I have this custom date that I created as a measure:
Start Date = DATE(YEAR(MAX(Loss[dte_month_end]))-1,12,31)
So this part looks fine in PowerBI and seems to be the right format.
So now I created a new column where I'm going through my data to check whether a record is equal to my "Start Date" as defined above.
IsStart = IF(Loss[dte_month_end]=[Start Date], TRUE, FALSE)
but the weird thing is that all records are evaluated to false.
I know this is actually not the case in my actual data, and I could find actual records with dte_month_end = 12/31/2017 as shown above.
Can someone help me understand why the IF statement would not be able to evaluate this correctly? I initially thought that this may be a case of the DATETIME format being inconsistent - but I purposefully changed both formats to be the same to no avail.
Thanks.
Edit1----------- FYI:
This is the format that my dte_month_end field has:
Edit2 --
I tried changing the dte_month_end format to Date instead of DateTime, and it still doesn't seem to work:
This is happening because you are using a measure inside of a calculated column. When you do this, the filter context for the measure is the row context in the table.
To fix this, you need to modify the filter context for your measure. For example:
Start Date = DATE(YEAR(CALCULATE(MAX(Loss[dte_month_end]), ALL(Loss))) - 1, 12, 31)
or
Start Date = DATE(YEAR(MAXX(ALL(Loss), Loss[dte_month_end])) - 1, 12, 31)
If you don't do this, the MAX only looks at the current row, rather than all the rows in the table.
Related
In my data I have two columns of date - claim registration date and resolved date. My report is using resolved date as a slicer filter. I would like to build a bar chart showing registered claims by client segments. I have tried several approaches and functions but they all return single count value. What I want is actual counted values for each type.
BySegmentRegistered = CALCULATE(COUNT(claims_data[client_id]),claims_data[reg_date].[MonthNo] == MONTH(SELECTEDVALUE(DateTable[MonthYear])),ALL(claims_data))
BySegmentRegistered = CALCULATE(COUNT(claims_data[client_id]),FILTER(ALL(claims_data),claims_data[reg_date].[MonthNo] == MONTH(SELECTEDVALUE(DateTable[MonthYear]))))
I have tried above code and several other iterations but they all return single value across all client_segments. If I simply do COUNT(claims_data[client_id]) than it displays count by each segment but date is wrong, hence it doesnt work for me.
Any ideas?
EDIT:
I just tried this and it works.
BySegmentRegistered = CALCULATE(COUNT(claims_data[cliend_id]), claims_data[reg_date].[MonthNo] == MONTH(SELECTEDVALUE(DateTable[MonthYear])), REMOVEFILTERS(DateTable[MonthYear]))
I have a table similar to the one attached below:
What I would like to do, using power query, is conditionally filter out (remove) rows where CenterNum = 1101 and DepCode = 257. I figured Table.SelectRows() would work but it doesn't and the query just returns, this table is empty. The #"Expanded AccountLookup" ,in my formula below, is referencing the power query applied step before the one I am trying to create. I'm hoping to get some input on how to remove rows based on these two paramters.
= Table.SelectRows(#"Expanded AccountLookup", each [CostCenterNumber] = "1111001" and [NoteTypeCode] = "257")
Thank you!
You didn’t post a screenshot so it is hard to tell if the column format is text or numerical but try removing the quotes around the numbers
= Table.SelectRows(#"Expanded AccountLookup", each [CostCenterNumber] = 1111001 and [NoteTypeCode] = 257)
If that doesn't work, check the actual column names against what you are using, especially for case (upper/lower) and leading/trailing spaces. The best way to do that is to temporarily rename it, and look at the code for the "from name"
I am creating a dashboard in Power BI. I have to report the executions of a process in a daily basis. When selecting one of these days, I want to create another calculated table based on the day selected (providing concrete information about the number of executions and hours) as it follows:
TABLE_B = FILTER(TABLE_A; TABLE_A[EXEC_DATE] = [dateSelected])
When [dateSelected] is previously calculated from the selected day as it follows:
dateSelected = FORMAT(FIRSTDATE(TABLE_A[EXEC_DATE]);"dd/MM/yyyy")
I tried a lot of alternatives as, for example, create individualy the year, month and day to later compare. I used the format in both sides of the comparation, but none of them works for me. The most of the cases it returns me the whole source table without any kind of filters. In other cases, it doesn't return anything. But, when I put a concrete day ...
TABLE_B = FILTER(TABLE_A; TABLE_A[EXEC_DATE] = "20/02/2019")
... it makes the filter correctly generating the table as I want.
Does someone know how to implement the functionality I am searching for?
Thanks in advance.
You're almost there Juan. You simply need to use dateSelected as a varialbe inside of your DAX query:
TABLE_B =
var dateSelected = FIRSTDATE(TABLE_A[EXEC_DATE])
return
FILTER(TABLE_A, TABLE_A[EXEC_DATE] = dateSelected)
Note that all my dates are formatted as Date so I didn't need to use a FORMAT function.
