I have a table ("Issues") which I am creating in PowerBI from a JIRA data connector, so this changes each time I refresh it. I have three columns I am using
Form Name
Effort
Status
I created a second table and have summarized the Form Names and obtained the Total Effort:
SUMMARIZE(Issues,Issues[Form Name],"Total Effort",SUM(Issues[Effort (Days)]))
But I also want to add in a column for
Total Effort for each form name where the Status field is "Done"
My issue is that I don't know how to compare both tables / form names since these might change each time I refresh the table.
I need to write a conditional, something like
For each form name, print the total effort for each form name, print the total effort for each form name where the status is done
I have tried SUMX, CALCULATE, SUM, FILTER but cannot get these to work - can someone help, please?
If all you need is to add a column to your summarized table that sums "Effort" only when the Status is set to 'Done' -- then this is the right place to use CALCULATE.
Table =
SUMMARIZE(
Issues,
Issues[Form Name],
"Total Effort", SUM(Issues[Effort]),
"Total Effort (Done)", CALCULATE(SUM(Issues[Effort]), Issues[Status] = "Done")
)
Here is a quick capture of what some of the mock data that I used to test this looks like. The Matrix is just the mock data with [Form Name] on the rows and [Status] on the columns. The last table shows the 'summarized' data calculated by the DAX above. You can compare this to the values in the matrix and see that they tie out.
Related
The problem is probably trivial but unfortunately I can't figure it out. Here are two basics tables:
I tried to create the matrix based on the selected ID (from the Table2) with values from Table1. I created a measure "% Margin" (margin divided by revenue) and tried to add this to the matrix with ID from Table2. Every time besides ID from Table2 I got one additional row with empty ID. Anyone has an idea how to get rid it off? The rest of the matrix is correct.
Instead of using a separate static table, simply add a new column to you table and use that to filter your data for the report.
Here's how this would look like:
I don't know if I even worded the question correctly, but I'm trying to create a measure that depends on what is showing in the pivot table (using PowerPivot). In the image I posted, "DealMonth" is an expression in the PowerQuery table itself that simply takes the start date of the employee and subtracts it from the month a deal was closed in. That will show how long it took for that salesperson to close the deal. "TenureMonths" is also an expression in the PowerQuery table that calculates the tenure of the person. The values populating this screenshot are coming from a total headcount measure created. What I'm trying to do is create a separate measure that will show when the "TenureMonths" is less than the "DealMonth." So if the TenureMonths is 5, then after DealMonth of 5, the value would be 0. Is this possible?
Screenshot
I should add the following information.
"DealMonth" - Comes from the FactData table
"TenureMonths" - Comes from the DimSalesStart table
These two tables are joined by name. I feel like I'm so close because I can see what I want. The second image below is a copy/paste of the pivot table result but with my edits to show what I'd want to have shown. Basically, if(TenureMonths >= DealMonth,1,0). The trouble seems to be that since they're in two different tables, I can't make it work. The rows in the fact table are transactions, but the rows in the dim table are just the people with their start and end dates.
Desired Result
This is possible with some IF([measure1]<[measure2],blank(),[measure1]), however without seeing more of the data it will be hard to guide you specifically.
However you need to create two separate measures, one for TenureMonths and one for DealMonth, depending on the data this can be done with an aggregator forumla such as sum, min, max, etc (depends if there will be more than one value).
Then reference those two measures in the formula pattern I mentioned above, and that should give you want you want.
I figured out a solution. I added a dimension table for DealMonth itself and joined to my fact table. That allowed me to do the formulas that I needed.
Given a report which as a table with repeated row headings, is there a good strategy for using Power Query/M to extract the data in a clean format?
For example the report available here, has an excel file (which at time of writing is pointing to August 2021):
https://www.opec.org/opec_web/static_files_project/media/downloads/publications/MOMR%20Appendix%20Tables%20(August%202021).xlsx
In this example:
we have the World demand table portion
Non-OPEC Liquids production portion
both of these have rows: Americas/Europe/Asia Pacific:
which makes it hard to distinguish them in Power Query
What is right approach which would allow extraction of data from this type of table?
