DAX: Mapping items if appeared both in 2 dates - powerbi

How can I map or count new items that were also in my data the previous month?
For example:
ID / date / item
123 / 01.12.20 / one
123 / 01.11.20 / one
143 / 01.11.20 / two
153 / 01.12.20 / three
Will get:
123 / one

It looks like the Item is the description of the ID.
We can write a measure that shows the Item if it was also present in the preious month or blank otherwise. This way, creating a Table visual in Power BI with the ID and this measure we will just see the IDs and Items that where present in the previous month.
Item if in previous month =
IF(
HASONEVALUE( T[Item] )
&& HASONEVALUE( T[ID] ),
VAR currentMonth =
MONTH(
MAX( T[Date] )
)
VAR currentItem =
SELECTEDVALUE( T[Item] )
RETURN
IF(
NOT ISEMPTY(
FILTER(
ALL( T ),
MONTH( T[Date] ) = CurrentMonth - 1
&& T[Item] = currentItem
)
),
currentItem
)
)
This works if we have two months of data, like in your question. If we have more than two months, then maybe that what we really want is to check the previous month of the last one.
Item if in previous to last month =
VAR LastMonth =
MONTH(
MAXX(
ALL( T ),
T[Date]
)
)
RETURN
IF(
HASONEVALUE( T[Item] )
&& HASONEVALUE( T[ID] )
&& MONTH(
MAX( T[Date] )
) = LastMonth,
VAR currentItem =
SELECTEDVALUE( T[Item] )
RETURN
IF(
NOT ISEMPTY(
FILTER(
ALL( T ),
MONTH( T[Date] ) = LastMonth - 1
&& T[Item] = currentItem
)
),
currentItem
)
)

Related

DAX New & Lost Customers Table

I am trying to create a List for New Customers Added during the year and List of Lost Customers, I have written a DAX which works fine in summary count but doesn't work in table matrix.
NTB =
VAR currentCustomers =
VALUES ( Deposits[CIF ID] )
VAR currentDate =
MAX ( Deposits[Source.Date] )
VAR pastCustomers =
CALCULATETABLE (
VALUES ( Deposits[CIF ID] ),
ALL (
Deposits[Source.Date].[Month],
Deposits[Source.Date].[MonthNo],
Deposits[Source.Date].[Year]
),
Deposits[Source.Date] < currentDate
)
VAR newCustomers =
EXCEPT ( currentCustomers, pastCustomers )
RETURN
COUNTROWS ( newCustomers )
Total Row is correct, even if I remove one function the table remains same..
Appreciate your help
try this :
Modelling --> Add Table
Table =
VAR _max =
MAX ( Deposits[Source.Date] )
RETURN
ADDCOLUMNS (
SUMMARIZE ( Deposits, Deposits[CIF ID] ),
"NTB",
CALCULATE (
COUNT ( Deposits[CIF ID] ),
FILTER (
ALLEXCEPT ( Deposits, Deposits[CIF ID] ),
Deposits[Source.Date] >= _max
)
),
"Lost Customers",
CALCULATE (
COUNT ( Deposits[CIF ID] ),
FILTER (
ALLEXCEPT ( Deposits, Deposits[CIF ID] ),
Deposits[Source.Date] < _max
)
)
)

