I'm a relative neophyte with DAX so bear with me. In the simplest terms, I want to double the measure amount for all regions that are not Europe, then sum the result. Here is some example DAX:
DEFINE
measure Fact[test] = CALCULATE (IF(SELECTEDVALUE('Dim'[Region]) = "Europe", Fact[Revenue],Fact[Revenue] * 2))
EVALUATE(
SUMMARIZECOLUMNS(
ROLLUPADDISSUBTOTAL('Dim'[Region], "RegionSubtotal"),
"Original Measure", Fact[Revenue],
"New Measure", Fact[test]
)
)
Region
RegionSubtotal
Original Measure
New Measure
Asia
False
200
400
Americas
False
500
1000
Europe
False
300
300
True
1000
2000
I'm trying to get (400+1000+300) = 1700 for the second column instead of 2000. Any ideas?
For the subtotal row, the selected value is not "Europe" so it's doubling the value.
To fix this, you want to iterate over the regions in your measure. Something like this:
test =
SUMX (
VALUES ( 'Dim'[Region] ),
IF (
'Dim'[Region] = "Europe",
[Revenue],
[Revenue] * 2
)
)
An other alternative would be to create a calculated column wherein , in case if region<>Europe, then amount* 2 else amount.
Then take the sum of the calculated column , but this would be like having an additional data .
Related
I have Data like this and I want to create a matrix visual. Since I need the Amount and Percentage in one column inside the matrix, I have created the following structured table in Power BI:
Description
Value
Sales Amount
50000
Sales Percentage
12%
Sales Amount
25000
Sales Percentage
25%
Sales Amount
75000
Sales Percentage
64%
Since it's not possible to store different format types in a single column in Power BI the percentage is stored as decimals and I created a measure to change the format based on the description column with the following code:
Value_formated =
VAR Val = SUM ( Table[Value] )
RETURN
SWITCH (
SELECTEDVALUE ( 'Table'[Description] ),
"Sales Amount", FORMAT ( Val, "0" ),
"Sales Percentage", FORMAT ( Val, "0.00%" ))
My question is how am I able to create a conditional formating to change the underlying color based on the percentage Value? Like for example if the percentage is negative, the percentage field should be red and if positive green. But since percentage is mixed with total number, how can I only filter the percentages? I have tried the following guide: https://xyloslearning.com/en/power-bi-using-a-measure-to-set-up-conditional-formatting/ but I couldn't select the coloring measure maybe because there are two different formats? Can anybody help me?
Thanks!
Create a format measure as follows:
Format =
VAR v = MIN ( 'Table'[Value] )
VAR d = MIN ( 'Table'[Description] )
RETURN
SWITCH(TRUE(),
d = "Sales Percentage" && v < 0, 0,
d = "Sales Percentage" && v >= 0, 1,
2)
Apply conditional formatting as follows:
I have SKUs data with some financial information. I have grouped the SKUs in 4 categories using a measure with SWITCH. Now I would like to summarise the information (e.g. total revenues of the products in each category) but I cannot get the summary to add up to the correct value.
Data model:
FactTable: fact table containing financial information (product code, revenue, profit, period, etc.)
DimSKU: mapping table with SKUs data (product code, brand, segment, etc.)
DimDates: date table (period, months, etc.)
Creating 4 product categories:
(using a measure and not a calculated column as the users can use a dropdown list and select different periods)
My Quadrants =
VAR
Quadrants =
SWITCH(
TRUE(),
AND([SKU_profit] >= [Total_profit], [SKU_growth] >= [Total_growth]), "Maintain",
AND([SKU_profit] < [Total_profit], [SKU_growth] < [Total_growth]), "Address",
AND([SKU_profit] >= [Total_profit], [SKU_growth] < [Total_growth]), "Grow",
AND([SKU_profit] < [Total_profit], [SKU_growth] >= [Total_growth]), "Investigate"
)
RETURN
Quadrants
Calculating YTD sales:
YTD revenue =
VAR
YTD_revenue = TOTALYTD(SUM(FactTable[Revenue]), DimDates[Date])
RETURN
YTD_revenue
Summarising data:
I can add the measure to a visual like a table and it works perfectly fine as long as I also display all the SKUs. Ideally, I would like a summary like the following:
MyQuadrants / Revenue
Maintain / 1,000
Address / 250
Grow / 500
Investigate / 350
I would be grateful if anyone could point me in the right direction.
Thanks all.
Edit
I have managed to make it work thanks to David's suggestion. See below for reference.
Creating configuration table
ConfigTable =
VAR
Total_profit = [Total_profit]
VAR
Total_growth = [Total_growth]
RETURN
{
("Maintain", Total_profit, 1, Total_growth, 1),
("Address", 0, Total_profit, 0, Total_growth),
("Grow", Total_profit, 1, 0, Total_growth),
("Investigate", 0, Total_profit, Total_growth, 1)
}
// 5 columns: quadrant, min profit, max profit, min growth, max growth
// Use table constructor to use variables
Creating measure
YTD revenue (segmented) =
CALCULATE(
[YTD revenue],
FILTER(
VALUES(DimSKU),
NOT ISEMPTY(
FILTER(
ConfigTable,
(
[SKU_profit] >= ConfigTable[min profit] &&
[SKU_profit] < ConfigTable[max profit] &&
[SKU_growth] >= ConfigTable[min growth] &&
[SKU_growth] < ConfigTable[min growth]
)
)
)
)
I would like to imitate NTILE function of SQL in DAX. For a given number of bins, I would like a measure which returns the bin number for any value in a column. The bins should contain more or less equal number of observations.
