I am very new to the PowerBI community and I am confused about how to visualize and create measures/columns for the data which requires comparing last week/month/year data with respect to the current week.
I have tried various solutions available on the internet or other forums. I would appreciate it if anyone can please outline the steps required to achieve the goal.
The data that I have is transactional data and I have also created a Date Table. I am not sure how to go ahead with the problem.
You can create measures like this (for days):
PreviousDay =
var __DayOnRow = SELECTEDVALUE(Calendar[day])
return
CALCULATE( SUM(Table[SomethingToSum]), FILTER(ALL(Calendar),Calendar[day] = __DayOnRow -1 ))
How this work:
SELECTEDVALUE gets a specific day from the current context
__DayOnRow -1 give us a previous Day (not yesterday date< except for today date>)
FILTER with ALL, remove every filter on Calendar (current row is also a filter, so without removing filter we get two excluding conditions )
How do that for WEEK?
PreviousWeek =
var __WeekOnRow = SELECTEDVALUE(Calendar[Week])
var __FirstDayOfWeek = calculate(min(Calendar[Day]), FILTER(ALL(Calendar), __WeekOnRow = Calendar[Week] ))
var __LastDayOfWeek = calculate(max(Calendar[Day]), FILTER(ALL(Calendar), __WeekOnRow = Calendar[Week] ))
return
CALCULATE(SUM(Table[SomethingToSum]), FILTER(ALL(Calendar),Calendar[day] >= __FirstDayOfWeek -7 && Calendar[day] <= __LastDayOfWeek -7 ))
Related
Good day!
I have this measure which used to identify which clients are new based on the parameter (6 month) and also month & year of their ETD.
New Customers = //Cus
VAR CustomerTM = VALUES(Customer[Client])
VAR PriorCustomer = CALCULATETABLE(VALUES(Customer[Client]),
FILTER(ALL('Customer'),
'Customer'[ETD] > Min('Customer'[ETD] ) - Parameter[Parameter Value] && 'Customer'[ETD] < MIN('Customer'[ETD])))
return
COUNTROWS(
EXCEPT(CustomerTM,PriorCustomer))
My raw data:
There are no problems with the coding until the 'branch' slicer is added.
Based on my raw data, Nike should consider new customers for SIN branch in January, but for TYO branch in February.
But this code as a result, NIKE only had new customers on January, is there any part that I was missed?
Attached with pbix: https://drive.google.com/file/d/1mvW9opym6Ot2AlyZy0m0kl2rDeB4P2Wv/view?usp=sharing
Greatly appreciated any helps provided! Thank you!
Try ALLEXCEPT() instesd of ALL in your FILTER. All() removes all filters and slicers from you data. Only Parameter[Parameter Value] infuences your FILTER. So if you do not change it in all other cases you have the same result.
FILTER(
ALLEXCEPT('Customer',Customer[Branch])
,AND(
'Customer'[ETD] > Min('Customer'[ETD] ) - Parameter[Parameter Value]
,'Customer'[ETD] < MIN('Customer'[ETD])
)
)
I am new to power BI and stuck with an issue. I have my model as follows:
Date Dimension
Measurement Fact
The date column in Date Dimension is link to measuredate in Measurement Fact
Below is a sample data:
NB: In edit query, I have changed the type of measuredate to Date only.
I have tried the measure below but it doesn't work the way I want. It will sum all the values of the day but what I want is the last value of the day:
day_fuel_consumption =
CALCULATE (
SUM ( measurement[measurementvalue] ),
FILTER (
measurement,
measurement[metername] = "C-FUEL"
&& measurement[measuredate] = MAX ( measurement[measuredate] )
)
)
My Goal is to get 29242, i.e the last value of the day. Remember that measuredate is a Date field and not Datetime (I changed to Date field so that my Year and Month filter can work correctly). I have changed the type in edit query.
