I would like to calculate average inventory as per month. I have used date filter in the report.
We have average inventory formula as (beginning inventory + closing inventory)/2
I have following logic to calculate average inventory.
If we choose month as a march then the amount of the beginning inventory will be the inventory of the march and the amount of the closing inventory will be the inventory of the the last month and we need to sum these beginning and closing inventory and then take averages of them.
So how can we write above logic in DAX expression?
I have attached the data with expected output.
Please click on this link to see the data with the expected output.
Average Inventory =
VAR _latestdate =
CALCULATE ( MAX ( 'Table'[Date] ), ALL ( 'Table'[Date] ) )
RETURN
(
SUMX ( 'Table', 'Table'[Inventory Sum Amount] )
+ CALCULATE (
SUMX ( 'Table', 'Table'[Inventory Sum Amount] ),
FILTER ( ALL ( 'Table' ), _latestdate = 'Table'[Date] )
)
) / 2
You should have a proper date formatted column...
Related
I need to write a DAX measure that calculates (e.g., "Count Rows"), but only when another measure value is evaluated (e.g., filtering "[Sales]>100"). So if-- in the context of the selected filters-- Sales is great than 100, then the measure is executed only for those rows.
The measure I have defined works in the context of lower smaller grain. But the totals do not sum correctly.
Any suggestions?
DAX Measure
License Usage =
// Users with active viewership in 3 months
IF (
NOT ( ISBLANK (
CALCULATE (
[Activity Date NEWEST],
KEEPFILTERS ( DATESINPERIOD ( dimCalendar[Date], TODAY (), -90, DAY ) )
)
)), 1
)
Activity Date NEWEST =
MAX('PBI Activity'[Date])
Okay, I figured something out that works.
DAX
License Usage =
// Users with active viewership in 3 months
CALCULATE (
[Count Users],
FILTER ( 'PBI Activity', 'PBI Activity'[Date] >= TODAY () - 90 )
)
Count Users = COUNTROWS('Users')
Also, I later came across this article which looks like it also does what I was hoping to do: Execute calculate expression over filtered rows based upon measure filter.
Reference: Specifying multiple filter conditions in CALCULATE - SQLBI
DAX
DEFINE
MEASURE Sales[Big Sales Amount] =
CALCULATE (
[Sales Amount],
KEEPFILTERS (
FILTER (
ALL ( Sales[Quantity], Sales[Net Price] ),
Sales[Quantity] * Sales[Net Price] > 1000
)
)
)
EVALUATE
SUMMARIZECOLUMNS (
Sales[Quantity],
"Sales Amount", [Sales Amount],
"Big Sales Amount", [Big Sales Amount]
)
I have a running total in power BI as a line graph.
I want to only show my running total line up to the most recent months data (september 22), in order to get the flat line off the visualisation, so I can forecast the rest of the line.
My cumulative total measure is :
'''Actual Spend YTD =
CALCULATE (
SUM ( CombinedUsageFact[TargetCost] ),
FILTER (
ALLSELECTED ( MonthNumDim[DateMonth]),
ISONORAFTER ( MonthNumDim[DateMonth], MAX ( MonthNumDim[DateMonth] ), DESC )
)
)'''
I need my axis to display up to year end (march 2023) like it does.
What can I do to stop my cumulative line at the most recent data?
Thanks
Would attach images/sample but it says there's a problem with the server!
To get the cumulative calculation to stop on the last period with data, filter the last date by the fact table:
Actual Spend YTD =
VAR maxDate =
CALCULATE ( MAX ( MonthNumDim[DateMonth] ), CombinedUsageFact )
RETURN
CALCULATE (
SUM ( CombinedUsageFact[TargetCost] ),
FILTER (
ALLSELECTED ( MonthNumDim[DateMonth] ),
ISONORAFTER ( MonthNumDim[DateMonth], maxDate, DESC )
)
I have a measure that depending on a "before" date slicer shows how many accounts were active at any given point in the company's history. I'm being asked to show month over month growth (end of month 1 compared to end of month 2 totals) but that's difficult given my measure needs a date slicer with one date value to return a total.
Active_Accounts =
CALCULATE (
COUNTX (
FILTER (
VALUES ( 'TEST CHARGES'[BI_ACCT] ),
[total as of date] > 0
),
[BI_ACCT]
)
)
link to sample file
https://www.dropbox.com/s/pewpm85wogvq3xf/test%20active%20charges.pbix?dl=0
if you move the slider you'll see the active accounts total change to show at that time in history how many accounts had an active charge. What I'm hoping to add to the dashboard is a measure that can be placed on a table of month end values and show the active accounts at that time so I can do month to month comparisons.
Active Accounts =
var month_end =
ENDOFMONTH (
LASTNONBLANK (
'Test Charges Date Table'[Date],
CALCULATE ( DISTINCTCOUNT( ( 'TEST CHARGES'[BI_ACCT] ) )
)
)
)
var last_date =
CALCULATE(
LASTNONBLANK('TEST CHARGES'[CHG_DATE], ""),
'TEST CHARGES'[CHG_DATE] <= max('Test Charges Date Table'[Date])
)
var num_of_actives =
CALCULATE(
Countx(
Filter(
Values('TEST CHARGES'[BI_ACCT]),
[total as of date] > 0
) , [BI_ACCT]
),
last_date <= month_end
)
return num_of_actives
As Peter advices you do not need Calculate() to show total in the card and using of Calculate() reduces speed of calculation. In your case speed is reduced with no reason.
