Power Bi, Dax - calculations, filters, balance - powerbi

Could you please help me to solve the problem as I am totally new to DAX and English is not my first language so I am struggling to even find the correct question.
Here's the problem.
I have two tables:
start_balance
+------+---------------+
| Type | Start balance |
+------+---------------+
| A | 0 |
| B | 10 |
+------+---------------+
in_out
+------+-------+------+----+-----+
| Year | Month | Type | In | Out |
+------+-------+------+----+-----+
| 2020 | 1 | A | 20 | 20 |
| 2020 | 1 | A | 0 | 10 |
| 2020 | 2 | B | 20 | 0 |
| 2020 | 2 | B | 20 | 10 |
+------+-------+------+----+-----+
I'd like to get the result as follows:
Unfiltered:
+------+-------+------+---------+----+-----+------+
| Year | Month | Type | Balance | In | Out | Left |
+------+-------+------+---------+----+-----+------+
| 2020 | 1 | A | 0 | 20 | 20 | 0 |
| 2020 | 1 | B | 10 | 20 | 10 | 20 |
| 2020 | 2 | A | 0 | 20 | 10 | 10 |
| 2020 | 2 | B | 20 | 20 | 10 | 30 |
+------+-------+------+---------+----+-----+------+
Filtered (for example year/month 2020/2):
+------+-------+------+---------+----+-----+------+
| Year | Month | Type | Balance | In | Out | Left |
+------+-------+------+---------+----+-----+------+
| 2020 | 2 | A | 0 | 20 | 10 | 10 |
| 2020 | 2 | B | 20 | 20 | 10 | 30 |
+------+-------+------+---------+----+-----+------+
So while selecting a slicer for the year/month it should calculate balance before selected year/month and then show selected year/month values.
Edit: corrected start_balance table.

Is the sample data correct?
A -> the starting balance is 10, but in your unfiltered table example, it is 0.
Do you have any relationship between these tables?
Does opening balance always apply to the current year? What if 2021 appears in the in_out table? How do you know when the start balance started?
example without starting balance
If you want to show value breaking given filter you should use statement ALL or REMOVEFILTERS function (in Analysis Services 2019 and in Power BI since October 2019).
calculate(sum([in]) - sum([out]), all('in_out'[Year],'in_out'[Month]))
More helpful information:
https://www.sqlbi.com/articles/managing-all-functions-in-dax-all-allselected-allnoblankrow-allexcept/

Related

How to find count of Direct Reporting's by DAX formula in Power BI?

Good day! I have a sample employee table like the one below. I need a DAX formula in Power BI to create a measure to count the number of direct reports of each employee. For Example, the Direct Report count of GL0001 will be 2 (Because GL0001 is the line manager of GL0002 and GL0019 and they report to GL0001), the Direct Report count of EMP-02023 will be 3, Direct Report count of GL0002 will be 3. Please help me also to create measures regarding the count of only one direct reporting and less than three direct reporting
| Employee ID | Line Manager ID | Layer (of Employee) | Layer (of Line Manager) |
|--------------|-------------------|----------------------|--------------------------|
| EMP-01980 | GL0003 | 4 | 3 |
| EMP-02023 | EMP-02015 | 6 | 5 |
| EMP-01636 | EMP-02015 | 6 | 5 |
| EMP-02138 | EMP-02162 | 6 | 5 |
| EMP-02145 | EMP-01980 | 5 | 4 |
| GL0023 | GL0022 | 5 | 4 |
| GL0001 | | 1 | 0 |
| GL0002 | GL0001 | 2 | 1 |
| GL0003 | GL0002 | 3 | 2 |
| GL0019 | GL0001 | 2 | 1 |
| GL0020 | GL0002 | 3 | 2 |
| GL0024 | GL0002 | 3 | 2 |
| EMP-01918 | EMP-00791 | 9 | 8 |
| EMP-01941 | EMP-00791 | 9 | 8 |
| EMP-02019 | EMP-02156 | 8 | 7 |
| EMP-02024 | EMP-02023 | 7 | 6 |
| EMP-02025 | EMP-02023 | 7 | 6 |
| EMP-03001 | EMP-02023 | 7 | 6 |
Your data doesn't have all the Employee ID for each Line Manager ID. That means the PATH calculation would not work.
I've assumed your data looks like this
Employee ID
Line Manager ID
1000001
1000002
1000001
1000003
1000002
1000004
1000003
1000005
1000004
1000006
1000005
1000007
1000006
1000008
1000007
1000009
1000006
1000010
1000003
Creating Calculated columns you can calculate the PATH and the PATH SIZE
Path
Path = path('Table'[Employee ID],'Table'[Line Manager ID])
Path Size
Path Length = PATHLENGTH([Path])
Output
Edit
In that case, you can use the Line Manager ID column to count direct reports, measure below.
DAX: Calculated Column
CountDirectReport =
VAR EmpId = [Employee ID]
RETURN
CALCULATE (
COUNTROWS ( 'Table' ),
FILTER ( 'Table', [Line Manager ID] = EmpId )
)
Output

