I have a simple CSV data set such as this.
ID,MainCategory,SubCategory,Type,Value
1,E,E1,Demo,5
2,N,N3,Install,2
3,E,E1,Demo,4
4,E,E2,Install,7
5,D,D1,Install,3
6,S,S2,PM,4
7,N,N2,Install,7
8,N,N2,Demo,1
9,E,E2,Demo,2
10,D,D2,Install,6
11,D,D3,PM,4
12,S,S1,PM,8
13,N,N1,Install,5
14,S,S3,Install,8
15,S,S1,Demo,9
16,E,E3,Demo,5
17,N,N2,Install,3
18,E,E2,PM,6
19,D,D2,PM,6
20,N,N3,Demo,6
21,S,S2,Demo,7
22,E,E3,Install,2
23,S,S1,Install,4
24,S,S2,PM,8
25,D,D1,Install,5
In my Power BI Desktop, I'd like to load this into a table, and conditionally format the Value column based on whether the value in each row is greater than or less than the average for the currently selected data set.
For instance, the average of Value considering the entire table is 5.08, so if there are no filters applied (as in, all my slicers are set to select nothing), I'd like all rows whose Value is 6 or more to be background colored in one color, and the others in another color. For this, I created two measures like so:
AvgOfVal = DIVIDE( SUM(G2G[Value]), COUNTA(G2G[ID]) )
BGColor = IF(SUM(G2G[Value]) > [AvgOfVal], "Light Pink", "Light Blue")
Then I tried to apply the BGColor measure for conditionally formatting the background, but this doesn't work as expected, and instead produces the result below.
I realize that this is due to the fact that the measure is calculated per row, so when conditional formatting is applied, as seen in the AvgOfVal column in the table, it calculates average per row instead of for the entire data set. How can I calculate a measure that takes into account the entire data set (considering slicers), and do the conditional formatting as I need.
Please keep in mind that if a user were to select a slicer filter (say, MainCategory = D), then I want the conditional formatting to reflect this. So in this case, given that AvgOfVal = 4.80 for MainCategory = D entries, I'd like all rows whose Value >= 5 to be in one color, and others in another color.
I realize that this is due to the fact that the measure is calculated per row
Yes. The key is understanding how that happens. When the measure is calculated a "context transition" happens and the current row is added to the filter context.
So what you want is a calculation that removes the row filter that was added in the context transition. So you need ALLSELECTED(), which does precisely that. eg
AvgOvVAl = CALCULATE( AVERAGE('data'[Value]), ALLSELECTED() )
Removing the "innermost" filter which in this case is the filter on the row, but leaving all other filters, ie filters added on the report, page, visual, or filters coming from interactions with other visuals like slicers.
I want to move a single value from column B to column A, how can I achieve it in the most simplest way in Power Query / Query Editor (Power BI)?
Please see attached images.
I know I might need to declare a variable so please enlighten me. By the way, I will delete row 1 afterwards, promote my headers, and rename column2 as PERIOD.
Thank you.
This might be along the lines of what you want to do.
If I start with this table named as Table1:
Then I click on the fx to the left of the formula bar:
And type = Table.InsertRows(Source, Table.RowCount(Source), {[Column2 = Source[KP20 rate]{0}, KP20 rate = null, Column4 = null]}) into the formula bar:
I used Table.InsertRows to create a new row in Table1. Source is the name of the latest state of Table1 after it is pulled into Power Query and before I do this step. So I actually use Source as the name of the table for this step instead of Table1. (Each applied step basically results in its own table. You probably know this already, but others may not.) So for this step I use Source as the table name in the Table.InsertRows statement. Then, since I want the new row to appear at the bottom of Source, I just enter the Table.RowCount of Source as the row number location for the new row. Then I enter each of the Columns' names and their values to be added. For Column2, I entered the value "Source[KP20 rate]{0}." Source[KP20 rate]{0} basically treats column KP20 rate as a list, where {0} serves as a pointer to the first item in the list. To target the second item in Source[KP20 rate] you would use Source[KP20 rate]{1}. You can see that I set the values for the other two columns (KP20 rate and Column4) to null.
The result:
Here's the M code in case you want to see it:
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
Custom1 = Table.InsertRows(Source, Table.RowCount(Source), {[Column2 = Source[KP20 rate]{0}, KP20 rate = null, Column4 = null]})
in
Custom1
The picture I have attached shows what my power query table looks like (exactly the same as source file) and then underneath what I would like the final end product to look like.
Correct me if I'm wrong but I thought the purpose of power query/power bi was to not manipulate the source file but do this in power query/power bi?
