table 1.
date and time the booking was made
table 2.
The values remain in place until the next date/time its modified.
What I want to know: what was the value from table 2 at the time the booking was made.
Result: I want value '1' from the table 2 because the booking was made on the 22/06/21 11:00, and at that time, the value '1' from Table 2 was in place until the 23/06.
=INDEX(Table2[value],MATCH(LARGE(IF(Table2[date modified]<[#[Date Time]],Table2[date modified]),1),Table2[date modified],0))
Related
My Data is in weekly buckets. I want to split the number into a monthly number but, since there is an overlap in days falling in both the months, I want a weighted average of the data in terms of days that fall in each of the months. For example:
Now, in the above picture, I want to split that 200 (5/7*200 in Jan, 2/7 in Feb). How can I do that using Excel/ Power Pivot/ Dax Functions? Any help here is much appreciated.
Thank you!
Assuming your fact table looks something like below. Values are associated with the starting date of the week it occurred.
Although it may actually be a more granular data, having multiple rows for each week with additional attributes (such as identifiers of a person, a store, depending on the business), what being shown below will work the same.
What we need to do first is to create a date table. We can do that in "Design" tab, by clicking "Date Table", then "New".
In this date table, we need to add a column for starting date of the week which the date of each row is in. Set the cursor to "Add Column" area, and input following formula. Then rename this column to "Week Start Date".
= [Date] - [Day Of Week Number] + 1
Now, we can define the measure to calculate the number allocated to each month with following formula. What this measure is doing is:
Iterating over each row of the fact table
Count the number of days for the week visible in the filter context
Add the value portion for the visible days
Value Allocation := SUMX (
MyData,
VAR WeekStartDate = MyData[Week]
VAR NumDaysInSelection = COUNTROWS (
FILTER (
'Calendar',
'Calendar'[Week Start Date] = WeekStartDate
)
)
VAR AllocationRate = DIVIDE ( NumDaysInSelection, 7 )
RETURN AllocationRate * MyData[Value]
)
Result in the pivot table will be looking like this.
I have 2 large tables in power pivot and I am trying to reconcile stockpile build grades to crushed stockpile grades. Please see example. I can create pivot table that contains the crushed grades but I am unable to find the right way to bring the stockpile grades though for the reconciliation high lighted in green in the attached example.
Thanks for any help or direction on where to look
In Power Query, create your lookup tables.
1) unique crushers, ID
2) Dates, ID
Here is a function to create a dates table, if you need one. After you invoke the function to get the column of dates, add another column for the ID.
/*--------------------------------------------------------------------------------------------------------------------
PQ Create a Dates Table, returning a single column of dates.
Inputs:
Start Date | Enter the year as yyyy, month as mm, day as dd
End Date | Enter the year as yyyy, month as mm, day as dd
Increments | One row will be returned per increment.
Author: Jenn Ratten
Edits:
07/16/18 | Modified query copied from the internet.
10/01/19 | Converted to a function.
--------------------------------------------------------------------------------------------------------------------*/
let
fDatesTable = (StartYear as number, StartMonth as number, StartDay as number, EndYear as number, EndMonth as number, EndDay as number, IncrementDays as number, IncrementHours as number, IncrementMin as number, IncrementSec as number) as table =>
let
StartDate = #date(StartYear,StartMonth,StartDay),
EndDate = #date(EndYear,EndMonth,EndDay),
Increments = #duration(IncrementDays,IncrementHours,IncrementMin,IncrementSec),
DatesTable = Table.FromColumns({List.Dates(StartDate, Number.From(EndDate) - Number.From(StartDate), Increments)}, type table[Date]),
ChangeType = Table.TransformColumnTypes(DatesTable,{{"Date", type date}})
in
ChangeType
in
fDatesTable
Load all of the tables to the data model.
Go to Power Pivot, diagram view, and create your relationships.
Lookup Crusher to data tables 1 and 2
Lookup Date to data tables 1 and 2
Go to Data View on data tables 1 and 2, add 2 new columns for the lookup IDs. You can specify the column header and the formula at one time by clicking in first cell and using this syntax, then either press enter or click the check mark in the formula bar.
Dates Lookup ID:=RELATED(lookup_dates[ID])
Crusher Lookup ID:=RELATED(lookup_crusher[ID])
Optional, but a good practice....
Right-click the new fields you just created and select "hide from client tools". Also hide the date and crusher fields on both data tables, and the ID field on both lookup tables. When you are creating pivots to summarize data from more than one table, the text fields that you place on your pivot table should be the fields that are shared (aka the lookup tables). This helps to minimize pivots in which the grand totals don't match the sum that you actually see on the table. If you hide the fields, it reminds you of that. There are exceptions of course, but this is a good rule of thumb.
Now create measures to sum the tons and any other math calculations you'd like. With the measures, start simple and let the pivot do the slicing. Put the measures in the values section of the pivot table.
