DAX measure: project duration (days) from dimension starting & ending date - powerbi

I have following scenario which has been simplified a little:
Costs fact table:
date, project_key, costs €
Project dimension:
project_key, name, starting date, ending date
Date dimension:
date, years, months, weeks, etc
I would need to create a measure which would tell project duration of days using starting and ending dates from project dimension. The first challenge is that there isn't transactions for all days in the fact table. Project starting date might be 1st of January but first cost transaction is on fact table like 15th on January. So we still need to calculate the days between starting and ending date if on filter context.
So the second challenge is the filter context. User might want to view only February. So it project starting date is 1.6.2016 and ending date is 1.11.2016 and user wants to view only September it should display only 30 days.
The third challenge is to view days for multiple projects. So if user selects only single day it should view count for all of the projects in progress.
I'm thankful for any help which could lead towards the solution. So don't hesitate to ask more details if needed.
edit: Here is a picture to explain this better:
Update 7.2.2017
Still trying to create a single measure for this solution. Measure which user could use with only dates, projects or as it is. Separate calculated column for ongoing project counts per day would be easy solution but it would only filter by date table.
Update 9.2.2017
Thank you all for your efforts. As an end result I'm confident that calculations not based on fact table are quite tricky. For this specific case I ended up doing new table with CROSS JOIN on dates and project ids to fulfill all requirements. One option also was to add starting and ending dates as own lines to fact table with zero costs. The real solution also have more dimensions we need to take into consideration.

To get the expected result you have to create a calculated column and a measure, the calculated column lets count the number of projects in dates where projects were executed and the measure to count the number of days elapsed from [starting_date] and [ending_date] in each project taking in account filters.
The calculated column have to be created in the dim_date table using this expression:
Count of Projects =
SUMX (
FILTER (
project_dim,
[starting_date] <= EARLIER ( date_dim[date] )
&& [ending_date] >= EARLIER ( date_dim[date] )
),
1
)
The measure should be created in the project_dim table using this expression:
Duration (Days) =
DATEDIFF (
MAX ( MIN ( [starting_date] ), MIN ( date_dim[date] ) ),
MIN ( MAX ( [ending_date] ), MAX ( date_dim[date] ) ),
DAY
)
+ 1
The result you will get is something like this:
And this if you filter the week using an slicer or a filter on dim_date table
Update
Support for SSAS 2014 - DATEDIFF() is available in SSAS 2016.
First of all, it is important you realize you are measuring two different things but you want only one measure visible to your users. In the first Expected result you want to get the number of projects running in each date while in the Expected results 2 and 3 (in the OP) you want the days elapsed in each project taking in account filters on date_dim.
You can create a measure to wrap both measures in one and use HASONEFILTER to determine the context where each measure should run. Before continue with the wrapping measure check the below measure that replaces the measure posted above using DATEDIFF function which doesn't work in your environment.
After creating the previous calculated column that is required to determine the number of projects in each date, create a measure called Duration Measure, this measure won't be used by your users but lets us calculate the final measure.
Duration Measure = SUMX(FILTER (
date_dim,
date_dim[date] >= MIN ( project_dim[starting_date] )
&& date_dim[date] <= MAX ( project_dim[ending_date] )
),1
)
Now the final measure which your users should interact can be written like this:
Duration (Days) =
IF (
HASONEFILTER ( date_dim[date] ),
SUM ( date_dim[Count of Projects] ),
[Duration Measure]
)
This measure will determine the context and will return the right measure for the given context. So you can add the same measure for both tables and it will return the desired result.
Despite this solution is demonstrated in Power BI it works in Power Pivot too.

