I am creating a report with buttons that use a slicer to show the last 3 calendar months, the default view, and YTD. The first two are all set and will continue to work fine, however i am having trouble with the YTD filter because i need it to exclude the current month (some of the key metrics for this slicer are only accurate monthly, even thought the data is updated Daily). Any idea how to accomplish this without me having to manually change it every month? An example of it working today would show me 2020 through August, since September is not complete. September would be included in the filter starting October first. I am thankful for your help/insights!
I typically build a calculated column on my date table called something like "Date in Range", that looks something like the below. You could also apply this to a date in a normal table if you are not using a date dimension.
Date in Range = IF ('MyTable'[Date] <
DATEADD(TODAY(), -1 * DAY(TODAY()), day),
1,
0)
This compares the date in the table row with TODAY(), e.g. 14 Sep 2020, minus the day of the month of today (14), effectively getting you back to the start of the current month. This will then return 1 for dates before the end of last month or 0. Filter on 1 or 0 to get your result (or use something more meaningful in place of the 1 or 0).
Related
I am having a power Bi Report which has a slicer the date column is coming from SQL.
I have Current months Dates till 28-june-2022 and Last years dates in Sql till 30 June 2021
I want only Values to be displayed for todays date in the 2021 Slicer and not all the dates till 30
Screenshot of the Slicer is below
I don't want the Yellow Dates I want the dates to get added automatically when i refresh the other day.
I can do this manually with a filter which is not feasible
If I understand your question correctly, you only want a list of dates within the date range of today and last-year's today. That is the same as the last 12 months of dates. You can do this in the filter pane:
Be sure to un-check the 'Include Today' option.
Another option to select a list of dates between any set of dates is with a measure. Use the following measure to define whatever range of dates you would like. I have done the last full year of dates as an example:
DAX_Dates =
CALCULATE(COUNT('Date'[Date]) --Counts number of records
,KEEPFILTERS( --Allows the filter context of the visuals to dynamically evaluate the calculation
DATESBETWEEN('Date'[Date] --Defines a range of dates to apply the calculation
,DATE(YEAR(TODAY())-1,MONTH(TODAY()),DAY(TODAY())) --Start Date
,TODAY() --End Date
)
)
)
Next, you can filter the visual with the measure.
I'm having some difficulty getting a YoY change % for values in Power BI. The averages don't come out proper. I've come to understand this is an AVERAGE vs AVERAGEX issue in Power BI.
I need to create charts of year on year growth monthly. So Jan20 % change from Jan 19. I thought what was below was correct, but it is always throwing an issue for the month of February and a few other months. But some of the months are correct. My Measure is below.
Growth =
IF(
ISFILTERED('Oct5_5'[TRAFFIC_DTE]),
ERROR("Check Time Filter."),
VAR PrevMonth =
CALCULATE(
AVERAGE('Oct5_5'[VISITS_AMT]),
DATEADD('Oct5_5'[TRAFFIC_DTE].[Date], -12, MONTH)
)
RETURN
DIVIDE(
AVERAGE('Oct5_5'[VISITS_AMT]) - PrevMonth,
PrevMonth
)
)
Snippet
Can someone please show me how to use the right Average? Thank you so much!
Do You have all calendar days in your traffice_dte?
Probably not. This causes you to go back to a date that does not exist, which causes an error.
DATEADD function work ok if you use it on "calendar" tabel.
Requirement below:
https://dax.guide/dateadd/
The Date table must always start on January 1 and end on December 31, including all the days in this range. If the report only references fiscal years, then the date table must include all the dates from the first to the last day of a fiscal year. For example, if the fiscal year 2008 starts on July 1, 2007, then the Date table must include all the days from July 1, 2007 to June 30, 2008.
There needs to be a column with a DateTime or Date data type containing unique values. This column is usually called Date. Even though the Date column is often used to define relationships with other tables, this is not required. Still, the Date column must contain unique values and should be referenced by the Mark as Date Table feature. In case the column also contains a time part, no time should be used – for example, the time should always be 12:00 am.
The Date table must be marked as a date table in the model, in case the relationship between the Date table and any other table is not based on the Date.
I have a table containing a date field (from 1 March 2020 to now) that I need to filter to a specific date and the previous 6 days to give complete week's data. So if I chose 30 March I'd get a table of 24 March to 30 March. If I then chose 31 March the table would show 25 March to 31 March.
I can use a date slicer to choose a range of dates but I want to be able to pick a single date, with Power BI automatically selecting the earlier date.
Any pointers much appreciated.
Mark.
