To start, here is the Power BI I am working with:
I want to calculate the %Change in Cost Quarter over Quarter.
As shown in the table above, I have the Cost Total for Q1, Q2, Q3, and Q4 in the Total Cost by Quarter Column, which I calculated using this formula:
Total Cost By Quarter =
IF (
[Quarters] = "Q1",
CALCULATE (
SUM ( CR_Months_ByMonth[Cost] ),
FILTER ( CR_Months_ByMonth, [Quarters] = "Q1" )
),
IF (
[Quarters] = "Q2",
CALCULATE (
SUM ( CR_Months_ByMonth[Cost] ),
FILTER ( CR_Months_ByMonth, [Quarters] = "Q2" )
),
IF (
[Quarters] = "Q3",
CALCULATE (
SUM ( CR_Months_ByMonth[Cost] ),
FILTER ( CR_Months_ByMonth, [Quarters] = "Q3" )
),
IF (
[Quarters] = "Q4",
CALCULATE (
SUM ( CR_Months_ByMonth[Cost] ),
FILTER ( CR_Months_ByMonth, [Quarters] = "Q4" )
)
)
)
)
)
However, I could not figure out how to calculate %Change between quarters using another Calculated column, due to the repeating values (multiple Q1s, Q2s, etc in [Total Cost By Quarter]).
So, I attempted to calculate the %Change using Measures.
I made a measure for the Q1 Cost, Q2 Cost, Q3 Cost, and Q4 Cost, using a formula like the one below:
Q1Sum =
CALCULATE (
SUM ( CR_Months_ByMonth[Cost] ),
FILTER ( CR_Months_ByMonth, [Quarters] = "Q1" )
)
I then made a new measure to calculate Q12%Change, Q23%Change, and Q34%Change, using a formula like the one below:
Q12%Change =
( DIVIDE ( [Q2Sum] - [Q1Sum], [Q1Sum] ) )
* 100
This is the result that I get using the calculated measures:
This structure does not yield good visuals and I am certain there is a simpler, more efficient way to accomplish Quarter over Quarter %Change.
This is my desired result:
As a final note, I do have a date table that looks like this:
THANK YOU!
[Total Cost by Quarter] should be as simple as SUM(CR[Cost]) if placed into a matrix that has quarters on the rows/columns.
The trickier part is referencing the previous quarter to get the percent change. It will look something like this:
% Change =
VAR PrevQtrCost = CALCULATE(SUM(CR[Cost]), PREVIOUSQUARTER(DateTable[Date]))
RETURN DIVIDE(SUM(CR[Cost]), PrevQtrCost) - 1
The VAR line might be a bit different depending on how exactly you have your DateTable related to the CR table.
Also take a look at this similar question: Power BI: Percent Change Formula
If you aren't linking on a date, then try something along these lines:
% Change =
VAR PrevQtr = MOD(MAX(DateTable[FiscalQuarterNumber]) - 2, 4) + 1
VAR PrevQtrCost = CALCULATE(SUM(CR[Cost]), DateTable[FiscalQuarterNumber] = PrevQtr)
RETURN DIVIDE(SUM(CR[Cost]), PrevQtrCost) - 1
Related
I have a table with some contracts, like this:
Contract Num
Another header
Value
123456
Cleaning
123.541,00--
544311
Security
200.000,00--
254856
Cleaning
23.581,00--
048941
Security
80.000,00--
128546
Cleaning
300.500,00--
255311
Security
99.000,00--
130056
Cleaning
543.541,00--
859311
Security
10.000,00--
I want to get this in Power Bi:
The value of the 5 most expensive contracts
How much these 5 represents in % of the total sum.
