I've a table like below in Power BI with only the start and end date with the value between this dates.
Start_date
End_date
Value
2020-12-01
2020-12-03
7
2020-12-04
2020-12-17
8
2020-12-18
2020-12-21
6
2020-12-22
2099-12-31
7
How could I show the value of a specific day (e.g. on 2020-12-20 the show value be 6) using a measure?
If your specific day is in DateTable then write for example:
Measure = calculate( max('Table'[Value]), FILTER(ALL('Table'),
'Table'[Start_date]<= SELECTEDVALUE(DateTable[Date])
&& SELECTEDVALUE(DateTable[Date]) <= 'Table'[End_date] )
)
Let's suppose you set the specific day using a slicer DimDate[Date].
Then you can write your measure like this:
Measure =
VAR DateSelected = SELECTEDVALUE ( DimDate[Date] )
RETURN
SUMX (
FILTER (
Table1,
Table1[Start_date] <= DateSelected &&
Table1[End_date] >= DateSelected
),
Table1[Value]
)
Related
I have a measure that totals the values for each date in the table. I want to filter this measure so that I can display only the last 28 days present in the table instead of displaying values for all the dates. Following is the code that works for getting totals for full table:
CALCULATE( SUM(Daily_Reports[Confirmed]),
FILTER( ALL(Daily_Reports),
Daily_Reports[Case_Date] = SELECTEDVALUE(Daily_Reports[Case_Date]) ) )
The 'relative date' filter in the Filters pane does not work because it only accepts the last 28 days based on today's date and not the dates in the table. Please suggest a DAX formula that can filter for the last 28 days present in the table.
Try this code
VAR endDay = LastDate(Daily_Reports[Case_Date])
VAR startDay= DATEADD(endDay,-28,DAY)
VAR setOfDates = DATESBETWEEN(Daily_Reports[Case_Date], StartDate, EndDate )
RETURN
CALCULATE(
SUM(Daily_Reports[Confirmed])
,setOfDates
)
You can try this one:
MS =
CALCULATE (
SUM ( Daily_Reports[Confirmed] ),
FILTER (
ALL ( Daily_Reports[Case_Date] ),
Daily_Reports[Case_Date]
>= SELECTEDVALUE ( Daily_Reports[Case_Date] ) - 28
)
)
This is what finally worked for me. I created a measure (not a column), that returns 1 for the last 28 days with an IF clause, leaving it blank if the date is not in the last 28 days as follows:
Last28 =
VAR MaxDate = LASTDATE( ALL(Daily_Reports[Case_Date]) )
VAR MinDate = DATEADD( MaxDate, -28, DAY )
RETURN
IF( SELECTEDVALUE(Daily_Reports[Case_Date]) >= MinDate && SELECTEDVALUE(Daily_Reports[Case_Date]) <= MaxDate, 1 )
Then I incorporated this measure into the Calculate function as follows:
Daily Cases =
CALCULATE( SUM(Daily_Reports[Confirmed]),
FILTER( ALL(Daily_Reports),
Daily_Reports[Case_Date] = SELECTEDVALUE(Daily_Reports[Case_Date]) && NOT(ISBLANK(Daily_Reports[Last28]))
)
)
I am looking to build a column chart in Power BI that displays cumulative sales by month up to max date selected in date slicer. I have a supplementary Date2 table that is related to Date table (inactive relation). Tried something like this, but I keep getting all the months irrespective which one is selected in slicer:
Sales to date selected =
VAR ReferenceDate = MAX ( 'Date'[Date] )
Return
CALCULATE ( [SalesAmount],
ALLEXCEPT('Date', 'Date'[Year]),
FILTER( all(Date2[Date]), Date2[Date] <= MAX( Date2[Date] )
&& Date2[Date] <= ReferenceDate),
USERELATIONSHIP ( 'Date'[Date], Date2[Date] )
)
This is what I get as a result (Slicer selects month 7):
It looks like CALCULATE does not honor filter Date2[Date] <= ReferenceDate . What am I doing wrong here?
OK, looks like this scenario solves my issue. I removed inactive relationship between Date and Date2 and introduced active relationship from Sales to Date2.
Sales to date selected =
VAR ReferenceDate = MAX ( 'Date'[Date] )
Return
IF( MAX(Date2[Date]) <= ReferenceDate,
CALCULATE ( [SalesAmount],
ALLEXCEPT('Date', 'Date'[Year]),
Date2[Date] <= MAX( Date2[Date] )
)
)
I made a correction to your code; but It seems that It takes a long time for it to be approved by community members:
So test this:
Sales to date selected =
VAR ReferenceDate =
MAX ( ALLSELECTED ( 'Date2'[Date] ) )
RETURN
CALCULATE (
[SalesAmount],
FILTER ( ALLEXCEPT ( 'Date2', 'Date2'[Year] ), 'Date2'[Date] <= ReferenceDate )
)
Or This:
Sales to date selected =
VAR ReferenceDate =
MAX ( ALLSELECTED ( 'Date2'[Date] ) )
RETURN
CALCULATE (
[SalesAmount],
FILTER ( ALL ( 'Date2'[Date] ), 'Date2'[Date] <= ReferenceDate )
)
I have the following fields:
Year
Category
Maker
Month
Month Number
Sales Volume
Sales
Date
So, I have in my dash a filter for "Month Number" and "Year":
My goal is to create two new measure; first with the Rolling Year that need to sum 12 months, ending in the moment that the user select in the mencioned filters. For example if y select Year 2021 and Month 01. The Rolling Year need to sum the sales of a selected category since 2020-02 to 2021-01 (thats mean always 12 months since a pivot month).
