I have merged two tabels ( sales and forecast ). For all the rows coming from sales query the cost price column has a value. The forecast rows does not have that.
In order to calculate future metrics/KPI I need to make a Power Query transformation that populates cost price on all forecast rows. I would like to do some kind of refence to the ProductName (exits both on the sales and forecast rows) and pull the cost price from the sales rows. The ProductName can have multiple entries in the table, but will be the same for alle the rows. So maybe a find first/max or something would be fine.
However, I am not sure have to make this calcuated column with some sort of lookup to ProductName?
Well you can definitely do so
Here is an excellent Article form Microsoft on LookupValue
In addition check this Thread as well. It will give you more Idea.
I would do something like
=LOOKUPVALUE(Product[SafetyStockLevel], [ProductName], " Mountain-400-W Silver, 46")
Related
First time posting, thanks in advance !
I have a simple sales table acting as a data source.
In this table I have all my dimensions and facts, the data model is not organized as a star schema.
I believe this question does not require the data model to be optimally built.
One column tracks the Sales Quantity and shows -1 if the item is returned.
In Power Query.
I wish, for all returns, to eliminate the line with the -1, but also the associated line with the +1 sale.
I do not wish to simply filter by the Invoice Number and remove it, as in the same invoice I may have other items who were not returned.
I wish to have in my final table only final records.
Thank you
Did not manage to identify a way to tackle the issue in Power Query as of yet.
Edit, addition of further context
Dataset abstract:
I would like to keep the green row and remove the yellow ones.
One invoice features three lines, two for one item being sold and returned, and one for an item being purchased for good. That latter one is to stay in the records.
[IMAGE : Excel version of relevant column in data base ]
https://i.stack.imgur.com/CiiiC.png
Because I do not know the exact nature of your data, I will give you a general solution for your problem, which will help you immensely.
First, I will transform your data into facts and questions. Then I will answer the questions depending on my experience analyzing many different datasets; last but not least, I will provide you with the solution.
Facts,
[Sales Amount Include Tax] column values for Return Sales are negative numbers because excel format negative numbers by including them with parentheses, as your data shows.
The Original Sale record and the Return Sale record must have the same values for these columns, which we will use to know the Original Sales record:
The absolute value for the [Sales Amount Include Tax] column.
[Invoice No], [Department], [Sub Dept], [Sub Dept GROUP], [Item Code] columns.
This point is critical because we will use these columns to know the Original Sales record.
Questions,
Is the Item code column value similar to the original sale row and the returned sales row?
My answer: It should be because you are returning the same item that the Item code column describes, but I am concerned that your data shows that the first two rows don't have the same Item code. Is it by mistake?
Is the Sales Quantity column always filled with -1, even if the original sales quantity was, for example, three pairs of shoes?
My answer: The Sales Quantity column should describe the number of items someone bought, so if I originally bought 2 things but didn't like them for a reason, I will return two items so that the column value will be -2.
If my above assumptions are correct, you need to do the following in the Power BI query:
1. Import your Sales table to Power BI. See this image that shows the test data I used.
2. When you import your data and see it in the Power Query Editor, you will see that the Sales Amount Include Tax column value shows minus rather than parentheses for Return Sales Rows, as you can see in this image.
3. Create a copy of your Sales table and Rename it to Returned Sales, then filter this table to include only [Sales Amount Include Tax] that are less than 0, as you can see in this image.
4. Filter the Sales table to include only [Sales Amount Include Tax] greater than or equal to 0, as you can see in this image.
P.S. Now comes the fun part :)
1. In Returned Sales table, add a custom column name it ReturnedSaleFlag, then give it a value of 1, as you can see in this image.
2. Change ReturnedSaleFlag column type to Whole number.
3. In Returned Sales table, transform [Sales Amount Include Tax] to an Absolute Value, as you can see in this image.
4. Now you need to return to the Sales table and merge it with Returned Sales table using multiple columns which are the column listed in the second point of the fact section, as the image shows. Also, see this link that describes how to Merge query based on multi columns.
