Count of KPI from different tables based on date - powerbi-desktop

I have the following 4 tables and i want to show the count of ID's for each KPI's for each Caseload (1,2,3,4 etc ) something like in the second picture.
I am not sure what is the correct method but i've created a date table and use as slicer because one iD might be in a all 4 table but the KPI*Date might be different.
Any ideeas how to calculate this ?

Related

Group and sum columns based on values (Query)

I would like to group and sum a table based on values (just like a pivot table would do, but without it) but without using it.
Example Table:
For example, in this query I would like to group each row that contains the same RU and TP and sum the Balance Value.
I tried using the group by like this Group by:
but it does not return every RU possible, if a value is in the TP column it does not appear in RU column.
EDIT1: My table starts like this
and when I group and sort using group by in query the result is
the result is what I want, but as you can see, the 0156 and 0195 RUs, for some reason, are deleted from my table, and a lot of others RUs too.

DAX - Display the top 1 count in a calculated column

I have a [Company] column, I have a [Billing day] column in a powerpivot sheet.
A Company can have several different Billing days.
I want to show in a Pivot table, next to the company name, the Billing day with the highest number of occurences.
The tricky part is that the number must appear in a [Calculated Column] that will not be put as a Measure in my Pivot table, but as a Column.
I have reviewed such posts as:
this one or this one.
I have learned much but I am still unable to get the correct values.
Any idea ?
Many thanks
This may not be the best way to get you what I understand you are asking for, but it is a way. I believe it achieves what you want regarding the calculated column.
If I start with this table as Table1:
Then I add a column using this code: MaxByDate = COUNTX(FILTER(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),Table1[Billing Day]=EARLIER(Table1[Billing Day])),Table1[Billing Day])
And I add another column using this code: MaxOverall = MAXX(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),COUNTX(FILTER(FILTER(Table1,Table1[Company]=EARLIER(Table1[Company])),Table1[Billing Day]=EARLIER(Table1[Billing Day])),Table1[Billing Day]))
Then I add one last column using this code: DateOfMaxOverall = FORMAT(SUMX(FILTER(FILTER(Table1,[Company]=EARLIER([Company])),[MaxByDate]=[MaxOverall]),[Billing Day])/COUNTX(FILTER(FILTER(Table1,[Company]=EARLIER([Company])),[MaxByDate]=[MaxOverall]),[Billing Day]),"m/d/yyyy")
I get this table:
Then if I choose to create a Flattened PivotTable from it (Home tab / PivotTable dropdown arrow button / Flattened PivotTable), and set things up like this:
...and turn off the subtotals and grand totals, I get this:
Which is, I believe, what you requested.
But I think a simpler approach might be this:
Start with the first table (Table1):
And, using that table as is, create a Flattened PivotTable directly. Then set the PivotTable up like this:
...and turn off the subtotals and grand totals, to get this:
...Which you can then filter for the max occurring day for each company:
...to get this:

DAX Rank by Date

I am Counting on Distinct ID's in a column - this is leading to the sum of the subtotals not equalling the grand total as follows:
What I want to do is rank the Payment Dates in cronological order and select ONLY the highest date to display. In the example above the Grand Total won't change, but the Townville row will not show a Distinct Student Count.
This is a very specific requirement and I'm assuming there's an easy way to do it in DAX - I've tried playing around with both RANKX and MAX but am no closer to solving this.
One last thing - the Rank must be contextual to the Time Filter selected by the user (so if they select 2015 it'd give the second record Rank 1 and the top record wouldn't show. If they select May 2015 it'd give the top record Rank 1 and the second record wouldn't show)
I think this is what you are looking for - I added a calculated column to the PowerPivot model that provides a rank based on the Last Payment Date and the Name of the Student. It will rank the earliest payment for any student as a 1.
The code for the column is as follows:
=RANKX(FILTER(Table1, [Student Name] = EARLIER([Student Name])), [Last Payment Date])
... assuming your table is named "Table1"!
The FILTER is the key that limits the ranking to dates belonging to students with that name only.
Update for Multiple tables
To set up relationships between the tables, go to the "Diagram View" of the model, available in the Home tab of the Power Pivot window.
You can drag fields from one table to the other to create relationships. This will only work if at least one of the fields is unique - it's a good idea to think of the model as a dimensional model, with a tables that acts like a fact and other tables around it that act like dimensions.
From the comment, I would try to get the Payments to act like the fact, and have it link to the Community and Student tables. in this case, you could then have the following code:
=RANKX(FILTER(Table1, Related('Students'[Student Name]) = EARLIER('Students'[Student Name])), [Last Payment Date])
This calculated column would be on your Payments Fact table, and it uses a lookup to a related field.
Note that in this specific case, it would be easier to just run the filter over your Student ID field that is used to lookup the Student name.

Pivot table using 2 data ranges

is it possible to have a single pivot table that combines 2 worksheets as the data?
For example, first data table will be made up of the following columns:
ID/Details/Category
The second data table will be made up of the following columns:
ID/Customer name
The reason why the 2 tables are not combined is because there may be many customer names to the same customer name.
I want a pivot table that will show me the following things:
1) Be able to sort by ID and see for each ID the details linked to that ID sorted by category
2) Be able to sort by customer name and see the details linked to that customer sort by category.
Thank you for your help.
Press Alt+D+P. Select multiple consolidation ranges, choose your two ranges of data, and you've got it.

How to get Excel Pivot 'Summarize by' to return actual data values not sum, avg, etc?

I am using Excel Powerpivot with data in two separate tables. Table 1 has ITEM level data with a BRAND characteristic. Table 2 has BRAND level data. The two tables are linked by the BRAND key. The measure I am using is non addable. i.e. the sum of the ITEMS does not equal the BRAND. The pivot is set up with ITEMS nested under BRANDS in the rows and the Measure in the column.
Excel assumes that I want to summarize ITEM to a BRAND level by applying SUM, MAX, MIN, AVG, etc. I would like to return the actual values from the appropriate ITEM or BRAND level table and not apply any calculations to the values. Is this possible?
If what you are effectively trying to do is produce a different result for the Brand rows (e.g. blank()) then the answer is to write a further measure that does a logic check to determine whether or not the row in question is an ITEM or a BRAND.
= IF (HASONEVALUE(table1[Item]), [Measure], Blank() )
Bear in mind that this will work for your current pivot but may not be adaptable to all pivots.
This assumes that you have explicitly created a measure called [Measure] and you are not just dragging the numeric column into the values box. If not you can create the initial [Measure] something like this:
= Sum(table1[Value])
Where Value is the column you want to use in the measure. Although you have used a sum, if it relates to a single item which has a single row in the table it will give the desired result.

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