First I would create 2 relationships:
project_dim[project_key] => costs_fact[project_key]
date_dim[date] => costs_fact[date]
The Costs measure would be just: SUM ( costs_fact[costs] )
The Duration (days) measure needs a CALCULATE to change the filter context on the Date dimension. This is effectively calculating a relationship between project_dim and date_dim on the fly, based on the selected rows from both tables.
Duration (days) =
CALCULATE (
COUNTROWS ( date_dim ),
FILTER (
date_dim,
date_dim[date] >= MIN ( project_dim[starting_date] )
&& date_dim[date] <= MAX ( project_dim[ending_date] )
)
)

I suggest you to separate the measure Duration (days) into different calculated column/measure as they don't actually have the same meaning under different contexts.
First of all, create a one-to-many relationship between dates/costs and projects/costs. (Note the single cross filter direction or the filter context will be wrongly applied during calculation)
For the Expected result 1, I've created a calculated column in the date dimension called Project (days). It counts how many projects are in progress for a given day.
Project (days) =
COUNTROWS(
FILTER(
projects,
dates[date] >= projects[starting_date] &&
dates[date] <= projects[ending_date]
)
)
P.S. If you want to have aggregated results on weekly/monthly basis, you can further create a measure and aggregate Project (days).
For Expected result 2 and 3, the measure Duration (days) is as follows:
Duration (days) =
COUNTROWS(
FILTER(
dates,
dates[date] >= FIRSTDATE(projects[starting_date]) &&
dates[date] <= FIRSTDATE(projects[ending_date])
)
)
The result will be as expected:

Related

Is there a way to show the sum of a value within a certain time range (ex: 2 days)?

I am measuring the duration in minutes of various tools. The tool can run multiple times in the same day. I would like to flag a tool as "High Use" if the tool runs for more than 20 minutes in a 2 day period. This will be shown in matrix format.
For example, I want to flag Tool A as "High Use" but not flag Tool B
I'm not sure how to indicate a 2 day time period. Is this possible to do in DAX?
Date
Tool Name
Minutes
12/2
Tool A
10
12/2
Tool B
5
12/2
Tool C
7
12/3
Tool A
12
12/3
Tool B
6
Assuming the table name is ToolUsage and the Date column to be a DATETIME, it's possible to write a measure to compute the last two days usage for a single tool
Tool2LastDayUsage =
IF (
HASONEVALUE ( ToolUsage[Tool Name] ),
VAR MaxDate = MAX ( ToolUsage[Date] )
VAR LastTwoDays =
CALCULATETABLE (
VALUES(ToolUsage[Date]),
ToolUsage[Date] > MaxDate - 2
&& ToolUsage[Date] <= MaxDate
)
RETURN
CALCULATE (
SUM ( ToolUsage[Minutes] ),
LastTwoDays,
ALLEXCEPT (
ToolUsage,
ToolUsage[Tool Name]
)
)
)
First we check to have a single tool selected using HASONEVALUE, then we compute the last date in the current selection and we use it to prepare the LastTwoDays table containing the 2 days period. At last we compute the last two days usage by applying the LastTwoDays filter table, together with ALLEXCEPT to remove any existing filter over the ToolUsage table but the filter over the Tool Name
Then we can use this measure to build another measure to check the last two days period usage and flag high used tools with "High Use"
HighUse = IF( [Tool2LastDayUsage] > 20, "Hig Use" )
These measures can be used in a matrix or a table visuals. If the ToolUsage[Date] is included, they use it to compute the last two days period.
Of course, different behavior may be implemented; for instance to flag the tool regardless of the date on the current visual row, using the overall max date instead.
To show a 2 period inside a visual, it may be possible to create a table with a description, like 12/2-12/3 and a date, 12/3 in this case, to be set in relationship with the ToolUsage table.