Opening Stock Value In Powerbi

I am working on Cost of goods sold using Powerbi.
https://www.mediafire.com/file/pmb7u1thsag1kq1/Cost+of+goods+sold.pbix/file
Above is my file which i uploaded on mediafire.
i am taking the average price by using average function year wise.
If you see in File.
| GName | Year | Opening Stock | InQty | OutQty | InItemValue | Average Value | Closing Stock | Closing Stock Value | Opening Stock Value | Cost of Goods Sold |
|-------------|------|---------------|-------|--------|-------------|---------------|---------------|---------------------|---------------------|--------------------|
| Bahria Town | 2016 | | 4454 | 3586 | 126610299.8 | 28426.20113 | 868 | 24673942.58 | 0 | 101936357.2 |
| Bahria Town | 2017 | 868 | 6379 | 6547 | 166903971.5 | 23030.76743 | 700 | 16121537.2 | 0 | 150782434.3 |
| Bahria Town | 2018 | 700 | 9129 | 8709 | 271932546.3 | 27666.3492 | 1120 | 30986311.11 | 0 | 240946235.2 |
| Bahria Town | 2019 | 1120 | 9333 | 9393 | 313226466.8 | 29965.22212 | 1060 | 31763135.45 | 0 | 281463331.4 |
| Bahria Town | 2020 | 1060 | 10192 | 10136 | 362950101.2 | 32256.49673 | 1116 | 35998250.35 | 0 | 326951850.8 |
| Bahria Town | 2021 | 987 | 8882 | 8468 | 404199067.4 | 40956.43605 | 1530 | 62663347.16 | 0 | 346819100.5 |
In Above as you can see i just took the Average Value
Average Value = ([Opening Stock Value]+[initemvaluee])/([inqtyy]+[Opening Stock])
and closing stock value
Closing Stock Value = [Average Value] * [Closing Stock]
When i calculate the closing stock value of previous year its give me error.
circular dependency was detected: Measure: 'mak_stockInHandValue'[Average Value], Measure: 'mak_stockInHandValue'[Opening Stock Value], Measure: 'mak_stockInHandValue'[Average Value].
Any Suggestion to see the closing stock value in the field of opening stock value ?????
I am working on this from more than 2 weeks.
Please help me out
Thanks in advance

Rank categories by sum (Power BI)

