desktop client.
Edit after comment: When the data is loaded into the data model, an algorithm processes the data and sorts it in a way that is most efficient for maximum compression and minimum storage. I don't have any concreate examples, but adding a column in Power Query will result in a smaller footprint than adding the same column with DAX. Read more about the compression algorithm VertiPaq here: https://towardsdatascience.com/inside-vertipaq-in-power-bi-compress-for-success-68b888d9d463
But apart from that, it mainly comes down to personal preference based on skill and experience.
By the way, many of your questions can be answered by reading through the Microsoft documentation, e.g. https://learn.microsoft.com/en-us/power-bi/guidance/import-modeling-data-reduction
So, I'm in PowerBI Desktop. I have a table that pulls in data for various properties (website A, website B, website C) and creates a row for each property, for each day. So, for example, it'd look like this over the course of three days.
A snapshot of the data:
I need to create a single measure, showing the total number of returning users (for all properties) month-to-date.
My original plan was to do Quick Measures > Time Intelligence > Month-to-date Total.
The "Quick Measure" form I'm using:
This creates this measure:
usersReturning MTD =
IF(
ISFILTERED('dailyLog'[date]),
TOTALMTD(SUM('dailyLog'[usersReturning]), 'dailyLog'[date].[Date])
)
However, when I try to make this value shown in a card tile, it just shows (blank). And in the past, I know at some point it creates another kind of error. (I'm having difficulty replicating the value.) I'm wondering if this is because I don't have unique dates, but repeating dates? But I'm not getting any feedback on why.
I'm relatively new to PowerBI, and particularly to the quick measures and DAX scripting. So open to help or suggestions, and wondering if there is a way to make this work with the data schema that I'm showing here.
Based on this data...
You can use a TABLE visualization. Don't check date, & use sum on the returning users to get this report:
Your "single measure" is 7565, but you can also see a summary of A, B, & C to understand how that measure came to be. But if you really just want the 7565 all by itself, then select Card as the visual:
I am new to Power BI and with the limited time given, I am stuck at how to come up with:
Below Table B-Row1 ("1/20" and "M"-Monday cell) - how to
specifically place the date measures in their specific cell and put
it in one column?
How can I merge the cells under the Total column?
How to add all the numbers from the Type1 and Type2 columns and place it in the merged cell in #2?
Any clues/direction/links on how to achieve the Target Table B below will be much appreciated.
PS. Below Table A. Current is just using Matrix Visualization in Power BI.
You can't exactly do what you are after. PowerBI allows you to rapidly put amazing visuals together however that comes at the price of lack of (easy) flexibility. You could build your own custom visual or look in App Source for a visual that does this, or build the Visual in some other tool (via custom code).
However, I'd recommend sticking with the PowerBI matrix, which will give you a cascading drill down and work out how best to align your data to it and other out of the box visuals. Once you start to delve in to convoluted work-arounds to give users data in exactly the format they request you start to burn a lot of time. Look for alternatives to tell the data's story and work with your end-user to buy in to it.
Just wanna share that I have resolved my problem not using one type of visualization, but through using 3 different visualizations in Power BI. I used:
1 Table visual for Date column
1 Table visual for Total column
1 Matrix visual for the Code+Type mapping and counts
I also used DAX function to get the Date format and another DAX function used for both Total and Code+Type counts(to filter data according to the specified date).
Thanks for the response, #Murray and #RADO.
I tried to use the mid and find function in power BI as it can be done in excel. However, I get the error 'find' wasn't recognized.
After searching for a while a have a conclusion that FIND and MID function work in DAX (Excel and Power BI - but not in M query (edit custom) column). Instead of using find, in and M query we should use BIText, PositionOfAny.
Here is an example:
DAX:
MID([TRAFFIC_SIGNAL]), find([TRAFFIC_SIGNAL],"&"),3)
M query:
Text.Combine({Text.Start(Text.Upper([TRAFFIC_SIGNAL]), 3), " ",
Text.Middle(Text.Upper([TRAFFIC_SIGNAL]),
Text.PositionOfAny([TRAFFIC_SIGNAL], {"&"})+1, 3)})
It works so I would like to share because I haven't know the difference between DAX and m query in Power BI before, but this example helps.
I am not sure what you are looking for, but I am just going to highlight the differences between m query and DAX.
M Query:
M query is used to bring the data into the model
This can be accessed using the Power Query Editor
DAX:
DAX is used to create measures and columns after the data is pulled
This is mainly used for summarizing the data
Hope this helps.
M and DAX are entirely different languages used for different purposes.
Primarily,
M is how you get and transform your data before loading to the data model.
DAX is for reading the data in your data model aggregating it to show in visuals.
There are plenty of things you can do with both where it isn't clear which is the better option. It can be highly case-dependent but the above is a simple guide.
In any case, I wouldn't recommend that M code for that purpose. Something like the following should be simpler and more similar to the DAX code:
Text.Middle([TRAFFIC_SIGNAL], Text.PositionOf([TRAFFIC_SIGNAL],"&"), 3)