I was curious if anyone knew how to filter measure names so when a value is selected, only certain measure names appear. For example:
When 'Finance' is selected,
Show Profit, Sales, Revenue
When 'Investment' is selected
Show Stock Price, # of shares
Quick example of what I'm trying to accomplish. I know how to do this if you want to change one measure name, but not sure how to do it with multiple measure names. Any advice would be greatly appreciated, thanks!
You could create calculated fields(Analysis->Calculated Field) for each measure which feature IF statements. Like:
Calculate Field 1
IF [Type of Dimension] = 'Finance' THEN [Profit] ELSE NULL END
Calculate Field 2
IF [Type of Dimension] = 'Finance' THEN [Revenue] ELSE NULL END
Calculate Field 3
IF [Type of Dimension] = 'Investment' THEN [No of Shares] ELSE NULL END
Then drag all these calculated fields into your row shelf and your 'Type of Dimension' into your column shelf.
Right click on your dimension and select filter, then selecting your needed dimension should leave only the measures you wanted.
There's probably a smarter way but this is one way to do it, be it not very elegant.
See this for further info:
https://community.tableau.com/thread/118957
Related
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I need to create a column which subtracts [Retailer_yes_amount] and [classification_base_amount] and at the same time filter out "Not Eligible" category in [Classification] column. [Classification] column has 5 categories - Platinum, Gold, Silver, Bronze and Not eligible.
I was thinking like this New_column = calculate(([Retailer_yes_amount]-[classification_base_amount]),filter('table_name',[classification] <> "Not Eligible")) but it threw an error.
Kindly suggest
If you want to have this evaluated for every row as a new column you have to enter the following expression as a Calculated Column
New_column =
IF(
table_name[Classification] <> "Not Eligible",
[Retailer_yes_amount] - [classification_base_amount]
)
If you want to use a measure you have to specify an aggregation.
I have a parameter 'type' in a table and it can have multiple values as follows -
human
chimpanzee
orangutan
I have 3 columns related to each type in the table -
human_avg_height, human_avg_weight, human_avg_lifespan
chimpanzee_avg_height, chimpanzee_avg_weight, chimpanzee_avg_lifespan
orangutan_avg_height, orangutan_avg_weight, orangutan_avg_lifespan
So if i select the type as human, the quicksight dashboard should only display the three columns -
human_avg_height, human_avg_weight, human_avg_lifespan
and should not display the following columns -
chimpanzee_avg_height, chimpanzee_avg_weight, chimpanzee_avg_lifespan
orangutan_avg_height, orangutan_avg_weight, orangutan_avg_lifespan
I created the parameter type and in the add calculated fields I am trying to use ifelse to select the columns based on the parameter selected as follows -
ifelse(${type}='human',{human_avg_height}, {human_avg_weight}, {human_avg_lifespan},{function})
I also tried -
ifelse(${type}='human',{{human_avg_height}, {human_avg_weight}, {human_avg_lifespan},{function}})
And -
ifelse(${type}='human',{human_avg_height, human_avg_weight, human_avg_lifespan},{function}})
But none of it is working. What am i doing wrong ?
One way to do this would be to use three different calculated fields, one for all the heights, one for weights and one for lifespan. The heights one would look like this:
ifelse(
${type}='human',{human_avg_height}, ifelse(
${type}='chimpanzee', { chimpanzee_avg_height}, ifelse(
${type}='orangutan',{ orangutan_avg_height},
NULL
)))
Make another calculated field for weights and lifespan and then add these calculated fields to your table, and filter by type.
To make it clear to the viewer what data is present, edit the Title of the visual to include the type:
${type} Data
You have to create one calculated field for each measure using the ifelse with the type to choose the correct vale, but is not necessary to create inner ifelse as skabo did, the if else syntax is ifelse(if, then [, if, then ...], else) so you can define the calculated fields as follows:
avg_height = ifelse(${type}='human', {human_avg_height}, ${type}='chimpanzee', {chimpanzee_avg_height},${type}='orangutan', {orangutan_avg_height}, NULL)
avg_weight = ifelse(${type}='human', {human_avg_weight}, ${type}='chimpanzee', {chimpanzee_avg_weight},${type}='orangutan', {orangutan_avg_weight}, NULL)
avg_lifespan = ifelse(${type}='human', {human_avg_lifespan}, ${type}='chimpanzee', {chimpanzee_avg_lifespan},${type}='orangutan', {orangutan_avg_lifespan}, NULL)
Then use those calculated fields in your visuals.
