I have a following data table:
I need to create a column called FINAL VALUE with certain rules in the power query editor:
The FINAL VALUE is created based on the COUNTRY
If VALUE is greater than 100, then the previous value will be taken
if the previous values (no previous value such as 202001) are all greater than 100, then 100
So the final table should look like:
I sort COUNTRY and DATE, and then I try to apply loop in M Query. As I am not familiar with the function in M query, I have hard time figuring out. I appreciate any help. Thank you.
I believe you are better of in DAX. You can create a new column like below:
Final Value =
var curCountry = TableCountry[Country]
var curDate = TableCountry[Date]
var prevDate = CALCULATE(MAX(TableCountry[Date]), FILTER(TableCountry, curDate >= TableCountry[Date] && curCountry = TableCountry[Country] && TableCountry[Value] <=100))
return LOOKUPVALUE(TableCountry[Value], TableCountry[Country], curCountry, TableCountry[Date], prevDate, 100)
Related
I never use DAX and I find it very complicated!
I read this https://www.daxpatterns.com/abc-classification/ but I find it complicated.
My dataset is like this https://1drv.ms/x/s!AvMy-Bzzx3mqgwmKSZm6wr_W4VXr?e=Jwwbji&nav=MTVfezAwMDAwMDAwLTAwMDEtMDAwMC0wMDAwLT...
I need to sum column Value if the Name and date are the sums after doing the ABC analysis. The problem is that I can't aggregate before in transform because I need the column Name Fatt!
It is not necessary for a dynamic ABC analysis. The value for each Name and Date is the same...
I appreciate every help! Also video tutorial or something can help me. Thanks!
'Aggregazione fatturato = SUMX(UNION(VALUES(Name),VALUES(Date)),SUM(Value)
Fatturato Cumulato =
VAR CurrentProductSales = 'Misure'[Aggregazione fatturato]
VAR BetterProducts =
FILTER (
Name,
'Misure'[Aggregazione fatturato] >= CurrentProductSales
)
VAR Result =
SUMX (
BetterProducts,
'Misure'[Aggregazione fatturato]
)
RETURN
Result
Cumulated Pct =
DIVIDE (
'Misure'[Fatturato Cumulato],
SUM ('Misure'[Aggregazione fatturato])
ERROR 'Misure'[Aggregazione fatturato] not found
Since two days I'm on a problem and I can't solve it so I come here to ask some help...
I have that bit of dax that basically take the path of a hierarchical table (integers) and take the string names of the 2 first in the path.
the names I use:
'HIERARCHY' the hierarchical table with names, id, path, nbrItems, string
mytable / addedcolumn1/2 the new table used to emulate the for loop
DisplayPath =
var __Path =PATH(ParentChild[id], ParentChild[parent_id])
var __P1 = PATHITEM(__Path,1) var __P2 = PATHITEM(__Path,2)
var l1 = LOOKUPVALUE(ParentChild[Place],ParentChild[id],VALUE(__P1))
var l2a = LOOKUPVALUE(ParentChild[Place],ParentChild[id],VALUE(__P2))
var l2 = if(ISBLANK(l2a), "", " -> " & l2a)
return CONCATENATE(l1,l2)
My problem is... I don't know the number of indexes in my path, can go from 0 to I guess 15...
I've tried some things but can't figure out a solution.
First I added a new column called nbrItems which calculate the number of items in the list of the path.
The two columns:
Then I added that bit of code that emulates a for loop depending on the number of items in the path list, and I'd like in it to
get name of parameters
concatenate them in one string that I can return and get
string =
var n = 'HIERARCHY'[nbrItems]
var mytable = GENERATESERIES(1, n)
var addedcolumn1 = ADDCOLUMNS(mytable, "nom", /* missing part: get name */)
var addedcolumn2 = ADDCOLUMNS(addedcolumn1, "string", /* missing part: concatenate previous concatenated and new name */)
var mymax = MAXX(addedcolumn2, [Value])
RETURN MAXX(FILTER(addedcolumn2, [Value] = mymax), [string])
Full table:
Thanks for your help in advance!
