I am currently working on a PVM Analysis and everything was running smoothly. Until one of my measures fails to work.
Both measures are practically the same:
One that works:
Novo =
VAR Novo = FILTER( CODITEM,
[Revenue LY]+0=0)
return
SUMX(Novo, [Revenue TY])
The failed one:
Discontinued =
VAR Discontinued = FILTER(CODITEM,
[Revenue TY]+0=0)
return
SUMX(Discontinued,-[Revenue LY])
Both have to iterate into the "CODITEM" level. One only brings value when revenue LY = 0 and the other when revenue TY = 0.
Other measures here.
Revenue TY = sum(TotalFat)
Revenue LY = CALCULATE([Revenue TY],PREVIOUSMONTH('Date'[Date]))
In my BI filter the page by this month (so that I can see this month revenue in Revenue TY and last month revenue in Revenue LY).
I also attached the data and PBIX file in the link below:
https://drive.google.com/drive/folders/17ZJ3YwwiIaNJitIFNeaOLWNTap792ubc?usp=sharing
I can´t figure it out what this could it be.
I don't see anything wrong with your formula. When I look at your data, I see that you are filtering the base1[quantfat] column for any Codeitem quantities that are equal to 0, and then pulling any associated revenue from those items.
However, when I look at your base1 table, I can see there are no entries where unit sales are equal to=0, therefore there is no associated revenue for items with zero [quantfat] which is why I think the measure is showing up blank.
Related
I am using power BI and I would like to create a line chart which contains values from two tables (sales history and sales prediction). So for the past 12 months, the line should reprensent the sales history and for the next 6 months, the line reprensents sales prediction. Here is what the data looks like, lets say we are in June 2021:
I know there is a way to do it in DAX but I don't know how to do it by myself. Thanks a lot in advance for your help !
You can achieve this by
Delete any relationship between Calendar and the other two tables if there is any, as we are going to use DATESBETWEEN function to calculate
Create two metric like below, you might need to adjust the column names as per your project
Sales History Amount = IF('CALENDAR'[Date] <= TODAY(), CALCULATE(SUM('Sales History'[Amount]), DATESBETWEEN('Sales History'[Date], MIN('CALENDAR'[Date] ), MAX('CALENDAR'[Date]))), BLANK())
Sales Prediction Amount = IF('CALENDAR'[Date] >= TODAY(), CALCULATE(SUM('Sales Prediction'[Amount]), DATESBETWEEN('Sales Prediction'[Date], MIN('CALENDAR'[Date] ), MAX('CALENDAR'[Date]))), BLANK())
Add these two metrics in the table and use the Date from the Calendar table as X axis.
Format the first metric to solid line, and dash line for the second
Calendar should be linked to your tables.
Prediction Amount =
VAR lastSalesDate = MAX('Sales History'[Date])
VAR currentPredictionAmnt =
CALCULATE(
SUM('Sales Prediction'[Amount])
,KEEPFILTERS('CALENDAR'[Date]>lastSalesDate)
)
RETURN currentPredictionAmnt + SUM()
Sales Amount =
SUM('Sales History'[Amount])
I am trying to figure out the DAX to create a new measure in an SSAS Tabular data model. An example of what I am trying to do is more easily shown than described. My SSAS Tabular dataset produces the following table. Cols A and B are from the stores table, Col C is a measure from the Sales table, Col D is a measure from the Products table, and Col E is C/D. This all works fine. Data has been mocked up in Excel to protect the innocent, but it is working in Power BI.
What I would like to do is add a new measure which calculates the Sales/Product at the state level and have that measure show for each store in that state, as shown below
Presumably I have to iterate over all rows and calculate the total sales/state and total products sold/state and divide those 2 to get the answer, but can't work out the DAX to get there. I have tried numerous combinations of
calculate(
sumx(...),
filter(
all(...),
...
)
)
to no avail.
You should use FILTER with ALL to manipulate a context(remove current context);
MesureSumStateLevel = calculate(SUM('Table'[Amount]),
FILTER(ALL('StoreStateTab'), 'StoreStateTab'[State] =
SELECTEDVALUE('StoreStateTab'[State])))
https://dax.guide/filter/
https://dax.guide/selectedvalue/
https://dax.guide/all/
Thanks for the tip. I originally tried that and dropped it because I couldn't get it working. I revisited this morning and solved it. Here is what I did:
State Ttl =
var trxYr = convert(SELECTEDVALUE(dim_date[Year]), INTEGER) //needed because Year is stored as text in the model
var trxMo = SELECTEDVALUE(dim_Date[Short Month Name])
var trxState = SELECTEDVALUE(fact_Sales[state])
Return
CALCULATE(
SUM(fact_sales[SalesAmt])
,all(fact_sales)
,year(fact_sales[SaleDATE]) = trxYr
,dim_Date[Short Month Name] = trxMo
,dim_Stores[state] = trxState
)
I have a power BI report that has the following
Date, City, Town, Order number,
What i would like to do is create a report that shows the total orders (volume) for every day (which i can do as that is nice and easy) but I also wanted to show the difference from the previous reported day (some days we dont have data, eg bank holidays etc)
I am new to power bi and my technical skills are not brilliant.
Thank you in advance to anyone who is able to provide a solution.
Welcome to SO. There are a few ways of achieving it - you can even calculate these values directly in Power Query - it all depends on your data model and how the report itself is constructed.
Below are two solutions that you might want to consider:
Solution 1 - calculated column
This adds a new column to your table. The overall concept is to find the maximum date that is less than the current row's date and retrieve the respective value.
