DAX equivalent of Excel PERCENTRANK.INC per category - powerbi

I would like to calculate in DAX equivalent of Excel function PERCENTRANK.INC but per Category. I admit that I do not know even how to calculate it for Category. Any hints will be highly appreciated.
Here is M code for sample data:
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcisqzSwpVtJRSiwoyEkF0oZKsTpIwkmJeUAIZJigipfn56QlpRYVVQLZpqhSyRlQcWOweFhqempJYlJOKlgusagovwTIMMKUK8gvSSzJhzsBRS4/LzM/D0ibo1qFw9HILogFAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Category = _t, Product = _t, Amount = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", Int64.Type}})
in
#"Changed Type"

The measure below would produce the desired result. As there is no PERCENTRANK function in DAX, you can manually calculate it from the results of RANKX and COUNTROWS.
Percent Rank Within Category =
IF (
-- This calculation only makes sense if there is only one product
-- in the current filter context. If there are more than one products
-- or no product in the filters, BLANK should be returned.
HASONEVALUE ( MyTable[product] ),
-- Get all products which belong to the same parent category with
-- the product currently being filtered
VAR tbl = CALCULATETABLE (
-- all products, in the modified filter context of...
VALUES ( MyTable[product] ),
-- no filter on product
REMOVEFILTERS ( MyTable[product] ),
-- and under the same parent category
VALUES ( MyTable[Category] )
)
RETURN
CALCULATE (
-- PERCENTRANK = (<rank of product> - 1)
-- / (<total N of products> - 1)
DIVIDE (
-- Sales rank of each product in ascending order
RANKX (
tbl,
CALCULATE ( SUM ( MyTable[Amount] ) ), ,
ASC
) - 1,
-- Total number of products
COUNTROWS ( tbl ) - 1,
-- When there is only one product, it should return 1
1
)
)
)

Here's how I would write it. Very similar to Kosuke's answer but maybe more readable.
Percent Rank =
VAR ProductsInCategory =
CALCULATETABLE ( VALUES ( MyTable[Product] ), ALLSELECTED ( MyTable[Product] ) )
VAR RankProduct =
RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)

Related

Power BI - Dynamic Table with Measure

I have a Dataset like this
patient_name
age
gender
test_result
Alex
48
M
Positive
Joe
35
M
Negative
Divya
45
F
Positive
And in my power BI Dashboard i need to display a free form table like below
Item Description
Value
Total number of Adult-Male Patients with Positive Test Result
1252
Total number of Adult-Female Patients with Positive Test Result
856
Percent of Positive
2.8
I have the measures created for calculations. I tried to create a custom table with measures, but they are not changing dynamically. The table is showing only static values, when slicer selected value changes.
Is there a better way to present this ?
Thank you,
NSR
first create an empty table
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i44FAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Item Description" = _t, Value = _t])
in
Source
then we will fill this table with your measures by creating a table...
Modelling --> New Table
Report Table =
UNION (
Report,
ROW (
"Item Description", "Total number of Adult-Male Patients with Positive Test Result",
"Value",
CALCULATE (
COUNT ( 'Table'[test_result] ),
FILTER (
ALLSELECTED ( 'Table' ),
'Table'[test_result] = "positive"
&& 'Table'[gender ] = "m"
&& 'Table'[age ] > 18
)
)
),
ROW (
"Item Description", "Total number of Female-Male Patients with Positive Test Result",
"Value",
CALCULATE (
COUNT ( 'Table'[test_result] ),
FILTER (
ALLSELECTED ( 'Table' ),
'Table'[test_result] = "positive"
&& 'Table'[gender ] = "f"
&& 'Table'[age ] > 18
)
)
),
ROW (
"Item Description", "Percentage Positive",
"Value",
FORMAT (
DIVIDE (
CALCULATE (
COUNT ( 'Table'[test_result] ),
FILTER (
ALLSELECTED ( 'Table' ),
'Table'[test_result] = "positive"
&& 'Table'[age ] > 18
)
),
CALCULATE ( COUNT ( 'Table'[test_result] ), ALL ( 'Table' ) )
),
"Percent"
)
)
)
did you try ALLSELECTED in your measures?
Total number of Adult-Male Patients with Positive Test Result =
CALCULATE (
COUNT ( 'Table'[test_result] ),
FILTER (
ALLSELECTED ( 'Table' ),
'Table'[test_result] = "positive"
&& 'Table'[gender ] = "m"
&& 'Table'[age ] > 18
)
)

Is there any DAX Measure that Count rows that have an ID matching another row, but a different value in the column

I have a table with ID and with different statuses but some are not having both. I need create measure that will give the count for all the ID's that are having different statues.
I have tried below Dax functions but not giving the expected results.
Link-EC-Count =
VAR count_Donor =
CALCULATE (
DISTINCTCOUNT ( MagentaBuilt_Linked[Microwave IQ Link ID] ),
FILTER (
ALLEXCEPT ( MagentaBuilt_Linked, MagentaBuilt_Linked[Microwave IQ Link ID] ),
MagentaBuilt_Linked[Site_Nature] = "Donor"
),
FILTER (
MagentaBuilt_Linked,
MagentaBuilt_Linked[Primary AAV Vendor] = "T-Mobile"
)
)
VAR count_Recepient =
CALCULATE (
DISTINCTCOUNT ( MagentaBuilt_Linked[Microwave IQ Link ID] ),
FILTER (
ALLEXCEPT ( MagentaBuilt_Linked, MagentaBuilt_Linked[Microwave IQ Link ID] ),
MagentaBuilt_Linked[Site_Nature] = "Recipient"
),
FILTER (
MagentaBuilt_Linked,
MagentaBuilt_Linked[Primary AAV Vendor] = "T-Mobile"
)
)
RETURN
IF ( count_Donor > 0 && count_Recepient > 0, 1, 0 )
Here is the sample data looks like
Anybody have any ideas?
Here's a calculated column formula for "Eligible Row?" that works:
Eligible Row? =
IF(
CALCULATE(
COUNTROWS('Table'),
FILTER('Table',
'Table'[Affiliate ID]=EARLIER('Table'[Affiliate ID]) &&
'Table'[Achievement Type] <> EARLIER('Table'[Achievement Type])))>0,
"Yes","No")
The idea is to filter the table for rows when the Affiliate ID matches, then filter for rows where the Achievement is different, then count the rows.
Here are formulas for my two intermediate calculated columns:
Count ID =
CALCULATE(
COUNTROWS('Table'),
FILTER('Table',
'Table'[Affiliate ID]=EARLIER('Table'[Affiliate ID])))
Count Other Achievements =
CALCULATE(
COUNTROWS('Table'),
FILTER('Table',
'Table'[Affiliate ID]=EARLIER('Table'[Affiliate ID]) &&
'Table'[Achievement Type] <> EARLIER('Table'[Achievement Type])))
I think This is what you need. Try this code as measure:
Count ID =
VAR TblSummary = ADDCOLUMNS(
SUMMARIZE('Sheet 1','Sheet 1'[Affiliate Id],'Sheet 1'[Achievement Type]),
"UniqueCount",CALCULATE(COUNT('Sheet 1'[Affiliate Id]),ALLEXCEPT('Sheet 1','Sheet 1'[Affiliate Id]))
)
RETURN
SUMX(TblSummary,IF([UniqueCount]>1,[UniqueCount]))
If we test it on a visual:

Measure Including Year Filter

i have done a Measure to get the Revenue from TOP N Products.
N depends on the selected Value from my TOP-N Table (It's containing just the numbers from 1 to 10).
In the same Measure, I also calculate how much was the revenue of all Products how were not in the selected Top N.
The Code for this is:
Top N Produktbez Sum DB3 =
VAR TopNSelected =
SELECTEDVALUE ( 'TOP N-Filter'[TOP N] )
VAR TopNProdbezTable =
TOPN ( TopNSelected, ALLSELECTED ( 'Pseudo Produkbez Table' ), [DB3] )
VAR TopNProdbez =
CALCULATE ( [DB3], KEEPFILTERS ( TopNProdbezTable ) )
VAR OtherSales =
CALCULATE ( [DB3], ALLSELECTED ( 'Pseudo Produkbez Table' ) )
- CALCULATE ( [DB3], TopNProdbezTable )
VAR CurrentProd =
SELECTEDVALUE ( 'Pseudo Produkbez Table'[Produktbezeichnung] )
RETURN
IF ( CurrentProd <> "Others", TopNProdbez, OtherSales )
Now I want to add Year as Filter.
I'm using the Year coming from the Date Hierarchy.
Unfortunately, I can't provide a sample yet.
If a sample is need, I will try to create own.

How to calculate rank within Sales ranges

How to calculate rank within Category defined on sales level. Say, that we want to label products with Sales above some threshold with Category "high", and below that threshold with Category "low".
Here is a sample data.
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcisqzSwpVtJRSiwoyEkF0oZKsTpIwkmJeUAIZJigipfn56QlpRYVVQLZpqhSyRlQcWOweFhqempJYlJOKlgusagovwS7XEF+SWJJPtwJKHL5eZn5eUDaHNUqHI5GdkEsAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Category = _t, Product = _t, Amount = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", Int64.Type}})
in
#"Changed Type"
My question is a nephew related to its older uncle, who now I want to call in:
Percent Rank within Category =
VAR HasOneValueTrue = HASONEVALUE ( MyTable[Product] )
VAR tbl =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
REMOVEFILTERS ( MyTable[Product] ),
VALUES ( MyTable[Category] )
)
VAR result =
CALCULATE (
DIVIDE (
RANKX (
tbl,
[Sales],
,
ASC
) - 1,
COUNTROWS ( tbl ) - 1
)
)
RETURN
IF (
HasOneValueTrue,
result
)
The difference is that the uncle has Category defined in table column, but now we want to have category calculated on the fly based on sales level. So I tried
replacing the VAR tbl code with the following one with the threshold of 4:
var tbl =
SUMMARIZECOLUMNS (
MyTable[Product],
"CalculatedCategory", IF ( [Sales] > 4, "high", "low" ),
"AggSales", [Sales]
)
Nevertheless, I am not able to refer to such defined variable. I also failed with trial based on creating first a DAX table and then trying to refer to it.
Here are expected results:
References
Here is the family of related questions which members I met on the way while approaching to state this problem.
DAX equivalent of Excel PERCENTRANK.INC per category
DAX RANKX for within Category
DAX REMOVEFILTERS vs ALL
The value parameter in DAX function RANKX
DAX ALLEXCEPT to sum by category of multiple dimension tables
This can be done with a minor modification to my answer here. Copied below:
Percent Rank =
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
ALLSELECTED ( MyTable[Product] )
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
First, define the calculated category as you suggested.
CalculatedCategory = IF ( [Sales] > 4, "high", "low" )
Then plug that into a filter in the ProductsInCategory variable.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
Output:
Edit:
To handle the case where there is only 1 product in a category, you can use MAX to disallow a zero value for the denominator.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE (
RankProduct - 1,
MAX ( COUNTROWS( ProductsInCategory ) - 1, 1 )
)
)
Being very grateful to Alexis Olson, I would like to share a different solution I ended up with. The solution proposed by Alexis works well in my simple example, but it did not work in my complex model. In my complex model the RANKX function does not give the expected results. RANKX returns the same rankings for different sales values.
For the time being this is the solution that works without figuring out what causes RANKX to return ties for different sales values.
First of all, defining Category measure:
CalculatedCategory =
SWITCH (
TRUE (),
NOT ( HASONEVALUE ( MyTable[Product] ) ), "total", -- important to handle totals
[Sales] <= 4, "low",
[Sales] > 4, "high",
"other"
)
It is important to exclude totals from Category. I did it by setting up a different category for totals. Otherwise totals will fall into "high" category bucket. It would distort final results.
I have not used RANKX in calculation of Percent Rank within Category. I used MIXTURE OF COUNTROWS and FILTER.
PercentRank within Category =
VAR category = [CalculatedCategory]
VAR ProductSales = [Sales]
VAR ProductsMatching =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
&& [Sales] >= ProductSales
)
)
var ProductsAll =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
)
)
RETURN
DIVIDE (ProductsMatching-1, MAX( ProductsAll-1, 1 ))
I calculated rows of two tables. First table ProductsMatching has all products that have sales in appropriate category and sales that are higher or equal of the product. ProductsAll returns number of products in category.

Pareto (80/20) Segmentation in Power BI

I created 80/20 segmentation in my Power BI data model and I got what I wanted (see the table below).
Now I want to calculate new Name column with the next logic: if Cumulative % <=80% show value from the "Customer Name" column, otherwise show "Other" (the result will be the column Name as in the table below).
I tried with this calculated column but it doesn't work (the result isn't correct, it's always "Other"):
80/20 Name = IF([Cumulative Percen.] <= 0.8, SalesReport[Names], "Other")
Note: "Cumulative Percen." is calculated measure.
How can I do this?
In the next step, I'll use a pie chart to show this segmentation where all customers with small cumulative transactions will be categorized as Other.
The calculated measures that I used:
Customer Rank by Transaction =
IF (
HASONEVALUE ( SalesReport[CustName] ),
RANKX (
ALLSELECTED ( SalesReport[CustName] ),
CALCULATE ( [# of Transactions] ),
,
DESC,
DENSE
)
)
Customer Cumulative Transaction =
VAR CurrentCustimerRank = [Customer Rank by Transaction]
RETURN
SUMX (
FILTER (
ALLSELECTED ( SalesReport[CustName] ),
CALCULATE ( [Customer Rank by Transaction] ) <= CurrentCustimerRank
),
CALCULATE ( DISTINCTCOUNT ( SalesReport[CustID] ) )
)
Customer Cumulative Transaction Percen. =
[Customer Cumulative Transaction]
/ CALCULATE (
DISTINCTCOUNT ( SalesReport[CustID] ),
ALLSELECTED ( SalesReport[CustName] )
)