My visual's x-axis is Date, aggregated by month, and the y-axis is total sales (sum of costs). For some months, I had no sales, but Quicksight ignores these and only shows me the months that do have data in them, even though I want the exact number of months that I specify in my time range parameter.
So, when I ask to show the last 12 months, Quicksight shows me only 4, since for the other 8 I don't have any records.
How can I make those months show as 0, instead of being excluded altogether?
---------- EDIT (possible solution) --------------
Since my analysis relied on selecting a specific product code and only getting the sums for that, I took off the filter, and instead used a calculated field of:
sumIf(sales, productCode = $productCodeParam$).
I imagine this approach works on really small datasets too if you want to use sumIf and list all of your categories there, but otherwise, by omitting data with filtering you have nothing to result in 0, since Quicksight doesn't evaluate sum(null + null) into 0.
Related
I'm attempting to write a formula for excel that will look at 3 different columns of data in a query table that I'm pulling from my teams sharepoint site. I'm trying to have a Yes/No result given.
The formula I've written so far is
=IF(AND(ISTEXT(Governance_Master_List__2[Is the check c]="Yes")+(AND(ISTEXT(Governance_Master_List__2[Merged Month and Year Due]="January 2023")+(AND(ISTEXT(Governance_Master_List__2[Frequency]="Weekly")))))),"Yes","No")
So, In this example I want the formula to look at [Is the check c] for a "Yes", then Look at the [Merged month and year due] for January 2023, and then look at [Frequency] for "Weekly", and if all 3 of those are met to show the result of Yes onto another worksheet.
So far the formula isn't throwing an error when making it, but it only returns the No result, even when I ensure that all the Weekly, January 2023 entries are showing as Yes.
I'm very new to excel in terms of formulas and am learning as I go. I feel like, because the refernce query table i'm looking at has tons of different values (eg, the frequency has weekly, 6 monthly, monthly, quarterly etc and that there are 12 months to choose from) that the formula is stopping because its looking at and not ignoring those other options, hence the constant false result.
I've tried the following variations with no result..
=IF(AND(ISTEXT(Governance_Master_List__2[Is the check c]="Yes")(AND(ISTEXT(Governance_Master_List__2[Merged Month and Year Due]="January 2023")(AND(ISTEXT(Governance_Master_List__2[Frequency]="Weekly")))))),"Yes","No")
=IF(AND('Imported data'!C1:C200="Weekly")+(AND('Imported data'!E1:E200="January 2023")+(AND('Imported data'!H1:H200="Yes"))),"Yes","No")
=IF(AND('Imported data'!C1:C200="Weekly")(AND('Imported data'!E1:E200="January 2023")(AND('Imported data'!H1:H200="Yes"))),"Yes","No")
The output excel sheet is to show our quarterly compliance reporting, i'm simple trying to automate the process of entering the data into that report, as the teams use a sharepoint list to enter their compliance tasks.
Anyone have a suggestion on how I can get this working? Eventually it'll be used to populate a number of different yes/no report cells based on the relevant month and frequency of the check.
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.
I have a "strange" problem in visualizing the values of the "last" year (that is the most current year with data of a full year). In the example delivered it is 2019 which holds the bookings facts. The year should be derived by a related table (LetztesVollesJahrDim) that holds a min/max date and year value for each company/entity. The DateDim table holds all dates and is configured to be the Date dimension.
The relations are shown in the graphic below.
I created a Report that should display different matrix tables with different values:
one, that shows the last full year's monthly values by Cost Center (which works correct)
one, that shows all years monthly values including an estimated value for the current year (2020) (which also works correct)
one, that could drill down to the details level of the Facts and display the figures per month (in columns) of the last full year (i.e. 2019) putting the Cost Center and other groups down the most detailed level into rows. This Matrix makes use of Calculated Measures created with Tabular Editor.
At this point I can here you say... try it without the Calculated measures and indeed I did that by simply displaying a Card that got a Visual Filter to DateDim[M]=7 to simulate the appliance of each matrix's column. Problem is the same: The Month filter of the Visual (or within the Calculated Measure) is ignored and the yearly sum is displayed (~48k) which is wrong.
As I am currently an Expert in SQL Server DBMS but not in the Architecture of Power BI's DAX Models I am not truely aware about the consequences when and why filters are removed, ignored, overwritten or added at which level of modeling.
Originally I tried to create a simple Calculated Measure that reflects the last full year of the company. That works, but its usage in the huge Matrix was impossible as it was calculating forever. That's why I created the simple table "LetztesVollesJahrDim" to hold a persisted value for each company.
The idea is simple: Create a Query that inner joins these tables and display the Sum for each month [M] like this:
Fact[Turnover] - Fact[CompanyKey] -> CompanyDim[CompanyKey] <-> LastFullYear[CompanyKey] - LastFullYear[MostCurrentYear] -> DateDim[Y] - DateDim[DateKey] -> Fact[StapleDateKey]
So, what is the Problem?
I tried a couple of DAX queries and all come up with a different wrong value.
Following three different approaches for a Calculated Measure "Sum LY":
1.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), DATESBETWEEN(DateDim[DateKey], DATE(2019, 1, 1), DATE(2019, 12,31)))
2.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), SAMEPERIODLASTYEAR(DateDim[DateKey]))
[
3.
Σ LY = CALCULATE(SUM(KontobuchungenFact[UmsatzNegiert]), KEEPFILTERS(DateDim[M]), USERELATIONSHIP(DateDim[J], LetztesVollesJahrDim[AktuellstesJahr]), USERELATIONSHIP(DateDim[DateKey], KontobuchungenFact[StapelDateKey]))
Filters being applied on the page/visual:
CompanyKey
DateKey >= 2018-01-01 (page filter that limits the displayed rows in yearly matrix to the last 3 ys)
Some other irrelevant keys
Visual configuration:
Relations:
Values/Rows in the LetztesVollesJahrDim table:
Calculated Measures/Table in Tabular Editor showing the calculation of the "01 Jan" column of the first Matrix, which displays correct results:
Impression of the Report:
So in summary I need a clue/DAX formula that recognizes the Monthes in each column and ideally uses the relations to the last year table trespassing the year's filter through DateDim to the Facts.
It is funny, that the upper matrix works, but not the one on the bottom. It is not possible to use the calculated measures approach of the first matrix in the last matrix because the performance would drop to > minutes calculation. So I cannot use the same approach and need a fast one.
Anybody an idea? :-)
I just want to select a range of days in a slicer and show in a table the number of days for each month/period (month-year).
I used DAX to create a table with the information I need and I don't have problems with the periods (first column), it changes dinamically, the problem is the column "Days" (second column) because it's always showing the total number of days for each month.
Here my DAX code
SelectedPeriods = GROUPBY(DimDate;DimDate[Period];"Days";COUNTX(CURRENTGROUP();DimDate[DateKey]))
Here the result
What I expect is:
2 for april, 31 for may, 1 for june
This is an issue with execution order.
SelectedPeriods = GROUPBY(DimDate;DimDate[Period];"Days";COUNTX(CURRENTGROUP();DimDate[DateKey]))
Generates a calculated table. These are calculated when the data model is refreshed and stored in it. They are not refreshed each time a connected dimension is changed within a dashboard.
In your case, while changing date filters may hide rows from this table the number of days remains fixed at the number calculated initially when there was no filter context on the data i.e. counting all days in the month.
If you want the result to change then you need to use a measure instead of a calculated table. Measures react to the current filter context within the report and so will adjust their output each time a slicer is changed.
The needed measure will depend on your model but might be something as simple as:
CountOfDays := CountRows(DimDate)
I would like to create a calculated column or measure that shows the time elapsed in any given month. Preferably as a percentage.
I need to be able to compare productivity (rolling total) over a month's period between different months.So creating a percentage of time passed in a month would put every month on a level playing field.
Is there a way to do this?
Or is there a better way to compare productivity between 2 months on a rolling basis?
EDIT
I am graphing sales on a cumulative basis. Here is a picture of my graph to demonstrate.[][
Ideally I would like to be able to graph another person's sales on the same graph for a different month to compare.
The problem is each month is different and I don't think power bi allows much customization of the axes.
So I figured a potential solution would be to convert months to percentages of time passed, create two separate graphs and place them on top of each other to show the comparison of sales.
Using percentages doesn't sound right here: one person's "productivity" in February will appear lower than another person's productivity in March just because February has 3 less days.
Just use [Date].[Day].
To answer the original question (even though it shouldn't be used for this), month progress percentage calculated column:
MonthProgress% =
var DaysinMonth = DAY(
IF(
MONTH(MyTable[date]) = 12,
DATE(YEAR(MyTable[date]) + 1,1,1),
DATE(YEAR(MyTable[date]), MONTH(MyTable[date]) + 1, 1)
) - 1
)
return MyTable[date].[Day]/DaysinMonth*100
Also check DAX functions PARALLELPERIOD and DATEADD.
This is the solution I settled on.
I customized the ranges for the x and y axes so they match.
For the y-axis, I simply put the range from 0 to 50+ our highest month.
For the x-axis, I created a column with the DAY function so I got a number assigned to each day of the month which allowed me to manually set the chart range from 0 to 31. I have asked another question on how to only get workdays.