I am running into a strange issue.
I have a table with companies with values over years. I built up a DimDate Table to use the time intelligence capabilities.
I create a measure with DAX, that give me the PreviousYear value for each company. The issue is that, if that company has no value for current year, the DAX formula don't give me back the previous year even if it exits.
here is a screen shot of the situation:
In that case I was expecting that the matrix table on the top show company a, for the previous year calculation, as company a has value for 2019.
The DAX formula is:
MeasurePreviousYear = CALCULATE(SUM('Table'[value]),PREVIOUSYEAR(DimDate[Date]))
The underlying table is like that:
Anyone any idea on what is going on?
Thank you!
Related
I am trying to create a Dynamic Table in Power BI.
I have my set of data, and basically I want the calendar to pick up the minimum date and the maximum date from my table, but only if the maximum date is not the month of today. If the maximum date is the month of today, then it should ignore it and the calendar should be created with the max date of the previous month.
I started the formula, but can't seem to continue it. Any ideas?
Calendar_= CALENDAR(MIN('Table1'[Date]),IF(MONTH(MAX('Table1'[Date]))=MONTH(TODAY()),date(YEAR(MAX('Table1'[Date])),.....
See if this post helps: https://community.powerbi.com/t5/Desktop/Dynamic-table-or-on-fly-table-generation-via-DAX/m-p/434397#M200275. If not, I would simplify by creating some additional calculated columns or measures and then reference those instead of one nice big formula
I have a "strange" problem in visualizing the values of the "last" year (that is the most current year with data of a full year). In the example delivered it is 2019 which holds the bookings facts. The year should be derived by a related table (LetztesVollesJahrDim) that holds a min/max date and year value for each company/entity. The DateDim table holds all dates and is configured to be the Date dimension.
The relations are shown in the graphic below.
I created a Report that should display different matrix tables with different values:
one, that shows the last full year's monthly values by Cost Center (which works correct)
one, that shows all years monthly values including an estimated value for the current year (2020) (which also works correct)
one, that could drill down to the details level of the Facts and display the figures per month (in columns) of the last full year (i.e. 2019) putting the Cost Center and other groups down the most detailed level into rows. This Matrix makes use of Calculated Measures created with Tabular Editor.
At this point I can here you say... try it without the Calculated measures and indeed I did that by simply displaying a Card that got a Visual Filter to DateDim[M]=7 to simulate the appliance of each matrix's column. Problem is the same: The Month filter of the Visual (or within the Calculated Measure) is ignored and the yearly sum is displayed (~48k) which is wrong.
As I am currently an Expert in SQL Server DBMS but not in the Architecture of Power BI's DAX Models I am not truely aware about the consequences when and why filters are removed, ignored, overwritten or added at which level of modeling.
Originally I tried to create a simple Calculated Measure that reflects the last full year of the company. That works, but its usage in the huge Matrix was impossible as it was calculating forever. That's why I created the simple table "LetztesVollesJahrDim" to hold a persisted value for each company.
The idea is simple: Create a Query that inner joins these tables and display the Sum for each month [M] like this:
Fact[Turnover] - Fact[CompanyKey] -> CompanyDim[CompanyKey] <-> LastFullYear[CompanyKey] - LastFullYear[MostCurrentYear] -> DateDim[Y] - DateDim[DateKey] -> Fact[StapleDateKey]
So, what is the Problem?
I tried a couple of DAX queries and all come up with a different wrong value.
Following three different approaches for a Calculated Measure "Sum LY":
1.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), DATESBETWEEN(DateDim[DateKey], DATE(2019, 1, 1), DATE(2019, 12,31)))
2.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), SAMEPERIODLASTYEAR(DateDim[DateKey]))
[
3.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), KEEPFILTERS(DateDim[M]), USERELATIONSHIP(DateDim[J], LetztesVollesJahrDim[AktuellstesJahr]), USERELATIONSHIP(DateDim[DateKey], KontobuchungenFact[StapelDateKey]))
Filters being applied on the page/visual:
CompanyKey
DateKey >= 2018-01-01 (page filter that limits the displayed rows in yearly matrix to the last 3 ys)
Some other irrelevant keys
Visual configuration:
Relations:
Values/Rows in the LetztesVollesJahrDim table:
Calculated Measures/Table in Tabular Editor showing the calculation of the "01 Jan" column of the first Matrix, which displays correct results:
Impression of the Report:
So in summary I need a clue/DAX formula that recognizes the Monthes in each column and ideally uses the relations to the last year table trespassing the year's filter through DateDim to the Facts.
