PowerBI - conditional formatting for highlighting weekends - powerbi

I have a data table matrix in power bi showing Dates in Rows and hours in columns and count of customers against them as values. i wanted to highlight all rows of thursday, friday and saturday, so that weekend figures can be compared.
Need help in this pls...
the table is in the below format
enter image description here

First you want to create a duplicate (in my case monday - friday (2) that does NOT have a relation to you source table. You want this duplicate table to only show days. This duplicate table needs a relationship with the slicer you are going to use to filter for days
In your source table (monday - friday) you want to create the following measure:
Measure = IF(HASONEVALUE('monday -friday (2)'[Day]);
IF(SELECTEDVALUE('monday -friday (2)'[Day]) = MAX('monday -friday'[Day]); 1; 0);
IF(ISFILTERED('monday -friday (2)'[Day]) && COUNTROWS(FILTER('monday -friday (2)'; 'monday -friday (2)'[Day] = MAX('monday -friday'[Day]))); 1; 0))
Now you want to create conditional formatting. First create your table with days and values (for the example i did not sort the table. You want to sort your table so it looks better):
Then right click on values and select conditional formatting. Select based on rules.
and the measure you just created in your source table.
for the first option you select "is bigger than or equal to" and give it a value 1.
for the second option you select "is smaller than"and give it a value 1000.
Choose the color you want your highlights to be.
If you now select a day in your filter the value for that day will show the background color you selected! In your case you want to select all days you want to have highlighted.
Hope this helps!

Related

Power BI - Select Slicer Date Between 2 Columns

Hopefully a quick explanation of what I am hoping to accomplish followed by the approach we've been working on for over a year.
Desired Result
I have a table of SCD values with two columns, SCD_Valid_From and SCD_Valid_To. Is there a way to join a date table in my model (or simply use a slicer without a join) in order to be able to choose a specific date that is in between the two SCD columns and have that row of data returned?
Original Table
ID | SCD_Valid_From | SCR_Valid_To | Cost
1 2020-08-01 2020-08-03 5.00
Slicer date chosen is 2020-08-02. I would like this ID=1 record to be returned.
What We've Attempted So Far
We had a consultant come in and help us get Power BI launched last year. His solution was to create an expansion table that would contain a row for every ID/Date combination.
Expanded Original Table
ID | SCD_Valid_Date | Cost
1 2020-08-01 5.00
1 2020-08-02 5.00
1 2020-08-03 5.00
This was happening originally on the Power BI side, and we would use incremental refresh to control how much of this table was getting pushed each day. Long story short, this was extremely inefficient and made the refresh too slow to be effective - for 5 years' worth of data, we would need over 2000 rows per ID just to be able to select a dimensional record.
Is there a way to use a slicer where Power BI can select the records where that selected date falls between dates in two columns of a table?
Let me explain a workaround and I hope this will help you to solve your issue. Let me guess you have below 2 tables-
"Dates" table with column "Date" from where you are generating the date slicer.
"your_main_table" with with column "scd_valid_from" and "scd_valid_to".
Step-1: If you do not have relation between table "Dates" and "your_main_table", this is fine as other wise you have to create a new table like "Dates2". For this work around, you can not have relation between those tables.
In case you have already relation established between those tables, create a new custom table with this below code-
Dates2 =
SELECTCOLUMNS(
Dates,
"Date", Dates[Date]
)
From here, I will consider "Dates2" as source of your Date slicer. But if you have "Date" table with no relation with table "your_main_table", just consider "Dates" in place of "Dates2" in below measures creation. Now, Create these following 4 measures in your table "your_main_table"
1.
date_from_current_row = max(join_using_date_range[SCD_Valid_From])
2.
date_to_current_row = max(join_using_date_range[SCD_Valid_to])
3.
date_selected_in_slicer = SELECTEDVALUE(Dates2[Date])
4.
show_hide_row =
if(
[date_selected_in_slicer] >= [date_from_current_row]
&& [date_selected_in_slicer] <= [date_to_current_row]
,
1,
0
)
Now you have all instruments ready for play. Create your visual using columns from the table "your_main_table"
Final Step: Now just add a visual level filter with the measure "show_hide_row" and set value will show only when "show_hide_row = 1".
The final output will be something like below image-

