I'm making a data report for my company which will have a slicer to select the quarter. I have colmuns for Beginning balance, each of the three months within the quarter (Per1, Per2, and Per3), Quarter to Date, and Year to Date. Right now, I have no problems getting the data into the right format. I've got a report with a SUM measure for each month, and "Per" measures with Switch functions to choose which SUM measures are being used.
What I'd like to do is be able to change the column names from Per1, Per2 and Per3 to the actual month being displayed (April, May, June for example).
Is there a way to either change column heading so it displays the name of the measure being chosen?
Alternatively, is there a way to use the slicer to choose which SUM measures are pulled into the report?
Right now, it looks like this:
Beginning Per1 Per2 Per3 QTD YTD
I'd like it to look like this:
Beginning Jan Feb Mar QTD YTD
I'd like to be able to change the months based on the selection of quarter in the slicer.
In Visualizations(right menu) you can try to change the data in the fields Legend and Values and you can play with Filters as well.
If it doesn't work you can change the column name when you connect to the excel data, it will change only on the query not in the source.
Related
I follow the following blog http://sqljason.com/2018/03/display-last-n-months-selected-month-using-single-date-dimension-in-powe... in order to display Display Last N Months & Selected Month using Single Date Dimension in Power BI.
I've an issue when trying to display month-year when there is no data in the fact table sales.
I did modification: https://1drv.ms/u/s!Amd7BXzYs7AVg3xJ1MKPYI_PIw3z
How to show to show for example October, november and december 2015 as an example?
I downloaded your PBIX file and looked through it.
I am unsure what you exactly want to see, because your report has a few quirks in it.
I'll try to sum them up:
You have a 'select month' drop down menu ánd a slider for selecting the number of months (As 'sales for last x months). This doesn't work. Since you now need to manually select the wanted months in the drop down menu with CTRL+Click (On each month) ánd you need to use the slider.
Next to that, your calculations seem to be wrong. If I only select Dec-16 I get 70. If I select Nov-16 and Dec-16, the sales in Dec-16 suddenly become 70 and Nov-16 takes over. If I select until July-16, July-16 gets 70 and Dec-16 gets 120.. I don't know if this is how you want it but it looks like strange behaviour.
A good tip for measures. If you sum, divide or do any calculation. End with +0. That way you wont see (Blank) but 0. E.g.
Sales (Selected Month) = SUM(Sales[Sales]) + 0
Also, you have made a small date table, which is good. But you don't use this consistently through your report. For selecting months you use the date table and for the graph you use the date in the sales table. It is better to use the date table for dates, since that is it's sole purpose.
In Power BI, I am creating a grid to show specific data in a time period. I want the grid to update everyday to show the data corresponding month to date. I want my data to represent 9/7 - 10/7 and tomorrow I want it to update to show 9/8-10/8. Essentially I want a measure in DAX to display all data from month to date.
You can do this from relative date filter in the right side tabs,
Select visualization and their is filter for date,
try with above method.
I am having some trouble dynamically altering my x-axis based on a custom date slicer.
Basically it works fine if the end-user is looking at every single date between 2020 and 2021, however, if the end-user filters to just a couple months, I want the column chart to skip the Year and just jump to the MonthYear axis to remove the user having to start from the year then drill down to see the months.
Similarly, if it was just days filtered in the slicer it should jump to the Date axis rather than drilling down from Year then to MonthYear then finally to Date.
How would I go about doing this?
Date Slicer:
Stacked Column Chart:
Shared Axis:
Relative Date Functionality in Power BI:
Issue #1:
Hi Team,
Need to know is there any way to implement the below relative date filter functionality in Power BI
Please note the following:
For year the base year should be current year, for now it should be 2021
For month the base month should be current month, for now it should be july and so on.
Issue#2:
Based on the above, we want to implement a functionality based on the below selection, where in if we select week, then we should see the count of a metric only for the weeks which are passed by the above filters and similarly for months, days etc. For eg, if we select year, then we should get the count for the year 2022 only as this is the only year passed by the above filter.
Thanks for any help!
Technically possible? I think so. Feasible? No, not really.
While there is some playroom with bookmarks, custom graphics and clever use of a wide range of measures and calculation groups - it would be an enormous task to get everything running correctly and smoothly.
Perhaps one option is to introduce this filtering functionality via a custom visual that takes your date column as input?
As the title says, is it possible for a measures values not to change by any means? It's not possible for me to edit interactions with the slicer as the graph contains other measures.
F.eks. If I have a Slicer with dates December, January and February, and I select January the measure should still show data for all 3 months.
I'm hoping there's some DAX function which allows this.
Yes, you can set the filter context within a measure.
For example, if you had a calculation that summed revenue,
= SUM(Sales[Revenue])
Then you could modify it to look something more like this:
= CALCULATE(SUM(Sales[Revenue]), ALL(Sales[Date]))
This would clear the slicer's filter and return the sum over all dates.