I would add a column ... custom column ... with formula
=if [2018] = null then [Column] else null
and then right click the new column and fill down
That would put World Demand and non-OPEC as a column that you could additionally filter on
My company has tasked with slicing the information on turnover and to create different graphs.
My source data looks like this: Relevant columns are: Voluntary/Involuntary, Termination Reason, Country, Production, and TermDateKey
I am trying to get counts using different filters on the data. I managed to get the basic monthly total using the formula:
Term Month Count = GROUPBY('Turnover Source','Turnover Source'[TermDateKey],"Turnover Total Count", COUNTX(CURRENTGROUP(),'Turnover Source'[TermDateKey]))
This gave me a new sheet with the counts for each month.
Table that shows TermDateKey on Column 1, and Counts on column 2
I am trying to add onto this table by adding counts but using different filters.
For example, I am trying to add another column that gives me the monthly count but filtered for 'Turnover Source'[Voluntary/Involuntary]=="Voluntary". Then another column for 'Turnover Source'[Voluntary/Involuntary]=="Involuntary" and so on. I have not found anywhere that shows me how to do this and when I add in the FILTER function it says that GROUPBY(...) can only work on CURRENTGROUP().
Can some one point me to a resource that will give me the solution I need? I am at a loss, thank you all.
It looks like you may not be aware that you don't have to calculate all possible groupings with DAX formulas.
The very nature of Power BI is that you use a column like "Termination Reason" on an X axis or in the legend of a visual. Any measure that you have created on values of another column, for e.g. a count of all rows, will then automatically be calculated to be grouped by the values in "Termination Reason", giving you a count of each of the values in the column.
You do NOT need DAX functions to calculate the grouping values for each measure for each column value combination.
Here is some simple sample data that has been grouped into dates and colours, one chart showing a count of each colour and one chart showing a sum of the Value column. No DAX was written for that.
If your scenario is different, please explain.
I have a PowerPivot table for which I need to be able to determine how long an item was in an Error state. My data set looks something like this:
What I need to be able to do is to look at the values in the ID and State columns, and see if the value in the previous row is ERROR in the State column, and the same in the ID column. If it is, I then need to calculate the difference between the Changed Date values in those two rows.
So, for example, when I got to row 4, I would see that the value in the State column for Row 3, the previous row, is ERROR, and that the value in the ID column in the previous row is the same as the current row, so I would then calculate the difference between the Changed Date values in Row 3 and Row 4 (I don't care about the values in any of the other columns for this particular requirement).
Is there a way to do this in PowerPivot? I've done a fair amount of Internet searching, and it looks like if it can be done, it would use the EARLIER or EARLIEST DAX functions, but I can't find anything that tells me how, or even if, this can be done.
Thanks.
Chris,
I have had similar requirements many times and after a really long time of trial-and-error, I finally understood how EARLIER works. It can be very powerful, but also very slow so always check for the performance of your calculations.
To answer your question, you will need to create 4 calculated columns:
1) Item Rank - used for ranking the issues with same Item ID
=COUNTROWS(FILTER('ID', EARLIER([Item ID]) = [Item ID] && EARLIER([Date]) >= [Date]))
2) Follows Error - to easily find issue that follows EROR issue
=IF([State] = "EROR",[Item Rank]+1)
3) Time of Following Issue - simple lookup so that you can calculate the different
=IF([Follows Error]>0,
LOOKUPVALUE([Date], [User], [User], [Item Rank], [Follows Error]),
BLANK()
)
4) Time Diff - calculation of time different for the specific issue
=IF([State]="EROR",
DAY([Time of Following Issue])-DAY([Date]),
BLANK()
)
With those calculated columns, you can then easily create a powerpivot table, drag State and Item Id onto the ROWS pane and then simply add Time Diff to Values. You will get an overview of issues that contain string "EROR" issue and the time it took to resolve them.
This is what it looks like in PowerPivot window:
And the resulting Pivot table:
You can download my Excel file here (2013).
As I mentioned, be careful with the performance as the calculated columns with nested EARLIER and IF conditions might be a bit too performance-demanding. If there is a smarter way, I would be very happy to see it, but for now this works for me just fine.
Also, keep in mind that all calculated columns could be nested into 1, but I kept them separated to make it easier to understand the formulas.
Hope this helps :-)