For thesecond is exactly the same, a measure called Rolling Last Year, it need to be a rolling sum too, but for the last period in order to compare. Taking the same example if I have the period 2020-02 to 2021-01. The Rolling Last Year for the last period should be 2019-02 to 2020-01.
I tried with this DAX code, that extracted from Microsoft page but without success:
Rolling Year =
CALCULATE (
SUMX ( Table, Table[Sales] ),
FILTER (
ALL (Table[Date] ),
AND (
Table[Date] <= MAX ( Table[Date] ),
DATEADD ( Table[Date], 12, MONTH ) > MAX ( Table[Date] ))))
I share you an extract of my base:
Thanks in advance !!!
Based on the table and code you have shared, it is unclear from where the date filters are being applied. In case you have not done it, I strongly suggest to delete the [Month] and [Month Number] field from your Sales table and keep them in a separate Calendar table, from where the filters should be selected. Then, a simple tweak on you current formula should do the trick:
Rolling Year =
CALCULATE (
SUMX ( Table, Table[Sales] ),
FILTER (
ALL ('Calendar'[Date] ),
AND (
Table[Date] <= MAX ( 'Calendar'[Date] ),
DATEADD ( 'Calendar'[Date], 12, MONTH ) > MAX ( 'Calendar'[Date] ))))
However you can try with this variation for the code, a little bit optimized so as not to scan your whole Sales table each time:
Rolling Year =
VAR EndSelectedDate = MAX ( 'Calendar'[Date] )
VAR StartSelectedDate =
CALCULATE (
MAX ( 'Calendar'[Date] ),
ALL ( 'Calendar'[Year] ),
'Calendar'[Year]
= MAX ( 'Calendar'[Year] ) - 1
)
RETURN
CALCULATE (
SUM ( Table[Sales] ),
ALL ( 'Calendar' ),
'Calendar'[Date] <= EndSelectedDate,
'Calendar'[Date] > StartSelectedDate
)
I have the following dataset
user_id, login_date
111, 01/02/2021
222, 02/15/2021
444, 02/20/2021
555, 01/15/2021
222, 03/10/2021
444, 03/11/2021
I want to count of the number of unique active user_id in the last 90 days based on the max date of my date slicer. I'd like to solve this without using filters. This also needs to be dynamic as max date can be change from the date slicer.
From what I have understand so far I will need to evaluate for each row if the date difference between the current date of the row and the max date of the slicer is less than 90 days. Then for all the rows where the date diff is less than 90 days I will want to count the distinct number of users.
so basically I will have three layer in my final formula
evaluate the date diff.
filter out rows where the date diff is superior to 90 days.
count the distinct users in the remaining rows.
I've tried many approach and formula. I think that this one is closed to something that could work:
Measure test = CALCULATE(SUMX(DISTINCT(mytable[user_id]),filter(mytable,DATEDIFF(SELECTEDVALUE(mytable[login_date]),[Max range date],DAY)>90)))
this formula return me the following error :
The expression refers to multiple columns. Multiple columns cannot be converted to a scalar value.
I've also tried applying a if statement to output the date diff as 0 and 1 and hopefully being able to sum this for each unique id with something like this
SUMX( VALUES(my_table[user_id]), IF(DATEDIFF(SELECTEDVALUE(mytable[login_date]),[Max range date],DAY)>90,0,1)
anyway I'm kind of stuck. hopefully my question is clear enough.
You will have to create a disconnected table from which you will use the date column in the slicer, I have prepared a power BI file which included 2 very common scenarios, I hope that helps you.
