So I am looking to display payments from individual donors over a time period between their first donation, and today's date.
To fill gaps in a visual representation of donations over time, I use a calendar table and select ‘show items with missing data.’
My issue is that if a donor first donated in 2005 the fact that the calendar table starts in 1980 means the graph shows an X axis date range starting that year. So it's showing a lot of time we know has no data.
How can I default the date range to start at the date of the first donation of the user ID passed to the report?
Tables: Calendar, Donations
One way to achieve this is to create a measure that checks to see if there are donations within the current filter context. For your chart this will be for the date and donor category selections, though this would work in any other filter context that relates to donations.
It will look similar to this:
Has Donations =
if(calculate(isempty(relatedtable(DonationsTable
)
)
)
,0
,1
)
You can then add this filter to the Filters on this visual section of the Filter Pane and check for where the value is 1, though make sure your date axis is set to continuous. This will return all dates between the oldest and newest donation.
Related
Below is the sample dataset
The data has two slicers ( date and category ) shown below
I am writing a DAX Statement to multiply the sum(values) * 10 only if the date range is in the current year 2023.
The StartYear gives the start of the current year, firstD gives the lowest date from the date slicer.
Formula =
var new = sum(Test[Value]) * 10
var startyear = DATE(YEAR(TODAY()),1,1)
var firstD = CALCULATE( MIN( Test[Date]), ALLSELECTED(Test[Date]) )
return if( ISFILTERED(Test[Categories]) && firstD >= startyear, new, 0 )
Now when I filter dates to 2023, the total value should be 2300 but it shows as 0
However the DAX works when I select A or B
If we remove the ISFILTERED function then, it gives wrong value, the expected value is 0 because the start date is in 2022, but it shows 650
let me know if that is the right syntax
It looks like you are not using a separate calendar table to handle this, which you need!
In your very last example you have set your slicer to some time late 2022, but the minimum value of 'Test'[Date] for your selected category is in year 2023. Hint: set the slicer to e.g. 2022-12-14, this will include a 2022-date for Category A in your data.
Your measure behaves exactly how it is supposed to, in other words!
To fix this, you need to do the following:
Create a calendar table in your model, this should contain contiguous dates, which is necessary for the filtering method you want
Establish a relationship between the calendar table and existing Test table.
Use the date column from your new calendar table in your slicer and as date reference in your measure
Exactly how to create a calendar table is thoroughly documented on Google, I recommend you search and find an article or video you understand for implementing this.
Lastly: Your use of ISFILTERED in this measure seems strange, since you mention nowhere the requirement of only showing a number if the column you are testing filtering on is filtered, if that makes sense.. :-) The way you describe your calculation, you only need to check whether the selected date range starts in current year.
I have created 3 DAX measures in Power Pivot to calculate backlog value and I have an issue with filtering in pivot chart. When I filter out a specific time period, the backlog calculates only based on filtered dates. Instead of filtering, I would like to only "zoom in" to some specific time-range.
Measures
Opened:=CALCULATE(COUNTA([CreatedOn]))
Closed:=CALCULATE(COUNTA(Ticket[ClosedOn]),USERELATIONSHIP(Ticket[ClosedOn],'Calendar'[Date]))
Backlog:=CALCULATE([Opened]-[Closed],FILTER(ALLSELECTED('Calendar'),'Calendar'[Date]<=MAX('Calendar'[Date])))
Based on example data below, without filtering any dates the backlog value is following:
Date;Backlog
1/1/2021;1
2/1/2021;3
3/1/2021;1
4/1/2021;3
When I filter dates excluding 1st of January, I get following values:
Date;Backlog
2/1/2021;2
3/1/2021;1
4/1/2021;3
I want to get same values as without filtering the date. I just want to to "zoom in" on some specific date range. In my case i have 1 year of input data and want to see the backlog evolution of last 8 weeks. So when I filter last 8 weeks, my first week shows only value calculated for that week, but instead it should take into account all the values from previous periods + the result of first week
Example data
TicketNumber;Type;CreatedOn;ClosedOn;Status
ticket1;Service Request;1/1/2021;1/3/2021;Closed
ticket2;Incident Record;1/2/2021;1/3/2021;Closed
ticket3;Incident Record;1/2/2021;1/5/2021;Closed
ticket4;Service Request;1/4/2021;;Open
ticket5;Service Request;1/4/2021;;Waiting for
Fixed thanks to my colleague! :)
I had to change ALLSELECTED to ALL
Backlog:=CALCULATE([Opened]-[Closed],FILTER(ALL('Calendar'),'Calendar'[Date]<=MAX('Calendar'[Date])))
I'm not sure I've summarised this question correctly, so I'll add a description below of the actual problem.
