I am trying to create a measure in DAX to find the joint value (sum) of a fact table by filtering two dimension tables to have the same column value.
Here's an image of the relationship
Each Department in Users are linked to table Registret. They are giving resources to projects. The table Projects are Taking Resourcs. What I am trying to accomplish is a measure that can find the amount a department uses of it's own resources. So I figure if I can filter Registret[Users] and Registre[Project] where Users[Department] = Projects[Department] I would get the value.
I'd like to use the Projects[Department] as a basis. So that table below would show the amount of internal department registration by each Department in Projects.
Department(Projects) InternalRegistration
A Value
B Value
So far I've been trying with something like
CALCULATE(Registret[Registret]; FILTER(Users; Users[Department] IN ALLSELECTED(Projects[Departments])))
But this will only show the correct value if I in a slicer single out a Department from table Projects. Is it possible the solution is some Joint table between Users and Projects?
Edit:
The top table shows the matrix of joint values in Registret between Users and Projects.
Edit2:
Image of my table data.
Notice that the filter arrows only point downward. This means that selecting Projects[Departments] isn't going to filter Users[Departments] since there is no filter path connecting them. You are also missing the SUM function in your measure.
Try tweaking your measure to the following:
= CALCULATE(SUM(Registret[Registret]);
FILTER(Users; Users[Department] = SELECTEDVALUE(Projects[Departments])))
If you're working in a matrix or a table, the SELECTEDVALUE should pick up the row/column filter context from the visual, whereas ALLSELECTED only picks up filter context from slicers or report/page/visual level filters.
You can also use ...IN VALUES(... instead of ...= SELECTEDVALUE(....
= CALCULATE(SUM(Registret[Registret]),
FILTER(Users, Users[Department] IN VALUES(Projects[Department])))
Both of these should produce the following:
Related
I have a table visualisation that shows the populations of countries and a toggle switch that flips between 'sold' and 'unsold'. (This works with a measure that checks is a country is present in a sales table and assigns a 1 or 0 which is then used as a filter on the table visualisation).
Various slicers in the dashboard are used to filter the data model and retain the details of sales. When 'unsold' is selected therefore, the relevant countries are already filtered out of the countries data table and it is not possible to display them with their populations.
At the moment the workaround is to use a duplicate countries table that only has a one way filter, so that the rows remain regardless of filtering. This means that other slicers which interact with the rest of the data model don't filter the table visualisation as desired.
I am sure this must be possible using some combination of CALCULATE(), FILTER() and ALL() but I haven't managed to achieve this.
N.B. I can force the unsold countries to appear in a table visualisation using a constant measure (with formula: measure_name = 0) in a column .
Apologies if this is not very well explained, any help much appreciated.
Thanks for reading,
S
Image attached to (hopefully!) explain problem better.
Real scenario is more complicated hence not screenshotting from PBI.
I'm trying to create a column that has a total of values between 3 columns from 3 tables. How would I go about doing this?
The 2 tables are tables of values that share an id, and they are both linked to a table of account by Id. The goal is to add up 3 columns, and place it into a table grouped by the Id.
I've attempted summing them, trying to use the USERELATIONSHIP function, and creating a relationship between them. It seems to give very inaccurate results, as if it's summing all of the totals together, and passing them to each Id. That, or it won't let me use the column, as if it never existed.
EDIT: General Idea of what I'm trying to do (Lines should be pointing to Account's Id column, but I messed up the lines)
EDIT 2: I also forgot to illustrate or mention. There are more columns with information in each table that can't be summarized for each account preventing me from just merging the table together.
Make sure your data model looks like this (change names as you please, but the structure must be the same):
In dimensional modeling, your table "Account" is a Dimension, and both fee tables are Fact tables. The operation of combining data from multiple fact tables that share the same dimension is called "drill-across", and it's a standard functionality of Power BI.
To combine fees from these tables, you just need to use measures, not columns. This article explains the difference:
Calculated Columns and Measures in DAX
First, create 2 measures for the fees:
Fee1 Amount = SUM(Fee_1[Amount])
Fee2 Amount = SUM(Fee_2[Amount])
Then, create a third measure to combine them:
Total Fee Amount = [Fee1 Amount] + [Fee2 Amount]
Create matrix visual, and place Account_ID from the Account table on the rows. Then drop all these measures into the matrix values area, like this:
Result:
Of course, you don't have to have all these measure in the matrix, I just showed them for your convenience, to validate the results. If you remove them, the last measure still works:
I’m new to Power BI. Currently facing similar issue explained below in my product development.
