Recently I started working in Power-BI to generate few reports. I am new to the Power BI. So far i am able to manage key task, but stuck at one point--
I have one matrix in my report which uses one measured column. I have used IF condition in that measure column, and based on this condition categorised them in 3 types. Now when i am populating these on matrix, i can see only 2 categories not 3. The reason behind this is that there is no value falling under the third category. but i want to show 3rd category as well with zero data. I have tried "Show item with no data" but no luck.Any help will be appreciated. Thanks in advance.
Give it a try with below steps.
Create a separate "Categories" table with all possible categories.
Create a relationship between the "Categories" table and your calculated column.
Use categories from "Categories" table in the visual. Mark "Show items with no data".
Let's see a simplified example.
I have a Sales table (with very small number of rows for simplicity) like this. There are possibly 3 categories, A, B, and C. However, category C is not yet appearing in the existing data.
In my matrix visual, there is no category C, with no wonder.
Now, I create a Category table with all possible categories including C, then build a many-to-one relationship between Sales and Categories tables.
It is advised that you turn Category in Sales table ("many" side) to be hidden in report view, to make sure the users will correctly choose the one from Categories table.
Then, in the setting of the matrix visual, I replace the Category with the one in Categories table, and mark "Show items with no data".
Category C is successfully shown up in the matrix with empty value.
Related
I'm currently building a report in Power BI. I added a matrix table along with its data. The matrix table just consist of sums per column (shown below).
There are multiple of slicers I have for the report. The problem is when I start filtering, the data disappears from the matrix. Instead of disappearing, I want it those values to be zero.
I have already used the measure: IF(ISBLANK(SUM(COUNT)), 0, SUM(COUNT) And it still did not work (shown below). What should I do so that the zeroes would appear on the matrix table?
There are two things you need for this approach to work
You need your Categories in a separate table to the rest of your data (joined by category ID) - if you don't have an ID, you can get away with Category name). You can build this table in DAX with something like CategoryTable = DISTINCT(MyData[CategoryName]). This new table and your data table need to be linked with a relationship. On your visual, use the Category from the Categories table and the measure you have created.
Make sure "Show items with no data" is checked on the matrix's fields.
I have the following Power BI table example for an operating expense report that uses a slicer to filter the first column named "Actual". This is to see the operating expenses for one month compared to the budget figures for the year. It also compares the year-to-date and annual figures. How can I create dynamic columns that change based on the slicer selection? These additional columns are not shown in the pic below but included in the last pic. The Budget column below was just created as an example to show what it should look like.
I set up a star schema with several tables shown below. There's only one expense fact table used and the slicer only works for the first column as previously stated but I need all the other columns to use different parameters and adjust based off what's selected in the slicer. The last image is an overview of the info and the parameters for each column. I tried creating new columns with measures for the budget to see if I can get that going but can't figure out how to make it adjust with the slicer selection.
I'm not sure if I should be using separate queries for each column or can this be done using the one expense table. Hope this isn't too confusing. Please let me know if more info is needed.
If I understood what you wanted correctly I think I solved your problem.
I was able to create the following:
I did not use all values since I did not want to type everything, if you provide some test data it is easier to replicate you dashboard.
This matrix (so not table) allows you to filter for Date (if you so desire, you can always show all date's in the matrix) Book and AccountTree.
The way this is done is by putting the address column in the ROWS for the matrix, Putting the Date column in the COLUMNS of the matrix and putting your values (actual, budget, variance) in the values of the matrix.
For the date is used days, since it was easier to type. You can always use weeks, months, quarters or years.
For this to work you have to create the following relationships:
Hope this helps.
If not, please provide test data so it is easier to try and solve your problem.
Hi everyone, I have a chart which I need that the x value (Axis) changes by changing the slicer value (this slicer is the yellow one that has all the Dims (x values)) and it comes from DimList table. For example, at the moment the chart is totalfreight by custid, but I need if I check the empid from the yellow slicer the chart value changed to totalfreight by empid. This happens for all of the slicer values.