Ok, so after some research and a lot of try and error... I've came up to a nice and simple solution:
The original problem was that I had a hierarchical table ,but with all data in the same table.
like so
What I did was, adding a new "parent" column with this dax:
parent =
var a = 'HIERARCHY'[id_parent]
var b = CALCULATE(MIN('HIERARCHY'[libelle]), FILTER(ALL('HIERARCHY'), 'HIERARCHY'[id_h] = a))
RETURN b
This gets the parent name from the id_parent (ref. screen).
then I could just use the path function, not on the id's but on the names... like so:
path = PATH('HIERARCHY'[libelle], 'HIERARCHY'[parent])
It made the problem easy because I didn't need to replace the id's by there names after this...
and finally to make it look nice, I used some substitution to remove the pipes:
formated_path = SUBSTITUTE('HIERARCHY'[path], "|", " -> ")
final result
I am wondering if something that i would like to achieve is possible, please look at the picture and read description below:
I would like to add a column to the right, where if a cell table[ActionType] = "TERMINATING", it calculates a difference between timestamps (timestamp for TERMINATING - timestamp for STARTING in below row). If the result is positive (>0) then store it in a column in a corresponding row (eg next to timestapm for terminating), if result is negative don't store it. And all of that applied to whole table.
I tried conditional column and i guess it cannot be done with this or at least I couldn't make it.
Will be very thankful for responses and tips!
Pre-requisite :- Add an Index Column using the query editor. Make sure they are in the next row to each other.
It is advisable to keep TimeStamp column as a DateTime Column itself.
So, if you can change your TimeStamp column to a DateTime column then try this :-
Difference =
Var Get_Action_Type = Table1[ActionType]
Var required_Index_1 = Table1[Index] + 1
Var required_Index = IF(required_Index_1 > MAX(Table1[Index]),required_Index_1-1, required_Index_1)
Var Current_Action_TimeStamp = Table1[TimeStamp]
Var next_Action_TimeStamp = CALCULATE(MAX(Table1[TimeStamp]),FILTER(Table1, Table1[Index] = required_Index))
Var pre_result = IF(Get_Action_Type = "TERMINATING", DATEDIFF(Current_Action_TimeStamp, next_Action_TimeStamp,SECOND), BLANK())
Var result = IF(pre_result > 0, pre_result, BLANK())
return result
And if you cannot change it to a Date Time, then try this calculated column,
Difference_2 =
Var Get_Action_Type = Table1[ActionType]
Var required_Index_1 = Table1[Index] + 1
Var required_Index = IF(required_Index_1 > MAX(Table1[Index]),required_Index_1-1, required_Index_1)
Var Current_Action_TimeStamp = Table1[Time_Stamp_Number]
Var next_Action_TimeStamp = CALCULATE(MAX(Table1[Time_Stamp_Number]),FILTER(Table1, Table1[Index] = required_Index))
Var pre_result = IF(Get_Action_Type = "TERMINATING", next_Action_TimeStamp - Current_Action_TimeStamp, BLANK())
Var result = IF(pre_result > 0, pre_result, BLANK())
return result
The Output looks as below :-
Kindly accept the answer if it helps and do let me know, how it works for you.
I need a formula that will help me calculate the $ expense amount for my milage rates.
Here is my sheet https://docs.google.com/spreadsheets/d/1PPFuFWbxWi9iIdtYBJvnSNB1j1cjjQutepF3hnpGoFM/edit?usp=sharing
On the tab that's expenses, I need to check the year of my date in Col A (because different years have different rates), then check Col D to see if it says Milage, then check Col E for what type of milage (there are 4 types), then return the number input in Col I times the appropriate rate for that year and type of milage. I have a table set up with the rates in another tab.
I'm thinking it will be a long IF and AND formula. Any help would be great!
In 'Essentials Log', I've changed the format of your year start-end dates to state the year you're referencing. I've added a column for "Milage".
Expense Reference Screenshot
In 'Expenses'!M2, I tried this and it seems to work:
=ARRAYFORMULA(iferror(if(isblank(A2:A),"",I2:I*vlookup(D2:D&year(A2:A)&E2:E,query({'Essentials Log'!Y2:Y&'Essentials Log'!Z2:Z&'Essentials Log'!AA2:AA,'Essentials Log'!AB2:AB},"Select *"),2,false))))
Working Example Screenshot
Have a look (I copied your example sheet): Milage expense
I solved this with creating an app script.
I realized I didn't want to use a formula because in my $ col most entries will be keyed in and so I didn't want to copy and paste a formula every time.