Changing your measure to use a variable could be the solution:
DFC =
var maxDate = MAX(measurement[measuredate])
return
CALCULATE(
SUM(measurement[measurementvalue]),
measurement[measuredate] = maxDate
)
However, you should keep the datetime format for measureDate. If you don't want to see the time stamp just change the format I power bi. Otherwise power bi will see two values with max date and sum them, instead of taking the last one.
Well, if you want to avoid creating a measure, you could drag the fields you are filtering over to the visual filters pane. Click your visual, and scroll a tiny bit and you will see the section I am referring to. From there, just drag the field you are trying to filter In this case, your value. Then select "Top N". It will allow you to select a top (number) or bottom (number) based on another field. Strange enough, it does allow you to do top value by top value. It doesn't make sense when you say it out loud, but it works all the same.
This will show you the top values for whatever value field you are trying to use. As an added bonus, you can show how little or how many you want, on the fly.
As far as DAX goes, I'm afraid I am a little DAX illiterate compared to some other folks that may be able to help you.
I had to create two separate measures as shown below for this to work as I wanted:
max_measurement_id_cf = CALCULATE(MAX(measurement[measurementid]), FILTER(measurement, measurement[metername] = "C-FUEL"))
DFC =
var max_id_cf = [max_measurement_id_cf]
return
CALCULATE(SUM(measurement[measurementvalue]), measurement[measurementid] = max_id_cf)
I have the table which looks something like this. I am trying to find a way to find status change per an account, e.g. if the current month the status is Written off but it was Active last month, the tag should be Newly written Off. Is it feasible in Power BI? I found PREVIOUSMONTH but it deals only with measures, not categorical values like I have.
this seems like a trivial problem, but I found out, that it's not easily solvable in PowerBI.
Before showing the way I solve this, I would recommend you to solve it prior to loading data to PowerBI (ie. in the data source).
If that is not possible here's what you should do:
(recommended) Create T-1 data column == column, which has the previous date for comparison (for you, its previous month or date):
T-1 date =
VAR __acc_id = TABLE[account_id]
VAR __date = TABLE[date]
RETURN
CALCULATE(MAX(TABLE[date]),FILTER(ALL(TABLE), TABLE[account_id] = __acc_id && TABLE[date] < __date))
The filter part of calculation "returns" part of the table, which has the same account_id as current row and smaller date then current row. After that, we simply select the max date, which should be the previous one.
This way, we find the biggest previous date for each account.
If you know what the previous date is, feel free to skip this step.
Prior to the creation of the status column itself, I would create a calculated column, which contains the previous status. The column should be calculated like this:
t-1 status=
var __acc_id = TABLE[account_id]
var tdate = TABLE[T-1 date] //CREATED IN PREVIOUS STEP OR YOUR PREVIOUS DATE METRIC(LIKE dateadd or previousmonth function)
return
CALCULATE(firstnonblank(TABLE[status]), FILTER(ALL(TABLE), TABLE[account_id]=__acc_id && table[date] = tdate))`
With the previous status column, we now have the current and previous status columns, which should be enough to correctly label the "rows" with simple if statement.
The calculated column formula might look something like this:
status_label = if(TABLE[status] == "Written off" && TABLE[t-1 status] == "active", "newly written off", "something else").
If simple IF isn't enough, have a look at switch statement
This sequence of steps should solve your issue, but I have to admit, it's not performance efficient. It would be better to solve it in PowerQuery, but sadly, I do not know how. Any solution using PowerQuery would be highly appreciated.
Using DAX to identify first instance of a record
I'm faced with trying to identify the first instance in a database where someone (identified by the ID column) has purchased a product for the first time. It's possible for said person to purchase the product multiple times on different days, or purchase different products on the same day. I drummed up an excel formula that gets me there, but am having trouble translating into DAX.
=COUNTIFS(ID,ID,PurchaseDate,"<="&PurchaseDate,Product,Product)
Which results in the correct values in the "First Instance?" Column.
Ideally I won't have to hardcode values, as I would like to use the "Product" column as a parameter in the future. If there are other suggests aside from translating this in DAX, that would also be appreciated! (IE using filters, or other tools in PowerBI)
Thanks in advance!