I got the letter A in a card applying filters (N Superior), but I can't work with it in a measure. What expression can I use to get a number of line in a column? How can I solve this in a measure?
thanks
Hello Please test this DAX Code:
This gives you the TOP5 Total:
Top5_Total =
VAR TOP5Total =
SUMX ( TOPN ( 5, YourTable, [Value] ), [Value] )
RETURN
TOP5Total
And This gives you the ratio of Top5 To All Totals:
RatioOfTop5_To_Total =
VAR TOP5Total =
SUMX ( TOPN ( 5, YourTable, [Value] ), [Value] )
VAR Total =
CALCULATE ( SUM ( YourTable[Value] ), ALL ( YourTable ) )
VAR PercentOfTop5_To_Total =
DIVIDE ( 100 * TOP5Total, Total )
RETURN
PercentOfTop5_To_Total
I am trying to do a burndown graph on PowerBI.
My data is a list of tasks. Each task has a numerical value (EFFORT) assigned to it and there is a total amount of effort for any given month (sum of all EFFORT). As tasks as set to DONE, the ongoing effort should be deducted from a running total and that value used to plot a graph. I have 3 columns
I would like to have measure to calculate EFFORT REMAINING for each date, i.e.
EFFORT REMAINING = TOTAL EFFORT - (EFFORT WHEN TASKS ARE DONE FOR EACH DAY)
For example,
I did get the consecutive dates displaying:
Burndown = CALENDAR(DATE(2022,7,1),DATE(2022,7,31))
and also the total effort (starting value)
TOTAL EFFORT = SUM(Issues[EFFORT])
Now for each date in table, I need to minus the accumulating total of EFFORT when the status is set to DONE
EFFORT REMAINING = Burndown[TOTAL EFFORT]-SUM(Issues[EFFORT]="DONE" ....
Im stuck after this last point. Can anyone help, please?
you are so close to the answer ). Convert SUM(Issues[EFFORT]="DONE" to:
CALCULATE(
SUM(Issues[EFFORT])
, SUM(Issues[Status]="DONE"
)
Have a nice day.
Please try this measure:
Please ensure that (1-Many) relationship is created between Burndown [Date] and Issues[ISSUE_CREATED] columns.
EFFORT REMAINING =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
Result
After that, you can create a clustered column chart, and put [Date field] on calendar table on X_axis and put 'EFFORT REMAINING' measure on Y_axis(Value axis) to see the result.
I hope It solves your problem.
Bonus Info:
If you want to see your Summary table, create a "New Table" and paste this code:
Summary_Table =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
TblSummary
The result It produces:
Note: I have limited access to your data sets as you shared above. The result will be exact with your full dataset.
hope you can help me.
I need to calculate in Power BI a date difference between today() and a certain date based on a condition.
I have a calendar table with the date (calendario[fecha]) related to a fact table ASID to predict column ASID[amount] and a measeure [Estimado] that gives me the linear regression
Estimado =
VAR Known =
FILTER (
SELECTCOLUMNS (
ALLSELECTED ( 'calendario'[fecha] ),
"Known[X]", calendario[fecha],
"Known[Y]", [ASID]
),
AND (
NOT ( ISBLANK ( Known[X] ) ),
NOT ( ISBLANK ( Known[Y] ) )
)
)
VAR Count_Items =
COUNTROWS ( Known )
VAR Sum_X =
SUMX ( Known, Known[X] )
VAR Sum_X2 =
SUMX ( Known, Known[X] ^ 2 )
VAR Sum_Y =
SUMX ( Known, Known[Y] )
VAR Sum_XY =
SUMX ( Known, Known[X] * Known[Y] )
VAR Average_X =
AVERAGEX ( Known, Known[X] )
VAR Average_Y =
AVERAGEX ( Known, Known[Y] )
VAR Slope =
DIVIDE (
Count_Items * Sum_XY - Sum_X * Sum_Y,
Count_Items * Sum_X2 - Sum_X ^ 2
)
VAR Intercept =
Average_Y - Slope * Average_X
RETURN
ROUND(
SUMX (
DISTINCT ( calendario[fecha] ),
Intercept + Slope * calendario[fecha]
),0)
My visualization matrix has 3 columns: calendario[fecha], it's real value [ASID] and the estimated measure [Estimado].
I have a limit of 1105 for that ASID.