I need to rank products for my dashboard. Each day, we store sales of products. In result we have this dataset example:
+-----------+------------+-------+
| product | date | sales |
+-----------+------------+-------+
| coffee | 11/03/2019 | 15 |
| coffee | 12/03/2019 | 10 |
| coffee | 13/03/2019 | 28 |
| coffee | 14/03/2019 | 1 |
| tea | 11/03/2019 | 5 |
| tea | 12/03/2019 | 2 |
| tea | 13/03/2019 | 6 |
| tea | 14/03/2019 | 7 |
| Chocolate | 11/03/2019 | 30 |
| Chocolate | 11/03/2019 | 4 |
| Chocolate | 11/03/2019 | 15 |
| Chocolate | 11/03/2019 | 10 |
+-----------+------------+-------+
My attempt
I actualy managed to Rank my products but not in the way I wanted it; In fact, the ranking process increase by the number of rows. for example, chocolate is first but we record 4 rows so coffee is ranked at 5 and not 2.
+-----------+------------+-------+-----+------+
| product | date | sales | sum | rank |
+-----------+------------+-------+-----+------+
| coffee | 11/03/2019 | 15 | 54 | 5 |
| coffee | 12/03/2019 | 10 | 54 | 5 |
| coffee | 13/03/2019 | 28 | 54 | 5 |
| coffee | 14/03/2019 | 1 | 54 | 5 |
| tea | 11/03/2019 | 5 | 20 | 9 |
| tea | 12/03/2019 | 2 | 20 | 9 |
| tea | 13/03/2019 | 6 | 20 | 9 |
| tea | 14/03/2019 | 7 | 20 | 9 |
| Chocolate | 11/03/2019 | 30 | 59 | 1 |
| Chocolate | 11/03/2019 | 4 | 59 | 1 |
| Chocolate | 11/03/2019 | 15 | 59 | 1 |
| Chocolate | 11/03/2019 | 10 | 59 | 1 |
+-----------+------------+-------+-----+------+
sum field formula formula:
sum =
SUMX(
FILTER(
Table1;
Table1[product] = EARLIER(Table1[product])
);
Table1[sales]
)
rank field formula :
rank = RANKX(
ALL(Table1);
Table1[sum]
)
As you can see, we get the following ranking:
1 : Chocolate
5 : Coffee
9 : Tea
Improvements
I would like to transform the previous result into :
1 : Chocolate
2 : Coffee
3 : Tea
Can you help me improving my ranking system and get a marvelous 1, 2, 3 instead of this ugly and not practical 1, 5, 9 ?
If you don't know the anwser, help by simply upvote the question ♥
Fortunately, this is an easy fix.
If you look at the documentation for the RANKX function, you'll notice an optional ties argument which you can set to Skip or Dense. The default is Skip but you want Dense. Try this:
rank =
RANKX(
ALL(Table1);
Table1[sum];
;;
"Dense"
)
(Those extra ; delimiters are there since we aren't specifying the optional value or order arguments.)

Pandas: consecutive rows' value change comparison

I have a Dataframe with date as index:
Index | Opp id | Pipeline_Type |Amount
20170104 | 1 | Null | 10
20170104 | 2 | Sou | 20
20170104 | 3 | Inf | 25
20170118 | 1 | Inf | 12
20170118 | 2 | Null | 27
20170118 | 3 | Inf | 25
Now I want to calculate number of records(Opp id) for which Pipeline type has changed or amount has changed (+/-diff). Above no of records will be 2 for pipeline_type as well as for amount.
Please help me frame the solution.

How to write a Django query where coloum_value < 100?

I have a table like this in DJango?
| id | user_id | name | source | remaining | start_date | time_remaining | size |
+----+---------+---------------+----------------+-----------+----------------------------+----------------+------+
| 1 | 1 | ok.txt | ngs.pradhi.com | 20 | February 05, 2013, 08:01AM | 1 | 4 MB |
| 2 | 1 | NC_008253.fna | ngs.pradhi.com | 20 | February 05, 2013, 08:02AM | 1 | 4 MB |
| 3 | 1 | test.data | ngs.pradhi.com | 0 | February 05, 2013, 08:21AM | 1 | 4 MB
I want to retrieve the data where user_id = request.user.id and remaining < 100.
Tried using:
Queue.objects.filter(user_id=request.user.id, remaining < 100) But didn't work.
Queue.objects.filter(user_id=request.user.id, remaining__lt=100).exclude(remaining=0)
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