I want to count the occurrences of values in a column. In my case the value I want to count is TRUE().
Lets say my table is called Table and has two columns:
boolean value
TRUE() A
FALSE() B
TRUE() A
TRUE() B
All solutions I found so far are like this:
count_true = COUNTROWS(FILTER(Table, Table[boolean] = TRUE()))
The problem is that I still want the visual (card), that displays the measure, to consider the filters (coming from the slicers) to reduce the table. So if I have a slicer that is set to value = A, the card with the count_true measure should show 2 and not 3.
As far as I understand the FILTER function always overwrites the visuals filter context.
To further explain my intent: At an earlier point the TRUE/FALSE column had the values 1/0 and I could achieve my goal by just using the SUM function that does not specify a filter context and just acts within the visuals filter context.
I think the DAX you gave should work as long as it's a measure, not a calculated column. (Calculated columns cannot read filter context from the report.)
When evaluating the measure,
count_true = COUNTROWS ( FILTER ( Table, Table[boolean] = TRUE() ) )
the first argument inside FILTER is not necessarily the full table but that table already filtered by the local filter context (including report/page/visual filters along with slicer selections and local context from e.g. rows/column a matrix visual).
So if you select Value = "A" via slicer, then the table in FILTER is already filtered to only include "A" values.
I do not know for sure if this will fix your problem but it is more efficient dax in my opinion:
count_true = CALCULATE(COUNTROWS(Table), Table[boolean])
If you still have the issue after changing your measure to use this format, you may have an underlying issue with the model. There is also the function KEEPFILTERS that may apply here but I think using KEEPFILTERS is overcomplicating your case.
I have transactions in a variety of currencies in a Transaction table (columns TransactionAmount and TransactionCurrency), and also a related Currency table:
Using the column RateToEuro I have been able to convert all my transaction amounts, using a calculate column, into euros:
An example of what I would like: I want to select in my report filter 'Dollar' and then the Transaction amount should convert all original transaction amounts to dollars. So in my example above, the $2052 original trx amount will be 2052 also in the 'Transaction amount ($)' column.
[EDIT:]
Currently I have created measure that gets the filter value:
CurrencyFilter = IF(LASTNONBLANK('CurrencyFormat'[Name], 1) = "USD", "USD", "EUR")
And a calculated column that for each transaction calculates the converted transaction amount (depending on the report filter chosen):
TransactionAmountConverted = CALCULATE(VALUES(Transactions[TransactionAmount]) * (IF([CurrencyFilter] = "EUR", VALUES('Currency'[RateToEuro]), VALUES('Currency'[RateToDollar]))))
But for some reason the IF statement always returns TRUE (i.e. always uses the RateToEuro column).
Any hint or tip to point me in the right direction would be much appreciated!
Currently this is not possible in Power BI: it is not supported that a calculated column uses a slicer value.
A measure can be used to get the slicer value, but in this particular case (if one value for each row is required to be calculated), there is no solution possible unfortunately.
I have a table with 5 categories and units displayed into 2 types, Actual and budget.
I want to filter this table. Only when 2 or more values are selected in the slicer. Something like this.
I though of adding a measure, but dont know how to work the if statement exactly.
Measure = IF(COUNTROWS(ALLSELECTED(Report[Shipment Group])) = 1, "Something which would not filter the units", SELECTEDVALUE(Report[Units], SUM(Report[Units])))
Not sure if this is correct approach.Would like to know if any other approach is possible. Any help would be helpful. Thank you in advance.
This is a bit of an odd request, but I think I have something that works.
First, you need to create a separate table for your slicer values (or else you can't control filtering how you want). You can hit the new table button and define it as follows:
Groups = VALUES(Report[Shipment Group])
Set your slicer to use Groups[Shipment Group] instead of Report[Shipment Group].
Define your new measure as follows:
Measure = IF(COUNTROWS(ALLSELECTED(Groups[Shipment Group])) = 1,
SUM(Report[Units]),
SUMX(FILTER(Report,
Report[Shipment Group] IN VALUES(Groups[Shipment Group])),
Report[Units]))
or equivalently
Measure = IF(COUNTROWS(ALLSELECTED(Groups[Shipment Group])) = 1,
SUM(Report[Units]),
CALCULATE(SUM(Report[Units]),
FILTER(Report,
Report[Shipment Group] IN VALUES(Groups[Shipment Group]))))
Note: Double check that Power BI has not automatically created a relationship between the Groups and Report tables. You don't want that.