There are no need to have a special column for month - use date hierarchy for row and just exclude day and quater levels.
Then add the measure to the visual table/matrix
Cummulative Count =
Calculate(
[Active_Accounts]
,'Test Charges Date Table'[Date]<=MAX('Test Charges Date Table'[Date])
)
Cummulative Count prevMonth =
Calculate(
[Cummulative Count]
,PARALLELPERIOD('Test Charges Date Table'[Date],-1,MONTH)
)
Hi I have been struggling with this for a bit now and I hope I didn't miss a previous question. I am trying to get a count of the vehicles we have based on an EOMONTH date. We are buying and selling cars on a regular basis and for reporting we need to know how many we had at the end of each month and the report is a rolling 12 months.
I've tried creating the relationship with the purchasedate of the vehicle to the date of my date table but when I create the measure (Used to calculate the number of vehicles purchased but haven't been sold):
SalesBlank = CALCULATE(
COUNT(Vehicles[MVANumber]),
FILTER(Vehicles, Vehicles[purchasedate] <= RELATED('Date'[EOMONTH]) && ISBLANK(Vehicles[saledate])))
I only get a count of vehicles purchased that month and don't have a sale date - I'm not surprised because my relationship with the date table is the purchase date.
How can I set up a measure to look at the date table and filter the vehicles table with this logic:
purchasedate <= date[EOMONTH] && ISBLANK(salesdate)
Any help would be greatly appreciated!!
Thanks,
Matt
Sample Data and Desired Results
Relationships
If I understand you correctly, you want to get a count of the vehicles on hand at the end of each month. That could be calculated by counting the vehicles with a purchase date less than or equal to the selected end of month and subtracting the count of vehicles with a sale date less than or equal to the selected end of month.
You can create an active relationship between Vehicle[PurchaseDate] and Date[Date]. Then create an inactive relationship based upon Vehicles[SaleDate] and Date[Date].
You could use a measure that is something like this:
Inventory Count =
VAR MaxDate =
MAX ( 'Date'[Date] )
VAR MinDate =
CALCULATE ( MIN ( 'Date'[Date] ), ALL ( 'Date' ) )
VAR Purch =
CALCULATE (
COUNT ( 'Vehicles'[VehicleID] ),
DATESBETWEEN ( 'Date'[Date], MinDate, MaxDate )
)
VAR Sales =
CALCULATE (
COUNT ( 'Vehicles'[VehicleID] ),
USERELATIONSHIP ( 'Date'[Date], Vehicles[Sale Date] ),
DATESBETWEEN ( 'Date'[Date], MinDate, MaxDate )
)
VAR MaxPurDt =
CALCULATE ( MAX ( 'Vehicles'[Purchase Date] ), ALL ( 'Vehicles' ) )
VAR MaxSlDt =
CALCULATE ( MAX ( 'Vehicles'[Sale Date] ), ALL ( 'Vehicles' ) )
RETURN
IF (
MIN ( 'Date'[Date] ) <= MaxPurDt
|| MIN ( 'Date'[Date] ) <= MaxSlDt,
Purch - Sales
)
This measure gets a cumulative count of purchases and a cumulative count of sales and then subtracts them. The IF check is to avoid propagation of cumulative totals beyond the maximum date in the Vehicle table.
I'm not sure how to interpret your showing of just 3 months in the desired results. This will produce the same answers as what you have, but without a filter applied to the table, it starts at 3/31/2016 (the date of the first sale).
Edit: There's probably a more efficient way along the lines you were thinking, but it is escaping me at the moment.
I have a table with Staff data with columns DateEmployed & TerminationDate.
I would like to work out the number of people that started & left (which I used a count formula) as well as the net growth for all date periods.
The formula would count each DateEmployed as 1 & if an individual does not have a Termination Date then it would not count it.
e.g. 4 people starts in June 2016 & 2 leaves in June 2016 giving me a net value of 2.
The issue arises further as I need a date dimension to view them for each month for each year.
I would like to display all 3 dimensions of data in one graph as well.
The data should read like the bar graphs consolidated:
enter image description here
The best practice in every case is to create a calendar/date table. Fortunately calendar tables are easy to create in Power BI. With an expression you can create it.
In Power BI / Modeling tab / New Table icon, you can create a custom date table using this expression:
DateTable = CALENDAR (DATE(2016,1,1), DATE(2016,12,31))
This expression generates dates from 2016-1-1 to 2016-12-31 so if your data expands to a wider range you have to modify it to suit to your requeriment.
Create these measures:
Starting: Measure counting the people starting in each month or year.
Starting =
CALCULATE (
COUNT ( 'Table'[FullName] ),
FILTER (
ALL ( 'Table' ),
COUNTROWS (
FILTER (
'Table',
NOT ISBLANK ( [DateEmployed] )
&& MONTH ( EARLIER ( 'Table'[DateEmployed] ) ) = MONTH ( MAX ( DateTable[Date] ) )
)
)
)
)
Ending: Measure for counting the people ending in each month or year.
Ending =
CALCULATE (
COUNT ( 'Table'[FullName] ),
FILTER (
ALL ( 'Table' ),
COUNTROWS (
FILTER (
'Table',
NOT ISBLANK ( [TerminationDate] )
&& MONTH ( EARLIER ( 'Table'[TerminationDate] ) )
= MONTH ( MAX ( DateTable[Date] ) )
)
)
)
)
Net: Total for each month:
Total = ABS([Starting] - [Ending])
Now in a bar chart or any visualization set the measures something like this: