I need to display subgroup totals in a table visual in Power BI. However, Power BI is showing me incorrect totals. How do I create a measure to show this?
My current table visual is:
My table relationships are:
What I need is:
SiteName LiftName Amount
Site 1 Lift 1 668.00
Site 1 Lift 2 668.00
Site 2 Lift 3 604.00
Site 3 Lift 4 9.54
Site 4 Lift 6 9622.50
Site 4 Lift 8 9622.50
Site 4 Lift 9 9622.50
I have tried adding an inactive relationship and using that with a USERELATIONSHIP function, but it gives me the same as what I have already:
SiteAmount = calculate(sum(Sales[Amount]),USERELATIONSHIP(Sales[SiteID],Sites[SiteID]))
Is there any way to get this table to display as needed? I cannot amend the relationships in the model to link Sales table with Sites table directly. See below PBIX if needed:
https://1drv.ms/u/s!AuiIgc_S9J5JhbYbCO2jbeQPfpzmXw
Cheers
What you want, it seems to me, is the sum of [Amount] without any filtering except for Site. DAX provides the ALLEXCEPT function to do this kind of filtering.
Unfortunately, the field that whose influence we're trying to ignore is part of the relationship to the tables in the visual. So we get some weirdness and I think it's unavoidable. We can ask DAX to hide those rows as a second step.
SiteAmount =
Var Amount = CALCULATE(
SUM(Sales[Amount])
, ALLEXCEPT(Sales,Sites[SiteName]
))
RETURN IF(ISBLANK(SUM(Sales[Amount])),BLANK(), Amount)
Related
I am learning PowerBI as i go along and have been able to solve most issues faced by a quick google. Unfortunately this problem has baffled me.
We have thousands of lines of data which include a "Home Country" column & "Away Country" column.
What we need our slicer to do is to is to pick up for example Australia in both of these columns and display the results.
I currently have a table created using the below:
slicercountrytable = distinct(
Union(
Values('All Data'[Home Country]),
Values('All Data'[Away Country])))'''
and then a measure:
Measure =
if(
Min('All Data'[Home Country]) in values (slicercountrytable[Country])
|| Min('All Data'[Away Country]) in values (slicercountrytable[Country]),
1,
Blank()
)
And have also tried the below measure:
Measure 3 = VAR
Searchvalue=search(SELECTEDVALUE(slicercountrytable[Country]),SELECTEDVALUE('All Data'[Combined Country]),,Blank())
Return
If(Searchvalue > 0,"Found")
I need the slicer to control the entire sheet however the above are doing nothing.
Thanks
In that case, instead of building some complicated DAX I suggest to work the model.
Let's say your current table looks like that:
id
home country
away country
1
A
B
2
B
C
You may want to deal with that in another table by unpivoting home_country and away_country in PowerQuery.
In order to have a country table like that:
id
country
attribute
1
A
home
1
B
away
2
B
home
2
C
away
Then you link this new table to your existing one on id and filter/slice in it.
I reproduced your example and feel that it is already showing the desired behavior. I think the problem you might be running into is that you will now need to add your 'measure' filter to each and every visual individually. It cannot be added to 'Page' or 'All Pages' filter areas. This is because of the way a measure's calculation varies across context and cannot be avoided.
DAX
Table 2 = distinct(union(all('Table'[Away]), all('Table'[Home])))
Measure =
if(
MAX('Table'[Away]) in VALUES('Table 2'[SelectedCountries])
|| MAX('Table'[Home]) in VALUES('Table 2'[SelectedCountries]) ,
1,
blank()
)
I have a problem that i was trying to solve 3 days ago and i'm not able to.
I have the following tables:
Companies
company_id
sales
1
2000
2
3000
3
4000
4
1000
Categories
company_id
category
1
medical
1
sports
2
industrial
3
consumption
4
medical
4
consumption
All i want to reach is a COLUMN CHART with a CATEGORY SLICER where i choose the category and i see the TOP 5 companies by category and sales. Yes, in this example the TOP is not needed but in my real case i have 400 companies so i want to:
Select and Show only the required category.
In that category, show only the 5 better companies by sales.
The problem here is Power BI takes all the companies for the TOP N filter so if i choose a category, and also try a top 5, if the companies are not in the TOP5 all companies list, it doesn`t show anything.
