Power BI DAX Calculation based on month selected in slicer - powerbi

I need several measures in my report. The measure I want to start with is count of distinct ID four months before the month I selected on (e.g if I select on Aug 2018, the calculation would be all distinct ID before 30/04/2018). The reason I'm doing this is later on I also want to use this same slicer to work on count of ID within the four month period based on the selection.
Here is my DAX Calculation with comments:
Count four months ago =
// Find the end date of the month
VAR end_of_last_quarter =
FORMAT ( EOMONTH ( MAX ( 'Calendar'[Date] ), -4 ), "dd/mm/yyyy" )
RETURN
// Count distinct ID on or before that date
CALCULATE (
DISTINCTCOUNT ( 'Report Data'[Id] ),
FORMAT ( 'Report Data'[REPORT DATE], "d/mm/yyyy" )
<= FORMAT ( end_of_last_quarter, "d/mm/yyyy" )
)
& " Reports before "
& end_of_last_quarter
However after checking this calculation, it seems it only gives me the number of counts in the month I selected:
The screenshot tells me there are 12 report in Apr 2018, rather than the right number before 31/12/2017.
Thanks in advance for any ideas

Related

Moving Annual Total with DAX Power BI

I'm trying to calculate MAT (Moving Annual Total) using DAX, but can't realize exactly what I want.
I have the data as below.
What I'm trying to is calculate the total of treatment for each 12 month, like "Jan 21 - Dec 21" which has 'date' from 2020/1/1 to 2020/12/1. i.e. 'A' appears 4 times in that period, so the result will be like below.
Then I'd like to continue this for each latest 12 months, and finally visualize it like below.
I've read that I should use CALCULATE and DATESPERIOD in DAX, can't calculate exactly though. The following code is the one I tried and failed.
Moving Annual Total = CALCULATE(
COUNTA('2017-2022Q1'[idnum]),
DATESINPERIOD('2017-2022Q1'[mat].[Date], LASTDATE('2017-2022Q1'[mat].[Date]), 12, MONTH))
Could someone kindly give me an advise to realize this?
Thanks.
*This is the sample file.
https://drive.google.com/file/d/1gDNeBe5KiKBqx3cZ7G0SMiSQ23w96NF4/view?usp=sharing
In your dax measure, I recommend you first to create a date table and create a one-to-many relationship with the fact table(your table: '2017-2022Q1') ; then filter the date table in your calculate measure, not the fact table('2017-2022Q1') directly as you did here. You should follow the best practice.
For Example: How to create a date table using dax:
Date =
VAR MinYear = YEAR ( MIN ( '2017-2022Q1'[date] ) )
VAR MaxYear = YEAR ( MAX ( '2017-2022Q1'[date] ) )
RETURN
ADDCOLUMNS (
FILTER (
CALENDARAUTO( ),
AND ( YEAR ( [Date] ) >= MinYear, YEAR ( [Date] ) <= MaxYear )
),
"Calendar Year", "CY " & YEAR ( [Date] ),
"Month Name", FORMAT ( [Date], "mmmm" ),
"Month Number", MONTH ( [Date] )
)
Your final code could be like this:
Moving Annual Total = CALCULATE(
COUNTA('2017-2022Q1'[idnum]),
DATESINPERIOD('Date'[Date], LASTDATE('Date'[Date]), -12, MONTH)
)
if you define the start date using the lastdate() function, then It returns the last date in your filter context. you should also specify the interval as (-12) month to extract all dates within 1 year period.
Hope It helps.

How to add a year in a calculated column?

DateTable=CALENDARAUTO()
Calculated columns:
NextYearDate = DATEADD(DateTable[Date],1,YEAR)
The above calculated column shows blanks instead of the next years date. Why is that and how to fix it?
DATEADD is a Time Intelligence function, which returns dates from your date column shifted by the specified interval. This means that for the latest year in your date table, there are no "next year" values to return.
An alternative would be:
NextYearDate =
DATE (
YEAR ( DateTable[Date] ) + 1,
MONTH ( DateTable[Date] ),
DAY ( DateTable[Date] )
)

DAX max date in dimension ignore filters on date

In my Power BI model I have a fact table (factSales) that links to a date dimension (dimDate) through a surrogate key DateId. Now I want to add a measure to obtain the max invoice date for each client. But it should be the maximum date ignoring the context (for the date filters). (So if I filter all sales in Q1 2020, then I still want the max invoice date in e.g. 2021).
This is how I got it working:
Add new column in factSales:
Invoice Date = RELATED(DimDate[Date])
Add new measure in factSales:
Last Contract =
CALCULATE( MAX(FactSales[Invoice Date]),
ALL( DimDate )
)
This works, but is there a better way to do this ? Without the extra calculated column. (And without using both-directional filtering).
You can use CROSSFILTER inside CALCULATE:
Last Contract =
CALCULATE (
MAX ( Dates[Date] ),
REMOVEFILTERS ( DimDate ),
CROSSFILTER ( Sales[Date], Dates[Date], BOTH )
)
You can create a measure to return max date using the following dax formula:
Measure = MAX(Sheet1[Date])
To always display the latest date without filter by slicer, you need to click on the slicer then goto Format >Edit Interaction >click none on the specific visual. In the following case, the max date is still 8 Nov 21 even though the slicer latest date is Sep 21
Try this:
Last Contract =
CALCULATE ( MAX ( DimDate[Date] ), ALL ( DimDate ), FactSales )
This removes filtering from a slicer on DimDate[Date] by still applies FactSales as a filter table.

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.

Cumulative average on power bi

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