I need to change the inventory category for a couple of account numbers and only for a couple of companies. The inventory category for these accounts are mapped based on the account number but need to be changed specifically just for two companies. I've tried to filter by the company number and then find/replace, which worked fine, but then I can't unfilter to bring back the rest of the companies. I can't change the category for just those account numbers because it is only different for just those two companies.
Lisa, Here's perhaps a simpler approach than where your current way is taking you.
If I begin with this table:
Then I add a column (Add Column -> Custom Column) with the following:
The formula uses an if statement to determine whether each row has a specific Account (Acct. 4) AND Company (Co. 8). If so, then 99 is returned as a new category value for that row of the new column. If not, then the original Inventory Category is returned as a value for that row of the new column. (Obviously, you would edit this formula accordingly, to support your account, company, and new inventory category values.)
Here's the result:
Then I could delete the original Inventory Category column and rename the remaining New Inventory Category column to Inventory Category.
I am trying to build a page where it returns table for the logged in user. And then you can use the filter to look at other users records .
User = USERPRINCIPALNAME()
I am having problems filtering the table for the logged in user . Without using row level security with data model changes like below . Is there a way for the Power BI table to return data just for the logged in user ? No SSAS involved.
https://medium.com/#barrasa8/dynamic-data-masking-in-powerbi-based-on-rls-927eb6a34e5d**strong text**
The data model is a FACT table linked to a USER dimension. In the User Dimension , there is an email address which is what the USERPRINCIPALNAME() resolves to.
I thought about a DAX summary table with summarise and may try that later . Then 2 buttons on the page , one to show current logged in user and the other button just gives you details about all other users data and work with all the filters on the page .
So basic want is
Logged In User : X
Table - Col 1 , 2 ,3 .... ( Filtered for User x only by default )
Then I would like a way for the logged in user then to see others user data easily.
Unfortunately there is no way to use USERNAME() or USERPRINCIPALNAME() in DAX measures.
What you're left with is using row level security but that would mean it'll not be possible to show the data of other users.
The best alternative I can think of is to load the data twice. Then set Row Level Security on one table, display that one as "Your data", don't use RLS on the second table and display that as "Other people's data". Put them side by side for easy comparison.
I just wrote a blog post about a similar challenge on how to make sure you can still filter both tables: https://www.linkedin.com/pulse/calculating-totals-row-level-security-using-powerbi-van-der-pasch
I'm creating an application similar to Twitter. In that I'm writing a query for the profile page. So when the user visits someone other users profile, he/she can view the tweets liked by that particular user. So for that my query is retrieving all such tweets liked by that user, along with total likes and comments on that tweet.
But an additional parameter I require is whether the current user has liked any of those tweets, and if yes, I want it to retrieve it as boolean True in my query so I can display it as liked in UI.
But I don't know how to achieve this part. Following is a sub-query from my main query
select l.tweet_id, count(*) as total_likes,
<insert here> as current_user_liked
from api_likes as l
INNER JOIN accounts_user ON l.liked_by_id = accounts_user.id
group by tweet_id
Is there an inbuilt function in postgres that can scan through the filtered rows and check whether current user id is present in liked_by_id. If so mark current_user_liked as True, else False.
You want to left outer join back into the api_likes table.
select l.tweet_id, count(*) as total_likes,
case
when lu.twee_id is null then false
else true
end as current_user_liked
from api_likes as l
INNER JOIN accounts_user ON l.liked_by_id = accounts_user.id
left join api_likes as lu on lu.tweet_id = l.tweet_id
and lu.liked_by_id = <current user id>
group by tweet_id
This will continue to bring in the rows you are seeing and will add a row for the lu alias on api_likes. If no such row exists matching the l.tweet_id and the current user's id, then the columns from the lu alias will be null.
I'm trying to obtain the MAX of a particular column in a Power BI Report and place this as a new Measure within each ROW of the same dataset. Please see the example below.
Is this possible in DAX and via DirectQuery/LiveConnection? The report is pointing to a tabular model but due to outside factors the measure must be created in the report.
Thanks
You can accomplish this a few ways. Essentially, you need override the filter context so that the MAX function isn't just running over whatever slice you're showing in the visual. Using CALCULATE or the iterator function MAXX, set the wrap the table in the ALL() function to override the context and calculate max over all rows.
= CALCULATE(MAX([Calendar`Year]), ALL('Smithfield_Fiscal_Calendar'))
or
= MAXX(ALL('Smithfield_Fiscal_Calendar'), [Calendar`Year])
To get the breakout by date, you'll need to include a Date table in your model. PowerBI makes this possible with a few different DAX options. As an example, go to your Model tab, click 'New Table' and put in the following expression:
MyCalendar = CALENDAR(DATE(2019,1,1), DATE (2019,1,10))
This is a little trivial -- you'd want to use a useful range of dates but this one matches your example above. Next, add a column to [MyCalendar]
CalendarMonthYear = month([date]) & "-" & year([date])
Go to your budget table and add a similar field
BudgetMonthYear = month([date]) & "-" & year([date])
Go into your Model view and create a relationship between CalendarMonthYear and BudgetMonthYear. This will associate every date in the date table with the particular budget row from your budget table.
Hope it 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!