How to get the sub heading column in Power BI? - powerbi

The above is the expected matrix in Power BI. I have to get the additional heading "MED" and "RX" for the columns "Paid" and "Unpaid" as shown in the matrix.
The above is the actual table schema, which is connected to get the data into the matrix.
How to get the column heading "MED" and "RX" in Matrix?

You should put MED/RX and Paid/Unpaid attributes in separate columns, so make sure the data is transformed to look like this:
Then put Insurance to the rows of the matrix, Type and Paid as columns and Values as values, and enable the drill mode:

Related

Replace values in cell with DAX coding in Power bi

I have my data(file name - Data) which I have imported in power bi with a column named values
values
ext
int
safety_int
outside_training
gap_fill_int
so it is a large data, and it contains more than 2k categories , what I want is, to create a new column in power bi where blanks should be replaced with target_emp, and all other values(ext,int,gap_filling_int etc.) should be replaced with non_target_emp.
Please help me to do that in power bi.
In powerbi transform ->
Add Column:
if Text.Trim([category]) = "" then "target_emp" else "non_target_emp"
You could add a conditional column in the data model (sorry that I dont have an English screenshot for this):
Add column
Select conditional column
Add criteria to selection
#1 DAX
calculatedColumn= SWITCH(TRUE(), Data[Column1]=BLANK(),"target_emp", "non_target_emp")
#2 using PBI's binning
go to report view->click on the table->column name-> New Group

PowerBI calculated column - translate question

I want to create a calculated column that can translate several values into something that is more readable.
My example is something like a list of company departments, most are formatted with a formal name in the example below I'd like to calculate a column to convert acctng to Accounting
Sales
Marketing
Manufacturing
Support
acctng
So the calculated column would read
Sales
Marketing
Manufacturing
Support
Accounting
I'd like to create a calculated column that transfers over all items as they are except, when we see accting it's converted to Accounting. I know that I can do a transformation in the data view, however, I'm hoping for a dax formula.
Thanks!
If you want to do that with DAX, then you can create a new column and use SWITCH function:
Department (Translated) =
SWITCH(Sales[Department];
"acctng"; "Accounting";
"smtng"; "Something else";
Sales[Department])

How to sum a column filtered by a categorical column in the same table in Power Bi?

I'm trying to get a sum of my sales figures by the product category from the a column in the same table
The original data is on the attached image.
Original Data
And what I'm trying to get is attached also and I am having trouble getting the right numbers for the last three columns
Result
I have tried the following code:
Boots_Sales = CALCULATE( SUM(Sheet1[Sales]), FILTER(Sheet1,Sheet1[Product_Type]="Boots"))
I have found a solution to the above by making a measure instead of a column with the below formula:
boot1 = CALCULATE(SUM(original[Sales]),FILTER(original,original[Product type ]="Boots"))
This will have to do, I was trying to make a column because I wanted to do further calculations on the column but will just have to convert the measure into a column
Thanks

Create table comparing Two Queries with identical fields/field names

I would like to create a table to compare Month To Date (MTD) Vs YTD Sales data metrics
I am using two queries:
1st query = YTD Sales data (Two fields: Sales and Quotes)
2nd query = MTD Sales Data (Two Fields: Sales and Quotes).
Each query has the same field names, just different data
I would like to output a table like the following
How to I create the above table? At the moment I can only create a table like the following:
The latter 1x4 table only works if I appropriately name the fields. But definitely isn’t what I want, because with enough fields, the table could go on forever.
Any help would be appreciated
In the query editor, create a label column for each table that labels what they are and then append the two tables together so you get something like this:
Then you can create a matrix visual with the Label column in the Columns field and the Sales and Quantity columns in the Values area.
Make sure you've switched "Show on Rows" to "On" under the Format > Values section of the Visualizations pane.

Adding a Total Column to a Matrix-Visual that only sums spcific columns

I have a table that has (simplified) the columns CustID, Action, Date
I then have a matrix visual that has Action as Columns, CustID AS Rows and Count(Action) as Values.
Now I need an extra column that sums only some of the Columns, not all like the Total. In Excel this is =SUMME(B11:K11), where K12 and K13 are the columns not to be summed.
Is this possible in PBI Matrix?
You can simply create a measure.
(new_measure_name) = 'table'[field to add] + 'table'[field to add]
After you create the measure you can add it to the matrix and double check you math that it adds up like you want.
Good luck!
my problem was, that I had a table column in the column section of the matrx visual. than, when I add a measure it is only available in drill, not as extra column. I solved it with pivoting that column and use the new columns in data section. than I can add measures to the data section and they get also new columns.
would be nice, if I could use the column section and add measures