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I have a simple CSV data set such as this.
ID,MainCategory,SubCategory,Type,Value
1,E,E1,Demo,5
2,N,N3,Install,2
3,E,E1,Demo,4
4,E,E2,Install,7
5,D,D1,Install,3
6,S,S2,PM,4
7,N,N2,Install,7
8,N,N2,Demo,1
9,E,E2,Demo,2
10,D,D2,Install,6
11,D,D3,PM,4
12,S,S1,PM,8
13,N,N1,Install,5
14,S,S3,Install,8
15,S,S1,Demo,9
16,E,E3,Demo,5
17,N,N2,Install,3
18,E,E2,PM,6
19,D,D2,PM,6
20,N,N3,Demo,6
21,S,S2,Demo,7
22,E,E3,Install,2
23,S,S1,Install,4
24,S,S2,PM,8
25,D,D1,Install,5
In my Power BI Desktop, I'd like to load this into a table, and conditionally format the Value column based on whether the value in each row is greater than or less than the average for the currently selected data set.
For instance, the average of Value considering the entire table is 5.08, so if there are no filters applied (as in, all my slicers are set to select nothing), I'd like all rows whose Value is 6 or more to be background colored in one color, and the others in another color. For this, I created two measures like so:
AvgOfVal = DIVIDE( SUM(G2G[Value]), COUNTA(G2G[ID]) )
BGColor = IF(SUM(G2G[Value]) > [AvgOfVal], "Light Pink", "Light Blue")
Then I tried to apply the BGColor measure for conditionally formatting the background, but this doesn't work as expected, and instead produces the result below.
I realize that this is due to the fact that the measure is calculated per row, so when conditional formatting is applied, as seen in the AvgOfVal column in the table, it calculates average per row instead of for the entire data set. How can I calculate a measure that takes into account the entire data set (considering slicers), and do the conditional formatting as I need.
Please keep in mind that if a user were to select a slicer filter (say, MainCategory = D), then I want the conditional formatting to reflect this. So in this case, given that AvgOfVal = 4.80 for MainCategory = D entries, I'd like all rows whose Value >= 5 to be in one color, and others in another color.
I realize that this is due to the fact that the measure is calculated per row
Yes. The key is understanding how that happens. When the measure is calculated a "context transition" happens and the current row is added to the filter context.
So what you want is a calculation that removes the row filter that was added in the context transition. So you need ALLSELECTED(), which does precisely that. eg
AvgOvVAl = CALCULATE( AVERAGE('data'[Value]), ALLSELECTED() )
Removing the "innermost" filter which in this case is the filter on the row, but leaving all other filters, ie filters added on the report, page, visual, or filters coming from interactions with other visuals like slicers.
I'm beginning to think that what I'm looking for isn't actually possible.
I have two datasets - one of Titles and one of Keywords. Only one column from each is relevant to this query - Titles[Title] and Keywords[Keyword]. So pretty straightforward data. Titles has around 2 million rows, and Keywords will eventually have ~500-1000.
I would like to display a slicer of Keywords[Keyword] values, which will filter the Titles dataset where Titles[Title] contains one of the selected Keywords[Keyword] values.
I tried creating a DAX calculated column on Titles like below -
Matches = IF(SUMX(FILTER('Keywords','Keywords'[Keyword] <> ""),FIND(UPPER('Keywords'[Keyword]), UPPER(Titles[Title]),,0)) > 0,1, 0)
I then apply a report level filter for Matches >= 1. This works for all keyword values, but is not aware of the selection in the slicer.
I tried changing it to use ALLSELECTED('Keywords'[Keyword]) as the first argument passted to FILTER, but this doesn't seem to have any effect.
As a test, I created a Calculated Column and a Measure with the exact same DAX -
CONCATENATEX(VALUES(Keywords[Keyword]), Keywords[Keyword], ",")
This displays the slicer selection delimited by commas for the measure, but not for the column. Since I want to calculate this per row and filter the report based on this, a measure isn't suitable.
Is there any other way I can refer to the filtered Keywords[Keyword] in my calculated column? Or is there a way that a Measure could actually be used to achieve this? Or is there a completely different approach that I could try?
I want to count records in a certain condition and allow people to filter down to the relevant records, but selecting a measure value (which filters so it only counts certain rows) isn't cross-filtering others as I'd expect. Maybe ths isn't possible or maybe I'm just doing it wrong, but I'd appreciate help.
I have a single table:
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45Wci4tLsnPTS1SMFTSUTJUitVBEjICChmgChljCplgajSFCMUCAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [#"Customer Name" = _t, #"Ordered Recently" = _t]),
#"Change to INT" = Table.TransformColumnTypes(Source,{{"Ordered Recently", Int64.Type}}),
#"Change to T/F" = Table.TransformColumnTypes(#"Change to INT",{{"Ordered Recently", type logical}})
in
#"Change to T/F"
The result looks like this:
Customer Name Ordered Recently
Customer 1 True
Customer 2 False
Customer 3 False
Customer 4 True
Customer 5 True
I added two measures:
Count Total = COUNTROWS(Customers)
Count Recent = CALCULATE([Count Total], filter(Customers, Customers[Ordered Recently]))
If I put both measures in a bar chart and highlight the "Count Recent" measure, I'd expect it to know to filter other visuals based on the FILTER statement present in the measure, but that doesn't happen. Selecing this value doesn't impact anything else on my page (including just a count of rows).