I can see that at a future day, let's say a month from now 03/12/2020, the estimated reaches a value of 1105 (after scrolling all the matrix), so I need a way to capture that day and be able to calculate 03/12/2020 - today() and display somewhere: "30 days left"
Raihan: I could use the datediff as you suggested
matrix
Is there a way to capture just the 231 value?
DAX is now: if([Estimado]>1105, DATEDIFF(TODAY(),LASTDATE(calendario[fecha]),DAY),0)
As you didn't provide the sample dataset and you didn't tell about your measure formula I just consider a sample dataset on my own to simulate your problem.
Consider following screenshot with data and calculated columns.
Here the DaysFromToday calculate the Day difference from Today to for every column if the corresponding value in 'SomeValue' field reached a certain number. SomeValue is also calculated field that you can replace with your own calculation.
To get the single value from DaysFromToday you can have a measure which will give you MAX or MIN (of course some others functions if you need) of the column values like following screenshot -
Yellow highlighted is the DAX way of mentioning a field name with the table name that you are missing in your formula.
Lastly the MAX or MIN measure can be displayed in the report like following -
it will be better if you can provide sample dataset and sample answer that you want.
I want to display percentage increase or decrease in total for each month as I select each month i.e when I click on FEB, it should tell me whether there was a percentage increase/decrease in expenses compared to JAN.
I have tried different codes but keep getting an error message.
Here is a DAX CODE I tried:
change perc =
VAR ValueLastMONTH =
CALCULATE (
SUM ( population[TOTAL] ),
FILTER (
population,
population[MONTH]
= ( EARLIER ( population[MONTH] ) - 1 )
&& population[CATEGORY] = EARLIER ( population[CATEGORY] )
)
)
RETURN
IF (
ISBLANK ( ValueLastMONTH ),
0,
( population[TOTAL] - ValueLastMONTH )
/ ValueLastMONTH
I want a new column created to display the percentage increase or decrease from a month to its previous month.
Here is a screenshot of the excel document:
The Column 'Month' is not of type date. How would PowerBi know the text APR represents April? You need to make this column a date.
Now you need to change the script to work with DateDiff:
change perc =
VAR ValueLastMONTH =
CALCULATE (
SUM ( population[TOTAL] ),
FILTER (
population,
DATEDIFF(population[MONTH], EARLIER ( population[MONTH] ),MONTH) = 1
&& population[CATEGORY] = EARLIER ( population[CATEGORY] )
)
)
RETURN
IF (
ISBLANK ( ValueLastMONTH );
0;
( population[TOTAL] - ValueLastMONTH )
/ ValueLastMONTH)
Situation:
I have a column in my table with values representing weeks of the year.
Each week number has their respective total counts of purchases on another column. When I use a matrix visual and put that specific column in the Columns section it separates them distinctively which is what I want. How can get the % change from one week to another?
Table looks like this:
Objective:
Create a measure that can divides column 2 by column 1 to get the % change.
Layout of Matrix:
Ideally I would like to have a third column to calculate the values in column 6 by the ones in column 5.
OK, here is one solution:
Delta :=
VAR Week5 =
CALCULATE ( SUM ( 'Table'[Total] ), FILTER ( 'Table', 'Table'[Weeks] = 5 ) )
VAR Week6 =
CALCULATE ( SUM ( 'Table'[Total] ), FILTER ( 'Table', 'Table'[Weeks] = 6 ) )
RETURN
IF (
SUM ( 'Table'[Total] ) = SUMX ( ALL ( 'Table' ), 'Table'[Total] )
|| SUM ( 'Table'[Total] )
= SUMX (
FILTER ( ALL ( 'Table' ), 'Table'[Cohort] = MAX ( 'Table'[Cohort] ) ),
'Table'[Total]
),
100*DIVIDE ( Week6 - Week5, Week5 ),
BLANK ()
)
I tested it and it works:
BUT because the way your data is structured, it makes it very difficult (for me) to make this pretty. But hey, it works!! ;) I wasn't sure which direction you needed the delta but that is a simple change in the measure from this:
100*DIVIDE ( Week6 - Week5, Week5 )
To this:
100*DIVIDE ( Week5 - Week6, Week6 )
Hope this help!