How to produce a snapshot table using Power BI measure

My intention is to populate days of the month to simulate a data warehouse periodic snapshot table using DAX measures. My goal is to show non-additive values for the quantity.
Consider the following transactions:
The granularity of my snapshot table is day. So it should show the following:
Take note that a day may have multiple entries but I am only interested in the latest entry for the day. If I am looking at the figures using a week period it should show the latest entry for the week. It all depends on the context fixter.
However after applying the measure I end up with:
There are three transactions. Two on day 2 and the other on day 4. Instead of calculating a running total I want to show the latest Qty for the days which have no transactions without running accumulating totals. So, day 4 should show 4 instead of summing up day 3 and day 4 which gives me 10. I've been experimenting with LASTNONBLANK without much success.
This is the measure I'm using:
Snapshot =
CALCULATE(
SUM('Inventory'[Quantity]),
FILTER(
ALL ( 'Date'[Date] ),
'Date'[Date] <= MAX( 'Date'[Date] )
)
)
There are two tables involved:
Table # 1: Inventory table containing the transactions. It includes the product id, the date/time the transaction was recorded and the quantity.
Table # 2: A date table 'Date' which has been marked as a date table in Power BI. There is a relationship between the Inventory and the Date table based on a date key. So, in the measure, 'Date'[Date] refers to the Date column in the Date table.
You can use the LASTNONBLANKVALUE function, that returns the last value of the expression specified as second parameter sorted by the column specified as first parameter.
Since LASTNONBLANKVALUE implicitly wraps the second parameter into a CALCULATE, a context transition happens and therefore the row context is transformed into the corresponding filter context. So we also need to use VALUES to apply the filter context to the T[Qty] column. The returned table is a single row column and DAX can automatically convert a single column, single row table to a scalar value.
Then, since we don't have a dimension table we have to get rid of cross-filtering, therefore we must use REMOVEFILTERS over the whole table.
the filter expression T[Day] < MaxDay is needed because LASTNONBLANKVALUE must be called in a filter context containing all the rows preceding and including the current one.
So, assuming that the table name is T with fields Day and Qty like in your sample data, this code should work
Edit: changed in order to support multiple rows with same day, assuming the desired result is the sum of the last day quantities
Measure =
VAR MaxDay =
MAX ( T[Day] )
RETURN
CALCULATE (
LASTNONBLANKVALUE (
T[Day],
SUM ( T[Qty] )
),
T[Day] <= MaxDay,
REMOVEFILTERS ( T )
) + 0
Edit: after reading the comments, this might work on your model (untested)
Measure =
VAR MaxDay =
MAX ( 'Date'[Date] )
RETURN
CALCULATE (
LASTNONBLANKVALUE (
Inventory[RecordedDate],
SUM ( Inventory[Quantity] )
),
'Date'[Date] <= MaxDay
) + 0

DAX to get previous time period, no matter if sliced by week, month, year, fiscal month, day, etc

I have created a date table in a Power BI data model that includes Date, Week, Month, Year, Fiscal Month, etc.
If I am sliced by week (the week appearing in the "Columns" section of a Power BI Matrix Visual), then I am including 7 rows of data (one for each day) from the date table. If by month, then it could be anywhere from 28 to 31 days.
I'm creating a measure that depends on calculating values for the previous slice's date range. For instance, if I am sliced to 6/15/2020 then I need to make a calculation for 6/14/2020 and if I'm sliced by Month then I need the previous month's date range, etc.
Is there a way in DAX to slice by the previous slice or to detect which field you are currently sliced by?
I would like to avoid writing a giant if statement to detect the different possibilities. I am hoping there is a generic way to retrieve all the dates in the previous slice no matter how we are sliced.
I have made use of the typical parrallelperiod, datesinperiod, datesmtd, etc. but that is not what I'm looking for.
Date tables typically have several hierarchies that could allow for use of stuff like isinscope, but since I don't want to have a giant block of code to run through the various things that could potentially be in scope, I don't think that approach will work either.
My goal is to build a single measure that would work for users building various reports no matter which date field they slice by.
Since Week isn't even a period that Time Intelligence works for (as fas as I understand), I don't think there's much hope for a clean general solution but here are a couple of imperfect approaches sketched:
1. SWITCH
PriorSlice =
VAR PriorDates =
SWITCH (
TRUE (),
ISFILTERED ( DateTable[DateKey] ), DATEADD ( DateTime[DateKey], -1, DAY ),
ISFILTERED ( DateTable[Week] ), DATEADD ( DateTime[DateKey], -7, DAY ),
ISFILTERED ( DateTable[Month] ), PARALLELPERIOD ( DateTime[DateKey], -1, MONTH ),
ISFILTERED ( DateTable[Year] ), PARALLELPERIOD ( DateTime[DateKey], -1, YEAR )
)
RETURN
CALCULATE ( [Measure], PriorDates )
(I'm not sure if ISINSCOPE would be better than ISFILTERED here or not.)
2. Shift by days in scope
PriorSlice =
VAR Shift = 1 + MAX ( DateTable[DateKey] ) - MIN ( DateTable[DateKey] )
RETURN
CALCULATE ( [Measure], DATEADD ( DateTable[DateKey], -Shift, DAY ) )
This won't really work for uneven periods like months. For example, you have February selected and want to get all of January (instead of the last 28/29 days).
Ultimately, you're going to need some kind of SWITCH either in your measure or in a helper measure if you want to work at multiple time granularities simultaneously.

