Cumulative average on power bi - powerbi

I have a table which contains a list of products scores by date:
From this table, I have to make a plot of the cumulative percentage of each quality by date.
At this moment I have the percentage of each class by day:
For that I used this measurement:
Measure =
CALCULATE (
SUM ( Table1[Percentage_By_Class] ),
FILTER ( Table1, Table1[Date] = MAX ( Table1[Date] ) ),
ALLEXCEPT ( Table1, Table1[Score] )
)
/ CALCULATE (
SUM ( Table1[Percentage_By_Class] ),
FILTER ( ALL ( Table1 ), Table1[Date] = MAX ( Table1[Date] ) )
)
But this only considers the percentage of each day. I need to consider all previous dates. E.G. for day 2 I need to consider days 1 and 2, for day 3 I need to consider days 1,2,3 and so on.
How can I accomplish this?

in my opinion, you need a calendar for the date first, you can create a table easily bay dax function =CALENDARAUTO() And mark it as a calendar table,
After that, you can use a DATEMTD or a DATEYTD function for your coding purpose.
here are the steps:
1 - https://learn.microsoft.com/en-us/dax/calendarauto-function-dax
select left pane --> table --> modelling / create table and add dax formula
2- reference the table as a date table, right click on the table from the right pane
after then you can use data functions like YTD MTD ,
new measure :
1st mesure : AVG1 = AVG(DATA_)
2nd measure : YTD AVG ALL = CALCULATE([AVG1];DATESYTD(CALENDAR[DATE]))
REF: https://learn.microsoft.com/en-us/dax/dateadd-function-dax
then you can use MONTH(CALENDAR(DATE)) on left and YTD AVG as a value at any table...
regards.
SUNAY

Related

DAX - Get list from a filtered SUMMARIZE formula

So, I have the following tables in my Power BI :
Sales : Date | ID_Client | ID_Product | Amount
Client : ID_Client | Name_Client
I would like to get the number of unique BIG clients in any given month. I therefore use the following formula (which I then put in a column in a table with months in rows):
# BIG Clients =
VAR threshold = 10000
RETURN
(
CALCULATE(
DISTINCTCOUNT( Sales[ID_Client] ),
FILTER(
SUMMARIZE(
Sales,
Sales[ID_Client],
"Sales", SUM( Sales[Amount] )
),
[Sales] >= threshold
)
)
)
QUESTION IS : how can I get the list of those BIG clients for any given month? Let's say I click on the November number of big clients in my table, could another table nearby display the list of those clients ?
Thanks in advance for your kind help, I've been trying for a while :)
I assume that you have a table of clients with the Name column with a one to many relationship with the Sales table and that you do not have duplicate client names. Then you may create a [BIG Sales] measure to be used in a table or matrix visual with client names on the rows.
since [BIG Sales] evaluates to BLANK() for clients with less that threshold sales, they are automatically filtered out from the visual
BIG Sales =
VAR threshold = 10000
VAR BigCustomers =
FILTER(
ADDCOLUMNS(
VALUES( Clients[Name] ),
"Sales", SUM( Sales[Amount] )
),
[Sales] >= threshold
)
RETURN
SUMX(
BigCustomers,
[Sales]
)
You could create a table or matrix visual with the client on the rows and use your measure in the values field. This will show 1 for all big clients and return blank for the rest (which should hide them). If you don't want to show the measure, you can set the value is 1 in the filter pane and remove the measure from the values field.
A more direct option is to use a simple SalesAmount = SUM ( Sales[Amount] ) measure in the values field and filter like this

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.