Volume t-1 =
var ThisDate = Table1[Date]
var PrevDate =
MAXX(FILTER(ALL(Table1[Date]), Table1[Date] < ThisDate), Table1[Date])
var PrevValue =
MAXX(FILTER(Table1, Table1[Date] = PrevDate), Table1[Current Volume])
return
PrevValue
You can now use this new column to calculate the difference between the current value and the previous value, e.g.:
Difference = [Current Volume] - [Volume t-1]
Solution 2 - measure
mVolume t-1 =
var ThisDate = MAX(Table1[Date])
var PrevDate =
MAXX(FILTER(ALL(Table1[Date]), Table1[Date] < ThisDate), Table1[Date])
var PrevValue =
MAXX(FILTER(ALL(Table1), Table1[Date] = PrevDate), Table1[Current Volume])
return
PrevValue
Similar to the first solution, you can now calculate the difference between this measure and the [Current Volume] field. However, the final formula will depend on your report and visualization filters. For example, if you add a table with Dates column (daily frequency), you can add the following measure to your table visualization:
[mDifference] = MAX(Table1[Current Volume]) - MAX(Table1[Volume t-1])
I hope this is a good starting point - good luck!
I've used the new Quick Measures feature of Power BI to build a 3 month rolling average calculation and it's working well. The equation is displayed below. However, when I try to use this metric in a time series visualization, the calculations are displaying three months past the current month, but I'd like for the calculation to stop at the current month.
I've played around with the __DATE_PERIOD variable to no avail. My date filter for the page is set to show all dates in the current months or 12 months prior via a calculated column on the date table.
Is anyone aware of how I can get the visualization to end at the current month?
Average Days to Close Rolling Average =
IF(
ISFILTERED('Date'[Date]),
ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy."),
VAR __LAST_DATE =
ENDOFMONTH('Date'[Date].[Date])
VAR __DATE_PERIOD =
DATESBETWEEN(
'Date'[Date].[Date],
STARTOFMONTH(DATEADD(__LAST_DATE, -3, MONTH)),
__LAST_DATE
)
RETURN
AVERAGEX(
CALCULATETABLE(
SUMMARIZE(
VALUES('Date'),
'Date'[Date].[Year],
'Date'[Date].[QuarterNo],
'Date'[Date].[Quarter],
'Date'[Date].[MonthNo],
'Date'[Date].[Month]
),
__DATE_PERIOD
),
CALCULATE(
'Closed Opportunities'[Average Days to Close],
ALL('Date'[Date].[Day])
)
)
)
In order to limit what is displayed within your chart, you need to filter the applicable date field so it only displays the dates you desire. In this case, you only want it to include dates <= today.
In order to automatically filter it when it is refreshed, I typically add a custom DAX column to the date table that I can filer on. In this case it would be something along the lines of:
excludeFutureDatesInd = 'Date'[Date] <= TODAY()
You can then add a visual, page, or report filter selecting all dates where [excludeFutureDatesInd] = True.
Not sure if you're still having issues with this, but I'd like to share a hack fix for those landing here. I fixed this issue by filtering on the base data (in your example, this would be "Average Days to Close"). Set a visual-level filter to include only those items where Average Days to Close > 0, and you should get the extra dates cut off the end of the graph.
So long as all of your base data passes through the filter, you should be good.
I am working on getting the amount of new sales and lost sales with regards to sales previous year and sales year to date. I am trying to show this in a table and then filtering that table with a year slicer.
Below are the formulas that i have used:
SalesPY = CALCULATE(SUM(SalesData[Value]),SAMEPERIODLASTYEAR('Calendar'[DateKey]))
SalesYTD = TOTALYTD(SUM(SalesData[Value]), 'Calendar'[DateKey])
NewSalesUppdate = SUMX(VALUES(SalesData[CustomerName]),IF([SalesYTD] > 0 && [SalesPY] = 0, [SalesYTD]))
LostSalesUppdate = SUMX(VALUES(SalesData[CustomerName]),IF([SalesYTD] = 0 && [SalesPY] > 0, -[SalesPY]))
LostSalesOld = IF([SalesPY] > 0 && [SalesYTD] = 0, -[SalesPY])
The NewSalesUppdate formula works as it should and sums up correctly. However LostSalesUppdate does not work, despite having pretty much the opposite formula compared with NewSalesUppdate. It seems like the IF statement never becomes true. That is strange because the LostSalesOld formula shows the right value, but it does not show the total.
All tips are appreciated!
Sample Data:
Current Result:
Notice how customer A had no YTD sales. The LostSalesOld shows -85000 in sales, but nothing is reflected in the total. The LostSalesUppdate shows nothing at all.
Desired Result:
Now one of the lost sales columns (doesn't matter which) has a value for customer A, and a total
Focusing on LostSalesUppdate, the issue is one of context. Your measure is saying "For each customer name in the SalesData table, show me last year's sales negated if they had sales last year and none this year".
The problem (and I'll admit it is subtle), is that because there are no sales for Customer A this year, Customer A is not in the SalesData table as far as this measure is concerned. Therefore, the rest of the formula is ignored.
What I would recommend is adding a separate table with a list of customers, similar to your date table (one row per customer). Then, update your LostSalesUppdate formula so that instead of pulling CustomerName from SalesData, it pulls it from your new customer table.
LostSalesUppdate =
SUMX (
VALUES ( Customer[CustomerName] ),
IF ( [SalesYTD] = 0 && [SalesPY] > 0, - [SalesPY] )
)