Rolling 6 month Open Contracts in Power BI

I need to show how many active contracts we have open for each month in the last 6 months. I am trying to figure out a way to display this. Here is my table
Machine Enrollment# StartDate EndDate
A 1 1/2/2016 6/18/2019
B 2 12/15/2012 5/12/2034
C 3 3/25/2019 4/25/2021
D 4 1/7/2000 7/15/2019
A 5 10/1/2019 10/1/2025
I have thousands of rows. I want to be able to show a rolling 6 month visual for how many machines are under contract. So in this small example it would look like this
Apr-19 June-19 Jul-19 Aug-19 Sep-19 Oct-19
4 4 3 2 2 3
Where do I even begin in creating this? In the past, we have just looked at the numbers for the current month and tacked those results onto the end of a static table and deleted the column from over 6 months ago. I have been assigned to automate this report in Power BI. I am guessing I need to create a column/measure that looks at the EndDate and compares it to the filtered Date in the visual (ie: Aug-19) and determines if the contract was open at that time. But I do not know. Any help is much appreciated. Thanks in advance!
I think I found a solution for what you are looking for. You may find a sample pbix file here.
1. Create a calendar table
A calendar table is required to filter/slice the time periods. The calendar table needs to have a unique Date column, and optional columns such as Year, Quarter, and Month, depending on what units of period you need in the analysis.
A calendar table can be most easily created as a DAX calculated table. Here is an example of a minimal calendar table required in this use case.
Calendar =
ADDCOLUMNS(
CALENDAR( MIN( Contracts[StartDate] ), MAX( Contracts[EndDate] ) ),
"Year Month", FORMAT( [Date], "mmm-yy" ),
"Year Month Number", YEAR( [Date] ) * 100 + MONTH( [Date] )
)
2. Create a measure to calculate number of open contracts
Every numbers calculated and shown in reports need to be defined as measures.
Let's think about the number of May-19. The current filter context includes all 31 dates in the Calendar table between 2019-05-01 and 2019-05-31. In this case, how can we think of an open contract? If the contract starts after 2019-05-31, it is not open. If the contract ends before 2019-05-01, it is not open as well. Therefore the open contract meets this condition.
Starts on or before 2019-05-31 and
Ends on or after 2019-05-01
Below is the measure definition to count the number of contracts based on this condition.
# Open Contracts =
VAR MinDate = MIN( 'Calendar'[Date] )
VAR MaxDate = MAX( 'Calendar'[Date] )
RETURN COUNTROWS(
FILTER(
Contracts,
Contracts[StartDate] <= MaxDate
&& Contracts[EndDate] >= MinDate
)
)
3. Add dynamic filter for last 6 months
If I was understanding correctly, the requirement is to show monthly number of last 6 calendar months, excluding this month. I could not find a straightforward way for this. My solution may contain a bit of hacky scent.
Power BI does not have built-in filter support based on calendar months relative to now. We need to build a custom logic to achieve this. I did it by creating a measure that indicates whether current filter context is within the desired period. This measure is a flag that returns 1 if the filter context is a single calendar month which is included in the last 6 calendar months, or returns BLANK otherwise.
__Last6MonthFlag =
VAR YearMonths = CALCULATETABLE(
VALUES( 'Calendar'[Year Month] ),
REMOVEFILTERS( 'Calendar'[Year Month] ),
'Calendar'[Date] > EOMONTH( TODAY(), -7 )
&& 'Calendar'[Date] <= EOMONTH( TODAY(), -1 )
)
RETURN IF(
HASONEVALUE( 'Calendar'[Year Month] )
&& SELECTEDVALUE( 'Calendar'[Year Month] ) IN YearMonths,
1
)
Then I used this measure in the visual filter like this.
You need to do below activities to achieve your requirement.
Define a calendar table holding all the dates for your report. Define a calculated column for Month-Year. Month-Year = FORMAT('CalendarTable'[Date], "MM-YYYY")
You can define a calculated measure, which will return 1 if the end date of the contract is < 6 months from current date (you can use TODAY() function). This function will help in rolling calculation based on current date. Otherwise, this calculated measure will return NULL and SUM them.
You can drag the month-Year calculated column, defined in step no. 1, to the column axis. You can drag the calculated measure, defined in step no.2, to the values section. PowerBI control by default filters out the NULL values. So, when you use the calculated measure defined in step no. 2, you will get values only for the last 6 months. As the calculation is defined based on TODAY(), it will be a running calculation.