Calculate cumulative sum of summarized table column

I having trouble calculating the cumulative sum of a column on PowerBI.
I have a big offer table and I want to run a pareto analysis on it. Following many tutorials, I created a SUMMARIZED table by offer and a sum of their sales. So the table definition is:
summary = SUMMARIZE(big_table; big_table[offer]; "offer sales"; sum(big_table[sales]))
Many of the forums and stackoverflow answers I found have direct me to the following formula for cumulative sum on column:
cum_sales =
CALCULATE(
sum([offer_sales]);
FILTER(
ALLSELECTED(summary);
summary[offer_sales] <= max( summary[offer_sales])
)
)
However the resulting table is not correct:
What I need is simply to have the offers ordered by sales descending and then add the current row's sales amount to the previous row's sales,
So I excepted numbers closer to:
1st row: 1.5M
2nd row: 2.1M
3rd row: 2.6M and so on
But (maybe) because of my data structure and (certainly) lack of knowledge on how PowerBI works, I'm not getting the right results...
Total Amount = SUM ( 'Fact'[Amount] )
Offer Visual Cumulative =
VAR OfferSum =
ADDCOLUMNS (
ALLSELECTED ( 'Offer'[Offer] ),
"amt", [Total Amount]
)
VAR CurrentOfferAmount = [Total Amount]
VAR OffersLessThanCurrent =
FILTER (
OfferSum,
[amt] <= CurrentOfferAmount
)
RETURN
SUMX (
OffersLessThanCurrent,
[amt]
)
There's no need to pre-aggregate to a summary table. We can handle that as in the measure above.
This assumes a single fact table named 'Fact', and a table of distinct offers, 'Offer'.
Depending on what you're doing in terms of other filters on 'Offer', you may need to instead do as below:
Offer Visual Cumulative =
VAR OfferSum =
ADDCOLUMNS (
ALLSELECTED ( 'Offer'[Offer] ),
"amt", CALCULATE ( [Total Amount], ALLEXCEPT ( 'Offer', 'Offer'[Offer] ) )
)
...
The rest of the measure would be the same.
The measure is fairly self-documenting in its VARs. The first VAR, OfferSum is a table with columns ('Offer'[Offer], [amt]). This will include all offers displayed in the current visual. CurrentOfferAmount is the amount for the offer on the current row/axis label of the visual. OffersLessThanCurrent takes OfferSum and filters it. Finally, we iterate OffersLessThanCurrent and add up the amounts.
Here's a sample:

Calculate price based on distinct count

I am having trouble working out a measure (Revenue) in power bi.
I have a measure which is basically counting distinct values in a table (table 1). From this column I want to multiply the distinct count to get the total price (prices are in another table).
See below for an example
Table 1
Product DistinctCount Revenue (Measure I am trying to Calculate)
A 15 45.00
B 30 60.00
Prices Table
Product Price
A 3.00
B 2.00
At the moment the Revenue is calculating based on COUNT and not DISTINCTCOUNT.
Any help would be much appreciated.
thanks!
Measures, Calculated Columns, Google
I am assuming you have a relationship set up between these two tables on [Product]. If this is the case you can do something like this to create a calculated column:
Revenue =
CALCULATE (
SUMX ( 'Table 1', 'Table 1'[DistinctCount] * RELATED ( 'Prices Table'[Price] ) )
)
If you are trying to create a table visual try the DAX below, where ID is just a transaction ID for each product in your 'Table 1':
Revenue =
VAR DistinctCountOfProductTransactions =
CALCULATE ( DISTINCTCOUNT ( 'Table'[Id] ) )
VAR Result =
CALCULATE (
DistinctCountOfProductTransactions * SUM ( Prices[Price] ),
TREATAS ( VALUES ( 'Table'[Product] ), Prices[Product] )
)
RETURN
Result

Cumulative total by group in Power BI (DAX)

After googling for two pages, I'm struggling to find a simple way to create a cumulative sum measure by date and item in Power BI (using DAX). I have a table which contains:
Username
Date (DD-MM-YYYY)
Number of requests in that day
I have managed to obtain the cumulative sum by using the following expression (extracted from DAXPatterns):
CALCULATE (
SUM ( Table[Requests] ),
FILTER (
ALL ( 'Date'[Date] ),
'Date'[Date] <= MAX ( 'Date'[Date] )
)
)
But I would like to obtain a measure indicating how many requests have been made by a user up to a certain date.
Is there a simple way to do this?
Create calculated table using SUMMARIZECOLUMNS function and apply filter that you need on the top of that calculated table.
YourCalcTableName =
SUMMARIZECOLUMNS (
'UsernameTable'[Username],
'Date'[Date],
"Number Of Requests", SUMX ( 'UsernameTable', 'UsernameTable'[NumberOfRequests] )
)
This calculated table essencialy produces 3 column table with user name, date and number of requests sent by this user on this date.
SUMMARIZECOLUMNS