So the parameters are:
number of bins
test value
table column
Here is something similar in Excel:
= MAX( ROUNDUP( PERCENTRANK($A$1:$A$8, A1) *4, 0),1)
In DAX, you can use the PERCENTILE.INC as the base for such a calculation.
Bucket =
VAR N = 4
VAR Percentiles =
ADDCOLUMNS (
GENERATESERIES ( 1, N ),
"Percentile", PERCENTILE.INC ( Table1[Col1], [Value] / N )
)
RETURN
MINX ( FILTER ( Percentiles, Table1[Col1] <= [Percentile] ), [Value] )
For your data, the Percentiles table variable looks like this:
Value Percentile
1 24.8
2 66.5
3 81.8
4 85.0
Then for each row in your original table, you take the minimum value from the calculated table where that Percentile column is less than or equal to the original table column Col1 in that row.
Note that the above is for a calculated column. For a measure, you'd need to specify an aggregation for Table1[Col1] in the last line (e.g. MAX(Table1[Col1])).
I am having one table in PowerBI which is having 3 columns: 1.EnrollId 2.Status 3.StatusChangeDate. One EnrollId is having 4 statuses and their particular statusChangeDates. I want to find no. of days between two dates with status condition.
EnrollId Status StatusChangeDate
101 AppStart 15/02/2019
101 Application 27/03/2019
101 Enrollment 03/04/2019
101 Complete 28/04/2019
I want to create formula in DAX like
[StatusChangeDate (where Status="Enrollment") - StatusChangeDate(where status="AppStart)]
or
[StatusChangeDate (where Status="Complete")- StatusChangeDate(where status="Enrollment)]
i.e. 03/04/2019 - 15/02/2019 = 44 Days
28/04/2019 - 03/04/2019 = 25 Days
My advice is go for a Calculated Column, you can try and adjust this to a measure but there is more factors to consider regarding the filter context.
For a calculated column:
DaysLastChange =
VAR _currentStatusChangeDate = [StatusChangeDate]
VAR _currentEnrollId = [EnrollId]
RETURN
DATEDIFF(
CALCULATE(MAX('Table1'[StatusChangeDate]);FILTER('Table1';_currentEnrollId = [EnrollId] && _currentStatusChangeDate > [StatusChangeDate] ));
_currentStatusChangeDate;
DAY
)
If you want measures, try something like this. For each period between two Statuses, you need to create another measure. When more than one [EnrollId] is selected, the measure returns a blank.
Days Enrollment - Complete =
VAR scDateEnrollment =
CALCULATE ( MAX ( 'Table'[StatusChangeDate] ), 'Table'[Status] = "Enrollment" )
VAR scDateComplete =
CALCULATE ( MAX ( 'Table'[StatusChangeDate] ), 'Table'[Status] = "Complete" )
RETURN
IF (
HASONEVALUE ( 'Table'[EnrollId] ),
DATEDIFF ( scDateEnrollment, scDateComplete, DAY )
)
Cardvisuals or a table-visual would look like this. As you can see the table-visual is not affected by the slicer.
EDIT
This is the table i used:
I'm creating a report in Power BI, and want to return the last month Size.
I have a table with 4 columns named as Name, Size, Connections, Disconnections. The values on these columns are for the last 12 months. For example, Name column has A, B, C; Size column has 3608445, 2839945,874434; Connections column has 66875,85632,19237 and Disconnections column has 52658,61529 and 15832 values. These values are for the last 12 months. See screenshot below.
The code I used to created the expected table is
last_month_size =
VAR current_month =
MONTH ( TODAY () )
RETURN
CALCULATE (
[Size],
FILTER (
'Monthly Calendar_Lookup',
MONTH ( 'Monthly Calendar_Lookup'[Dates] ) = current_month - 1
)
)
I want to create a measure that will return last month Size column but the Connections and Disconnections remains the same. For example, the Size value changes while the connections and disconnections values remains the last 12 month values.
I find it difficult because the columns are on the same table.
I have researched about the question I have posted and I have found a solution.
This solution to the problem is creating measures and not using variables.
First, I created a measure called Total Size
Total Size = Sum ( Tablename [Size] )
Then, created another measure called prev_month size using DATEADD function with number_of_intervals as 0
prev_month size = CALCULATE ( [Total Size], DATEADD ('Monthly Calendar_Lookup'[Dates], 0, MONTH ) )
Next, I created measures of total connections and total disconnections
Total Connections = Sum ( Tablename [Connections] )
Total Disconnections = Sum ( Tablename [Disconnections] )
Also, I created two measures of rolling 12 months Connections and Disconnections each.
Rolling_Connections_12_months =
CALCULATE ( SUMX ('Tablename', [Total Connections] ),
DATESINPERIOD ('Date'[Month], LASTDATE ( 'Date'[Month] ), -12, MONTH ) )
Rolling_Disconnections_12_months =
CALCULATE ( SUMX ('Tablename', [Total Disconnections] ),
DATESINPERIOD ('Date'[Month], LASTDATE ( 'Date'[Month] ), -12, MONTH ) )
Drag the Name, prev_month size, Rolling_Connections_12_months, and Rolling_Disconnections_12_months on the canvas as a table visualization.
Then finally, I drag a relative Date slicer and set it as Last 1 Month.
This produces the expected results