I have a simple date table (marked as a Date Table)
the Date column is native to it, the rest are calculated columns.
This issue will be about these of them:
Month Name = FORMAT(Dates[Date], "Mmmm")
Month = Month(Dates[Date])
Both set to "Don't summarize".
I dropped them into value field of a visual out of curiousity, and a curious thing happened - despite "don't summarize" they took MIN form of value to display, but Month Name came out incorrect.
Image 1: 3 out of 4 lines in the column First Month Name are wrong, unlike Month which is fine.
Image 2: added Date to the row fields to check - line by line it's fine, but subtotal still wrong:
Image 3: I filtered Month Name in data view for February, to see which lines are for Month value of 1 - there is none.
This is a blank new report, no measures, no filters - that's all it is.
If someone can explain why this happens, thanks in advance
The columns with "Earliest"/"First"/"Min" are summarizing because they are implicit measures in a matrix visual. Since there are multiple months in one quarter it has to aggregate somehow.
The month name is a text field, so it sorts alphabetically by default. If you want it to sort by month number instead, you can use the Sort by Column feature to sort Month Name by Month.
Related
I have a line chart in which i am showing the cumulative value of the plan and actual and I have a week slicer in which I have the end of every week.
In the line chart, i would like to show the Actual until the filtered week.
I am not sure if that is possible since the slicer of week name is a specific date and not a range, can anyone help me ?
See attached files in the link below the excel file is how i want to be and the PBIX is how it is now.
https://www.dropbox.com/scl/fo/s71624sg18jccgugqikj1/h?dl=0&rlkey=4yd3leqbxjvp2kwnqqxh0gj62
Please help. I don't understand why I have 2 similar data models and one works but the other does not.
I have a fact table with a Calendar Key and data as granular by day by location. I have a calendar dimension table with a Calendar key, each individual date, and month/fiscal year definitions.
Measures are Rev = SUM(FactTable[RevColumn]) then Rev PY = CALCULATE([Rev], DATEADD(CalendarTable[Day_Date], -1, YEAR))
Model 1 in Power BI, when I apply date filters, Rev calculates the total revenue & Rev PY calculates last year's rev for same range. Even if I select all dates that are YTD (which is tedious)
Model 2 in Excel 2016 Power Query, when I apply a year filter, Rev calculates total revenue for YTD in Fiscal Year & Rev PY is blank.
I don't understand what is different and why it would even fail in the first place. Calculate is supposed to override the filter context of the current filters right?
Also: the only "Date" type columns are located in the calendar table so it's not possible for me to select the wrong table.
I ultimately had to ask a professor on Udemy.com. The solution is to mark you calendar dimension table as a "Date Table." Since I'm combining the 2 tables on a whole number field, the time intelligence functions only work when filtering with date columns.
By marking the Calendar table as the Date table, the time intelligence functions know to use any attributes from that table to filter down the date ranges and get and display the appropriate answer.
In Power Pivot view, click the "Design" ribbon, then click the "Date Table" button and the "Set Default" button after that.
This resolved all issues I had.
I've a calculated field "Total Revenue" which blends revenue from multiple data sources in Tableau.
Based on this field (aggregate field) on monthly basis, I would like to show only TOP 5 items with highest revenue as of latest month.
As shown in above table, items have to be filtered out (as they are TOP 5 in March) based on revenue data as of the latest month (March). How can this be achieved using RANK()? I'm not able to rank only for latest month as formulated below because it shows error as I cannot mix aggregate and non-aggregate functions.
IF DATETRUNC('month'),ReportDate)=//March 1st date given//
THEN RANK(Total Revenue)
END
My solution is a kind of workaround but seems to be working:
Create a calculated field with below formula:
IF DATEPART('month', {MAX([date])}) = DATEPART('month', [date])
and DATEPART('year', {MAX([date])}) = DATEPART('year', [date])
THEN
[revenue]
ELSE
0
END
The {MAX([date])} part on the code gets the maximum date in your data, it is fixed with { and } characters so that the value is not effected by the filters, date partitions etc. If you want the sorting month to be the one we are in then you should change that part with NOW()
Now we have a value containing only the sum of the latest month and we can sort our visual with this Measure.
You can drag your new measure (I called my measure: 'last month revenue') to the details and right click your item pill on the Rows, sort it by your new field.
And finally drag your item to the filters and go to Top tab, make filter your data according to sum of "last month revenue" measure.
Below screenshot shows the excel data and the final Tableau table:
I'm trying to put together an attendance report for a school that tracks student attendance codes for that student for every day on the calendar month in a DynamicsCRM system being used as a managed service (that is to say, I build queries using FetchXML and cannot use SQL). The format for the report requires that a column for every day in the month be listed for the report. My student table that tracks this attendance however only contains records for days where an attendance value is recorded, and I do not have an object available that can return every day in a month for me.
I am looking for a solution other than hardcoding 31 columns and using conditionals to control the display of the last three day columns. Ideally, I'd like a conditional in my matrix column grouping that would look at the date value for the previously generated column and determine if the next date record from my resultset is sequentially the next day of that month, and if not, create the next sequential date, move to the next column and perform the check again until it is true. Is there a way I can do this, or another means to accomplish my goal that does not involve hard-coding day columns into a table or matrix? Right now, I have nothing; I can barely imagine how I think this should look.
What I did to solve the same issue has been to create a scheduled process each day to create a record and deactivate it.
I have then been able to distinguish actual records (the active ones) from these 'placeholders' (inactive ones) in my querying.
I'm writing a report that has proposal information by estimator per month. So I created a matrix where each row is grouped by estimator and each column is grouped by the month.
The thing is, my query includes data for this year AND last year, but the columns by month should only contain this year's information. So I though simple, I'll create a filter: Year(variable_date) = Year(Today()).
When I do this, no record information shows up. But then I changed the column to group by month AND year and suddenly, it works. Only 2015 records show up in the calculations per month.
Why did I need to group it by month AND year? Why couldn't I just group by month and have the filter remove records that didn't have the correct year using the filter group property tab?
Thanks!
P.S. I hope I have the tags right...
It sounds like month and year are separate fields. So when you group only by month it is grouping all of the rows where the value for that field is the same. (Month=8 exists in 2014 and 2015.) The values are just numbers to SSRS and it doesn't know it needs to look at the year field too unless you tell it to.