Thanks!
If you always want to show the same Top N values in your visual, you can use the filter pane to achieve that.
Below a walk through:
The to add the Top N filtering, I add the following:
It is in Dutch, so a little clarification:
I add a 'filter on this visual'
I selected Populairste N, which is Top N
And as a value I drag and dropped the maximum of sales.
Results:
Things to keep in mind:
You are using a many to many relationship, make sure that this is activated in the Power BI model.
Make sure the direction of filtering is from category to sales, otherwise the slicer will not work. It looks like this:
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-
I am using a Matrix in PowerBI to show the Sales Manager and Sales Reps down the rows, and the different ship method and source of the order across the columns and a count of unique orders in the values.
Below shows the table structure I have, and I want to switch between "Show Values As": the original values I calculate with my measure (count of unique orders) and % of Row Total.
Currently, my only solution is to create a second table showing the different values, but I think that's a cheap solution. I've seen solutions with helper tables but since my values are a measure I cannot invoke them in other measures, and as the sources or ship methods are filtered I want the % of row total to reflect the filter as well so using a countx formula won't account for that (if I housed it in a formula).
I'm still somewhat new to the software so please bear that in mind.
Source 1 | Source 2 | Source 3
| Next Day; Ground; 2 Day | Next Day; Ground; 2 Day | Next Day; Ground; 2 Day
+Manager 1|
Rep 1 |
Rep 2 |
+Manager 2|
Rep 1 |
Rep 2 |
Looks like the best solution for you is to create bookmarks. You can create two tables, one showing the values and the other showing the %. Position the tables such that, one table is exactly on top of the other. Then create two bookmarks, one showing Table1 and the other showing Table2 (while hiding the other table using the "Selection Pane"). You can then use the bookmarks in a button action to toggle between Value and % views. The following link should give you further details on bookmarks:
https://learn.microsoft.com/en-us/power-bi/desktop-bookmarks
You can also do this by creating a measure which switches between values and %, but the formatting is going to be a pain point. I think bookmarks is your best bet.
You can create a parameter table (with no relationships to other tables in your model) to use as a slicer and a measure that switches between the two calculations based on a slicer selection.
Let's suppose you have measures [OrderCount] and [OrderCount%Total]. Then create a new table to use as a parameter ParamMeasure with a single column
Measure
-------
Count
%Total
You can now put ParamMeasure[Measure] as a slicer on your report and substitute the following measure instead of the existing ones.
OrderSwitch =
IF (
SELECTEDVALUE ( ParamMeasure[Measure] ) = "Count",
[OrderCount],
[Order%Total]
)
This way you don't need to create multiple visuals and bookmarks.
I have data from multiple countries on a monthly basis. Since the updates are not regular, I want to set up filter to visuals, so they would show the last month for which I have data from all the countries. I have data from each country loaded into a separate dataset, which then are merged into one big. Is there an easy way to place such filter? I managed to use "LASTDATE" function in each of country sets to find which date is last, but if I try to filter with that measure, I simply get nothing in a result. Thanks!
Well, this feels a little clunky to me but I believe it will work for you. There are two steps. The first is to create a summary table that reads through your data and counts the number of distinct countries that you have in each month. This will be a new table in your model, so go into the modeling tab, click 'New Table' and add this DAX. Obviously, correct for your table and column names.
SUMMARIZED_ROWS = SUMMARIZE(
'Table1'
,Table1[Month]
,"CountOfCountries"
,DISTINCTCOUNT(Table1[Country])
)
Now add a measure to the table (or anywhere) like this:
MonthWithMostCountries = CALCULATE(
LASTNONBLANK(SUMMARIZED_ROWS[Month], 1 )
, FILTER(SUMMARIZED_ROWS, SUMMARIZED_ROWS[CountOfCountries] = MAX(SUMMARIZED_ROWS[CountOfCountries]) ) )
This is going to give you the month where you have the most distinct countries in your data. You'll want to look at it in a card or similarly isolated visual as it is a measure and can be affected by filter context.
So, on the left is my mock data - 3 countries, 3 months each with a 1 month stagger. On the right you see the result of the Summarize table. Then the measure showing the final result.
Hope it helps.