You can create two measure - one for Slicer selected date and Another one with 7 day minus from the selected date as below-
Considering your date table name is- Dates
selected_date = SELECTEDVALUE(Dates[Date])
seven_day_starts_from = DATEADD(Dates[Date],-7,DAY)
Now create your calculated measure first like-
total_sales = SUM(Sales[sale])
Here comes how you will always calculate last 7 days sales considering the selected date in the slicer-
7_day_sales =
(
CALCULATE(
[total_sales],
DATESBETWEEN(
'Dates'[Date],
[seven_day_starts_from],
[selected_date]
)
) + 0
)
Remember, this is just a sample flow showing how it should work. You should try to follow the steps with your data and table structure. Dates table is a calendar table and Sales table is connected to the Dates table using the Date column.
I would like to create a dashboard with month to date (MTD) and year to date (YTD) charts. However, I do not want to update my date range each month. A fixed date range would do this. Choosing 1 months ago give the last 30days. Using last month gives me last month and everything from this month. Yet, this month is not supported. MTD doesn't work either. I am using Superset version 0.24.0
I figured it out! Use 1st for MTD and Jan 1st for YTD.
For newer versions of Superset, this quarter is supported for quarter to date (QTD) charts.
I think it can be set on the custom tab of the time range in the chart explorer. There you can use 1st and Jan 1st as strings that are parsed.
TO get MTD put 1st in the 'Start' field and put this month in the 'end' field
Select Range Type as "Advanced", then enter "1st" for Start Date and leave End Date blank. Image has today's date as End Date but leave it blank to get YTD
TIME RANGE dialog showing YTD entries
I am using DAX in Power BI to calculate Previous Month sales total to date to create a KPI visual. i.e. if today is 7th Dec then I want to get sales total from 1st Nov to 7th Nov and compare with current month to date.
CurrentMTD = TOTALMTD(SUM(SALES_VOUCHERS[SaleValue]),DatesTable[Date])
This works fine.
However Previous Month YTD gives me total for entire month of November. I have tried the following so far
PMYTD = totalmtd(sum(SALES_VOUCHERS[SaleValue]),dateadd(DATESMTD(DatesTable[Date]),-1,month))
and
PMYTD = CALCULATE(sum(SALES_VOUCHERS[SaleValue]),
DATESBETWEEN(DatesTable[Date],
FIRSTDATE(PREVIOUSMONTH(DatesTable[Date])),
LASTDATE(DATEADD(DatesTable[Date],-1,MONTH))))
Both return the same answer which is total for the entire previous month .
If I simply hardcode the start and end date in datesbetween version above, then I do get the desired result. But that is not the solution.
I have linked the fact table (Sales_VOUCHERS) to a DatesTable and as of now there are no other visuals on the report page.
Kindly assist what I am missing out on and how I can get Previous Month year to date total
If you're aggregating at the month level (i.e. you're looking at December 2016 vs. November 2016), then the measure you have above will show you the entire month of December compared to the entire month of November (and since December is a partial month and November isn't, it causes the mismatch you see).
If you filter to the current date (e.g. 7th Dec), then both your MTD and Prior Month MTD measures will only show you through the 7th of their corresponding months.
Assuming you don't want to filter to the day level (not unreasonable), you could enhance your formula to filter out future dates. For example:
PMYTD = totalmtd(
sum(SALES_VOUCHERS[SaleValue]),
dateadd(
FILTER(
DATESMTD(DatesTable[Date]),
DatesTable[Date]<TODAY()
),
-1,
month
)
)
This says, if the date is after today, don't pass it into the TOTALMTD calculation (so it will only calculate the first 7 days of the month, for example, if today is Dec 8th - even if you're looking at full months on your report).
Side note: you can also write your previous month measure to re-use your MTD measure rather than redefining it. In this way, if you ever change the MTD calculation, the previous MTD calculation automatically updates.
PMYTD = CALCULATE(
[CurrentMTD],
DATEADD(
FILTER(
DatesTable[Date],
DatesTable[Date]<TODAY()
),
-1,
MONTH
)
)
Useful Resources:
https://www.powerpivotpro.com/2016/01/year-to-date-in-previousprior-year/ (article that covers this problem and a variety of solutions)
https://community.powerbi.com/t5/Desktop/Compare-MTD-with-previous-period/td-p/24656 (forum discussion about the same problem)
http://community.powerbi.com/t5/Desktop/Time-Intelligence-TOTALMTD-vs-DATESMTD-vs-DATEADD/td-p/10088 (forum discussion about DATESMTD vs TOTALMTD)