But I don't like bridge table or any method that has a bad effect on performance because the FactTable has a billion rows and I modeled it in SSAS, tabular model and has a live connection. Thanks in advance.
I assume you're referring to the approach that uses a bridge table described in this article. I agree that you may face some performance problems given the amount of data in your model.
First of all, you should try to see if there's some other Power BI frontend functionality that you can use directly in the report, without changing your data model. Perhaps you can use Power BI bookmarks, links or maybe a custom visual?
If not, there's another approach you can use in the data model, that does not rely on bridge tables. Disclaimer: I haven't tested this - there could be other performance issues involved.
Construct a new dimension table with all the members from your individual dimensions. Ie. create a union of all EmpIDs, CustIDs, etc. Make sure you indicate the type of ID in a separate column. The table should look like this:
DimensionId MemberId
categoryid 1
categoryid 2
categoryid 3
custid 1
custid 2
custid 3
...
Let's name this table 'All Dimensions'. The table should not have any relationships to other tables (this is similar to the Parameter Table pattern.
Change your measures to apply a virtual relationship whenever something is selected on the 'All Dimensions' table, to properly filter the fact table:
SUM('factSale'[Freight])
would become:
SWITCH(
SELECTEDVALUE('All Dimensions'[DimensionId]),
"categoryid", CALCULATE(SUM('factSale'[Freight]),
KEEPFILTERS(TREATAS(VALUES('All Dimensions'[MemberId]), 'factSale'[CategoryId])),
"custid", CALCULATE(SUM('factSale'[Freight]),
KEEPFILTERS(TREATAS(VALUES('All Dimensions'[MemberId]), 'factSale'[CustId])),
"empid", CALCULATE(SUM('factSale'[Freight]),
KEEPFILTERS(TREATAS(VALUES('All Dimensions'[MemberId]), 'factSale'[EmpId])),
// ... etc. for all dimensions ...
, // Fallback, when nothing is selected on 'All Dimensions'
IF(NOT ISFILTERED('All Dimensions'[MemberId]),
SUM('factSale'[Freight])
)
)
Put the [DimensionId] column into a slicer and use the [MemberId] column as the axis on your bar chart. Note that the chart will not show anything unless exactly one item has been filtered on the [DimensionId] slicer.
Explanation: The SWITCH statement determines if any selection has been made on the [DimensionId] column of the 'All Dimensions' table. In that case, a filter is applied to the fact table, depending on which dimension has been selected, using the TREATAS function. We're using KEEPFILTERS to make sure that any existing filters made directly on the individual dimensions are kept as-is.
In case no selection has been made on the [DimensionId] column, we want to fall back to the standard measure SUM('factSale'[Freight]) but since we don't want to repeat this measure for all items on the [MemberId] column, we use IF(NOT ISFILTERED( ... to make sure that we return only a blank value, if [MemberId] is currently used on the chart axis.
I am very new to Power BI. I have connected mysql database to get data. Am doing search in one filter , based on the searched customer, it will show up the data in table visual.
But, i stuck to show only the latest date data of a category.
If you see in the above image, there are two initial proposal rows. But, i need only one row of initial proposal category which can be differentiate by the date modified column.
to be more clear --> category Id and date_modified are from table1 and inserted_prefix from table two.
now, in the below image. I selected different customer. he had, 3 initial proposal and 5 initial design. So i need only one initial deign and initial proposal which is latest date.
Please suggest me how can i get only the latest data of each category by using measure or any other way.
Thanks a ton in advance.
I got my requirement.
Just a small tweek in data selections. just make sure to have date modified with Latest. insert_prefix select last as showin in below images.
I have two tables from Azure SQL in PowerBI, using direct query:
EMP(empID PK)
contactInfo(contactID PK, empID FK, contactDetail)
which have an obvious one-to-many relationship from EMP.empID to contactInfo.empID. The foreign key constraint is successfully enforced.
However I can only create a many-to-one relationship (contactInfo.empID to EMP.empID) in PowerBI. If I ever try the opposite, PowerBI always automatically converts the relationship to many-to-one (by swapping the from and to column), which prevents me from creating visuals. Does PowerBI think the two are equivalent?
