The requirement:
My users want a slicer which displays the dimensions of a data table they can then select from and have the dimensions display in a corresponding matrix visual along with two measures, Sales TY and Sales LY.
Progress so far.
I’ve achieved this by taking the table, selecting the column which indexes the table and unpivoting the rest of the columns. Next I place a slicer on the report and attach it to the unpivoted table’s Attributes field (now renamed as ‘Column’). Finally, I add a matrix visual to the report and add to it the unpivoted table fields Column, Index and Value fields. Now when I click on the slicer, whichever dimensions I select appear in the matrix.
The problem:
However, when adding the measures previously created (Sales TY and Sales LY) to the matrix, each measure is repeated after every column selected for display, whereas I only want the measures to display once.
Does anyone know if this possible? I’ve tried a number of approaches but nothing seems to work. I’m a new user so apologies if this is an FAQ I’ve yet to come across or I’m doing something glaringly obviously wrong. As I say I’m only just starting out in DAX and Power BI. I’m looking pretty hard at table functions and the Switch statement with the hope of calculating the solution somehow but haven’t managed it yet. Any advice, steer or comment greatly appreciated, thanks.
Related
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.
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 want to analyse the sales of a certain company in Power Bi. I have a customer dataset with nine columns (gender, city, age range, hair colour etc.) and one million records. Now I want to put those columns in a matrix. For instance:
Rows: Gender
Columns: Age Range (<16, 17-20, 21-25 etc.)
Values: Number of Sales
I present this dashboard towards some people and I want to 'play' with the data. What happens if I change the rows to 'hair colour' for instance. Is there a way to do this without using bookmarks? In one sentence: swapping rows and columns of a matrix while you present the dashboard and cannot use the option 'Fields'? Or at least point me in the right direction? It would really help me. Thanks in advance!
Unfortunately, the quickest way to do this is using the Fields pane. The only other option that is available would be Bookmarks, but I guess you have already tried that. I guess you are an option similar to the one available in "Pivot Charts" where you can "Switch Rows/Columns" with the click of a button. That option is not available in Power BI at this point, as far as I know.
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).
newparts_calc
if (([MonthToDateQuery].[G/L Account] = 4200 and [Query1].[G_L_Group] = 'NEW')) THEN ([Credit Amount]-[Debit Amount]) ELSE (0)
Data Item1
total([newparts_calc])
I need Data Item1 to return newparts_calc values only.
So for example in 1st row Data Item1 should be 8,540.8, but is 34,163.2
Whats wrong? how do i fix?
REVISED QUESTION
I apologize for not making sense on the original question.
I have many of the calc's that im trying to gather and put on a crosstab. I want to see sales by month (row) and part category (column)
[Query2] is the one shown in picture above.
It joins [MonthToDateQuery] AND [Query1]
The join is on 'Invoice' and carnality is 1..1 = 1..1
[MonthToDateQuery] is based on the package im working in. General ledger. It supplies the g/l entries for each sales g/l account
[Query1] is a SQL query i brought in to be able to break out categories even further from g/l group.
For example g/l account 4300 is rebuilt. However i needed to break out even further to see Rebuilt-Production and Rebuilt-New. I can do that with the g/l group.
I saw in my g/l account ledger entries that it referenced the invoice number. So thats how i tied in my SQL.
So as you can see from the table below (which is the view tabular data from query) i need a total. I have tried plugging newparts_calc into my crosstab and setting aggregation to total but the numbers still dont seem right. I dont think i have something set as it should be.
All the calc's im doing are based on single or multiple G/L Accounts and single or multiple G/L Groups.
Any Advice?
As you can see the problem seems to be duplicate invoice numbers.
How can i fix?
Couple things come to mind:
-Set the processing order to 2
-Since your calc is always a multiple and you are joining two queries, you may need to check your cardinality. Sometimes it helps to add derived queries to ensure you are working with the correct grain.
I'm obviously missing something, but if you want
I need Data Item1 to return newparts_calc values only.
just use newparts_calc, without total? That would give you proper value for row 1 -)
If you need a running-total for days (sum of values for previous days) — you should use a running_total function.
At a guess, one of your two queries is returning multiple rows for each invoice, which will cause this double counting. Look at the output of the two queries and see if that's happening. If so, then you just need to work out how to collapse that down to one row per invoice.
Per your new question - The underlying data has got to be causing the issue. Its clearly not 1:1 (note that even though this is what your stated cardinality is, Cognos does not enforce 1:1). Invoice number is not unique, GL Group is at a lower level.