The goal is to allow people to select a measure that counts rows and then to see the makeup of the data in those rows (select a count of late projects and filter other visuals to describe those late projects).
Is this possible or am I doing something wrong?
EXAMPLE:
Here's what it looks like now, with nothing selected:
When I select the black bar (the "Ordered Recently" measure), nothing changes right now - but here's what I want to happen (actually achieved with a slicer off screen on the T/F field):
I understand if my measure is a SUM of an integer field, it includes every row in the calculation - even when the row value is zero - and there's no way to filter my dataset based on that. However, in this case, my measure is actually using a FILTER on the dataset so that it only counts rows with a certain criteria set - given that, it should be able to filter the requested table, and then flow that filter through the rest of my dataset (the same way it would if I selected a bar from a chart where I had used that same field as the series - exactly how it works when I do this:
PBIX file to download as an example
No, I don't believe it's possible to make a measure value cross-filter other visuals based on filters within the measure definition.
You can, however, click on i.e. row header Customer 3 and it should cross-filter the other visuals to only include that customer. Any table column you set for the rows or columns of a matrix visual should behave this way.
Here's a hacky workaround:
Create a measure that shows the right values when you use the column you want to use as a filter as the Legend or Axis (like in your last image). For example, in this case, you could do this:
Total Customers =
VAR TF = SELECTEDVALUE ( Customers[Ordered Recently] )
RETURN
COUNTROWS (
FILTER (
ALLSELECTED ( Customers ),
IF ( TF, TF, TF || Customers[Ordered Recently] )
)
)
This behaves how you want, but isn't labeled as you want. To achieve that create a calculated column with the labels you want. For example,
Label = IF(Customers[Ordered Recently], "Ordered Recently", "Total Customers")
Then take Ordered Recently off the axis and put the Label column in the Legend box to get this:
Your Filter argument is really Filter(All(Customers, Customers[Ordered Recently])
You remove all filters on the Customer Table, and then specify Ordered Recently Column as the filter.
Try
[MeasureName] =Calculate([Count Total], All(Customer), Values(Customer[Recently Ordered]), Customer[Recently Ordered] = “True”)
We are trying to implement a dashboard that displays various tables, metrics and a map where the dataset is a list of customers. The primary filter condition is the disjunction of two numeric fields. We want to the user to be able to select a threshold for [field 1] and a separate threshold for [field 2] and then impose the condition [field 1] >= <threshold> OR [field 2] >= <threshold>.
After that, we want to also allow various other interactive slicers so the user can restrict the data further, e.g. by country or account manager.
Power BI naturally imposes AND between all filters and doesn't have a neat way to specify OR. Can you suggest a way to define a calculation using the two numeric fields that is then applied as a filter within the same interactive dashboard screen? Alternatively, is there a way to first prompt the user for the two threshold values before the dashboard is displayed -- so when they click Submit on that parameter-setting screen they are then taken to the main dashboard screen with the disjunction already applied?
Added in response to a comment:
The data can be quite simple: no complexity there. The complexity is in getting the user interface to enable a disjunction.
Suppose the data was a list of customers with customer id, country, gender, total value of transactions in the last 12 months, and number of purchases in last 12 months. I want the end-user (with no technical skills) to specify a minimum threshold for total value (e.g. $1,000) and number of purchases (e.g. 10) and then restrict the data set to those where total value of transactions in the last 12 months > $1,000 OR number of purchases in last 12 months > 10.
After doing that, I want to allow the user to see the data set on a dashboard (e.g. with a table and a graph) and from there select other filters (e.g. gender=male, country=Australia).
The key here is to create separate parameter tables and combine conditions using a measure.
Suppose we have the following Sales table:
Customer Value Number
-----------------------
A 568 2
B 2451 12
C 1352 9
D 876 6
E 993 11
F 2208 20
G 1612 4
Then we'll create two new tables to use as parameters. You could do a calculated table like
Number = VALUES(Sales[Number])
Or something more complex like
Value = GENERATESERIES(0, ROUNDUP(MAX(Sales[Value]),-2), ROUNDUP(MAX(Sales[Value]),-2)/10)
Or define the table manually using Enter Data or some other way.
In any case, once you have these tables, name their columns what you want (I used MinNumber and MinValue) and write your filtering measure
Filter = IF(MAX(Sales[Number]) > MIN(Number[MinCount]) ||
MAX(Sales[Value]) > MIN('Value'[MinValue]),
1, 0)
Then put your Filter measure as a visual level filter where Filter is not 0 and use MinCount and MinValues column as slicers.
If you select 10 for MinCount and 1000 for MinValue then your table should look like this:
Notice that E and G only exceed one of the thresholds and tha A and D are excluded.