Subtracting measure value from each row of a table in Microsoft Power BI

I have created two slicers in Power BI for Month and Year. These take the month and year value and in return generate a date.
Eg. Month - May & Year- 2019 generates 01/05/2019 with the help of the a measure formula :
MyFilterDate = DATE(SELECTEDVALUE(ListoY[Year]),SELECTEDVALUE(ListoM[Month],0),"01")
I want to subtract this date with one that is already in a column in the table.
I'm facing an issue when I try to subtract the measure from the existing column by writing DAX.
SUBVALNEW = DATEDIFF([MyFilterDate],Table[Date],DAY)
But when I try to do so, the result is not right. In fact when I try to check the value of [MyFilterDate] in the Data Model, it is not the same value as one calculated in the measure. (It instead looks like it displays the date in Table[Date])
Is there any way to subtract a Dynamically chosen date from a date in a column?
Any help would be appreciated.
I understand what your thinking patern is but power bi works a bit different. Dynamic measures cannot be used with calculated columns. When doing so the value of the measure is not set.
The way to go about this is by creating a Date table:
Date = CALENDAR(MIN(CalendarWeek[Date]);MAX(CalendarWeek[Date]))
Do NOT connect it to the model. From here you can make 2 slicers (based on the Date table). One your set to the month and the other to the year.
Next step is to adjust the MyFilterDate
MyFilterDate = DATE(SELECTEDVALUE('Date'[Date].[Year]);SELECTEDVALUE('Date'[Date].[MonthNo]);"01")
Make SUBVALNEW a measure (cannot be a column because it is dynamic!)
SUBVALNEW = DATEDIFF([MyFilterDate];SELECTEDVALUE(CalendarWeek[Date]) ;DAY)
Ass the Measuer to your visual, see end result below)

Split single row of data in Power BI data source into multiple rows

I have a table in a Power BI data source with a column for term start and term end date (term length can be longer than a month), along with meta data on the term. I need to report on status of purchased terms as at the end of each month. As far as I can see, the best way of accomplishing this would be to create a calculated table with an entry for each month on which a term is active at its end.
For example, an entry in the original table with the following data:
TermStartDate TermEndDate PurchaseAmount
2018-01-03 2018-04-12 100
Would end up in the calculated table as follows:
MonthPurchased PurchaseAmount
2018-01 100
2018-02 100
2018-03 100
How to accomplish this? Is there a better way than creating a separate calculated table to get this data? Any help or advise is appreciated
I managed to solve this myself, I detail the required steps below for reference:
Change start and end date column data types from Datetime to Date. <- This is needed to ensure we only generate dates on day boundaries in the next step
Add custom column with the following formula:
Month = List.Select( List.Dates([TermStartDate], Number.From([TermEndDate] - [TermStartDate]) +1, #duration(1, 0, 0, 0)), each _ = Date.EndOfMonth(_) )
This generates a list of dates between start and end, then filters to only leave the dates that are at the end of a month
Expand to new rows on the new Month column (menu at the top of the column)
Use Detect Data Type option on the Month column to change the datatype from Any to Date (for some reason I cannot manually select Date, the DataType menu option is greyed out on the Month column)

