I want to create a calculated column that can translate several values into something that is more readable.
My example is something like a list of company departments, most are formatted with a formal name in the example below I'd like to calculate a column to convert acctng to Accounting
Sales
Marketing
Manufacturing
Support
acctng
So the calculated column would read
Sales
Marketing
Manufacturing
Support
Accounting
I'd like to create a calculated column that transfers over all items as they are except, when we see accting it's converted to Accounting. I know that I can do a transformation in the data view, however, I'm hoping for a dax formula.
Thanks!
If you want to do that with DAX, then you can create a new column and use SWITCH function:
Department (Translated) =
SWITCH(Sales[Department];
"acctng"; "Accounting";
"smtng"; "Something else";
Sales[Department])
Related
First time posting, thanks in advance !
I have a simple sales table acting as a data source.
In this table I have all my dimensions and facts, the data model is not organized as a star schema.
I believe this question does not require the data model to be optimally built.
One column tracks the Sales Quantity and shows -1 if the item is returned.
In Power Query.
I wish, for all returns, to eliminate the line with the -1, but also the associated line with the +1 sale.
I do not wish to simply filter by the Invoice Number and remove it, as in the same invoice I may have other items who were not returned.
I wish to have in my final table only final records.
Thank you
Did not manage to identify a way to tackle the issue in Power Query as of yet.
Edit, addition of further context
Dataset abstract:
I would like to keep the green row and remove the yellow ones.
One invoice features three lines, two for one item being sold and returned, and one for an item being purchased for good. That latter one is to stay in the records.
[IMAGE : Excel version of relevant column in data base ]
https://i.stack.imgur.com/CiiiC.png
Because I do not know the exact nature of your data, I will give you a general solution for your problem, which will help you immensely.
First, I will transform your data into facts and questions. Then I will answer the questions depending on my experience analyzing many different datasets; last but not least, I will provide you with the solution.
Facts,
[Sales Amount Include Tax] column values for Return Sales are negative numbers because excel format negative numbers by including them with parentheses, as your data shows.
The Original Sale record and the Return Sale record must have the same values for these columns, which we will use to know the Original Sales record:
The absolute value for the [Sales Amount Include Tax] column.
[Invoice No], [Department], [Sub Dept], [Sub Dept GROUP], [Item Code] columns.
This point is critical because we will use these columns to know the Original Sales record.
Questions,
Is the Item code column value similar to the original sale row and the returned sales row?
My answer: It should be because you are returning the same item that the Item code column describes, but I am concerned that your data shows that the first two rows don't have the same Item code. Is it by mistake?
Is the Sales Quantity column always filled with -1, even if the original sales quantity was, for example, three pairs of shoes?
My answer: The Sales Quantity column should describe the number of items someone bought, so if I originally bought 2 things but didn't like them for a reason, I will return two items so that the column value will be -2.
If my above assumptions are correct, you need to do the following in the Power BI query:
1. Import your Sales table to Power BI. See this image that shows the test data I used.
2. When you import your data and see it in the Power Query Editor, you will see that the Sales Amount Include Tax column value shows minus rather than parentheses for Return Sales Rows, as you can see in this image.
3. Create a copy of your Sales table and Rename it to Returned Sales, then filter this table to include only [Sales Amount Include Tax] that are less than 0, as you can see in this image.
4. Filter the Sales table to include only [Sales Amount Include Tax] greater than or equal to 0, as you can see in this image.
P.S. Now comes the fun part :)
1. In Returned Sales table, add a custom column name it ReturnedSaleFlag, then give it a value of 1, as you can see in this image.
2. Change ReturnedSaleFlag column type to Whole number.
3. In Returned Sales table, transform [Sales Amount Include Tax] to an Absolute Value, as you can see in this image.
4. Now you need to return to the Sales table and merge it with Returned Sales table using multiple columns which are the column listed in the second point of the fact section, as the image shows. Also, see this link that describes how to Merge query based on multi columns.
5. Expanded the new Returned Sales column in Sales table and only select ReturnedSaleFlag column and make sure to remove the check from use original column name as a prefix, as the image shows.
