I'm struggling to create a Measure that sums a column and have it filter out duplicate IDs while taking only the latest row.
For example, there is a table as such:
UID | Quantity | Status | StatusDate
aaa | 3 | Shipped | 11/1/2020
aaa | 3 | Delivered | 11/5/2020
bbb | 5 | Ordered | 10/29/2020
ccc | 8 | Shipped | 11/4/2020
So the idea would be to sum the quantity, but I would only want to count quantity for id "aaa" once and only count towards the latest status ("Delivered" in this case). I would make a visual that shows the quantities with status as its axis. I also need to add a date Slicer so I could go back in time. So, when I go before 11/5/2020, instead of "Delivered," it would switch back to "Shipped."
I tried several methods:
SUMMARIZE to a table filtering "MAX" date value if UID is the same. I found this doesn't work with the date slicer since it seems like it is not actually recalculating the filtering and just slicing away rows outside of the dates. Seems to be the same whether the SUMMARIZE is set as a new table or VAR in the Measure.
CALCULATE seems promising but I can't seem to figure out a syntax
that filters that I need. Example of one that doesn't work (I also tried SUMX instead of SUM but that doesn't work either):
CALCULATE(
SUM(Table1[Quantity]),
FILTER(Table1, [StatusDate]=MAXX(FILTER(Table1,[UID]=EARLIER([UID])),[StatusDate])
)
I also tried adding a column that states whether if the row is "old" as well as a numerical "rank" to the different statuses. But once again, I run into the issue where the date slicer is not exactly filtering to recalculate those columns. For example, if the date slicer is set to 11/3/2020, it should add "3" to "Shipped" instead of "Delivered." But instead of that, it just removes the row which tells me that it is not actually recalculating the columns (like #1).
Any help would be appreciated :-) Thank you!
You can try something like this:
Measure =
VAR d = LASTDATE(Table1[StatusDate])
VAR tb = SUMMARIZE(FILTER(Table1, Table1[StatusDate] <= d),
Table1[UID],
"last", LASTDATE(Table1[StatusDate]))
RETURN CALCULATE(SUM(Table1[Quantity]), TREATAS(tb, Table1[UID], Table1[StatusDate]))
The tb variable contains a table which has the latest date per UID. You then use that to filter your main table with the TREATAS function.
One other alternative is to create a table with the RANK function ordered by date and then doing a SUM over that table, where Rank = 1.
Related
I have TABLE A
In that table I have a measure with values like so:
Targets|
--------
4 |
5 |
6 |
In the same table I have a calculated column (summed totals) like so:
Totals |
--------
10 |
11 |
12 |
Because this is a direct query data source, query editor is disabled and manipulation must be done through DAX formulas.
I would like to do a simple operation of Targets-Totals
Code I've tried for a calculated column:
test = TableA[targets] - TableA[totals]
However this results in an error:
The column TableA[test] cannot be pushed to the remote data source and cannot be used in this scenario.
How can I create a new column with the above operation considering the fact that one column is a 'measure ' and the other a 'calculated column'
In this case, you will need a measure that does a row by row calculation, but not as a calculated column. For this you will need SUMX which will do a iteration.
Your measure should be:
New Measure = SUMX(TableA, [targets] - [totals])
Hopefully a quick explanation of what I am hoping to accomplish followed by the approach we've been working on for over a year.
Desired Result
I have a table of SCD values with two columns, SCD_Valid_From and SCD_Valid_To. Is there a way to join a date table in my model (or simply use a slicer without a join) in order to be able to choose a specific date that is in between the two SCD columns and have that row of data returned?
Original Table
ID | SCD_Valid_From | SCR_Valid_To | Cost
1 2020-08-01 2020-08-03 5.00
Slicer date chosen is 2020-08-02. I would like this ID=1 record to be returned.
What We've Attempted So Far
We had a consultant come in and help us get Power BI launched last year. His solution was to create an expansion table that would contain a row for every ID/Date combination.
Expanded Original Table
ID | SCD_Valid_Date | Cost
1 2020-08-01 5.00
1 2020-08-02 5.00
1 2020-08-03 5.00
This was happening originally on the Power BI side, and we would use incremental refresh to control how much of this table was getting pushed each day. Long story short, this was extremely inefficient and made the refresh too slow to be effective - for 5 years' worth of data, we would need over 2000 rows per ID just to be able to select a dimensional record.
Is there a way to use a slicer where Power BI can select the records where that selected date falls between dates in two columns of a table?
Let me explain a workaround and I hope this will help you to solve your issue. Let me guess you have below 2 tables-
"Dates" table with column "Date" from where you are generating the date slicer.
"your_main_table" with with column "scd_valid_from" and "scd_valid_to".
Step-1: If you do not have relation between table "Dates" and "your_main_table", this is fine as other wise you have to create a new table like "Dates2". For this work around, you can not have relation between those tables.
In case you have already relation established between those tables, create a new custom table with this below code-
Dates2 =
SELECTCOLUMNS(
Dates,
"Date", Dates[Date]
)
From here, I will consider "Dates2" as source of your Date slicer. But if you have "Date" table with no relation with table "your_main_table", just consider "Dates" in place of "Dates2" in below measures creation. Now, Create these following 4 measures in your table "your_main_table"
1.
date_from_current_row = max(join_using_date_range[SCD_Valid_From])
2.
date_to_current_row = max(join_using_date_range[SCD_Valid_to])
3.
date_selected_in_slicer = SELECTEDVALUE(Dates2[Date])
4.
show_hide_row =
if(
[date_selected_in_slicer] >= [date_from_current_row]
&& [date_selected_in_slicer] <= [date_to_current_row]
,
1,
0
)
Now you have all instruments ready for play. Create your visual using columns from the table "your_main_table"
Final Step: Now just add a visual level filter with the measure "show_hide_row" and set value will show only when "show_hide_row = 1".