PowerBI filter to change table data

This is kind of an ambitious question for the current release of PowerBI.
I don't think this is possible, but what I would like to do is create a filter so that the user can select the first day of the week on the report, and then have that selection effect the tables in the table viewer (as opposed to only affecting the report). Does anyone know if this is possible? And if so, how can this be accomplished?
I'm using PowerBI tables as source data for Excel, so what I want is so that the user can specify "Monday" "Tuesday" etc. as the first day of the week and then that will somehow update the tables.
So you want to be able to use a filter to change the week day order in your table visualisations?
It is possible. Here's a proof of a concept:
Data:
MyTable(date, value)
01/01/2000, 5
02/01/2000, 8
...
StartOfTheWeek(index, name)
1, Monday
2, Tuesday
...
WeekDay(index, name)
1, Monday
2, Tuesday
...
Calculated column in MyTable:
WeekDay = WEEKDAY(MyTable[date])
Measure:
NewIndex =
mod(FIRSTNONBLANK('WeekDay'[index], 1) -
FIRSTNONBLANK(StartOfTheWeek[index], 1), 7) + 1
Relationship between MyTable.WeekDay and WeekDay.index
Add:
table visual with NewIndex, WeekDay.name and MyTable.value,
slicer on StartOfTheWeek.name
Click on NewIndex on the table visual to sort.
Result:
If you don't want to see newIndex column in your table, shrink its width to minimal. Obviously if you ever need to export table data it will have that column.
Not sure how best to order week days in StartOfTheWeek slicer, quick and dirty workaround is to change names to 1.Monday, 2.Tuesday...
I believe this is impossible, but there are a few posts suggesting this as an idea for future updates such as this one: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/9414921-input-fields

PowerBI - Time Lag Calculation in Dates, using Query Editor

I'm new to Power BI Desktop, coming from Excel.
In the query editor, I would like to create a new column in a table with the difference in time/date from one record to the next, by a separate grouping column (device). An example explains it better. Here's the starting point for the data, with one column for the device id, and another for the Date of the event.
Device Date
A 5/1/2016
B 5/1/2016
C 5/2/2016
A 5/4/2016
B 5/5/2016
A 5/10/2016
B 5/9/2016
C 5/12/2016
I would like to group by Device and Sort by Date, then calculate the differences, to make something like this:
Device Date Lag
A 5/1/2016 (null)
A 5/4/2016 3
A 5/10/2016 6
B 5/1/2016 (null)
B 5/5/2016 4
B 5/9/2016 4
C 5/2/2016 (null)
C 5/12/2016 10
What's the best way to do this in Power BI query editor?
Thanks for the help!
Here's a solution. But it does not involve Query editing.
we're gonna create a calculated column and do it the dax way.
1) In your Fields pane, right click on the table and Select "New
Column"
2) In the formula bar, type in the formula below. replace TableName with your table name
LagColumn = DATEDIFF(TableName[Date]
, CALCULATE(MAX(TableName[Date]),
FILTER(TableName,
TableName[Device] = EARLIER(TableName[Device]) &&
TableName[Date] < EARLIER(TableName[Date])
)
)
, DAY
)
3) Select Device, Date and the LagColumn in your report now. Choose "Table" option from the visualization panel.
Explanation of the formula -
1) The new lagColumn is the DATEDIFF in days of two entities.
2) First argument is the DATE field of the current row
3) Second argument is the maximum date value of all the dates that are less than the current row's date and that belongs to the same device as the current row. (EARLIER helps you retrieve the value of the current row in the previous context.)
read more here
1) EARLIER - https://msdn.microsoft.com/en-us/library/ee634551.aspx
2) Row Context and Filter Context - https://www.sqlbi.com/articles/row-context-and-filter-context-in-dax/
Screenshot of a similar use-case:
Here,
AccountAlternateKey corresponds to Date
ParentAccountAlternateKey
corresponds to Device, and
LagColumn is LagColumn
Note - For every group, lag of the first column is the first column itself. If you want it to be NULL, you can check if ISBLANK(CALCULATE....) is true and then make it null. that just adds a little bit complexity to the formula..
Proposing DAX solution since i don't think there is a query way to deal with this, AFAIK.
Let me know if you have any more questions..