6. Finally, all your previous hard work created a flag in your Sales table that will let you know the Sales record that had been returned. :)
7. Now you filter the Sales table to keep the records that only have null values for the new ReturnedSaleFlag column then remove this column, as the image shows.
8. In the end save and apply and analyze your Sales and your extra info in the Returned sales.
I hope I helped in a way; if so, please mark this as an answer and vote for it :)
I have merged two tabels ( sales and forecast ). For all the rows coming from sales query the cost price column has a value. The forecast rows does not have that.
In order to calculate future metrics/KPI I need to make a Power Query transformation that populates cost price on all forecast rows. I would like to do some kind of refence to the ProductName (exits both on the sales and forecast rows) and pull the cost price from the sales rows. The ProductName can have multiple entries in the table, but will be the same for alle the rows. So maybe a find first/max or something would be fine.
However, I am not sure have to make this calcuated column with some sort of lookup to ProductName?
Well you can definitely do so
Here is an excellent Article form Microsoft on LookupValue
In addition check this Thread as well. It will give you more Idea.
I would do something like
=LOOKUPVALUE(Product[SafetyStockLevel], [ProductName], " Mountain-400-W Silver, 46")
Hi,
I'm trying to add a calculated column in my MergedTable table that will multiply the Time column by the sum of the indicator in the TeamLeave when the week ending dates and the name dates are the same but I'm not sure how or what functions to use(I've tried a number at this stage).
Could anyone provide me with assistance on this?
Thanks,
This:
'MergedTable'[Time] * CALCULATE(SUM('Team Leave'[Indicator]))
The CALCULATE is necessary to perform a context transition (turning the "current row" of 'MergedTable' into a filter that will propagate to the 'Team Leave' table).
I have data from multiple countries on a monthly basis. Since the updates are not regular, I want to set up filter to visuals, so they would show the last month for which I have data from all the countries. I have data from each country loaded into a separate dataset, which then are merged into one big. Is there an easy way to place such filter? I managed to use "LASTDATE" function in each of country sets to find which date is last, but if I try to filter with that measure, I simply get nothing in a result. Thanks!
Well, this feels a little clunky to me but I believe it will work for you. There are two steps. The first is to create a summary table that reads through your data and counts the number of distinct countries that you have in each month. This will be a new table in your model, so go into the modeling tab, click 'New Table' and add this DAX. Obviously, correct for your table and column names.
SUMMARIZED_ROWS = SUMMARIZE(
'Table1'
,Table1[Month]
,"CountOfCountries"
,DISTINCTCOUNT(Table1[Country])
)
Now add a measure to the table (or anywhere) like this:
MonthWithMostCountries = CALCULATE(
LASTNONBLANK(SUMMARIZED_ROWS[Month], 1 )
, FILTER(SUMMARIZED_ROWS, SUMMARIZED_ROWS[CountOfCountries] = MAX(SUMMARIZED_ROWS[CountOfCountries]) ) )
This is going to give you the month where you have the most distinct countries in your data. You'll want to look at it in a card or similarly isolated visual as it is a measure and can be affected by filter context.
So, on the left is my mock data - 3 countries, 3 months each with a 1 month stagger. On the right you see the result of the Summarize table. Then the measure showing the final result.
Hope it helps.
I have a list in SharePoint Office 365 with a number of columns to register and track claims.
One of the columns is a calculated one - to catch the duration of claims processing.
I would like to calculate it as a difference between dates and shown in days.
To do it I want to use 3 pieces of information:
Column [RegistrationDate]
Date of new registered claim.
Column [EndDate]
Finalization of the claim.
[Today]
Sytem date for now.
The logic to be done by the formula should be:
IF [EndDate] is empty THEN:
[Today]-[RegistrationDate]
OTHERWISE
[EndDate]-[RegistrationDate]
Question: What formula will achieve my desired output?
Calculated columns cannot use the [Today] dynamic variable. (Validation formulas can.) Calculated Columns are only updated when they are edited, not each time they are viewed.
If you could use [Today], it would look like this:
=IF( ISBLANK( [EndDate] ), [Today]-[RegistrationDate], [EndDate]-[RegistrationDate] )
But... you cannot use [Today] in a calculated column...