This is very similar to an answer I gave to another question (which you can find here).
In that question, the request was to see a running count of rows for the given row's criteria (product, year, etc.). We can modify that slightly to get it to work in your problem.
This is the formula I provided in the answer I linked above. The basic concept is to use the EARLIER functions to get the value from the row and pass it into the filter statement.
Running Count =
COUNTROWS(
FILTER(
'Data',
[ProductName] = EARLIER([ProductName]) &&
[Customer] = EARLIER([Customer]) &&
[Seller] = EARLIER([Seller]) &&
[Year] <= EARLIER([Year])
)
)
What I would suggest for your problem is to create this as a TRUE/FALSE flag by simply checking if the running count is 1. This formula will evaluate to a Boolean flag.
First Instance =
COUNTROWS(
FILTER(
'Data',
[ID] = EARLIER([ID]) &&
[Product] = EARLIER([Product]) &&
[Purchase Date] <= EARLIER([Purchase Date])
)
) = 1
I'm creating a dashboard for a sprint overview and want to visualize the progress of the team in a burndown chart. The chart should give information about the amount of user stories that are each new, active and closed. So that in the beginning all user stories are open, then they become active and in the end, there are no open and active stories left.
Now my problem is in modeling the data using DAX.
The data is stored in a big table with a row for each user story that contains all the information on that date. Now, if the information gets modified like in the event of changing the status from new to active or correcting a spelling mistake, the program just adds a new row with a new date.
like in here
The table I want should have the columns date, new, active, and closed. For the date column i have written the following code:
CALENDAR(
FIRSTNONBLANK(
CurrentIterations[StartDate];
CurrentIterations[StartDate] );
FIRSTNONBLANK(
CurrentIterations[FinishDate];
CurrentIterations[FinishDate])
)
But now, oriented on that dates i want the other columns to calculate themselves. In every row I want the amount of user stories in the original table that are active and the latest version on that date.
Examples:
Original table
Wanted table
Wanted burndown chart
Any help greatly appreciated!
Here's another approach.
Calculated table:
MaxRev = CROSSJOIN(VALUES(Test[Id]), VALUES(Test[Date]))
Add the following calculated columns to this table:
MaxRev = CALCULATE(MAX(Test[Rev]),
FILTER(Test, Test[Id] = MaxRev[Id] && Test[Date] <= MaxRev[Date]))
Status = LOOKUPVALUE(Test[State], Test[Id], MaxRev[Id], Test[Rev], MaxRev[MaxRev])
Then use this to create a new calculated table:
Wanted = SUMMARIZE(MaxRev, MaxRev[Date],
"New", CALCULATE(COUNT(MaxRev[Id]), MaxRev[Status] = "New") + 0,
"Active", CALCULATE(COUNT(MaxRev[Id]), MaxRev[Status] = "Active") + 0,
"Solved", CALCULATE(COUNT(MaxRev[Id]), MaxRev[Status] = "Solved") + 0)
Well, it isn't as beatiful, but it does the job. I've created an extra table, to get the last Rev per Id and Day. At least, that's what I thought you meant.
I'm open for better solutions, I'm convinced it can be done better/easier.
'Test' is your original table, make a link on Date to your already created table (Wanted) with the Date column.
Calculated table:
MaxRev =
SUMMARIZE(Test; Tabel[Date]; Test[Id]; "Max"; MAX(Test[Rev]))
Column New (add to table with single date column):
New =
CALCULATE (
DISTINCTCOUNT ( Test[Id] );
CALCULATETABLE (
FILTER (
CROSSJOIN ( 'MaxRev'; Test );
'MaxRev'[Id] = Test[Id]
&& 'MaxRev'[Date] = Test[Date]
&& 'MaxRev'[Max] = Test[Rev]
)
);
Test[State] = "New"
) + 0
Repeat this column, also for Active and Solved.
PBIX file