PowerBI groupby with filters - filter

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.

Related

Writing a formula in a cell in Google Sheets that averages the results from a column derived from expected values in multiple columns

I'm an average user of Google sheets and I've tried writing/looking up the formula I'm going for, but I haven't had any luck yet.
I have a spreadsheet that details multiple values that I need to display in a single cell the average of a certain set of values derived from a specific set of those values from multiple columns.
The flow of information would look something along the lines of:
if value in Column D=L
then
if value in Column J<$1.20
then
Find Avg of all Values in Column N
I'd need the formula to narrow it's field of data each time so the final result was the average of all the values in Column N that had a value in column J<$1.20 with a value in Column D=L.
I feel like a dummy over here because I just can't narrow down how I should write this flow and get it to work right without adding multiple extra hidden columns. Can anyone help on this one?
I've tried writing the formula multiple different ways but haven't kept it written down to pass on.

How to create a DAX cross-sectional measure?

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.

How to compare columns in a new column

I have a recordset where rows have a date field.Rows are from current year and last year. I want to see the count of rows per year. That's easy. Now I'd like to have a third column with difference (count(currentYear) - count(lastYear)). Is there any way to achieve this?
thanks
It seems like you want to have the difference calculated between two members of the same date field.
If so, you might want to consider the customizeCell() API call to retrieve the count values of each year, use them to calculate the difference, and modify the necessary cells with the result.
Alternatively, you could try modifying your data set so that the lastYear and currentYear are two different fields – this, for example, would allow you to compare them within a calculated value.

Power Query, avg value based on the values appearing within a specified date range

Context:
I have a data set for the weights of truck and trailer combinations coming into my site over the span of a few years. I have organized my data by seasons as I am trying to prove that the truck:trailers in winter are noticeably heavier due to ice, snow, and mud. The theory is, if the tare weight is higher in this season (the weight of the truck after it empties its load) than its Avg tare weight (which I need to calculate from the data) it can be deduced that the truck:trailer combinations are coming in with extra weight that we pay for in part as some snow/ice/mud falls off in the trailer emptying process.
What I've done so far:
I've defined a custom date range for my seasons
I've grouped Truck:Trailer by: count to get a duplicates column and, all rows to keep all my details
I've filtered out every combination I've seen less than 50 times, as i want good representation for each truck:trailer combo so that I can better emphasize repeated patterns
I've added an index column to better keep track of the individuals before expanding the details
What I need to do:
I only want to work with truck:trailer combinations which have weighed in for all four seasons at least once
I need to find the average tare weight of the truck:trailer combinations based over the extended range for both summer and autumn (the dry time of the year) while preserving the raw tare data for all seasons, as I need to eventually compare the winter tare values to this average.
example of my data
When I'm finished I'd like the data to look something like this
Pivot Chart
query data
For your first question (all seasons) you can add a column that holds the distinct count of the values in [Season] for each [Driver:Trailer]. Then filter your table on that column, keeping only the 4's. To achieve this, add the following m-code to your script in the Advanced Editor. Change the part after in to #"DistinctCount Season"
#"DistinctCount Season" = Table.Join(#"insert name previous step","Driver:Trailer",
Table.Group(#"insert name previous step", {"Driver:Trailer"},
{{"DistinctCountSeasons", each Table.RowCount(Table.Distinct(_,"Season")),
type number}}),"Driver:Trailer")
Insert the name of your previous step where indicated.
For second question:
You can use a matrix-visual for that in you report. First create a measure:
[AverageTare] = AVERAGE(table'[Tare])
Then put [Season] on Rows and the [AverageTare] on Values. You can create a group (right-click on [Season] in the FIELDS-pain) called [DrySeason], to combine the values for Spring and Summer.
If that doesn't work for you, explore the AVERAGEX function.
EDIT
In excel you can use a pivottable. Put [Season] on Rows and the [AverageTare] on Values. Right-click a value in the pivottable. Select Value Field Setting and choose Average. Then select the Seasons you want to group, right-click and select Group.
EDIT 2
To add a column in the Power Query Editor that holds the average [Tare] for the [Season] in each row, add the following steps to your script in the Avanced Editor:
#"GroupedSeasonAvg" = Table.Group(#"Insert name previous step", {"Season"}, {{"AVG", each List.Average([Tare]), type number}}),
#"JoinOnSeason" = Table.NestedJoin(#"Insert name previous step",{"Season"},GroupedSeasonAvg,{"Season"},"AVGGrouped"),
#"ExtractSeasonAVG" = Table.ExpandTableColumn(JoinOnSeason, "AVGGrouped", {"AVG"}, {"SeasonAVG"})
It works something like this:
"GroupedSeasonAvg" : Creates a table with the avereges for each [Season]
"JoinOnSeason": Creates a new column with tables joining the [Season] value for each row to [Season] in the grouped table.
#"ExtractSeasonAVG": Expand each table and keep only [AVG].