File - Simon.pbix
Screenshot of the report - https://ibb.co/xjrjVv5
Screenshot of the model - https://ibb.co/Ws1z8D7
DAX Code -
for simon =
IF (
ISINSCOPE ( simon[Login Date] )
|| ISINSCOPE ( simon[User ID] ),
VAR LastVisibleDate =
CALCULATE (
MAX ( 'Simon Date Table'[Login Date] ),
ALLSELECTED ( 'Simon Date Table' )
)
VAR CurrentDate =
MAX ( simon[Login Date] )
VAR TimeJump = 90
VAR Result =
CALCULATE (
DISTINCTCOUNT ( simon[User ID] ),
simon[Login Date] <= LastVisibleDate,
simon[Login Date] > LastVisibleDate - TimeJump,
ALLSELECTED ( simon )
)
RETURN
Result
)
second version:
for simon 2 =
IF (
ISINSCOPE ( simon[Login Date] )
|| ISINSCOPE ( simon[User ID] ),
VAR LastVisibleDate =
CALCULATE (
MAX ( 'Simon Date Table'[Login Date] ),
ALLSELECTED ( 'Simon Date Table' )
)
VAR CurrentDate =
MAX ( simon[Login Date] )
VAR TimeJump = 90
VAR Result =
IF (
CurrentDate <= LastVisibleDate,
CALCULATE (
DISTINCTCOUNT ( simon[User ID] ),
simon[Login Date] <= CurrentDate,
simon[Login Date] > CurrentDate - TimeJump,
ALLSELECTED ( simon )
)
)
RETURN
Result
)
I need to calculate the ongoing revenue for installation + maintenance for projects and calculate the monthly revenue for controlling purposes in DAX in Power BI.
The problem is the following.
The projects are stored in a table CONTRACTS like this:
And I have a separate date table INST_DATE_TABLE:
The tables are connected via the [INSTALLATION_DATE] field.
For every month the revenue is the total of the [INSTALLATION_REVENUE] if the installation was carried out that month plus from the first month on the monthly maintenance revenue which is given as the [MAINTENANCE_COST_PER_UNIT] * [MAINTENANCE_UNIT] / 12.
And the maintenance revenue should be only calculated if the current date is beyond the installation date!
Some contracts are not yet signed, so they dont't have an installation date set (NULL)
So the INSTALLATION REVENUE DAX is like this:
.INSTALLATION_REVENUE =
CALCULATE (
SUMX(CONTRACTS;
CONTRACTS[INSTALLATION_REVENUE]
);
CONTRACTS[INSTALLATION_DATE] > 0
)
And the MONTHLY REGULAR REVENUE is like this:
.REGULAR_REVENUE =
CALCULATE (
SUMX(CONTRACTS;
CONTRACTS[MAINTENANCE_COST_PER_UNIT]*CONTRACTS[MAINTENANCE_UNIT]
) / 12;
CONTRACTS[INSTALLATION_DATE] > 0
)
For all dates I can calculate the cash flow of the latter like this:
.REGULAR_REVENUE_ONGOING =
CALCULATE (
[.REGULAR_REVENUE];
ALL(INST_DATE_TABLE[INSTALLATION_DATE])
)
which gives me a nice series of monthly revenues for all periods. But I only would like to see this for the periods that are beyond the installation date!
So lets say filtered on contract 1 I have now the following cash flow:
But for periods before 2019.04.01 I would like to see zeros!
How can I do that?
I just can't filter on dates referring to the installation date of the project!
After I have the expected result for one contract it would be easy to sum it up for all contracts like this
.TOTAL_REVENUE =
[.INSTALLATION_REVENUE] + [.REGULAR_REVENUE_EXPECTED]
UPDATE:
I created a cumulative total to display the ongoing revenue as such:
.REGULAR_REVENUE_ONGOING =
CALCULATE (
[.REGULAR_REVENUE];
FILTER(
ALL(INST_DATE_TABLE[INSTALLATION_DATE]);
INST_DATE_TABLE[INSTALLATION_DATE
<=MAX(INST_DATE_TABLE[INSTALLATION_DATE])
)
)
this displays the correct series, but now I have another problem. When I try to cumulate this already cumulative data series it does not add up as a cumulative data series!
Any help would be appreciated
.REVENUE_TOTAL_CUMULATIVE =
CALCULATE(
[.REVENUE_TOTAL];
FILTER(
INST_DATE_TABLE;
INST_DATE_TABLE[INSTALLATION_DATE] <= MAX(INST_DATE_TABLE[INSTALLATION_DATE])
)
)
Assuming there are no end dates to your ongoing revenue, then try:
.REGULAR_REVENUE_ONGOING =
VAR DateMin =
CALCULATE(
MIN ( CONTRACTS[INSTALLATION_DATE] ),
ALL ( INST_DATE_TABLE )
)
VAR DateMax =
MAX ( INST_DATE_TABLE[INSTALLATION_DATE] )
RETURN
SUMX (
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] >= DateMin && INST_DATE_TABLE[INSTALLATION_DATE] <= DateMax
),
[.REGULAR_REVENUE]
)
And for a cumulative total revenue:
.REVENUE_TOTAL_CUMULATIVE =
VAR DateCurrent = MAX ( INST_DATE_TABLE[INSTALLATION_DATE] )
VAR CumulativeInstallationRevenue =
CALCULATE (
[.INSTALLATION_REVENUE],
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] <= DateCurrent
)
)
VAR CumulativeOngoingRevenue =
SUMX (
FILTER (
ALL ( INST_DATE_TABLE ),
INST_DATE_TABLE[INSTALLATION_DATE] <= DateCurrent
),
[.REGULAR_REVENUE_ONGOING]
)
RETURN
CumulativeInstallationRevenue + CumulativeOngoingRevenue
See https://pwrbi.com/so_55808659/ for worked example PBIX file