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.
Related
I have a measure [expense]. I have two filters filter1(current year expense) and filter2(prev year expense)
I have created two table in a Power Bi report, and used the same measure expense in them both of them such that,
The first table ignores filter 2(prev year expense) and only filter1(current year expense) is applied
The second table ignores filter1 and only filter 2 accepts.
Basically I want to have Current year and prev year expense in two separate tables. This I am able to achieve quite easily, using edit interactions.
But the problem is I also need a third table which should give the result as the total of the two tables. Since I am using the same measure in both the tables, how can I achieve this.
Note:: My total table total summation should change based on filters selected .
Basically table3=table1+table2.
Try something like this. Filter the third table with filter1(current year expense). I do not see better solution within your report logic.
CALCULATE(
[expense]
,tbl[Year] In {SELECTEDVALUE(tbl[Year]),SELECTEDVALUE(tbl[Year])-1}
)
I can illustrate the issue here in Power BI. I need the selection on Date to stay static.
We audit widgets every day and look for certain quality control "issues". I have a slicer on Audit Date, and a calculation meant to return the Total Number of Distinct Units Audited within that date range. The correct value is 413 for May 17 - June 2.
However when I select a Quality Control Issue from the list, it changes my calculation. The calculation should NOT be affected by a selection on Issue, however it’s putting in an “Included” filter and then throwing out days where we didn’t audit a widget with that particular issue – see how 5/17, 5/20 and 5/23 dropped from the list whenever I click "Dent" in the table? However 413 correctly remains in the table.
I need the calculation to return 413, even when Issues are selected from a slicer or table. I thought I addressed the with the ALL() filter, but it's not behaving as I expected it to.
Note: I need to alter the CALCULATION – NOT the INTERACTIONS. The calculation is used outside of visuals.
Thank you.
Either turn of Visual Interactions in the report, or write a measure using the mighty CALCULATE function to ignore selected filters.
Once you've removed the filters you can re-apply any you want to keep, eg
totalunitsaudited =
var minDate = min('Date'[Date])
var maxDate = max('Date'[Date])
return
calculate(DISTINCTCOUNTNOBLANK(Audits[SerialNo]),
all(Audits),
Audits[Audit Date] >= minDate && Audits[Audit Date] <= maxDate)
Also here you need a date table. You can create one with the CALENDARAUTO DAX function:
Date = CALENDARAUTO()
When you put the slicer on the Audits[Audit Date] you've got automatic cross-filtering between the date and the Issue. With the slicer on a separate date table you can control whether filters on Audits flow back to the Date table.
I'm pretty new to Power BI. I'm unsure how to approach this.
I have one visualization that displays the ten most frequently bought products in a time frame that is set by a slicer. In another visualization, I display how those products have been selling over the past few years (this time frame is not determined by the slicer). I want to display only the ten products that come from the first visualization, not the ten most common over the time frame in the second visualization.
How can I accomplish this? The approach I have in mind (and I'm open to others) is to create a true/false column that changes with the first visualization. "True" would be for products that are frequently bought as determined by the first visualization in the slicer-determined time range, and the second visualization would only look at values with a "true" in that column. How can I create a column (or table, maybe?) that changes depending on a visualization?
Clarification: most of the pages will say Top10 ... Actually, the measure used was a simple Top5 that includes products with the same number of orders than the 5th product. Therefore, to avoid dealing with larger images, 7 products will be seen but it is a Top5 ranking. The idea is you can replace it with your custom TopN measure.
What I understood:
The simplification of your model plus the disconnected help table would be:
I have one visualization that displays the ten most frequently bought
products in a time frame that is set by a slicer.
The Date slicer belongs to the Dates table in the Data model.
The table viz represents the number of rows in the sales table in the
current context (for each product within the Date range).
The table viz is sorted according to the [#Rows] measure in descending
order.
The table viz only presents the TopN products even without the presence
of the [#Rows] measure due to the presence of the [TopOrders]
measure within Filters on this visual. [TopOrders] is 1.
On the second page you create:
A slicer with the Dates[Date] column (the same one used on the
previous page).
A matrix with Products[ProductName] on the rows, HDates[Year] on
the columns, and a measure on values.
From the View tab, you select the Sync Slicers option.
Inside the Sync Slicers pane:
In the Sync column, check the boxes related to the necessary pages.
In the Display column uncheck the box that contains the over
years report.
So far all we have done is pass the time frame context from page 1 to page 2.
Since the TopN context depends on the time frame context, we can now use the [TopOrders] measure as a Filters on this visual in the matrix. Again, [TopOrders] is 1.
Why do the numbers differ between rows and not between columns?
Also, in this example, the Sales table only has information up to 12/31/2020 but the visualization shows an additional year and the Sales[Amount] values for each order is $1 so that [#Orders] and [SalesAmount] are the same for easy comparison.
HDates is not related to the model and for each combination of HDates[Year]-Products[ProductName], the [SalesAmount] measure is using the information coming from the previously hidden slicer and the respective Products[ProductName] because the information coming from HDates[Year] has no effect yet.
In order to complete this exercise, it only remains to modify the [SalesAmount] measure in such a way that it removes the filter on the time frame (Dates[Date]) and it recognizes HDates[Year] as Dates[Year].
SalesAmount :=
CALCULATE(
SUM(Sales[Amount]),
ALL(Dates),
TREATAS(VALUES(HDates[Year]),Dates[Year])
)
And this is the final result.
I hope it works for someone or the idea can be improved.
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 have two tables that are related by an ID column called 'Program_Code' (1:Many).
'Program_Summary':
Program Code = each row has a unique ID, e.g. HI-18, HI-17
Program Name = name of a program, e.g. Home Improvement
Incentive Spending = calculate(sum(Program_Data[Incentives]))
'Program_Data':
Program Code = many rows with the same ID
Incentives = incentive amount to summarize in Program Summary table
Record Status = Claimed, Pipeline or Rejected
Record Fiscal Year = 2017, 2018 or 2019
I created a Power BI table that has rows organized by 'Program Name'. Note that each program name like "Home Improvement" may have more than one code associated with it, e.g. HI-18 and HI-17 corresponding to fiscal years.
I'm hoping to summarize Incentive Spending by program name, and use page/report level filters to restrict results. The Report Level filters are:
Record Fiscal Year = 2017
Record Status = Claimed
But, the calculate(sum(Program_Data[Incentives])) filter ignores these page level filters. How do I fix this?
You created "Incentive Spending" as a calculated column. Instead, you need to create it as a measure.
Calculated columns are calculated only once - when you create them, or when you reload data. After that, calculated columns contain only static data, and can not respond to any filters.
Measures, on the other hand, are dynamic formulas that recalculate any time you change any filters.
To fix your problem, simply create a new measure from "Modeling" tab:
and add DAX code:
Incentive Spending = SUM(Program_Data[Incentives])
(no need to use CALCULATE here).
Drop this measure into a table or matrix, and it should work. Instead of page/report level filters, I'd recommend to use slicers - create a slicer for Fiscal Year, and another slicer for Record Status. They will allow you to filter the calculation with ease.
You can use:
CALCULATE(sum(Program_Data[Incentives]);Program_Data[Record Fiscal Year] = 2017 && Program_Data[Record Status] = "Claimed")
However, I do not understand why you would need this because you have 2 tables with the right link, this should give you all possibilities with the table/matrix visualization what you need to show correct results..