5. Expanded the new Returned Sales column in Sales table and only select ReturnedSaleFlag column and make sure to remove the check from use original column name as a prefix, as the image shows.
6. Finally, all your previous hard work created a flag in your Sales table that will let you know the Sales record that had been returned. :)
7. Now you filter the Sales table to keep the records that only have null values for the new ReturnedSaleFlag column then remove this column, as the image shows.
8. In the end save and apply and analyze your Sales and your extra info in the Returned sales.
I hope I helped in a way; if so, please mark this as an answer and vote for it :)
In Power BI I have a list of inventory transactions (InventTrans) with date, quantity and value for movements in and out of the inventory.
There are 1 million lines of inventory transactions, and the sum of all lines for each ItemID gives the inventory value of that item.
I have created a measure to calculate number of days from last movement until today:
Days since last movement = DATEDIFF(CALCULATE(MAX(InventTrans[Date]),TODAY(),DAY)
and a measure (InventoryStatus) to group each ItemID based on this result.
I have used
InventoryStatus = IF([Days since last movement]<183, "Movement last six months", ("Six months to a year", "Over 1 year". and so on)
Now I want to create a table with ItemID and the measure InventoryStatus.
My aim is to use InventoryStatus as a filter, so maybe there is better way to achieve this without creating a new table with ItemID and InventoryStatus.
Assuming inventory status is a property of the item, not the transaction, your proposed approach is probably correct. The data model will be more intuitive and more efficient if you create an items table that has ItemID, InventoryStatus, and any other item-level data. After linking the two tables together InventoryStatus can be used as a filter for transactions.
I have two tables which have counts and sales based on dates and one of them also have customer ID. The counts are not same when we see by customer and summary. I also have customer filter on my dashboard. What I want to achieve is if no customer is selected the count should come from summary table otherwise it should come from customer if multiple or one is selected in the filter.
Customer Table
Summary Table
Any hints, I have tried lookupvalue function but I cant put date as search value from date table.
It's much easier to use Measures, instead of creating calculated tables to obtain those metrics. Also, summarized tables would not have the same filter context your are looking for.
Measure 1
Total Customers =
DISTINCTCOUNT('Customer Table'[CustomerID])
Measure 2
Total Sales =
SUM ( 'Customer Table'[Sales])
I have a requirement where i have to summarise the sales data by department and then create a calculated column to show the percentage of how much each department had contributed towards total sales.
Here % should be the calculated column in Direct Query Mode
Since you did not provide much information or what you have already tried, I can't really guess your model, but I hope this gives you a starting point.
Create a new measure:
(replace the table name where needed)
% Sales Sub Category = DIVIDE(
SUM('Sales'[Sales]),
CALCULATE(SUM('Sales'[Sales]), ALL('Sales'[Sub Category])
)
I am fairly new to PowerBI DAX and I want to filter out the top 20 product ids in a measure.
I came up with this formula but it does not seem to be working and I was hoping to get some help here.
$ Amount Parcel =
CALCULATE(
SUM(Data[$ Amount Parcel]),
FILTER (Data, NOT (Data[idProduct], SUM(Data[NetSales])) IN TOPN(20, SUMMARIZE(Data, Data[idProduct], "NetSales", SUM(Data[NetSales]))))
)
I want to show sales per PID for all products except for our 20 best sellers.
Thank you !!
I would suggest an easier approach adding a dimension column.
First of all, you need to have Product dimension table separated from Sales fact table. Make sure to create one-to-many relationship between Product and Sales with "Single" cross filter direction.
Then you can create a calculated column on Product table, which can be used to filter out top selling products.
Sales Rank = RANKX('Product', CALCULATE(SUM(Sales[SalesAmount])))
Now drag and drop Sales Rank field into the Filters pane of your visualization, and set the filter condition so that top selling products will not be shown.