The last day of month from the last date with sales - powerbi

How can I get the last day of month from the last date with sales? I want the result to be returned as a DAX calculated table.
The first step, calculated table:
LastDate = LASTNONBLANK( T[Date], CALCULATE( SUM( T[Amount] ) ) )
It returns a table (one column, one row) with the last date with sales. So far, correct, as expected. Say the last day with sales is 2020-04-15. But I want the end of month so 2020-04-30.
I hoped this should work, but it doesn't.
LastDate =
ENDOFMONTH (
LASTNONBLANK (
T[Date],
CALCULATE ( SUM ( T[Amount] ) )
)
)
It still returns 2020-04-15, instead of expected 2020-04-30.

The problem is caused by using dates from table T. Instead, you need to use dates from the calendar table, because list of dates for the time intelligence functions must be continuous.
Assuming you have a properly designed and connected calendar table 'Date' in your data model, change your DAX to:
LastDate =
ENDOFMONTH (
LASTNONBLANK (
Date[Date],
CALCULATE ( SUM ( T[Amount] ) )
)
)
ENDOFMONTH will use now a different table (Date), because LASTNONBLANK function will keep data lineage to it.

Related

Use RankX based on a measure with dynamic max date

I have a data set of game logs for a basketball season. I want to do a ranking for a statistic comparing all teams, but only up to the current date of that specific row. Since not every team plays every day, the current row should be the max date and it should rank based on the most recent value up to that date. I have a measure that does the correct calculation:
LatestTmDVP =
VAR thisdate =
MAX ( [DATE] )
VAR maxdate =
CALCULATE ( MAX ( [DATE] ), ALLSELECTED ( 'NBA-PLAYER-FEED'[DATE] ) )
VAR result =
CALCULATE (
MAX ( 'NBA-PLAYER-FEED'[TmDVPoToDt] ),
'NBA-PLAYER-FEED'[DATE] = maxdate
)
RETURN
IF ( thisdate = maxdate, result )
If I put this in a report with a date slicer, I can see that it is working correctly:
So I need to get this measure into a column, with the max date set as the date of the current row, and then do a rank based on that, but I just can't get the RankX syntax right for this. Appreciate any help!

How to add a year in a calculated column?

DateTable=CALENDARAUTO()
Calculated columns:
NextYearDate = DATEADD(DateTable[Date],1,YEAR)
The above calculated column shows blanks instead of the next years date. Why is that and how to fix it?
DATEADD is a Time Intelligence function, which returns dates from your date column shifted by the specified interval. This means that for the latest year in your date table, there are no "next year" values to return.
An alternative would be:
NextYearDate =
DATE (
YEAR ( DateTable[Date] ) + 1,
MONTH ( DateTable[Date] ),
DAY ( DateTable[Date] )
)

Power BI: Use unrelated date table to create a measure

Hi I have been struggling with this for a bit now and I hope I didn't miss a previous question. I am trying to get a count of the vehicles we have based on an EOMONTH date. We are buying and selling cars on a regular basis and for reporting we need to know how many we had at the end of each month and the report is a rolling 12 months.
I've tried creating the relationship with the purchasedate of the vehicle to the date of my date table but when I create the measure (Used to calculate the number of vehicles purchased but haven't been sold):
SalesBlank = CALCULATE(
COUNT(Vehicles[MVANumber]),
FILTER(Vehicles, Vehicles[purchasedate] <= RELATED('Date'[EOMONTH]) && ISBLANK(Vehicles[saledate])))
I only get a count of vehicles purchased that month and don't have a sale date - I'm not surprised because my relationship with the date table is the purchase date.
How can I set up a measure to look at the date table and filter the vehicles table with this logic:
purchasedate <= date[EOMONTH] && ISBLANK(salesdate)
Any help would be greatly appreciated!!
Thanks,
Matt
Sample Data and Desired Results
Relationships
If I understand you correctly, you want to get a count of the vehicles on hand at the end of each month. That could be calculated by counting the vehicles with a purchase date less than or equal to the selected end of month and subtracting the count of vehicles with a sale date less than or equal to the selected end of month.
You can create an active relationship between Vehicle[PurchaseDate] and Date[Date]. Then create an inactive relationship based upon Vehicles[SaleDate] and Date[Date].
You could use a measure that is something like this:
Inventory Count =
VAR MaxDate =
MAX ( 'Date'[Date] )
VAR MinDate =
CALCULATE ( MIN ( 'Date'[Date] ), ALL ( 'Date' ) )
VAR Purch =
CALCULATE (
COUNT ( 'Vehicles'[VehicleID] ),
DATESBETWEEN ( 'Date'[Date], MinDate, MaxDate )
)
VAR Sales =
CALCULATE (
COUNT ( 'Vehicles'[VehicleID] ),
USERELATIONSHIP ( 'Date'[Date], Vehicles[Sale Date] ),
DATESBETWEEN ( 'Date'[Date], MinDate, MaxDate )
)
VAR MaxPurDt =
CALCULATE ( MAX ( 'Vehicles'[Purchase Date] ), ALL ( 'Vehicles' ) )
VAR MaxSlDt =
CALCULATE ( MAX ( 'Vehicles'[Sale Date] ), ALL ( 'Vehicles' ) )
RETURN
IF (
MIN ( 'Date'[Date] ) <= MaxPurDt
|| MIN ( 'Date'[Date] ) <= MaxSlDt,
Purch - Sales
)
This measure gets a cumulative count of purchases and a cumulative count of sales and then subtracts them. The IF check is to avoid propagation of cumulative totals beyond the maximum date in the Vehicle table.
I'm not sure how to interpret your showing of just 3 months in the desired results. This will produce the same answers as what you have, but without a filter applied to the table, it starts at 3/31/2016 (the date of the first sale).
Edit: There's probably a more efficient way along the lines you were thinking, but it is escaping me at the moment.