Count unique occurrences within a year

My database schema looks like down below
ID
Date
Status
ID1
2022/01/01
Active
ID1
2022/02/01
Active
ID1
2022/03/01
Active
ID1
2022/04/01
Terminated
ID2
2022/01/01
Active
ID2
2022/02/01
Terminated
I'd like to calculate unique occurrences from start of selected date year, till the selected date. My formula is:
CountOfUnique = CALCULATE( DISTINCTCOUNT( 'Table'[ID] ) , 'Table'[STATUS] = "Active", DATESBETWEEN('CALENDAR'[DATE], STARTOFYEAR('CALENDAR'[DATE]), MAX('CALENDAR'[DATE]) ))
In SQL I'd need something like
SELECT COUNT ( DISTINCT ID) FROM Table
WHERE STATUS = "ACTIVE"
AND DATE BETWEEN 2022/01/01 AND 2022/04/01
Try this:
CountOfUnique =
CALCULATE (
DISTINCTCOUNT ( 'Table'[ID] ),
'Table'[STATUS] = "Active",
DATESBETWEEN (
'CALENDAR'[DATE],
STARTOFYEAR ( 'CALENDAR'[DATE] ),
SELECTEDVALUE ( 'CALENDAR'[DATE] )
)
)
when you have a slicer on the visual, the start of selected date year doesnt mean much as you select the dates on the slicer. I created a Calendar Table = CALENDARAUTO() so it started from the 2022/01/01...
use one of these as you like...
sample PBix File
Unique Count =
VAR _max =
MAX ( 'Calendar Table'[Date] )
VAR _min =
MIN ( 'Calendar Table'[Date] )
RETURN
CALCULATE (
DISTINCTCOUNT ( 'Table'[ID ] ),
'Table'[Date ] <= _max
&& 'Table'[Date ] >= _min
)
or only Active if you need
Unique Count (Active) =
VAR _max =
MAX ( 'Calendar Table'[Date] )
VAR _min =
MIN ( 'Calendar Table'[Date] )
RETURN
CALCULATE (
DISTINCTCOUNT ( 'Table'[ID ] ),
'Table'[Date ] <= _max
&& 'Table'[Date ] >= _min
&& 'Table'[Status] = "Active"
)

