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.
Related
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 am trying to take the filter context from my PBI dashboard to a Power App Edit Form. The scenario is as follows:
I have two tables:
Comments_Table:(empty until write back data is submitted)
Salesperson
Comments
Date
Value
Salesperson_Table:
Salesperson
Information
Salesperson1
1
Salesperson2
2
The Power App should allow users to Write Back data for the following columns to the Comments_Table:
Comments (free text)
Date (date)
Value (free text)
Every new entry should be a new row in the table.
The selected Salesperson should also be written back but should be set by the users' selection in a PBI filter. For instance, in the dashboard, users will be forced to select a unique salesperson, and this should filter the Power App.
I currently have two issues. I have set up a Form that makes a LookUp on a gallery which references the Salesperson table via the PowerBIIntegration.Data. Salesperson is in the form as a view text only item.
I am only able to filter to values that already exist in the Comments table (I prefilled some dummy rows) - it does not currently take the value from the Salesperson table...
Every new entry in the Edit Data Form overwrites the previous entry
for that salesperson. It should add a new of data instead...
Any ideas on how to proceed would be greatly appreciated...
I am stuck while dynamically forming a new column based certain WHERE clause from another Table in PowerBi. To give more details, let's say I have a table with item numbers associated with a Customer Name. In another table, I have to add a new column, which will dynamically add the item numbers associated with a particular customer and append as a query parameter to a base url.
So, my first table looks like this:
The second table that I want is this:
The query parameter value in the URL, has to be dynamically based on a SELECT query with a WHERE clause and pick up the ItemNumbers using the Customer field which is common between both. So, how can this be done in PowerBi? Any help would be really appreciated :)
I have one table in my model "TableRol" if I want to summarize my Date as the string I can use CONCATENATEX;
URL = CONCATENATE(CONCATENATE("http:\\mysite.com\parametersHere\getitem?='",CONCATENATEX(VALUES('TableRol'[Date]), 'TableRol'[Date],";")),"'")
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.
I have this table in Power BI, But I can't do another table.
How I can do this?
Now the values are grouped by date (different fields have information under one date, next the same fields are grouped by another date)
I want the values in the columns to be grouped by field (one field has date information next to it).
Edit1:
I can't set Date on the 2nd place in the grouping
Because date is column, traffic,orders,rev,costs- are values
You need to set Date on the 2nd place in the grouping, after a field containing traffic, orders, etc.
EDIT:
You need to unpivot these columns first, for example, in PowerQuery. Use Edit Query. This results in transforming your 4 columns to 2: Attribute and Value. Attribute will be your first grouping parameter. 2nd will be Date. Value column goes to values.
If you need your source query somewhere else, you may create new query for this very report only. It is done by first right-clicking original one and selecting Reference Query, and the doing any edits. This will keep original query intact.