I have a horizontal bar visual where I’ve plotted the users with the highest sales.
It is "user name" vs "SUM(sales)" (user names and sales are in two different tables).
I’ve also used a filter as I only want to see users with SUM(sales)>1000€.
Now, on this page I want to put other visuals so that I can see information about this group of users, such as:
How many users are there?
What's the average age?
How many men and women?
and so on...
However, if I use a page level filter on sales, I can only filter a single sale value and not the sum for the user.
How can I filter the page based on a user’s total sales?
You could create a calculated column for a user’s total sales in your username table and then filter based on that.
Total Sales = CALCULATE(SUM(Table2[sales]))
There’re also solutions utilizing GROUP BY if you prefer that.
Related
I'm trying to use power bi to visualize sales of different products over months. Say there is sale data of 10 products, p1~p10, for the past 10 years. I added a slicer for products. By selecting elements inside slicer, their sale data is plotted.
However, when selecting multiple products, their sales data are summed as one line, and I cannot compare them.
I want to use something like a slicer to select interested products (all products, some or just one), then their sales are plotted individually in a chart, so that it's easy to compare them. When a product is deselected, its line is gone. Thanks for your help.
I have a list of customers that I wish to categorize based on two criteria: Share of total income and average time from due date to payment date.
I have a table with customer transactions that I can use to calculate these two criteria.
The solution I currently have is to use calculated columns in the customer table:
Sum of invoiced amount per customer/Total sum all customers = Share of total income
Average number of days per customer
I then use IF-functions to categorize these metrics into Big/Medium/Small customers, and Good/Medium/Bad payers.
Next I use a Matrix visualization to see number of customers for each category (Big customer/Good payer, Small Customer/Medium payer, and so on).
The problem I get is that the outcome of this is static, and they doesn't change if I use slicers to get only transactions from one year, or for only one of our companies.
Can I instead use measures for this, and get a dynamic Matrix visualization?
You need to use measures for this. It is a common pattern known as dynamic segmentation. You can read how to implement it here: https://www.daxpatterns.com/dynamic-segmentation/
I got an online campaign data, and there is an issue that the 'budget' for each day/campaign is the same but each time a campaign happens the budget repeats.
for example:
I want to build a table, that shows the avg budget of each campaign for these two days, as well as the total (also avg) at the bottom, like this:
Create a measure that calculates the Average() of the budget column.
Then create a visualisation (table or matrix) and use the campaign field along with the measure.
For one of the tables imported into the PowerBI, I have columns as Company Name, Debit Amount, Credit Amount and Net Amount (Calculated column: Debit Amount- Credit Amount).
Now is it possible to pull the three highest Company Names from the table in terms of having either higher Debit, Credit or Net Amount and display it on a tile? May be by creating a measure using DAX or OOTB? It should look like:
Top Grossing Second Grossing Third Grossing
12000(Net Amount) 10000(Net Amount) 5000 (Net Amount)
Company Name Company Name Company Name
I am envisioning the above in terms of tiles and they would change dynamically once anything updates in the data source table. Not sure if this is possible to do using DAX, I am open to suggestions. Any help will be greatly appreciated. Thanks.
DAX has a TOPN() function that you can use for this sort of thing.
The other possibility is to use the built-in advanced filtering. Under the visual level filters, choose filter type Top N, pick how many you want to show and what value you are sorting by.
I want to create a report in Netsuite ERP that shows me the information about Departments Sales and Budget by Month. I think I can achieve this by creating a saved search that chooses this items, however I don't understand under which category I can find this fields. A saved search would be ideal as I am trying to authomatize the reports in a java application, and I discovered that I can call the savedSearch results.
I found the Department under the standard Criteria in the subcategory "Owner..." and I added a Date standard criteria with the values "within this month", however I have not found the group that contains all the Sales/Income/Margin or the budget (though, I found an aggregation sum function that may be used along with a field). I will appreciate any help. Also, will the addition of this fileds be enough to get the Sales X Department X Date information or do I have to use a different join method?
Thanks!
You'd have to combine two saved searches to achieve this.One on budgets for the period you need. The department column is available on the budgets saved search.
The other would be transactions for the period. Generally budgets are against posting transactions so Invoices, Cash Sales, Credit Memos and Cash Refunds would be in your other search. If you group those by Department you could then combine the two searches in code to create your own budget vs actuals report.