If a exists pick a else pick b power bi

I have forecast and budget values for the year, and a new forecast is created every quarter. I need PowerBI to pick up the Metric Value (can be Budget, Q1F, Q2F and Q3F) for a given date based on data availability.
Example - If for a given date, data for Q3F is available, pick Q3F, else pick Q2F else Q1F else budget.
This is what my data looks like:
Date Metric Value
1/1/11 Budget 1.1
1/1/11 Q3F 1.2
1/1/11 Q2F 1.3
In this case the function should pick up Q3F since it's available.
One way to solve this would be by using both a SUMX and a SWITCH Statements.
To start with assign a constant to your forecasts, e.g. budget = 1, Q1F = 2 and so on as a column on your data. The idea more recent forecast will have a higher number, it will be used in the switch statement late. I am going to refer to it as forecast_ID in this example.
I am also assuming you have a calendar table, also that your forecasts are entered in entirely for the business and not in waves. E.g. Category A is still on budget, Category B is an updated forecast.
The idea of below, is that the SUMX iterates though each quarter that you are looking at, e.g. 2018 would run Q1, Q2, Q3, Q4 separately.
Within the context of each quarter, it is getting the MAX of your forecast IDs, which is then used in the switch to select the most recent forecast.
Measure :=
SUMX (
VALUES ( Calendar[Quarter] ),
SWITCH (
MAX ( table1[forecast_ID] ),
1, CALCULATE ( SUM ( table1[value] ), table1[Metric] = "Budget" ),
2, CALCULATE ( SUM ( table1[value] ), table1[Metric] = "Q1F" )
)
)
You could also then do something like MAX ( table1[forecast_ID] - 1) for finding the previous forecast dynamically.
If you always want to pull the most recent value then you can use LASTNONBLANK
As Marcus mentioned, the first step is to create a constant for your forecasts. I set up a separate table for this example.
Then you can create a relationship between the two tables based on Metric. Add a calculated column to your original table
MetricConstant = RELATED(Table2[Constant])
Now create a measure to pull the most recent value within each date period
Measure =
SUMX (
VALUES ( Table1[Date] ),
CALCULATE ( SUM ( Table1[Value] ), LASTNONBLANK ( Table1[MetricConstant], 1 ) )
)
Now when you pull in the Date and the Measure it will only show you the most recent available
EDIT-Updated based on comments. If you want to view which Metric is being used you need another measure
MetricMeasure = CALCULATE(MAX(Table1[Metric]),LASTNONBLANK(Table1[MetricConstant],1))
You could create an area chart based on that, and add this to the tooltip.