In Power BI, I need to create a VLOOKUP alternative. From the research I've done, this is done with the LOOKUPVALUE function, but the problem is that function needs one specific SEARCH ITEM, which isn't super helpful in a VLOOKUP type scenario where you have a full column of values to search for?
Given these two tables, connected through the user_name and first_name columns:
...what's the formula needed in order to create a new column in the Employee_Table called phone_call_group by using the names as the search items in order to return the group they belong to? So how can I end up with this?
(Forget that the entries in each table are already sorted, needs to be dynamic). Will be back tomorrow to review solutions.
In Power BI you have relations between tables instead of Excel's VLOOKUP function.
In your case you just have to create a one-to-one relation between
'Phone_Call_Table'[user_name] and 'Employee_Table'['first_name]'
With that you can add a Calculated Column to your 'Employee_Table' using the following expression:
phone_call_group = RELATED(Phone_Call_Table[group])
and in the data view the table will look like this:
LOOKUPVALUE() is just a workaround if for other reasons you can't establish that relation. What you've been missing so far is that in a Calculated Column there is a Row Context which gives you exactly one value per row for the <search_value> (this is different from Measures):
alt_phone_call_group =
LOOKUPVALUE(
Phone_Call_Table[group],
Phone_Call_Table[user_name],
Employee_Table[first_name]
)
I have two tables A and B.
Table A has has fields such as ID,DATE,AMOUNT etc. ID field has id numbers spanning from 10-15 digit numbers. Some of the numbers are 1 to 4 digit in length and we need to get full digit for these sets. There is another table B that has a ID number details and matches with partial Ids in table A. I need to update table A partial ID with full ID from table B where only few numbers match.
I attempted the following and keep getting an error, please help.
Update A
FROM tablenamexyz a,
(select distinct a.ID1,b.ID,date
FROM TABLE tablenamexyz a,
tablenamebty b
where a.ID1=RIGHT(b.ID,4)
QUALIFY ROW_NUMBER(OVER(PARTITION BY b.ID ORDER BY date DESC)=1)z
SET a.ID=b.ID
where a.ID1=b.ID1
--I keep getting update failed error-7547, Target row update by multiple source rows. You can see in table B, we can just use one source with the latest date. Please help. Thanks in advance.
No need to include table A in your derived table Z, but you do need to partition by the value you are going to use in the JOIN (ID1 not ID) for uniqueness:
Update A
FROM tablenamexyz a,
(select RIGHT(b.ID,4) as ID_4,b.ID,"date"
FROM tablenamebty b
QUALIFY ROW_NUMBER()OVER(PARTITION BY ID_4 ORDER BY "date" DESC)=1)z
SET a.ID=z.ID
where a.ID1=z.ID_4
Note that date is a reserved word so if that's really your column name you should quote it.
I have 40 tables. One table has 20 rows, and one of the columns have 1385 distinct values.
I would like to use this in a relationship with another table.
TableName(1385 rows) Column:Name:(1385 distinct values)
But when I try to do this in Powerbi/Manage-Relations, it will only accept the option "Many-to-Many" relationship. It reports that none of the column are "Unique".
Well, the data in the column is unique. So how can I configure this column to be unique so I can use it in a "One-to-Many" relationship"?
Do I have to edit the DAX expression and put the "DISTINCT" keyword in the expression for that column? And How?
Now I have:
}, {"Columnname", Int64.Type}, {
what you can try is to perform remove duplicates in that table(i know its already contains distinct values but you can give it a try)... and/or just load the data again.
Best way would be when you group your data in the query editor. This way your table has only distinct values and you can create your relationship.
In the query designer under Home > Group By you can group after your column.
Example
Table:
Table (2):
Relationship (One to Many):
Result:
I hope this helps.
We are trying to implement a dashboard that displays various tables, metrics and a map where the dataset is a list of customers. The primary filter condition is the disjunction of two numeric fields. We want to the user to be able to select a threshold for [field 1] and a separate threshold for [field 2] and then impose the condition [field 1] >= <threshold> OR [field 2] >= <threshold>.
After that, we want to also allow various other interactive slicers so the user can restrict the data further, e.g. by country or account manager.