Daily Table out of Start and End Date

I'm trying to create a calculated table with daily information of employees based on MIN and MAX dates. I'm on Power BI.
This won't be super-efficient if you have too many employees and dates, but you can take the cartesian product of the list of employees with the list of all possible days and filter that down:
CalculatedTable =
VAR CartesianProduct =
CROSSJOIN (
VALUES ( Main[employee_number] ),
CALENDAR ( MIN ( Main[start] ), MAX ( Main[end] ) )
)
RETURN
FILTER (
CartesianProduct,
[Date] >= LOOKUPVALUE ( Main[start], Main[employee_number], [employee_number] ) &&
[Date] <= LOOKUPVALUE ( Main[end], Main[employee_number], [employee_number] )
)
The CALENDAR function generates a table with column Date starting from the first argument and includes all days up to the second argument.
I'm not sure how to do this more efficiently in DAX, but I can think of a cleaner solution in M (query editor language).

DAX moving average not working

I try to calculate moving average in DAX power bi. I use different codes, for example this.
Moving AverageX 7B Days =
AVERAGEX (
DATESINPERIOD(
sahkoInput[Date];
LASTDATE ( sahkoInput[Date]);
-7;
DAY
);
sahkoInput[price]
)
All codes give the same result - Moving AverageX 7B Days is equal to column "price". What went wrong and how to fix it?
Firstly, I would look to add a date/calendar table to your data model.
This can be as simple as a list of consecutive dates from at least seven days before your first data point until after the end of when you expect your last one to be.
The reason for this is that the date functions in DAX always work best when they have a table of consecutive dates to look at - you can get unpredictable results when your fact table doesn't have any data on a particular date.
Once you have added the date table, create a relationship to link the date column in your sahkoInput table to the date column in your date table.
Now, the following measure should work:
Moving AverageX 7B Days =
CALCULATE (
AVERAGE('sahkoInput'[Price]);
DATESINPERIOD ('DateTable'[Date];
LASTDATE ('DateTable'[Date]);
-7;
DAY)
)
Create a date table, this will dramatically improve performance and increase readability. You can do that by using the following DAX:
Min Date := MIN('sahkoInput'[Date])
Max Date := MAX('sahkoInput'[Date])
Dates :=
VAR BaseCalendar =
CALENDAR ( [Min Date], [Max date] )
RETURN
GENERATE (
BaseCalendar,
VAR BaseDate = [Date]
VAR YearDate =
YEAR ( BaseDate )
VAR MonthNumber =
MONTH ( BaseDate )
RETURN
ROW (
"Day", BaseDate,
"Year", YearDate,
"Month Number", MonthNumber,
"Month", FORMAT ( BaseDate, "mmmm" ),
"Year Month", FORMAT ( BaseDate, "mmm yy" )
)
)
Then referencing this date table you can create an average using the standard average function, like so:
Moving Average 7 Days :=
CALCULATE (
AVERAGE ( 'sahkoInput'[Price] );
KEEPFILTERS ( DATESINPERIOD ( 'Dates'[Date]; MAX ( 'Dates'[Date] ); -7; DAY ) )
)
I hope this helps!