I have a table with 3 fields: Date, Name, and Index Value. I am trying to create a measure which will calculate the % change in Index Value over a filtered period per Name.
So if when I create a chart and adjust the time period (date period) the measure will adjust the calculation to find the % change in index value over that time period.
Here is a screenshot of some example data (which matches my dataset):
And here is a the data as text:
Date,Name,Index Value
30/09/2022,Company A,100
01/10/2022,Company A,101
02/10/2022,Company A,103
03/10/2022,Company A,101
04/10/2022,Company A,100
05/10/2022,Company A,101
06/10/2022,Company A,103
07/10/2022,Company A,101
08/10/2022,Company A,102.5
09/10/2022,Company A,103
10/10/2022,Company A,103.5
30/09/2022,Company B,104
01/10/2022,Company B,104.5
02/10/2022,Company B,105
03/10/2022,Company B,105.5
04/10/2022,Company B,106
05/10/2022,Company B,106.5
06/10/2022,Company B,107
07/10/2022,Company B,107.5
08/10/2022,Company B,108
09/10/2022,Company B,108.5
10/10/2022,Company B,109
So in this example the measure would calculate the % change for Company A and Company B over any time period, but for example it could be between 30/09/2022 to 08/10/2022
I have tried to calculate a measure - here's the code (although it's incomplete but hopefully will give you an idea of where I was trying (and failing) to go)
% Change = DIVIDE(CALCULATE(SUM(Returns[Index]),filter(ALLSELECTED(Returns),
Returns[Name] = earlier(Returns[Name]) && Returns[date] =
MAX(Returns[date] , ))))
So what I am trying to do here is divide the index value at the maximum date associated with each Name in the dataset by the index value associated with the same name at the minimum date. This will give in effect an 'end value' and a 'start value' per name and the % change is simply end_value/start_value - 1.
Related
I am trying to create a measure that would count the instances when another measure is between given values.
The first is a measure of forecast accuracy, which is calculated over products and customers with a target value of 1. Then I would like to make a monthly report which shows for how many products the forecast accuracy is less than .85, between 0.85 and 1.15 and over 1.15.
The measure I tried for the middle category, which does not give the desired result:
var tab = SUMMARIZE(data, data[ComponentNumber], "Accuracy", [Forecast accuracy])
return SUMX(tab, IF([Accuracy] > 0.85 && [Accuracy] < 1.15, 1, 0))
The data table has also a customer number, which is why I tried first evaluating the measure [Forecast accuracy] only over components, disregarding the customers.
One source of the problem may lie in the fact that the measure [Forecast accuracy] is calculated as a division of two measures [Ordered Quantity] and [Forecast Quantity], of which the former is in another table. Does this affect the evaluation of my attempted measure?
I have a list of products and would like to get a 50 day simple moving average of its volume using Power Query (M).
The table is sorted by product name and date. I add a custom column and applied the code below.
if [date] >= #date(2018,1,29)
then List.Average(List.Range(Source[Volume],[Volume]-1,-50))
else ""
Since it is already sorted by date and name, an if statement was applied with a date as criteria/filter. However, an error occurs that says
'Volume' column not found in the table.
I expect to have an added column in the power query with volume 50 day moving average per product. the calculation to be done if date is greater than or equal Jan 29, 2018.
We don't know what your columns are, but assuming you have [product], [date] and [volume] in Source, this would average the last 50 days of [volume] for the identical [product] based on each [date], and place in a new column
AvgAmountAdded = Table.AddColumn(Source, "AverageAmount", (i) => List.Average(Table.SelectRows(Source, each ([product] = i[product] and [date]<=i[date] and [date]>=Date.AddDays(i[date],-50)))[volume]), type number)
Finally! found a solution.
First, apply Index by product see this post for further details
Then index again without criteria (index all rows)
Then, apply below code
= Table.AddColumn(#"Previous Step", "Volume SMA(50)", each if [Index_byProduct] >= 50 then List.Average(List.Range(#"Previous Step"[Volume], ([Index_All]-50),50)) else 0),
For large dataset, Table.Buffer function is recommended after index-expand step to improve PQ calculation speed
I am a newbie to Power BI and DAX.
