Source data columns are Store, Product, StoreSales, and ProductSales
StoreSales has duplicate values, even across different Stores.
Looking for a dax measure to handle StoreSales as described in the image.
This is the closest so far, but doesn't account for duplicates between stores.
Store Sales:=
sumx(DISTINCT(_Sales[StoreSales), _Sales[StoreSales])
screenshot of source and pivot table
To answer your question directly, this formula should give you the desired result:
Desired Result for Store Sales =
IF(ISFILTERED(_Sales[Store]), SUM(_Store[Store Sales]))
However, I recommend to revisit your data model design. It's conceptually incorrect (you are mixing detailed data with the summary of the same data), and you will have serious problems with DAX. A better way to structure your data:
Remove column "Store Sales". It's redundant and does not fit the data level of detail.
Rename column "Product Sales" into "Sale Amount". It's just sale amount, without any qualifiers.
Create a measure "Total Sales" = SUM(_Sales[Sale Amount]). It will correctly calculate total sales both on product and store levels.
If you need a special measure for store sales, use SUMX:
Store-level sales = SUMX (VALUES(_Sales[Store]), [Total Sales])
And if you need to show product contributions to store sales:
Product Contribution = `DIVIDE([Total Sales], [Store-Level Sales])
Related
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 need to get sales figures from open orders, sorted by code. The items are separated in the stock table by lot number (for traceability reasons) but the lot numbers do not appear in the orders table. The only link between the 2 tables is the part number.
When my query
SELECT code, SUM(qty*price) AS Sales
FROM orders INNER JOIN stock ON orders.partno = stock.partno
GROUP BY code
started returning strange results (very high sales figures for a given code), I changed it to
SELECT DISITNCT orders.partno, stock.lot, stock.code
FROM orders INNER JOIN stock ON orders.partno = stock.partno
and noticed that if several lots of a given part are in stock they are all returned
Part1 LotA code
Part1 LotB code
Part1 LotC code
which means that if a customer orders 300 units of Part1, my query returns 900 and my sales figure is multiplied by 3.
How can I work around that?
It must be noted that I do not work from a database but from a group of tables, the structures of which can sometimes be whimsical.
You should really use table.column or alias.column reference when writing queries. As your question stands, we do not know which table the PRICE comes from... the parts table or the lots table. If you are dealing with inventory tracking such as FIFO or LIFO method accounting, you must have an association to the lot table for inventory being tracked/sold.
Now, why are you getting large numbers? That is because of a Cartesian result. If you are not familiar with that, for each record in one table joined to another, it is returning however many matches.
So, if you have an order of one line item, there is only one line item in a products available table. So this is simple 1:1 ratio. Now, you have your STOCK table that can have multiple records for the exact same part number. You are now returning the same original order line item for EACH LOT ENTRY in the Stock table. So now, for your 1 item, you are getting 3 lots (1:3 result).
I know this is important from a cost-of-goods sold basis, hence your need to know which "lot" it is joined to so you only get that one specific record for proper pricing.
If however, you do have a generic product table of everything you sell, and that table has a generic common price no matter which "lot" was used for the sale, I would join to that table instead for your report. But you will still have the accounting issue of inventory, cost-of-goods, etc.
I am starting to use all de PowerBI tools for a customer.
On the data they have three shops (1,2 and 4, named in the table "botiga") and diferent departments (named in the table "departament").
I need to calculate the sales (named "vendes" or Ventas[import]) of all the departments and all the shops but I have to exclude in the calculation the ones that correspond to the shop 1 and 2 and also correspond to the department 61.
All the realated columns are in the same table named "Ventas"
I did it and it Works with this measure:
vendes sense carnisseria:=[Vendes]-SUMX(FILTER(Ventas;Ventas[Botiga]<>"4" && Ventas[Departament]="61");Ventas[Import])
Vendes:=sum(Ventas[Import])
But I am sure that theri is a better way to do it, I have tried to do like in excel when we do SUMIF but doesn't seems to work.