Sum of Source Tons:=sum(Table1[Tons])
Sum of Destination Tons:=sum(Table2[Tons])
I have a comma separated csv file with the following structure:
Col Headers:
ProdDate, ProdTime, OLEDATETIME, ProdBuyPrice, ProdSellPrice, ProdBoughtQTY, ProdSoldQTY, etc
09/21/2019, 13:54:22, 43729.5801, 12.45, 12.61, 8, 9, etc.
This CSV file is atualized many times per minute (5 to 70 times per minute) meaning that it can have 5 to 70 lines within the last minute of sales, then I can't fix an arbitray fixed number on "mantain first lines" to return only the rows that arrived in the last minute and I never did this before with Power Query. So I need an finished recipe to do this, but my googling resulted nothing until now.
Any suggestion?
This is an example of how you can identify a dynamic row number. In this example, we have a table that shows fruit sales by store. We want to create a query that returns the highest number of bananas sold.
This is what our data table looks like.
Step 1 - Add an index column starting from 1. This assigns row numbers.
Add Column > Index Column > From 1
Step 2 - Filter and Sort the data.
Remove any columns that are unnecessary.
Filter the Item column for Bananas.
Sort the Values column in descending order.
Right-click on the first value in the Index column and choose Drill-Down.
RESULT
Now you have a dynamic row #. You could also instead choose the value itself to return the sales instead of the index. To apply this to other scenarios, just keep filtering and sorting until you get to the result you need.
This is how you filter a time column for records occurring in the latest one minute of times.
let
Source = Excel.CurrentWorkbook(){[Name="t_DatesAndTimes"]}[Content],
ChangedTypes_ColData = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Time", type time}}),
AddCol_DateAndTime = Table.AddColumn(ChangedTypes_ColData, "Date and Time", each [Date] & [Time], type datetime),
LatestTime_ofReport_MinusOneMinute = List.Max(AddCol_DateAndTime[Date and Time])-#duration(0,0,1,0),
FilterRows_KeepTimesInLastMinute = Table.SelectRows(AddCol_DateAndTime, each [Date and Time] >= LatestTime_ofReport_MinusOneMinute)
in
FilterRows_KeepTimesInLastMinute
Data Table needing to be filtered
Table filtered for time in the last minute of times listed in the report.
I have been melting my brain trying to work out the formula i need for a multiple conditional lookup.
I have two data sets, one is job data and the other is contract data.
The job data contains customer name, location of job and date of job. I need to find out if the job was contracted when it took place, and if it was return a value from column N in the contract data.
The problem comes when i try to use the date ranges, as there are frequently more than one contract per customer.
So for example, in my job data:-
CUSTOMER | LOCATION | JOB DATE
Cust A | Port A | 01/01/2014
Cust A | Port B | 01/02/2014
Customer A had a contract in port B that expired on 21st Feb 2014, so here i would want it to return the value from column N in my contract data as the job was under contract.
Customer A did not have a contract in port A at the time of the job, so i would want it to return 'no contract'.
Contract data has columns containing customer name, port name, and a start and end date value, as well as my lookup category.
I think i need to be using index / match but i can't seem to get them to work with my date ranges. Is there another type of lookup i can use to get this to work?
Please help, I'm losing the plot!
Thanks :)
You can use two approaches here:
In both result and source tables make a helper column that concatenates all three values like this: =A2&B2&C2. So that you get something like 'Cust APort A01/01/2014'. That is, you get a unique value by which you can identify the row. You can add delimiter if needed: =A2&"|"&B2&"|"&C2. Then you can perform VLOOKUP by this value.
You can add a helper column with row number (1, 2, 3 ...) in source table. Then you can use =SUMIFS(<row_number_column>,<source_condition_column_1>,<condition_1>,<source_condition_column_2>,<condition_2>,...) to return the row number of source table that matches all three conditions. You can use this row number to perform INDEX or whatever is needed. But BE CAREFUL: check that there are only unique combinations of all three columns in source table, otherwise this approach may return wrong results. I.e. if matching conditions are met in rows 3 and 7 it will return 10 which is completely wrong.
I have a table of daily data in Excel. Let's say it's daily stock return data that looks like:
Date, DailyReturn
1/1/2001, .021
1/2/2001, .005
1/3/2001, .0034
1/4/2001, .013
....
12/31/2001, .004
The data is in a table on one of the sheets. Let's call it TableOfData. I've added a pivot table on another sheet, and I've added the date as the Row Labels. I've also added grouping by year and month to the rows. Now it is easy to add the average and stddev of the returns for each month, but I would also like the total return for the month, which would be calculated as Product(DailyReturn + 1) -1
I can add a calculated field called DailyReturnFactor, which is simply DailyReturn + 1, and I can add the Product of that field to the values and the pivot table shows the return for each month, except that I still need to subtract 1. That is where I'm stuck. Any ideas on if this is possible? The other issue is that I would like to do other sets of calculations as well, e.g. kurtosis.
Note I'm using Excel 2007.