The final output will be something like below image-
I am using a Matrix in PowerBI to show the Sales Manager and Sales Reps down the rows, and the different ship method and source of the order across the columns and a count of unique orders in the values.
Below shows the table structure I have, and I want to switch between "Show Values As": the original values I calculate with my measure (count of unique orders) and % of Row Total.
Currently, my only solution is to create a second table showing the different values, but I think that's a cheap solution. I've seen solutions with helper tables but since my values are a measure I cannot invoke them in other measures, and as the sources or ship methods are filtered I want the % of row total to reflect the filter as well so using a countx formula won't account for that (if I housed it in a formula).
I'm still somewhat new to the software so please bear that in mind.
Source 1 | Source 2 | Source 3
| Next Day; Ground; 2 Day | Next Day; Ground; 2 Day | Next Day; Ground; 2 Day
+Manager 1|
Rep 1 |
Rep 2 |
+Manager 2|
Rep 1 |
Rep 2 |
Looks like the best solution for you is to create bookmarks. You can create two tables, one showing the values and the other showing the %. Position the tables such that, one table is exactly on top of the other. Then create two bookmarks, one showing Table1 and the other showing Table2 (while hiding the other table using the "Selection Pane"). You can then use the bookmarks in a button action to toggle between Value and % views. The following link should give you further details on bookmarks:
https://learn.microsoft.com/en-us/power-bi/desktop-bookmarks
You can also do this by creating a measure which switches between values and %, but the formatting is going to be a pain point. I think bookmarks is your best bet.
You can create a parameter table (with no relationships to other tables in your model) to use as a slicer and a measure that switches between the two calculations based on a slicer selection.
Let's suppose you have measures [OrderCount] and [OrderCount%Total]. Then create a new table to use as a parameter ParamMeasure with a single column
Measure
-------
Count
%Total
You can now put ParamMeasure[Measure] as a slicer on your report and substitute the following measure instead of the existing ones.
OrderSwitch =
IF (
SELECTEDVALUE ( ParamMeasure[Measure] ) = "Count",
[OrderCount],
[Order%Total]
)
This way you don't need to create multiple visuals and bookmarks.
I have a table of Enter and Exit time of some people like this:
Name | EnterTime | ExitTime
=============================
Tom | 13:52:00 | 20:55:00
Robert | 15:55:00 | 21:12:00
Sarah | 19:08:00 | 19:48:00
Jack | 16:54:00 | 17:32:00
I want to show the user that in a selected point of time who has presence.
In other word, I want to have a dateTime slicer that the user will pick a time and then the table got filtered to show only rows with:
EnterTime < selectedTime < ExitTime
This can be done with a few steps.
First, we need a list of dates to go into our slicer. If you're using a separate date table, then that's a great source. Otherwise, you can build one with DAX that will contain all the dates in your EnterTime and ExitTime columns.
Click on 'Create Table' in the modeling ribbon. Put in the following DAX:
DateListTable = UNION(
SELECTCOLUMNS('MyTable', "DateList", 'MyTable'[EnterTime]),
SELECTCOLUMNS('MyTable',"DateList", 'MyTable'[ExitTime])
)
You now have a slicer and a table visual. Select the slicer and then navigate into the Format Ribbon (it's only available when the visual is selected. Use Edit Interactions to turn off the Slicer's filtering on the table. Set it to no interaction (the circle with a diagonal line through it).
Create a new measure
ShowDate =
VAR SelectedDate = SELECTEDVALUE('DateListTable'[DateList], BLANK())
Return
if(SelectedDate >= Max('MyTable'[EnterTime ]) && SelectedDate <= max('MyTable'[ExitTime]), 1, 0)
Finally, filter your table visual on the new measure, ShowDate, for when it is 1.
So, we create an independent slicer with a complete list of dates. But we break any filter relationship between it and the table. Instead, we use 'SelectedValue' to capture the value chosen from the filter, and create a dax measure that shows '1' when the value in the filter is between EnterTime and Exit time. Filter on that dax measure, and we get our desired behavior.
I have a dataset more or less like this one:
DATE | VALUE
01/01/2011 | 100
02/01/2011 | 150
02/01/2011 | 550 --> Repeted on purpouse
.
.
12/01/2016 | 320
Now I need to have a calculated measure with only the values within a date range, I tried in many ways but with no success, the only one I managed to get it work is the follow DAX syntax:
consuntivo = CALCULATE(SUM(provadat[valori]);provadat[datazione]>=DATE(2015;01;01)&&provadat[datazione]<=DATE(2016;01;01))
but it generates the following:
So basically I need a DAX Query with distinct sum for each dates. How can I achieve that?
Two methods.
In the Table visualization you can choose Sum as the summarize option for the column valori.
Or using DAX, it'll be just simple as
consuntivo = SUM(provadat[valori])
You don't need to handle the date logic particularly because Power BI will handle it based on the context (data columns you used with the measure).
So basically what I was missing was to add filters.
xxx = Calculate(SUM(provadat[valori]);FILTER(VALUES(provadat);provadat[datazione] <= DATE(2017;01;01) && provadat[datazione] >= DATE(2016;01;01)))