I use FILTER beacouse I want that the data filters used in the associated pivot table remain.
Calculate is like a supercharged Sumif.
Try something like
Carnisseria:=
[vendes] - Calculate([vendes];Ventas[Botiga]<> "4"; Ventas[Departament]="61")
I would also check that you want any shop that isn't #4 or if you want just shops #1 and #2. While that yields the same results right now, it may not in the future.
I am using SSRS 2008.
I have a report with 2 different matrix tables having two different datasets as their sources.
The data comes fine in both the tables individually.
BUT
My issue starts where I have to use data from one table to calculate percentage in the second table.
Here are the details:
Table 1:
Contains columns: Date, Referal_Status ('1' for each valid row), Department
Table 2:
Contains Columns: Date, Membership_Status ('1' for each valid row), Department
In table 1, I need to show referral counts (sum of valid Status) grouped by month in columns, and grouped by department in rows. Also an additional row and column for totals of the same.
This is implemented with no issues.
In table 2, I need to show membership counts (sum of valid Status) AND referals to membership percentage grouped by each month in columns, and grouped by department in rows. Also an additional row and column for totals of the same. The issue starts when I try to implement the percentage calculation.
Let's say I have the membership counts number for April 2014 in the membership table. How do I take the referrals count number for April 2014 from the referral table and compute the April 2014 percentage as referal_num/Membership_Num * 100
The issue that I face is the scopes of both the matrix tables being different.
Please help me attain the above in the SSRS matrix tables.
Am I providing enough information to get through to you folks about my issue? Please let me know in case you need more information from me.
This is often a road to misery, but anyway ...
I would use the Lookup Function to retrieve the Referrals count. You will need to concatenate your two key columns (Date and Department) into one expression.
This sounds great and often works well. However when it doesn't work on odd rows or combinations of data, you are flying blind trying to debug it.
Good luck!
PS: actually for a reliable solution that is easy to debug, I would go back and combine the data upstream so it can be presented to SSRS in one Dataset. I would probably use SSIS for this.
I've got a multiple tabbed report. On one tab I have the details listed and on another I have a summary table (cross reference) type of aggregation based on the same dimensions utilized in the detail report. I've created a calculated field that takes the product of two measures, I've saved this as a variable. When I try to aggregate that variable on the summary report BOWI is not calculating correctly. Example:
QTY * PRICE = LineTotal
2 * 3 = 6
4 * 3 = 12
TotalOrder = $18
Calculates correctly on the detail report.
When I put this on the aggregate report it is doing the following:
Sum QTY * Sum Price = Total, in other words it is doing
6 * 6 = $36.
My totals on the aggregate are highly inflated. Firstly in what world does that order of precedence make sense? and secondly how can I tell BOWI to sum the TotalOrders instead of breaking it back up into it's components summing those and then multiplying?
Is it a bug?
Further Information
The detail report is Sectioned by Year, Region, State -> Detail lines
The summary report is dimensioned by Year, Region, State
The (QTY * PRICE) component is saved as a variable and utilized in both places.
Am I missing the secret handshake somewhere when calculated fields/variables can't be aggregated and they need to do so in the Universe?
I havent worked with WEBI for a while, I mainly develop DESKI reports, however what you describe sounds similar to the aggregation that occurs in DESKI. If a measure is set to sum aggregation, then it will add all the measures together that relate to the dimension that is added to the report.
For example, if like my details reports, you have the columns order number, qty, price then the aggregation will sum both qty and price at the order level, which is correct. However moving to the summary table then this will cause incorrect data.
To remove the aggregation you can change it from SUM to NONE, I cant recall off the top of my head on how to do this in WEBI (if you cant find out I can check my course materials which are work).
Alternatively, it is best to ensure the dimensions on your summary report are suitable for the data presented.
If you need any further information please let me know.
Matt