Power BI Dax - Trying to break circular dependency after one attempt

I am trying to figure out ancestor bloodline in data I have. I feel like there is something I am missing to make this work. This data wouldn't change so not sure if I am missing something I can write in the power query editor when loading / refreshing the data.
While technically it is circular in fields it never going to return the same row it is currently in and the first generation is hard number making a starting point. I only want to reference the mother and father to calculate the child's bloodline. The first generation is a basic IF() statement. Below is as far as I can get before hitting the circular dependency error. I have tried a few things to break it thinking its going to loop.
Logic is:
Each blood is 100% for 1st generations based on their birthplace then it is ((mother blood + father blood) / 2) for each generation after that. I found I can use PATHITEM() to isolate the type of blood but errors with a circular dependency. (This is where I can't figure out how to reference the mother / father to do the calculation.) If I take this part out I get the image below working for 1st generation and correct mother / father for second generation.
Asisa Blood =
VAR current_id = 'Sheet1'[ID]
VAR current_gen = 'Sheet1'[Generation]
VAR current_blood = 'Sheet1'[Birthplace]
VAR current_mother_blood =
PATHITEM(
CALCULATE(
DISTINCT('Sheet1'[Mother's Blood Mix]),
FILTER(
ALLNOBLANKROW('Sheet1'[ID]),
'Sheet1'[ID] = current_id
),
REMOVEFILTERS('Sheet1')
),1,INTEGER)
VAR current_father_blood =
PATHITEM(
CALCULATE(
DISTINCT('Sheet1'[Father's Blood Mix]),
FILTER(
ALLNOBLANKROW('Sheet1'[ID]),
'Sheet1'[ID] = current_id
),
REMOVEFILTERS('Sheet1')
),1,INTEGER)
VAR gen1_value = 100
RETURN
IF(AND(LOWER(current_gen) = "1",LOWER(current_blood) = "asisa"),
gen1_value,
((current_mother_blood + current_father_blood)/2)
)
Blood Mix concatenates the four blood types into one field for easy look up in next step.
Blood mix =
VAR current__id = 'Sheet1'[ID]
VAR current_blood_a = 'Sheet1'[Asisa Blood]
VAR current_blood_b = 'Sheet1'[Africa Blood]
VAR current_blood_c = 'Sheet1'[Europe Blood]
VAR current_blood_d = 'Sheet1'[North America Blood]
RETURN
current_blood_a & "|" & current_blood_b & "|" & current_blood_c & "|" & current_blood_d
Mother and Father are lookups on blood mix with mother or father ids
Mother's Blood Mix =
VAR current_id = 'Sheet1'[ID]
VAR current_gen = 'Sheet1'[Generation]
VAR gen_value = 'Sheet1'[Blood mix]
VAR current_parent_id =
IF(LOWER(current_gen) = "1",current_id,'Sheet1'[Mother ID])
VAR result =
CALCULATE(
DISTINCT('Sheet1'[Blood mix]),
FILTER(
ALLNOBLANKROW('Sheet1'[ID]),
'Sheet1'[ID] = current_parent_id
),
REMOVEFILTERS('Sheet1')
)
RETURN
result
You can try to do this way (rather high resource consuming):
NEW COLUMN:
heritage_Father = PATH(Blood[ID],(Blood[FatherID]))
heritage_Mother = PATH(Blood[ID],(Blood[MotherID]))
Mancestor = LOOKUPVALUE(Blood[heritage_Mother],Blood[ID],Blood[FatherID]) &"|"& Blood[heritage_Mother]
Fancestor = LOOKUPVALUE(Blood[heritage_Father],Blood[ID],Blood[MotherID])&"|"&Blood[heritage_Father]
NEW MEASURE:
ASIA_check =
VAR Table0 =
SELECTCOLUMNS(
ADDCOLUMNS (
GENERATE (
ROW ( "Text", "0"&SELECTEDVALUE(Blood[Fancestor]) ),
VAR TokenCount =
PATHLENGTH ( [Text] )+1
RETURN
GENERATESERIES ( 1, TokenCount )
),
"Word", PATHITEM ( [Text], [Value] )
),
"Word",VALUE([Word]))
VAR Table1 =
SELECTCOLUMNS(
ADDCOLUMNS (
GENERATE (
ROW ( "Text", "0"&SELECTEDVALUE(Blood[Mancestor]) ),
VAR TokenCount =
PATHLENGTH ( [Text] )+1
RETURN
GENERATESERIES ( 1, TokenCount )
),
"Word", PATHITEM ( [Text], [Value] )
),
"Word",VALUE([Word]))
RETURN
DIVIDe(
if(SELECTEDVALUE(Blood[Generation]) <> 1,
calculate(sum(Blood[AsiaBlood]), FILTER(ALL(Blood), Blood[ID] in Table0 || Blood[ID] in Table1)),0
),
(POWER(2, SELECTEDVALUE(Blood[Generation])-1)))
AFRICA_check =
VAR Table0 =
SELECTCOLUMNS(
ADDCOLUMNS (
GENERATE (
ROW ( "Text", "0"&SELECTEDVALUE(Blood[Fancestor]) ),
VAR TokenCount =
PATHLENGTH ( [Text] )+1
RETURN
GENERATESERIES ( 1, TokenCount )
),
"Word", PATHITEM ( [Text], [Value] )
),
"Word",VALUE([Word]))
VAR Table1 =
SELECTCOLUMNS(
ADDCOLUMNS (
GENERATE (
ROW ( "Text", "0"&SELECTEDVALUE(Blood[Mancestor]) ),
VAR TokenCount =
PATHLENGTH ( [Text] )+1
RETURN
GENERATESERIES ( 1, TokenCount )
),
"Word", PATHITEM ( [Text], [Value] )
),
"Word",VALUE([Word]))
RETURN
DIVIDe(
if(SELECTEDVALUE(Blood[Generation]) <> 1,
calculate(sum(Blood[AfricaBlood]), FILTER(ALL(Blood), Blood[ID] in Table0 || Blood[ID] in Table1)),0
),
(POWER(2, SELECTEDVALUE(Blood[Generation])-1)))