Update:
What I'm doing is to just create a table in PowerBI showing the join results of these two tables. The foreign key constraint is contactInfo.empID REFERENCES EMP.empID, which is many-to-one. That should not be a problem, I guess, since I can directly query the join using SQL.
Please also suggest if I should create the foreign key in the opposite direction.
More info on failure to create visual
The exact error message is:
Can't display the data because Power BI can't determine
the relationship between two or more fields.
Version: 2.43.4647.541 (PBIDesktop)
To reproduce the error:
DB schema is as follows:
What I want is a table in PowerBI showing contact and sales info of am employee, that is, joining all the four tables. The error will occur when VALUES of the table visual contains "empName, contactDetail, contactType, productName", however, error will NOT occur if I only include "empName, contactDetail, contactType" or "empName, productName". At first I thought the problem may lie in the relationship between contactInfo and emp, but it now seems to be more complicated. I guess it may be caused by multiple one-to-many relationships?
Expanding my comments to make an answer:
Root of the Problem
In your data model, a single employee can have multiple contacts and multiple sales. But, there's no way for Power BI to know which contactDetail corresponds to which productName, or vice versa (which it needs to know to display them together in a table).
Deeper Explanation
Let's say you have 1 emp row, that joins to 10 rows in the sales table, and 13 rows in the contactInfo table. In SQL, if you start from the emp row and outer join to the other 2 tables, you'll get back (1*10)*(1*13) rows (130 rows in total). Each row in the contactInfo table is repeated for each row in the sales table.
That repetition can be a problem if you do something like sum the sales and don't realize a single sales record is repeated 13 times but might be fine otherwise (e.g. if you just want a list of sales and all associated contacts).
Power BI vs. SQL
Power BI works slightly differently. Power BI is designed primarily to aggregate numbers, and then break them down by different attributes. E.g. sales by product. Sales by contact. Sales by day. In order to do this, Power BI needs to know 100% how to divide numbers up between the attributes on your table.
At this point, I'll note that your database diagram doesn't include any obvious metrics that you'd use Power BI to aggregate. However, Power BI doesn't know that. It behaves the same whether you have metrics to aggregate or not. (And failing all else, Power BI can always count your rows to make a metric.)
Let's say that you have a metric on your sales table called Amt Sold. If you bring in the empName, productName, and Amt Sold columns, Power BI will know exactly how to divide up Amt Sold between empName and ProductName. There's no problem.
Now add in contactDetail. Using your database diagram, Power BI has no way of knowing how an Amt Sold metric in the sales table relates to a given contactDetail. It might know that $100 belongs to empID 27. And that empID 27 corresponds to 3 records in the contactInfo table. But it has no way of knowing how to divide up the $100 between those 3 contacts.
In SQL, what you'd get is 3 contacts, each showing the $100 amount sold. But in Power BI, that would imply $300 was sold, which isn't the case. Even equally dividing the $100 up would be misleading. What if the $100 belonged entirely to 1 contact? So instead, Power BI shows the error you're seeing.
My Recommendations
If you can, I recommend changing your data model before your bring it in. Power BI works best with a single fact table, which would contain your metrics (like amount sold). You then join this fact table to as many lookup tables as you like (e.g. customer, product, etc.), directly. This allows you to slice & dice your metrics with any combination of attributes from any of the lookup tables. I would recommend checking out the star schema data model and the concept of lookup tables: powerpivotpro.com/2016/02/data-modeling-power-pivot-power-bi
At the very least, you would want to flatten your tables (i.e. merge the contactInfo and sales tables into a single table before importing them into your data model.
It may be that Power BI isn't the best tool for what you're trying to accomplish. If all you want is a table showing all sales & contact info for an employee, without any associated metrics, a regular reporting tool + SQL query might be a better way to go.
Side Note: You can't reverse a many:one relationship to get past this error. The emp table contains one row per empID. Both the contactInfo and sales tables contain multiple rows with the same empID. This means the emp table is necessarily the "one" side of the relationship to both those tables. You can't arbitrarily change that.