I have a data table connected to multiple lookup tables, and I'm trying to find a way to use a the RELATED function to fetch values from a dynamically-selected lookup table based on the values of one of the columns.
e.g.
If the Month column's value is "2018_01", the Type column's value is "Adjustment", and the Variant column's value is "B", look in '2018_01_Adjustment'[Var_B] (essentially '<Month>_<Type>'[Var_<variant>]).
I was hoping DAX had some parallel to Excel's INDIRECT, but from looking through the internet, it appears it doesn't, so I need an alternative.
The most important thing using DAX is your data model.
For this type of question you need to model your data as thus:
First, do you have a date dimension? Once both the fact table (I think that's what you mean when you write "data table") have a link to the dimension table, you can link and group by the dimension you want, for example the MONTH or the YEAR.
Related
Here is the simple table data I have:
What I want:
For each business, I am only interested in it's LATEST Profit% in QuickSight table format (or any other visual type honestly and not just table)
What I have tried:
I put this table into QuickSight's Table visual type and put the "Business Name" into "Group by", "Timestamp" and "Profit%" into "Value". Fortunately, I can select only the max value of the Timestamp column (which is exactly what I want!) as you can see in the image below:
The first two columns are exactly what I want however if you look at the "Profit%" column, you can see that I am getting a "Sum" value. But I just want the respective value associated with that respective "Max" Timestamp only! For example for the "Business-1" row, the expected value in the Profit% column is 25.
Possible solutions I have tried:
i. Using a calculated field using the lastValue function - Unfortunately, this function is not supported in the region I am using QuickSight. If it was supported, my issue would have been resolved.
ii. Using a calculated field called rank using the function rank and then using a filter for this column. This has not worked out as yet. Suggestions are welcome if it is actually possible using this logic.
I think you will be able to get the desired result by using the maxover function and an ifelse function
ifelse(Timestamp=maxover(Timestamp,[{Business Name}],PRE_FILTER),{Profit%},0)
I have the following Power BI table example for an operating expense report that uses a slicer to filter the first column named "Actual". This is to see the operating expenses for one month compared to the budget figures for the year. It also compares the year-to-date and annual figures. How can I create dynamic columns that change based on the slicer selection? These additional columns are not shown in the pic below but included in the last pic. The Budget column below was just created as an example to show what it should look like.
I set up a star schema with several tables shown below. There's only one expense fact table used and the slicer only works for the first column as previously stated but I need all the other columns to use different parameters and adjust based off what's selected in the slicer. The last image is an overview of the info and the parameters for each column. I tried creating new columns with measures for the budget to see if I can get that going but can't figure out how to make it adjust with the slicer selection.
I'm not sure if I should be using separate queries for each column or can this be done using the one expense table. Hope this isn't too confusing. Please let me know if more info is needed.
If I understood what you wanted correctly I think I solved your problem.
I was able to create the following:
I did not use all values since I did not want to type everything, if you provide some test data it is easier to replicate you dashboard.
This matrix (so not table) allows you to filter for Date (if you so desire, you can always show all date's in the matrix) Book and AccountTree.
The way this is done is by putting the address column in the ROWS for the matrix, Putting the Date column in the COLUMNS of the matrix and putting your values (actual, budget, variance) in the values of the matrix.
For the date is used days, since it was easier to type. You can always use weeks, months, quarters or years.
For this to work you have to create the following relationships:
Hope this helps.
If not, please provide test data so it is easier to try and solve your problem.
Hello M language masters!
I have a question about working with grouped rows when the Power Query creates a table with data. But maybe it is better to start from the beginning.
Important information! I will be asking for example only about adding an index. I know that there are different possibilities to reach such a result. But for this question, I need an answer about the possibility to work on tables. I want to use this answer in different actions (e.g table sorting, adding columns in group table).
In my sample data source, I have a list of fake transactions. I want to add an index for each Salesman, to count operations for each of them.
Sample Data
So I just added this file as a data source in Power BI. In Power query, I have grouped rows according to name. This step created form me column contained a table for each Salesman, which stores all his or her operations.
Grouping result
And now, I want to add an index column in each table. I know, that this is possible by adding a new column to the main table, which will be store a new table with added index:
Custom column function
And in each table, I have Indexed. That is good. But I have an extra column now (one with the table without index, and one with a table with index).
Result - a little bit messy
So I want to ask if there is any possibility to add such an index directly to the table in column Operations, without creating the additional column. My approach seems to be a bit messy and I want to find something cleaner. Does anyone know a smart solution for that?
Thank you in advance.
Artur
Sure, you may do it inside Table.Group function:
= Table.Group(Source, {"Salesman"}, {"Operations", each Table.AddIndexColumn(_, "i", 1, 1)})
P.S. To add existing index column to nested table use this code:
= Table.ReplaceValue(PreviousStep,each [index],0,(a,b,c)=>Table.AddColumn(a,"index", each b),{"Operations"})
I'm attempting to create a shared date dimensions between two fact tables in Power BI, based off of a relational data source.
Currently, if I include an unrelated dimension in the report, I get numbers duplicated across multiple rows, where they don't really apply.
I'm wondering if there is any way to tell Power BI that certain dimensions cannot be used with certain fact tables, similar to using IgnoreUnrelatedDimensions in SSAS.
Currently the only solution I can find is to create a separate date dimension, so that the two fact tables have no relationship that could be used to join them, however this would mean forfeiting the ability to do any time based comparisons.
Create a combined view of the fact tables with only compatible columns to be used for time based comparison:
In Query Editor, create new queries for your fact tables by
referencing i.e. right click original query and select "Reference".
Then in those "copies" cut out the incompatible dimensions.
Rename columns to align terminology (e.g. Sales Date ==> Transaction Date, Payment Date ==> Transaction Date).
Use "Merge Queries" function to combine the copies using Full Outer Join.
Join this merged view to your date dimension
I am trying to create a table where it only counts the attendees one one type of training (rows) if they attended another particular training (column) AFTER the first one. I think I need to recreate a countif function that compares the dates of the trainings, but not sure how to set this up so that it compares the dates of the row trainings and column trainings. Any ideas?
Edit 3/23
Alex, your solution would work if I had different variables for the dates of each type of training. Is there a way to construct this without having to create new variables for each type of training that I want to compare? Put another way, is there a way to refer to the rows and columns of the table in the formula that would compare the dates? So, something like "count if the start date of this column exceeds the start date of this row." (basically, is there something like the Excel index function in Tableau?)
It may help to see how my data is structured -- here is a scrubbed version: https://docs.google.com/spreadsheets/d/1YR1Wz-pfGHhBxDQDGYgmemLGoCK0cSvKOeE8w33ZI3s/edit?usp=sharing
The "table" tab shows the table that I'm trying to create in Tableau.
Define a calculated field for your condition, called say, trained_after, as:
training_b_date > training_a_date
trained_after will be true or false for each data row depending on whether the B training was dated later than the A training
If you want more precise control over the difference between the dates, use the date_diff function. Say date_diff("hour", training_a_date, training_b_date) > 24 to insist upon a short waiting period.
That field may be all you need. You can put trained_after on the filter shelf to filter only to see data rows meeting the condition. Or put it on another shelf to partition the data according to that condition. Or use your field to create other calculated fields.
Realize that if either of your date fields is null, then your calculated field will evaluate to null in that case. Aggregate functions like Sum(), Count() etc ignore null values.