DAX Count measure values between given range - dax

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?

Related

Need to filter result set in DAX Power BI

I have following simple relationship:
I have created following visuals in Power BI:
I want to show Store Name, Orders (by Salesman selected in slicer) and Total Orders in that Store (ignoring Salesman selected in slicer). I have created two very simple measure (can be seen in above visual) and used in matrix visuals. Visual is showing All stores while I want to show only those stores where Salesman X (selected salesman in slicer) have orders i.e. I don't want Store B row.
while solving, I suspected that it is due to fact that visual is not cross filtering. I used crossfilter but it made no difference. data can be seen in below image:
Please guide. Thanks in advance.
Try to change [Total Orders] to this measure, but keep [Total Orders].
IF( ISBLANK([Orders Count]), BLANK(), [Total Orders])
By Adding VALUES('Order'[Store ID]) in measure solved the problem. complete measure definition is as follows:
Total Orders = CALCULATE(
count('Order'[Order ID]),
REMOVEFILTERS(Salesman[Salesman Name]),
VALUES('Order'[Store ID]))
This issues the problem but I could not understand how? Because VALUES bring only those stores where salesman has Order. But when salesman removed from the filter context by REMOVEFILTERS, then how come VALUES bring only stores where salesman have orders?
a) You intend to utilize Store.salesmanName from Store in a slicer, meaning whatever is selected from there, you intend that selection to be applied on Order to give you the Order.StoreName. So when X is selected only A and C are returned.
b) Once that selection happens, you intend DAX to return the total count of each Order.StoreName whether it has a corresponding Store.salesmanID in Order.salesmanID or not. In other words, in this layer of the analysis, you want the previous selection to remain applied in the outer loop but to be ignored in the inner loop.
To be able to do that, you can do this,
totalCount =
VAR _store =
MAX ( 'Order'[storeID] ) //what is the max store ID
VAR _count =
CALCULATE (
COUNT ( 'Order'[SalesmanId] ),
FILTER ( ALL ( 'Order' ), 'Order'[storeID] = _store ) //remove any filters and apply the value from above explicitly in the filter
)
RETURN
_count

Power Pivot and Closing Price

I am trying to use power pivot to analyze a stock portfolio at any point in time.
The data model is:
transactions table with buy and sell transactions
historical_prices table with the closing price of each stock
security_lookup table with the symbol and other information about the stock (whether it’s a mutual fund, industry, large cap, etc.).
One to many relationships link the symbol column in security_lookup to the transactions and historical_prices tables.
I am able to get the cost basis to work correctly by doing sumx(transactions, quantity*price). However, I’m not able to get the current value of my holdings. I have a measure called “Current Price” which finds the most recent closing price by
Current Price :=
CALCULATE (
LASTNONBLANK ( Historical_prices[close], min[close] ),
FILTER (
Historical_Prices,
Historical_prices[date] = LASTDATE ( historical_prices[date] )
)
)
However, when I try to find the current value of a security by using
Current Value = sumx(transactions,transactions[quantity]*[Current Price])
the total is not accurate. I'd appreciate suggestions on a way to find the current value of a position. Preferably using sumx or an iterator function so that the subtotals are accurate.
The problem with your Current Value measure is that you are evaluating [Current Price] within the row context of the transactions table (since SUMX is an iterator), so it's only seeing the date associated with that row instead of the last date. Or more precisely, that row's date is the last date in the measure's filter context.
The simplest solution is probably to calculate the Current Price outside of the iterator using a variable and then pass that constant in so you don't have to worry about row and filter contexts.
Current Value =
VAR CurrentPrice = [Current Price]
RETURN SUMX(transactions, transactions[quantity] * CurrentPrice)

DAX Average Issue

I have this table
and this is the measurement i have to calculate the average
Traded Contract(MTD) := TOTALMTD(SUM([Traded Contract]), 'TestTable'([Trading Date]))
Average := [Traded Contract(MTD)]/SUM([Trading Days])
Currently the result of average is correct up to daily level,
When I wish to see the monthly average, I didn’t filter by date, then I will get the result 9000/14 = 642 which is incorrect, I wish to see 4425 which is the total of each average. How do I amend my Average measurement query to get the expected result
I'm not entirely sure why you would want to do this since 4425 isn't really an average, but you can write your formula as follows:
Average = SUMX(VALUES(TestTable[Trading Date]),
[Traded Contract(MTD)] /
LOOKUPVALUE(TestTable[Trading Days],
TestTable[Trading Date],[Trading Date]))
For more information on how these sort of measures work, I suggest reading the following article:
Subtotals and Grand Totals That Add Up “Correctly”

Power Bi - Filter on currency type

I have transactions in a variety of currencies in a Transaction table (columns TransactionAmount and TransactionCurrency), and also a related Currency table:
Using the column RateToEuro I have been able to convert all my transaction amounts, using a calculate column, into euros:
An example of what I would like: I want to select in my report filter 'Dollar' and then the Transaction amount should convert all original transaction amounts to dollars. So in my example above, the $2052 original trx amount will be 2052 also in the 'Transaction amount ($)' column.
[EDIT:]
Currently I have created measure that gets the filter value:
CurrencyFilter = IF(LASTNONBLANK('CurrencyFormat'[Name], 1) = "USD", "USD", "EUR")
And a calculated column that for each transaction calculates the converted transaction amount (depending on the report filter chosen):
TransactionAmountConverted = CALCULATE(VALUES(Transactions[TransactionAmount]) * (IF([CurrencyFilter] = "EUR", VALUES('Currency'[RateToEuro]), VALUES('Currency'[RateToDollar]))))
But for some reason the IF statement always returns TRUE (i.e. always uses the RateToEuro column).
Any hint or tip to point me in the right direction would be much appreciated!
Currently this is not possible in Power BI: it is not supported that a calculated column uses a slicer value.
A measure can be used to get the slicer value, but in this particular case (if one value for each row is required to be calculated), there is no solution possible unfortunately.

Create No to nearest Decimal in filemaker calculation

I have database where i am calculating the shipping cost. The logic of shipping cost is such way that it is calculated every 500gm. I have price list according to different weight but when i am using calculation taking the weight from user for example 1.4 i am unable to get it to next calculative weight of 1.5 , .7 to 1.0 , 1.7 to 2.0 how to achieve this?
Try this (substitute myNumber to get a different result):
Let (
[
myNumber=2.6;
myNumberInt = INT(myNumber);
myNumberFr = myNumber - myNumberInt;
myNumberFr = Case ( myNumberFr =0;0;myNumberFr >0.5 ; 1;0.5 );
result = myNumberInt + myNumberFr
]
;
result
)
You can wrap it in a custom function, in case you need to change it later throughout the system.
I am sure there is a better mathematical formula, but this should get you started
The Problem is fixed.
I have price list according to weight slab in different table.
I used the Country code with Zone id to track prices for particular weight slab prices provided by the courier company.
The price list for e.g. is in such way :-
Zone 1 .5Kg 100Yuan 1.0Kg 120 yuan etc etc , there goes till 20Kg in some case at max.
so when i input the weight in weight field for e.g. 13.5kg i use this weight / .5 which gives me a value 27 , the reason i use to divide the weight with .5 is for example if i input the weight to 13.8 kg i get 27.6 there upon i embed this in ceiling function in calculation field which gives me value of 28 which i can use to calculate the next price slab in the price list which is for every 500Gms +- .
Once i get this done i use this in script which does the job of going to particular layout to search the zone and the prices and retrieving those data to original layout to show the desired result.
Regards,
Soni

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