How to enhance combination code with a time variable

I found the following code by v-shex-msft I would like to use to come up with a list of combinations. Kudos to him. Now I would like to add a time variable so that only events are combined that occurred within 24 hours. Unfortunately, the filter function won't allow me to use more arguments:
Original Code:
Summary Table =
var temp=
SUMMARIZE(
Sheet5,
Sheet5[Customer],
"Combinations",CONCATENATEX(
FILTER(
SUMMARIZE(
Sheet5,
[Customer],
Sheet5[Type]
),
Sheet5[Customer] = EARLIER(Sheet5[Customer])
),
[Type]&","
)
)
return
SUMMARIZE(
temp,
[combinations],
"Number",COUNTAX(
FILTER(
temp,
[combinations]=EARLIER([combinations])
),
[Customer]
)
)
I tried to add the time variable as follows:
Summary Table =
var temp =
SUMMARIZE(
Sheet5,
Sheet5[Customer],
"Combinations",CONCATENATEX(
FILTER(
SUMMARIZE(
Sheet5,
[Customer],
Sheet5[Type],
Sheets5[time]
),
Sheet5[Customer] = EARLIER(Sheet5[Customer])
&& Sheets5[time]+1 >= Earlier(Sheets5[time])
&& Sheets5[time]-1 <= Earlier(Sheets5[time])
),
[Type]&","
)
)
return
SUMMARIZE(
temp,
[combinations],
"Number",COUNTAX(
FILTER(
temp,
[combinations] = EARLIER([combinations])
),
[Customer]
)
)
Any Ideas on what is going wrong? Thank you your help is much appreciated.
Can you try this below code-
Summary Table =
var temp =
SUMMARIZE(
Sheet5,
Sheet5[Customer],
"Combinations",CONCATENATEX(
FILTER(
SUMMARIZE(
Sheet5,
[Customer],
Sheet5[Type],
Sheets5[time]
),
MAX(Sheet5[Customer]) = EARLIER(Sheet5[Customer])
&& MAX(Sheets5[time]) +1 >= Earlier(Sheets5[time])
&& MAX(Sheets5[time]) -1 <= Earlier(Sheets5[time])
),
[Type]&","
)
)
return
SUMMARIZE(
temp,
[combinations],
"Number",COUNTAX(
FILTER(
temp,
[combinations] = EARLIER([combinations])
),
[Customer]
)
)

Dax measure to correctly calculate previous week category and subtotal

I am using a matrix table in powerbi to show previous week totals for different areas (categories). I have the majority of it working but I am not able to correctly get the subtotals on the table working.
I believe it has to do with the filtering that I am using - i have been unable to correct it.
screen capture
As you can see my Total for week 24 previous is missing
Dax code is:
VAR Area =
MAX ( 'SumTable'[Area Name] )
VAR CurrentWeek =
SELECTEDVALUE ( SumTable[WeekofYear] )
VAR CurrentYear =
SELECTEDVALUE ( SumTable[Year] )
VAR MaxWeekNumber =
CALCULATE ( MAX ( SumTable[WeekofYear] ), ALL ( SumTable ) )
RETURN
IF (
HASONEVALUE ( SumTable[Area Name] ),
SUMX (
FILTER (
ALL ( SumTable ),
IF (
CurrentWeek = 1,
SumTable[WeekofYear] = MaxWeekNumber
&& SumTable[Year] = CurrentYear - 1
&& SumTable[Area Name] = Area,
SumTable[WeekofYear] = CurrentWeek - 1
&& SumTable[Year] = CurrentYear
&& SumTable[Area Name] = Area
)
),
SumTable[BOE]
),
SUMX (
FILTER (
ALLSELECTED ( SumTable ),
IF (
CurrentWeek = 1,
SumTable[WeekofYear] = MaxWeekNumber
&& SumTable[Year] = CurrentYear - 1,
SumTable[WeekofYear] = CurrentWeek - 1
&& SumTable[Year] = CurrentYear
)
),
SumTable[BOE]
)
)
Data Table:
Example Table Format
Thank you, first time poster!
B
I would start by spliting my data table from my date table.
And I guess you don't need to ALL the whole table, just the columns for year and weeknumber and keep the Area in context, that way you don't have to bother if HASONEVALUE it will just work.
SELECTEDVALUE only returns if only a single value for that column is in context, not the case for totals and subtotals.
MyMeasure =
VAR CurrentWeek =
MAX( SumTable[WeekofYear] )
VAR CurrentYear =
MAX( SumTable[Year] )
VAR MaxWeekNumber =
CALCULATE ( MAX ( SumTable[WeekofYear] ), SumTable[Year] = CurrentYear-1 )
RETURN
IF(
CurrentWeek = 1,
CALCULATE(
SUM(SumTable[BOE]),
FILTER (
ALL ( SumTable[Year],SumTable[WeekofYear]),
SumTable[WeekofYear] = MaxWeekNumber
&& SumTable[Year] = CurrentYear - 1
)
),
CALCULATE (
SUM ( SumTable[BOE] ),
FILTER (
ALL ( SumTable[WeekofYear] ),
SumTable[WeekofYear] = CurrentWeek-1
)
)
)
I did not have a chance to confirm this code.