We have a report that displays data for 'jobs'. These jobs have a few relevant date fields on them such as Created Date, Completed Date and Invoice Date. We currently have 3 slicers on the report that work as expected based on these dates.
Users sometimes use all 3 slicers at the same time and end up with all sorts of useless data. No matter how many times we've told them to reset the filters before changing the date slicers, they keep forgetting to do that.
They also do not want to have 3 separate reports.
We've been tasked with providing them with the following:
Something that lets them select what they want to filter on, with the options only being Created, Completed or Invoiced
A slicer that works based on the option they selected above.
We've tried creating a calculated column that is set to one of those dates based on the option selected in the disconnected slicer, and then adding a slicer that works off that column, but we aren't having any luck. The values in the calculated column are not correct
This is what we've done in attempting to solve the problem:
Create a measure that captures the selected value
SelectedMeasure = SELECTEDVALUE('Date Filter Options'[Name],"Created Date")
Create a calculated column to set the appropriate date value
Please note we're only testing with two out of the three possible values at the moment.
Selected Date Filter = if(jobs[SelectedMeasure] = "Created Date", (jobs[Created Date (DateOnly)]), (jobs[Completed Date (DateOnly)]))
What we're finding is that the Selected Date Filter column does not update with the correct date value, even after we change the slicer and the measure updates as expected.
We're totally stumped - I'm aware we are probably a fair bit away from the correct solution, so any help would be appreciated
Not quite sure how to best present the data model, but here are the relevant fields of the 'jobs' table
jobNumber: string
jobId: guid
CreatedDate: date
CompletedDate: date
InvoicedDate date
The Date Filter Options table just consists of one column with these options:
"Created Date"
"Completed Date"
"Invoiced Date"
I have data from multiple countries on a monthly basis. Since the updates are not regular, I want to set up filter to visuals, so they would show the last month for which I have data from all the countries. I have data from each country loaded into a separate dataset, which then are merged into one big. Is there an easy way to place such filter? I managed to use "LASTDATE" function in each of country sets to find which date is last, but if I try to filter with that measure, I simply get nothing in a result. Thanks!
Well, this feels a little clunky to me but I believe it will work for you. There are two steps. The first is to create a summary table that reads through your data and counts the number of distinct countries that you have in each month. This will be a new table in your model, so go into the modeling tab, click 'New Table' and add this DAX. Obviously, correct for your table and column names.
SUMMARIZED_ROWS = SUMMARIZE(
'Table1'
,Table1[Month]
,"CountOfCountries"
,DISTINCTCOUNT(Table1[Country])
)
Now add a measure to the table (or anywhere) like this:
MonthWithMostCountries = CALCULATE(
LASTNONBLANK(SUMMARIZED_ROWS[Month], 1 )
, FILTER(SUMMARIZED_ROWS, SUMMARIZED_ROWS[CountOfCountries] = MAX(SUMMARIZED_ROWS[CountOfCountries]) ) )
This is going to give you the month where you have the most distinct countries in your data. You'll want to look at it in a card or similarly isolated visual as it is a measure and can be affected by filter context.
So, on the left is my mock data - 3 countries, 3 months each with a 1 month stagger. On the right you see the result of the Summarize table. Then the measure showing the final result.
Hope it helps.
I have a list in SharePoint Office 365 with a number of columns to register and track claims.
One of the columns is a calculated one - to catch the duration of claims processing.
I would like to calculate it as a difference between dates and shown in days.
To do it I want to use 3 pieces of information:
Column [RegistrationDate]
Date of new registered claim.
Column [EndDate]
Finalization of the claim.
[Today]
Sytem date for now.
The logic to be done by the formula should be:
IF [EndDate] is empty THEN:
[Today]-[RegistrationDate]
OTHERWISE
[EndDate]-[RegistrationDate]
Question: What formula will achieve my desired output?
Calculated columns cannot use the [Today] dynamic variable. (Validation formulas can.) Calculated Columns are only updated when they are edited, not each time they are viewed.
If you could use [Today], it would look like this:
=IF( ISBLANK( [EndDate] ), [Today]-[RegistrationDate], [EndDate]-[RegistrationDate] )
But... you cannot use [Today] in a calculated column...