I have a dataset as attached. I need to find the maximum value for each person for each week. I have written the formula in Excel.
=MAX(IF(A$2:A$32=A2,IF(D$2:D$32=D2,IF(B$2:B$32=1,C$2:C$32))))
How can I convert it to DAX or write the same formula in Power BI? I tried the DAX Code as below, But it did not work(ALLEXCEPT Function expects table).
Weekly Maximum =
CALCULATE ( MAX ( PT[Value] ), ALLEXCEPT ( PT, PT[person], PT[Week],
PT[category] ==1 ) )
Once I calculate this, then I need to calculate the Expected value for each week, that has the maximum value of the previous week * 2.85, as shown in the screenshot. How can I put the previous week's maximum value for this week?
Any corrections/solutions, please?
TIA
The Max Value for Category 1 can be written like this:
= CALCULATE(MAX(PT[Value]),
ALLEXCEPT(PT, PT[Person], PT[Week]),
PT[Category] = 1)
(The Category filter doesn't go inside ALLEXCEPT().)
For your Expected Value column, you can do something similar:
= CALCULATE(2.85 * MAX(PT[Value]),
ALLEXCEPT(PT, PT[Person]),
PT[Category] = 1,
PT[Week] = EARLIER(PT[Week]) - 1)
(The EARLIER function gives you the value for the row you are in. The name refers to the earlier row context.)
I have a bar chart with X axis as discrete date value and Y axis as number of records.
eg: x axis (Filtered Date)- 1st Oct, 2nd Oct, 3rd Oct etc
y axis (Number of Records)- 30, 4, 3 etc
Now, I have to create a table to get Max, Min and Avg. Value of the 'Number of Record'.
I have written a Calculated Field as MAX([Number of Records]) to get the maximum of Number of Records in this case 30 but I always get a value of 1.
How do I define the values to get max, min and avg. ?
Thanks,
Number of Records is an automatically calculated field that tableau generates when importing a datasource. You can right click on it and see the definition of the calculation: 1.
As you currently have your field defined, tableau will look for the maximum value of the column. It will always be 1 because that is the only value in that field for every record.
It sounds like you are actually trying to calculate the maxiuum of the sum of the number of records for your aggregation level (in your case date). You should be able to easily accomplish this using Level of Detail (LOD) expressions, or table calculations. Something like the following:
WINDOW_MAX(SUM([Number of Records]))
I'm trying to make a Calculated Value Control expression on the below columns:
Row Count | Date | Value
What I want to get is the Value for the 'newest' date, which will also be the highest row count. How can I write an expression to get this, it seems like it ought to be simple. I'm having trouble writing it in only expression language, without SQL.
Using the expression below you can limit the records in your table to those with the highest (aka most recent) date which should have your Value of interest.
[Date] = Max([Date])
You can do the same with row count since you mentioned the record of interest being the highest row count:
[Row Count] = Max([Row Count])
If you're looking to create a calculated column you can use a case statement to spit out the value:
case when [Date] = Max([Date]) then [Value] end
Lastly, should you want to display this value in a Text Area to show off your value you can utilize the calculated column above:
1) Create a new Text Area
2) Type some text about what it is: "Value for newest Date: " (optional)
3) Click "Insert Dynamic Item" -> "Calculated Value"
4) Under "Data" ensure the appropriate data table is selected. Note: You can uncheck the "Use Current Filtering..." box here if you do not want your value to update as you filter.
5) Under Values, utilize our calculated column with "Max" wrapped around it to avoid Summing duplicate values:
Max(CALCULATED_COLUMN)
Here is a screenshot of my work with random filler dates and values: http://i.imgur.com/hFapS8c.png
The larger text is to show the calculated value dynamic items. I used Max([Date]) for the date value.