Power BI naturally imposes AND between all filters and doesn't have a neat way to specify OR. Can you suggest a way to define a calculation using the two numeric fields that is then applied as a filter within the same interactive dashboard screen? Alternatively, is there a way to first prompt the user for the two threshold values before the dashboard is displayed -- so when they click Submit on that parameter-setting screen they are then taken to the main dashboard screen with the disjunction already applied?
Added in response to a comment:
The data can be quite simple: no complexity there. The complexity is in getting the user interface to enable a disjunction.
Suppose the data was a list of customers with customer id, country, gender, total value of transactions in the last 12 months, and number of purchases in last 12 months. I want the end-user (with no technical skills) to specify a minimum threshold for total value (e.g. $1,000) and number of purchases (e.g. 10) and then restrict the data set to those where total value of transactions in the last 12 months > $1,000 OR number of purchases in last 12 months > 10.
After doing that, I want to allow the user to see the data set on a dashboard (e.g. with a table and a graph) and from there select other filters (e.g. gender=male, country=Australia).
The key here is to create separate parameter tables and combine conditions using a measure.
Suppose we have the following Sales table:
Customer Value Number
-----------------------
A 568 2
B 2451 12
C 1352 9
D 876 6
E 993 11
F 2208 20
G 1612 4
Then we'll create two new tables to use as parameters. You could do a calculated table like
Number = VALUES(Sales[Number])
Or something more complex like
Value = GENERATESERIES(0, ROUNDUP(MAX(Sales[Value]),-2), ROUNDUP(MAX(Sales[Value]),-2)/10)
Or define the table manually using Enter Data or some other way.
In any case, once you have these tables, name their columns what you want (I used MinNumber and MinValue) and write your filtering measure
Filter = IF(MAX(Sales[Number]) > MIN(Number[MinCount]) ||
MAX(Sales[Value]) > MIN('Value'[MinValue]),
1, 0)
Then put your Filter measure as a visual level filter where Filter is not 0 and use MinCount and MinValues column as slicers.
If you select 10 for MinCount and 1000 for MinValue then your table should look like this:
Notice that E and G only exceed one of the thresholds and tha A and D are excluded.
To my knowledge, there is no such built-in slicer feature in Power BI at the time being. There is however a suggestion in the Power BI forum that requests a functionality like this. If you'd be willing to use the Power Query Editor, it's easy to obtain the values you're looking for, but only for hard-coded values for your limits or thresh-holds.
Let me show you how for a synthetic dataset that should fit the structure of your description:
Dataset:
CustomerID,Country,Gender,TransactionValue12,NPurchases12
51,USA,M,3516,1
58,USA,M,3308,12
57,USA,M,7360,19
54,USA,M,2052,6
51,USA,M,4889,5
57,USA,M,4746,6
50,USA,M,3803,3
58,USA,M,4113,24
57,USA,M,7421,17
58,USA,M,1774,24
50,USA,F,8984,5
52,USA,F,1436,22
52,USA,F,2137,9
58,USA,F,9933,25
50,Canada,F,7050,16
56,Canada,F,7202,5
54,Canada,F,2096,19
59,Canada,F,4639,9
58,Canada,F,5724,25
56,Canada,F,4885,5
57,Canada,F,6212,4
54,Canada,F,5016,16
55,Canada,F,7340,21
60,Canada,F,7883,6
55,Canada,M,5884,12
60,UK,M,2328,12
52,UK,M,7826,1
58,UK,M,2542,11
56,UK,M,9304,3
54,UK,M,3685,16
58,UK,M,6440,16
50,UK,M,2469,13
57,UK,M,7827,6
Desktop table:
Here you see an Input table and a subset table using two Slicers. If the forum suggestion gets implemented, it should hopefully be easy to change a subset like below to an "OR" scenario:
Transaction Value > 1000 OR Number or purchases > 10 using Power Query:
If you use Edit Queries > Advanced filter you can set it up like this:
The last step under Applied Steps will then contain this formula:
= Table.SelectRows(#"Changed Type2", each [NPurchases12] > 10 or [TransactionValue12] > 1000
Now your original Input table will look like this:
Now, if only we were able to replace the hardcoded 10 and 1000 with a dynamic value, for example from a slicer, we would be fine! But no...
I know this is not what you were looking for, but it was the best 'negative answer' I could find. I guess I'm hoping for a better solution just as much as you are!