Here's the final result:
I admit that this behavior can be quite confusing! Here is a useful link that will help you understand Power BI's context:
https://community.powerbi.com/t5/Desktop/Filtering-table-by-measures/td-p/131361
Let's treat option 1 as FILTER(TABLE_A; TABLE_A[EXEC_DATE] = "20/02/2019") and option 2 as FILTER(TABLE_A; TABLE_A[EXEC_DATE] = [dateSelected]). Quote from the post:
In option 1, in the filter function, you are iterating
over each row of your 'Table' (row context). In option 2, because you
are using a measure as part of the filter condition, this row context
is transformed into an equivalent filter context (context transition).
Using variables (...) is very convenient when you want to filter
a column based on the value of a measure but you don't want context
transition to apply.
I am new to power BI and stuck with an issue. I have my model as follows:
Date Dimension
Measurement Fact
The date column in Date Dimension is link to measuredate in Measurement Fact
Below is a sample data:
NB: In edit query, I have changed the type of measuredate to Date only.
I have tried the measure below but it doesn't work the way I want. It will sum all the values of the day but what I want is the last value of the day:
day_fuel_consumption =
CALCULATE (
SUM ( measurement[measurementvalue] ),
FILTER (
measurement,
measurement[metername] = "C-FUEL"
&& measurement[measuredate] = MAX ( measurement[measuredate] )
)
)
My Goal is to get 29242, i.e the last value of the day. Remember that measuredate is a Date field and not Datetime (I changed to Date field so that my Year and Month filter can work correctly). I have changed the type in edit query.
Changing your measure to use a variable could be the solution:
DFC =
var maxDate = MAX(measurement[measuredate])
return
CALCULATE(
SUM(measurement[measurementvalue]),
measurement[measuredate] = maxDate
)
However, you should keep the datetime format for measureDate. If you don't want to see the time stamp just change the format I power bi. Otherwise power bi will see two values with max date and sum them, instead of taking the last one.
Well, if you want to avoid creating a measure, you could drag the fields you are filtering over to the visual filters pane. Click your visual, and scroll a tiny bit and you will see the section I am referring to. From there, just drag the field you are trying to filter In this case, your value. Then select "Top N". It will allow you to select a top (number) or bottom (number) based on another field. Strange enough, it does allow you to do top value by top value. It doesn't make sense when you say it out loud, but it works all the same.
This will show you the top values for whatever value field you are trying to use. As an added bonus, you can show how little or how many you want, on the fly.
As far as DAX goes, I'm afraid I am a little DAX illiterate compared to some other folks that may be able to help you.
I had to create two separate measures as shown below for this to work as I wanted:
max_measurement_id_cf = CALCULATE(MAX(measurement[measurementid]), FILTER(measurement, measurement[metername] = "C-FUEL"))
DFC =
var max_id_cf = [max_measurement_id_cf]
return
CALCULATE(SUM(measurement[measurementvalue]), measurement[measurementid] = max_id_cf)
I have the table which looks something like this. I am trying to find a way to find status change per an account, e.g. if the current month the status is Written off but it was Active last month, the tag should be Newly written Off. Is it feasible in Power BI? I found PREVIOUSMONTH but it deals only with measures, not categorical values like I have.
this seems like a trivial problem, but I found out, that it's not easily solvable in PowerBI.
Before showing the way I solve this, I would recommend you to solve it prior to loading data to PowerBI (ie. in the data source).
If that is not possible here's what you should do:
(recommended) Create T-1 data column == column, which has the previous date for comparison (for you, its previous month or date):
T-1 date =
VAR __acc_id = TABLE[account_id]
VAR __date = TABLE[date]
RETURN
CALCULATE(MAX(TABLE[date]),FILTER(ALL(TABLE), TABLE[account_id] = __acc_id && TABLE[date] < __date))
The filter part of calculation "returns" part of the table, which has the same account_id as current row and smaller date then current row. After that, we simply select the max date, which should be the previous one.
This way, we find the biggest previous date for each account.
If you know what the previous date is, feel free to skip this step.
Prior to the creation of the status column itself, I would create a calculated column, which contains the previous status. The column should be calculated like this:
t-1 status=
var __acc_id = TABLE[account_id]
var tdate = TABLE[T-1 date] //CREATED IN PREVIOUS STEP OR YOUR PREVIOUS DATE METRIC(LIKE dateadd or previousmonth function)
return
CALCULATE(firstnonblank(TABLE[status]), FILTER(ALL(TABLE), TABLE[account_id]=__acc_id && table[date] = tdate))`
With the previous status column, we now have the current and previous status columns, which should be enough to correctly label the "rows" with simple if statement.
The calculated column formula might look something like this:
status_label = if(TABLE[status] == "Written off" && TABLE[t-1 status] == "active", "newly written off", "something else").
If simple IF isn't enough, have a look at switch statement
This sequence of steps should solve your issue, but I have to admit, it's not performance efficient. It would be better to solve it in PowerQuery, but sadly, I do not know how. Any solution using PowerQuery would be highly appreciated.