Here is the code if anyone might need it. I added it to the menu so the calculation is done with a click.
function expenseMilageCalculation() {
var auditionsSheet = SpreadsheetApp.getActiveSpreadsheet();
var expensesTab = auditionsSheet.getActiveSheet();
var activeCell = expensesTab.getActiveCell();
var activeRow = activeCell.getRow();
var expenseDate = expensesTab.getRange(activeRow, 1).getValue();
var expenseYear = expenseDate.getFullYear();
var expenseType = expensesTab.getRange(activeRow, 4).getValue();
var expenseDetails = expensesTab.getRange(activeRow, 5).getValue();
var numMiles = expensesTab.getRange(activeRow, 9).getValue();
var essentialsLogTab = auditionsSheet.getSheetByName("Essentials Log")
//2018 Business Milage
if (expenseYear == 2018 && expenseType == "Milage" && expenseDetails == "Business") {
var milageBusinessRate2018 = essentialsLogTab.getRange(3, 27).getValue();
var dollarMilesDeduction = numMiles * milageBusinessRate2018
expensesTab.getRange(activeRow, 8).setValue(dollarMilesDeduction)
}
//2019 Business Milage
if (expenseYear == 2019 && expenseType == "Milage" && expenseDetails == "Business") {
var milageBusinessRate2019 = essentialsLogTab.getRange(8, 27).getValue();
var dollarMilesDeduction = numMiles * milageBusinessRate2019
expensesTab.getRange(activeRow, 8).setValue(dollarMilesDeduction)
}
While trying to calculate Year over Year variance (unsuccessfully for 2 days now), I get the following error message.
EARLIER/EARLIEST refers to an earlier row context which doesn't exist.
YOY Variance = var PreviousYearPrinBal = CALCULATE(SUM(Deals[Principal Balance]),FILTER(ALL(Deals[Close Date].[Year]),Deals[Close Date].[Year] = EARLIER(Deals[Close Date].[Year])))
return
if(PreviousYearPrinBal = BLANK(), BLANK(), Deals[PrincipalBalance] - PreviousYearPrinBal)
In a different SO question, there is a different approach which gives me the following error:
A column specified in the call to function 'SAMEPERIODLASTYEAR' is not of type DATE. This is not supported.
yoy = CALCULATE([PrincipalBalance], SAMEPERIODLASTYEAR(Deals[Close Date].[Year]))
While I have some idea of what these mean, I do not have an idea of how to fix them. Here is my table.
And Here is what I expect as the result.
I've tried posting this question in Power BI community but haven't received an answer yet. Calculate Year over Year Variance.
ACTUAL DATA SAMPLE:
1) Created Year and Year Difference Column (Calculated Column)
Year = YEAR(Table1[Date])
Year Difference = Table1[Year] - Min(Table1[Year])
2) Created the Variance (Measure)
Variance =
Var current_YearDifference = SELECTEDVALUE(Table1[Year Difference])
Var Current_PrincipalBalance = CALCULATE(SUM(Table1[Principal Balance]),FILTER(ALL(Table1), Table1[Year Difference] = (current_YearDifference)))
Var Previous_PrincipalBalance = CALCULATE(SUM(Table1[Principal Balance]),FILTER(ALL(Table1), Table1[Year Difference] = (current_YearDifference - 1)))
Return if(current_YearDifference <> 0, (Current_PrincipalBalance - Previous_PrincipalBalance), 0)
3) Finally Created the Variance in terms of Percentage (Measure),
Variance in terms of Percentage =
Var current_YearDifference = SELECTEDVALUE(Table1[Year Difference])
Var Current_PrincipalBalance = CALCULATE(SUM(Table1[Principal Balance]),FILTER(ALL(Table1), Table1[Year Difference] = (current_YearDifference)))
Var Previous_PrincipalBalance = CALCULATE(SUM(Table1[Principal Balance]),FILTER(ALL(Table1), Table1[Year Difference] = (current_YearDifference - 1)))
Return if(current_YearDifference <> 0, ((Current_PrincipalBalance - Previous_PrincipalBalance) / Previous_PrincipalBalance), 0)
My Final Output
The Principal Balance has the function SUM selected on the Values Pane of the Output Table, where as the Year is Don't Summarize.
My Best Practice
Always Use Vars when creating Complex Measures to simplify the
formula.
Then return only a part of the Measure to check if the output is as expected.
Kindly let me know, if it helps or not.