To my knowledge, there is no such built-in slicer feature in Power BI at the time being. There is however a suggestion in the Power BI forum that requests a functionality like this. If you'd be willing to use the Power Query Editor, it's easy to obtain the values you're looking for, but only for hard-coded values for your limits or thresh-holds.
Let me show you how for a synthetic dataset that should fit the structure of your description:
Dataset:
CustomerID,Country,Gender,TransactionValue12,NPurchases12
51,USA,M,3516,1
58,USA,M,3308,12
57,USA,M,7360,19
54,USA,M,2052,6
51,USA,M,4889,5
57,USA,M,4746,6
50,USA,M,3803,3
58,USA,M,4113,24
57,USA,M,7421,17
58,USA,M,1774,24
50,USA,F,8984,5
52,USA,F,1436,22
52,USA,F,2137,9
58,USA,F,9933,25
50,Canada,F,7050,16
56,Canada,F,7202,5
54,Canada,F,2096,19
59,Canada,F,4639,9
58,Canada,F,5724,25
56,Canada,F,4885,5
57,Canada,F,6212,4
54,Canada,F,5016,16
55,Canada,F,7340,21
60,Canada,F,7883,6
55,Canada,M,5884,12
60,UK,M,2328,12
52,UK,M,7826,1
58,UK,M,2542,11
56,UK,M,9304,3
54,UK,M,3685,16
58,UK,M,6440,16
50,UK,M,2469,13
57,UK,M,7827,6
Desktop table:
Here you see an Input table and a subset table using two Slicers. If the forum suggestion gets implemented, it should hopefully be easy to change a subset like below to an "OR" scenario:
Transaction Value > 1000 OR Number or purchases > 10 using Power Query:
If you use Edit Queries > Advanced filter you can set it up like this:
The last step under Applied Steps will then contain this formula:
= Table.SelectRows(#"Changed Type2", each [NPurchases12] > 10 or [TransactionValue12] > 1000
Now your original Input table will look like this:
Now, if only we were able to replace the hardcoded 10 and 1000 with a dynamic value, for example from a slicer, we would be fine! But no...
I know this is not what you were looking for, but it was the best 'negative answer' I could find. I guess I'm hoping for a better solution just as much as you are!
I am using Power BI to bring together data from several systems and display a dash board with data from all of the systems.
The dashboard has a couple of filters which are then used to display the data relating to one object across all systems.
When the dashboard is first loaded and none of the filter have been selected, the data cards display information from all rows in the table.
Is there a way to make a data card only display one row of data?
or
Be blank if there are more than one row of data?
There's no direct way to look at the number of rows in the visual, count them, and do something different if there's more than 1.
That said, there are a few things you can do.
HASONEFILTER
If you have a specific column in your table that, when selected, filters your results to a single row, then you can check if there's a filter on that column using HASONEFILTER. (If you have multiple alternative columns,any of which filter to a single row, that's ok too.)
You could then create a measure for each column that tests HASONEFILTER. If true, return the MAX of the column. (The reason for MAX is because measures always have to aggregate, but the MAX of a 1-row column will be the same as the value in that column.) If false, return either BLANK() or an empty string, depending on your preference.
E.g.
ColumnAMeasure = IF(HASONEFILTER(Sheet1[Slicer Column]),MAX(Sheet1[COLUMN A]), "")
ColumnBMeasure = IF(HASONEFILTER(Sheet1[Slicer Column]),MAX(Sheet1[COLUMN B]), "")
where Sheet1 is the name of the table and "Slicer Column" is the name of the column being used as a slicer
HASONEVALUE
If you have multiple columns that could be used as filters in combination (meaning that having a filter applied on "Slicer Column" doesn't guarantee only 1 row in the table), then rather than testing HASONEFILTER, you can test HASONEVALUE.
ColumnAMeasure = IF(HASONEVALUE(Sheet1[COLUMN A]),MAX(Sheet1[COLUMN A]), "")
ColumnBMeasure = IF(HASONEVALUE(Sheet1[Column B]),MAX(Sheet1[COLUMN B]), "")
Notice that HASONEVALUE tests the current column you're trying to display, rather than a slicer column like HASONEFILTER.
One side-effect of HASONEVALUE is that, if you're filtered to 3 rows, but all 3 rows have the same value for column A, then column A will display that value. (Whereas with HASONEFILTER, column A would stay blank until you're filtered to one thing.)
Low Tech
Both answers above depend on a measure existing for every column you want to display, so that you can test whether to display a blank row or not. That could become a pain if you have dozens of columns.
A lower-tech alternative is to add in an additional row with blanks for each column and then sort your table so that that row always appears first. (And shorten your visual so only the top row is visible.) Technically the other rows would be underneath and there'd be a scrollbar, but at least the initial display would be blank rather than showing a random row.
Hopefully something here has helped. Other people might have better solutions too. More information:
HASONEFILTER documentation: https://msdn.microsoft.com/en-us/library/gg492135.aspx
HASONEVALUE documentation: https://msdn.microsoft.com/en-us/library/gg492190.aspx