If that's the case, how can I enter new columns and data to the existing table below?
You can add custom columns without manipulating source file in power bi. Please refer to below link.
https://learn.microsoft.com/en-us/power-bi/desktop-add-custom-column
EDIT: Based on your comment editing my answer - Not sure if this helps.
Click on edit queries after loading source file to power bi.
Using 'Enter Data' button entered sample data you provided and created new table. Data can be copy pasted from excel. You can enter new rows manually. Using Tag number column to keep reference.
Merge Queries - Once the above table is created merged it with original table on tag number column.
Expand Table - In the original table expand the merged table. Uncheck tag number(as it is already present) and uncheck use original column name as prefix.
Now the table will look like the way you wanted it.
You can always change data(add new columns/rows) manually in new table by clicking on gear button next to source.
Here is the closest solution to what I found from "manual data entry" letting you as much freedom as you would like to add rows of data, if the columns that you want to create do not follow a specific pattern.
I used an example for the column "Mob". I have not exactly reproduced the content of your cells but I hope that this will not be an issue to understand the logic.
Here is the data I am starting with:
Here is the Power Query in which I "manually" add a row:
#"Added Conditional Column" = Table.AddColumn(#"Changed Type", "Mob", each if [Tag Number] = "v" then null else null),
NewRows = Table.InsertRows(#"Added Conditional Column", 2, {[Mob="15-OHIO", Tag Number="4353654", Electronic ID=1.5, NLIS="", Date="31/05/2015", Live Weight="6", Draft="", Condition store="", Weighing Type="WEAN"]})
in
NewRows
1) I first created a column with only null values:
#"Added Conditional Column" = Table.AddColumn(#"Changed Type", "Mob", each if [Tag Number] = "v" then null else null),
2) With the "Table.InsertRows" function:
I indicated the specific line: 2, (knowing that power Bi start counting at zero, at the "headers" so it will the third line in the file)
I indicated the column at which I wanted to insert the value, i.e "Mob"
I indicated the value that all other other rows should have:
NewRows = Table.InsertRows(#"Added Conditional Column", 2, {[Mob="15-OHIO", Tag Number="4353654", Electronic ID=1.5, NLIS="", Date="31/05/2015", Live Weight="6", Draft="", Condition store="", Weighing Type="WEAN"]})
Here is the result:
I hope this helps.
You can apply this logic for all the other rows.
I do not think that this is very scalable however, becaue you have to indicate each time the values of the rows in the other columns as well. There might be a better option.
I am creating a dashboard in Power BI. I have to report the executions of a process in a daily basis. When selecting one of these days, I want to create another calculated table based on the day selected (providing concrete information about the number of executions and hours) as it follows:
TABLE_B = FILTER(TABLE_A; TABLE_A[EXEC_DATE] = [dateSelected])
When [dateSelected] is previously calculated from the selected day as it follows:
dateSelected = FORMAT(FIRSTDATE(TABLE_A[EXEC_DATE]);"dd/MM/yyyy")
I tried a lot of alternatives as, for example, create individualy the year, month and day to later compare. I used the format in both sides of the comparation, but none of them works for me. The most of the cases it returns me the whole source table without any kind of filters. In other cases, it doesn't return anything. But, when I put a concrete day ...
TABLE_B = FILTER(TABLE_A; TABLE_A[EXEC_DATE] = "20/02/2019")
... it makes the filter correctly generating the table as I want.
Does someone know how to implement the functionality I am searching for?
Thanks in advance.
You're almost there Juan. You simply need to use dateSelected as a varialbe inside of your DAX query:
TABLE_B =
var dateSelected = FIRSTDATE(TABLE_A[EXEC_DATE])
return
FILTER(TABLE_A, TABLE_A[EXEC_DATE] = dateSelected)
Note that all my dates are formatted as Date so I didn't need to use a FORMAT function.
Here's the final result:
I admit that this behavior can be quite confusing! Here is a useful link that will help you understand Power BI's context:
https://community.powerbi.com/t5/Desktop/Filtering-table-by-measures/td-p/131361
Let's treat option 1 as FILTER(TABLE_A; TABLE_A[EXEC_DATE] = "20/02/2019") and option 2 as FILTER(TABLE_A; TABLE_A[EXEC_DATE] = [dateSelected]). Quote from the post:
In option 1, in the filter function, you are iterating
over each row of your 'Table' (row context). In option 2, because you
are using a measure as part of the filter condition, this row context
is transformed into an equivalent filter context (context transition).
Using variables (...) is very convenient when you want to filter
a column based on the value of a measure but you don't want context
transition to apply.
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.