It is funny, that the upper matrix works, but not the one on the bottom. It is not possible to use the calculated measures approach of the first matrix in the last matrix because the performance would drop to > minutes calculation. So I cannot use the same approach and need a fast one.
Anybody an idea? :-)
To preface this, I'm fairly experienced in Excel and VBA but new to PowerBI and more than a bit confused.
I have a flat table with a [creationdate]-, [Prio] (Priority (1,2,3)) and a calculated [Days Open] column, among many irrelevant others. I need to create a chart that displays the average days a case was open by priority of the case.
To display the average "days required" per (opening-) month for the past 18 months, I created the following measure:
Prio 1 = CALCULATE(AVERAGE('SourceName'[Days Open]),'SourceName'[Prio]=1)
Then I used that as a value, and used the [creationdate] as the x-axis. (Later I changed the x-axis to a new date table linked to [creationdate] without it making a difference.) To display this as monthly averages, I used the hierarchy limited to years and months, and went down one level in the chart.
Something seemed off so I checked first in Excel, then in the data source in PowerBI and yep: The averages in the PowerBI chart are complete bullshit.
Where did I go wrong? I assume it has something to do with the date hierarchy... So I created a date table as recommended (which....why?!) and linked it. That didn't make a difference.
Meanwhile in the data panel if I filter by the date column and calculate the average with the filtered selection of numbers externally, everything works as expected, so its not like there's a date formatting issue.
Do I have to create a calculated column with something akin to
DATE(YEAR([DateColumn]),MONTH([DateColumn]),1)
, then use that as the x-axis without the hierarchy, and hope nobody cares about the day in the label? Or is there something wrong with the measure used? I'm completely lost.
I'm currently working on inventory reconciliation, and I've struggling to fill all days of the calendar with the cumulative sum of product we're currently storing:
Inventory level ($). = CALCULATE(SUM(ledger[cost]),FILTER(ALL(DimDate[Date]),DimDate[Date]<=MAX(ledger[Document Date])))
As you guys might notice it has at least 90% of all dates filled, however if we look closely to the graph, we can appreaciate March 5th of 2016 is missing just due to the fact there was no transaction during that day resulting on a blank value. However I'm trying to accomplish retrieving the previous day balance for those days with no transactions. e.g: for March 5th should have $17,038,462.32 (balance for the previous day March 4th).
I'm trying to work on another clause into the measure with functions such as EARLIER or LASTDATE, however I haven't been succesful.
Any insight or solutions works well thank you. Have a nice day.
You are using a wrong date field in your measure. Change it to the field from the Date table:
Inventory level. =
CALCULATE(
SUM(ledger[cost]),
FILTER(ALL(DimDate[Date]),DimDate[Date]<=MAX(DimDate[Date])))
I am trying to do some time based calculations on my budgeting data but struggling to understand where I'm going wrong or if my data structure would even support what I'm trying to do.
As per the image above, this is my raw data. ie. A monthly budgeted and actual total for each cost centre that is being imported from an excel spreadsheet.
I am trying to calculate a YTD budget and YTD Actual figure per cost centre based on the monthly totals. Ideally I would like all of this data displayed in a table that I can then use slicers to segment/pivot.
When using the CALCULATE() function in a measure, I am unable to select my cell value for each date and cost centre.
eg.
YTD Actual = CALCULATE( [Actual MTH] , DATESYTD('Dates'[Date], "30/6"))
returns the error
The value for 'Actual MTH' cannot be determined. Either 'Actual MTH'
doesn't exist, or there is no current row for a column named 'Actual
MTH'.
Any assistance with getting a greater understanding of the issue here would be appreciated.
Thanks
Try something like this for your measures:
YTD Actual = TOTALYTD(sum([Actual MTH]),'Dates'[date],ALL('Dates'[date]),"30/6")