Calculate previous year based on this year condition - powerbi

Let's say i have a table called Orders with number of units sold by resellers in Country by date
Country ResellerID Date Units
3 1 May-17 7
3 1 May-16 4
3 2 May-16 3
2 3 May-16 5
2 3 May-17 8
I have to compare total units sold in specific month basing on a slicer selection to the last year total units in the corresponding month. This is relatively easy and I do this using the formula below
UnitsLastYear = CALCULATE(SUM(Orders[Units]),SAMEPERIODLASTYEAR(Orders[Date]))
So for May-17 chosen on the slicer I have:
This year = 15
Last Year = 12
However there is another condition for calculating last year's value and this is that I should only take Resellers that sold anything in current year's selected month so in this example ResellerID = 2 should be excluded from last year calculation and Last Year should have value of 9
Does anyone can help how to transform this calculation so that it would rflect this condition?

Try modifying it to the following:
= CALCULATE(SUM(Orders[Units]),
SAMEPERIODLASTYEAR(Orders[Date]),
Orders[ResellerID] IN VALUES(Orders[ResellerID]))
This will only sum the [ResellerID] values that appear in the current filter context. Since there are no ResellerID = 2 in May-17, those are excluded from the previous year calculation.

Related

Sum up revenue for the last twelve months up until the first day of current month

I would like to extract a sum of revenue.
The sum should contain revenue for the twelve months passed up until the beginning of current month.
Following that, the sum of revenue will change only when another full month has passed.
I have browsed around a number of suggestions but they don't give me the required data. The last one gives me all revenue up until June 1, 2021 (i.e. twelve months prior to this month). And by all revenue, I mean ALL REVENUE generated prior to that date. Not just 12 months worth, but years...
SELECT DATEADD(month, DATEDIFF(month, 0, GETDATE()) - 12, 0) AS Period, SUM(SalesAmt) AS Sales, SalesRep, CurrencyTypeID
FROM dbo.SalesData
GROUP BY SalesRep, CurrencyTypeID, SalesID

DAX measure to extract summed quantity values for selected weeks only

I have production figures which sum the quantity of parts produced by each workstation on a weekly basis. These are shown in a matrix with workstation number on the rows and week numbers across the columns.
I want to be able to select 2 weeks and then
Display all the weeks in the range selected by a slicer.
Show the quantity values for only the first and last selected weeks.
The first part is working using a simple Week Slicer.
The second part, however, always shows the totals for all the selected weeks rather than the 2 individual week quantities.
In this example I have selected weeks 4 and 9 and therefore the expected values for quantities are 11,505 and 49,425 as shown in the Good Qty data with red frames.
The measures to extract the fist and last selected week numbers are working:
SelWeek1 = FIRSTNONBLANK(VALUES(vLink[Week]),0)
SelWeek2 = LASTNONBLANK(VALUES(vLink[Week]),0)
My measures for the week quantities are:
IF([SelWeek1]>0,
CALCULATE([Sum vGood Qty],FILTER(vLink, vLink[Week] = [SelWeek1])),
0
)
and
SelWeek2 Qty =
IF([SelWeek2]>0,
CALCULATE([Sum vGood Qty],FILTER(vLink, vLink[Week] = [SelWeek2])),
0
)
What am I missing?
Try to use below measures:
SelWeek1 = MIN(vLink[week])
Measure =
VAR _selWeek = [SelWeek1]
VAR result =
CALCULATE(
[Sum vGood Qty],
vLink[Week] = _selWeek
)
RETURN
result
and for selected week 2 change min to max in the first measure and _selWeek variable in the second measure respectively.

DAX Calcuate rolling sum

I have a problem with calculating measure that sums values for 3 previous periods.
Below I attach sample fact table and dict table to show problem I am facing.
date
customer
segment
value
01.01.2021
1
A
10
02.01.2021
1
A
10
03.01.2021
1
A
10
04.01.2021
1
A
10
01.01.2021
2
B
20
02.01.2021
2
B
30
03.01.2021
2
B
40
dict table:
segment
segment_desc
A
Name of A
B
Name of B
Approach I have taken:
last 3 value =
VAR DATES = DATESINPERIOD(facts[date],LASTDATE(facts[date]), -3,MONTH)
RETURN CALCULATE([sum value], DATES)
It produces correct results as long as there is at least one record for April.
When I use filter on segment_desc = 'B'
It produces result as I attached - so we see result in April equals 20, which is obviously not what I wanted. I would expect it to be 50.
Answer to the main question:
time intelligence functions like DATESINPERIOD require a proper calendar table, because they expect continuous dates, without gaps.
Answer to the follow-up question "why the measure shows value for January?"
It's a bit tricky. First, notice that LASTDATE in this filter context returns blank:
So, your DAX measure then becomes this:
last 3 value =
VAR DATES = DATESINPERIOD(facts[date], BLANK(), -3,MONTH)
RETURN CALCULATE([sum value], DATES)
Blank - 3 month does not make sense, so the way DAX resolves this: it replaces BLANK with the first (min) date in the table. In this case, it's 1/1/2021. Then it goes back 3 months from that date. As a result, the final measure is:
last 3 value =
CALCULATE([sum value], {2020-11-01, 2020-12-01, 2021-01-01 })
Since you have no data prior to 2021-01-01, the final result shows only January values.

Power Bi DAX: Divide Value and set it for each week

I have a target value of 20 for January but it is 20 for the month, i need to show this over each week. I have to divide the target by 4 if there are 4 weeks in a month and by 5 if there are 5 weeks in a month. It is as simple as that, i am using a line and clustered column chart to display my data, i need the target spread out into each week of the month. I also need another field to do this but im sure i can replicate your formula and make it applicable.
I have added a WeeksinMonth column that counts how many weeks are in a particular month e.g January has 5 weeks and February has 4 weeks. I need an IF statement that will divide the target and value by how many weeks in a month. e.g if month has 5 weeks then divide target and value by 5, if month has 4 weeks divide target and value by 4.
I have a calendar table with week values which i can used to put the divided target into and also the desired output i made in excel (See attached).
How will i go about this?
Desired Output
Calendar Table
enter code hereYou can create an extra column in your calendar table:
WeekMax =
var stOfMonth = Weeks[Start of Week].[Month]
var stOfYear = Weeks[Start of Week].[year]
return CALCULATE(max(Weeks[Weekinmonth]);FILTER(Weeks;Weeks[Start of Week].[Month] = stOfMonth && Weeks[Start of Week].[Year] = stOfYear))
Make sure you have a relation in your model between calendar and target date. Now you can use this number for that week/date to divide by.
You can now add an extra column in your target table:
WeeklyTarget = Targets[Target]/Related(Calendar[WeekMax])

Print Specific Rows and Columns in Pandas

I am having trouble printing certain values within my CSV.
I have a file that has 9 columns
Record_id Month Day Year Location_id Animal_id Sex Length Weight
and over 1000 rows.
I want to print Month , Day , and Year columns when the year is equivalent to 2002.
Because I have a lot of data I decided to only work with the first 5 rows where year is equal to 2002.
This is my code:
data.df.iloc[0:5, 1:4]
With this I can print the first 5 rows and the 3 columns I desire. However I can't figure out how to filter the year to be 2002
you can start by getting all the rows where year equal to 2002
with
filtered_data = df[df["Year"]==2002]
then you can apply your code to get only the first five rows and the three selected columns with
filtered_data.iloc[0:5, 1:4]