How can I get the values in the Matrix on my SSRS report to repeat?

I know there must be a simple answer to this, but I can't find it.
I have added a couple of textboxes to a Matrix in a BIDS/SSRS report. I've given these textboxes values such as:
=Fields!WEEK1USAGE.Value
It works (after a fashion); when I run the report (either on the Preview tab, or on the Report Server site) I see the first corresponding data value on the report - but only one.
I would think that once a value has been assigned via expressions such as "=Fields!WEEK1USAGE.Value", each value would display (rows would automatically be added).
There must be some property on the Matrix or the textbox that specified this, but I can't see what it might be.
Here is how my report looks (very minimalistic, so far) in the Layout pane:
...and after running, on the Preview tab:
Obviously, I want the report to display as many rows as necessary, not just one. The textboxes do have a "RepeatWith" property, but there description doesn't sound interesting/useful/promising.
I don't see any property on the Matrix control that looks right, either.
I thought maybe the designer was only showing one row of values, and ran the report on the server, too, but there also it just shows the two values.
So what do I need to do to get all the data for a provided field?
Matrices are for display of grouped data and summary information, usually in a horizontally expanding pivot table type of format. Is a matrix really what you are after? Looking at your expression you have =Fields!Week1Usage.Value but in a matrix what I expect to see would be at least =Sum(Fields!Week1Usage.Value) or even better just =Sum(Fields!Usage.Value). Then you would have ProactDescription as your row group and the week as your column group and it would all just work out everything for you, grouping and summing by Proact vertically and expanding the weeks out horizontally.
What seems to be happening is that you have no grouping on rows or columns and no aggregation so it is falling back to the default display which is effectively the First function - it displays the first row of data and as far as the matrix is concerned it has done its job because there is no grouping.
Without knowing your problem or data, I'll make up a scenario that might be what you are doing and discuss how the matrix does the heavy lifting to solve that problem. Let's say you have usage data for multiple Proacts. Each time one is used you record the usage amount and the date and time it is used. It could be used multiple times per day but certainly multiple times in a week. So you might be able to get the times each Proact is used from a table like so:
SELECT ProactDescription, TimeUsed, Usage
FROM ProactUsage
ORDER BY ProactDescription, TimeUsed
In your report you want to show the total weekly usage for each Proact over multiple weeks. Something like this:
Proact Week1 Week2 Week3 ...
Description Usage Usage Usage ...
--------------------------------------------
Anise, Fennel 1 CT 20.00 22.50 16.35 ...
St John's Wort 15.20 33.90 28.25 ...
...
and so on. Using a dataset based on the SQL above we create a matrix and in the row group properties we group on =Fields!ProactDescription.Value and in the column group properties we group on a week expression like =DateDiff(DateInterval.Week, Fields!TimeUsed.Value, Today) and then in the intersection of the row and column we put =Sum(Fields!Usage.Value). To display the header of the column nicely put an expression like
="Week " & DateDiff(DateInterval.Week, Fields!TimeUsed.Value, Today)
The matrix automatically does all the summing by week and product and expands the weeks horizontally for as many as you are reporting. For bonus points you can also put totaling at the end of the columns and the rows to show the total use of that Proact for the period (row total) and total use of all Proacts in that week (column total).

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