I have created power bi modle with below dimensions and facts from adventureworksDW.
Then I created a calculated table, which gives result as sum of sales group by ProductSubCategory and ProductCategory. Below is the DAX for the calculated table.
Now I want to create a new calculated table, which gives me TOPn ProductSubCategory based on the Total sales amount.
Below is the DAX to do this.
and model relationships looks like below.
I want this TOPn rows to be displayed based on filter condition on product category. Something like below.
This works fine when I hardcode the product category value in the DAX itself. But if I want to change this product category values from the slicer selection, then I didn’t get any results.
What you are asking for is not possible as Power BI is currently designed. Slicers cannot affect calculated tables. Calculated columns and calculated tables are evaluated once when the data is first loaded and are static until the data is refreshed.
However, you can get the table visual you want in a much simpler manner by writing the appropriate measure and putting that in the table instead of defining an entirely separate table.
TotalSales = SUM(FactInternetSales[SalesAmount])
The Top N filtering is available in the visual level filters settings.
You can simply use the SELECTEDVALUE function as shown below.
var __SelectedValue = SELECTEDVALUE('ProductSales'[EnglishProductCatogaryName])
return
Filter(
'ProductSales',
'ProductSales'[EnglishProductCatogaryName] = __SelectedValue
)
)
I have a FactLosses Table, and a DimAccumulation table. I have brought them into PowerBi and I have placed a slicer to choose which accumulation zones i am interested in.
Once the user has selected the zones, i want to perform a group by year on the losses and sum the losses into year buckets. But only on the data that applies to the zones the user picked.
I am using the following DAX code to do the group by like so...
Table = SUMMARIZECOLUMNS(FactForwardLookingAccumulation[Year], "Losses By Year", SUM(FactForwardLookingAccumulation[Net Loss Our Share Usd]))
The problem is the new table always produces the same result. i.e When i make changes to which accumulation perils should be included it makes no difference to the summation. (it is summing the entire table)
I'd like to use the slicer to filter the fact table and then have the DAX query run on the filtered list. Is this possible?
If you want these tables to be responsive to filters or slicers on your report, then you can't write these as calculated tables that show up under the Data tab since those are computed before any filtering happens.
To get what you want, you have to do everything inside of a measure, since those are what respond to slicers. If you're looking for the max loss year once the grouping and summing are completed, you can write a measure along these lines:
Year Max =
VAR CalculatedTable = SUMMARIZECOLUMNS(FactForwardLookingAccumulation[Year], "Losses By Year", SUM(FactForwardLookingAccumulation[Net Loss Our Share Usd]))
RETURN MAXX(CalculatedTable, [Losses By Year])
Writing it this way will allow the calculated table to respond to your slicers and filters.
I have two tables as indicated below. The first is a list of dates, the second a list of contracts with their contract start and end dates. The tables are not related since there are two date realtionships. I need to give a summary of how many contracts started and ended on each day. This works fine using a calcualted column, however, when I try and slice on Type or Contract customer, the results in the Date table's calculated columns do not apply, even though ALLSELECTED is applied. How can I get the slicers to filter the rows returned to the to calculated column so that the number of contracts are calculated accordingly.
Calculated column:
StartedContracts = COUNTROWS(FILTER(ALLSELECTED(Contracts), Contracts[StartDate] = DateData[Date]))
Reproduction PBIX here
To get this displaying correctly, an easy way is to go ahead and set up the relationships between the tables. You'll have an active relationship and an inactive relationship, something like this with an active relationship to [StartDate] and an inactive relationship to [EndDate]:
Having done this, defining the measures is simplicity itself!
StartedContracts = COUNTROWS(Contracts)
EndedContracts = CALCULATE(COUNTROWS(Contracts), USERELATIONSHIP(Contracts[EndDate], DateData[Date])
Since the active relationship is to the Contracts[StartDate] column, you don't need to specify any additional filters for StartedContracts.
When calculating EndedContracts you just need to add USERELATIONSHIP() to the CALCULATE() function to tell it to use the inactive relationship which was previously defined to the Contracts[EndDate] column.
Slicers on other columns work as expected.