Weighted Average in Excels pivot table - excel

I have a table with 4 columns. Variable1, Variable2, Kpi1 and Kpi2.
Variable1 is one level above Varible2 (i.e, variable1 is the parent of variable2).
Kpi1 is an integer and Kpi2 is a float [ range (0,1) ].
When making a pivot table, variable2 looks fine with its values, but the column total (variable1) doesn't. Kpi2 can't be calculated as a simple sum or a simple average of its values of variable2. It needs to be a weighted average of it using kpi1.
To make it more clear I will leave here an example I did on Excel.
Is there any form I can achieve this?

You will need to add a helper column & a calculated field to pivot table to do this.
New Table Column = Product = kp1 * kp2
Calculated Field = Weight = Product / kp1
You can add or remove fields from the pivot table once completed

Related

power BI or Excel - How to add a custom column based on columns in the pivot table

This is the sample of raw data. It shows the value that each of the property got on a scale of 1-10.
Pivot Table showing count of Value on scale for each property
I want to create a custom column in a pivot table in excel or a matrix in power Bi. This column should be based on the columns in the pivot table and not on the already existing columns in the table.
Eg. I have a table with column labels from 1 to 10 and a Total column. I created a pivot table to show the count of each of these columns. In the example here, Mountain has 162 values of 8, 197 values of 9 and 268 values of 10. My question is I want to create a new custom column which is the sum of just these three values divided by the total count. In this example , it is(162+197+268)/829 = 76%
I am not able to do it. Please help me out
In Power BI you're looking at measures something like this.
SurveyCount := CountRows(MyTable)
CountAllValues := CALCULATE(SurveyCount,ALL(MyTable[Value On A Scale (1-10)]))
Count8Plus := CALCULATE(SurveyCount,MyTable[Value On A Scale (1-10)] >= 8)
Percentage8Plus := DIVIDE(Count8Plus , CountAllValues )
The syntax might need a little tweak but these four should get you close to what you need.

Break ties in RANKX Powerpivot formula

I can rank my data with this formula, which groups by Year, Trust and ID, and ranks the Areas.
rankx(
filter(Table,
[Year]=earlier([Year])&&[Trust]=earlier([Trust])&&[ID]=earlier([ID])),
[Area], ,1,Dense)
This works fine - unless you have data where the same Area appears more than once in the same group, whereupon it gives all rows the rank of 1. Is there any way to force unique rank values? So two rows that have the same Area would be given the rank of 1 and 2 (in an arbitrary order)? Thank you for your time.
Assuming you don't have duplicate rows in your table, you can add another column as a tie-breaker in your expression.
Suppose your table has an additional column, [Name], that is distinct between your multiple [Area] rows. Then you could write your formula like this:
= RANKX(
FILTER(Table,
[Year] = EARLIER([Year]) &&
[Trust] = EARLIER([Trust]) &&
[ID] = EARLIER([ID])),
[Area] & [Name], , 1, Dense)
You can append as many columns as you need to get the tie-breaking done.

Calculated Measure Based on Condition in Dax

I have a requirement in Power Pivot where I need to show value based on the Dimension Column value.
If value is Selling Price then Amount Value of Selling Price from Table1 should display, if Cost Price then Cost Price Amount Should display, if it is Profit the ((SellingPrice-CostPrice)/SellingPrice) should display
My Table Structure is
Table1:-
Table2:-
Required Output:-
If tried the below option:-
1. Calculated Measure:=If(Table[Category]="CostPrice",[CostValue],If(Table1[category]="SellingPrice",[SalesValue],([SalesValue]-[CostValue]/[SalesValue])))
*[CostValue]:=Calculate(Sum(Table1[Amount]),Table1[Category]="CostPrice")
*[Sales Value]:=Calculate(Sum(Table1[Amount]),Table1[Category]="SellingPrice")
Tried this in both Calculated Column and Measure but not giving me required output.
Cost:=
CALCULATE(
SUM( Table1[Amount] )
,Table1[Category] = "CostPrice"
)
Selling:=
CALCULATE(
SUM( Table1[Amount] )
,Table1[Category] = "SellingPrice"
)
Profit:=
DIVIDE(
[Selling] - [Cost]
,[Selling]
)
ConditionalMeasure:=
IF(
HASONEFILTER( Table2[Category] )
,SWITCH(
VALUES( Table2[Category] )
,"CostPrice"
,[Cost]
,"SellingPrice"
,[Selling]
,"Profit"
,[Profit]
)
,[Profit]
)
HASONEFILTER() checks that there is filter context on the named field and that the filter context includes only a single distinct value.
This is just a guard to allow our SWITCH() to refer to VALUES( Table2[Category] ). VALUES() returns a table of all distinct values in the named column or table. So, a 1x1 table can be implicitly converted to a scalar, which we need in SWITCH().
SWITCH() is a case statement.
Our else condition in the IF() is just returning [Profit]. You might want something else, but it's unclear what should happen at the grand total level. You can leave this off, and the measure will be blank in IF()'s else condition.
I was thinking about this a little. I'm not sure why you have your categories on rows. Usually the data set would have columns like: item | CostPrice | SellingPrice | Profit. Then you can just use the columns to define your fields. The model becomes easier and more maintainable.

Power pivot named MDX field

I have a PowerPivot Data Model in Excel 2013. There are several measures that I have grouped into a named set using MDX - something like this:
{[Measures].[Sum of Value1],
[Measures].[Sum of Value2],
[Measures].[Sum of Value3]}
By using this named Set, I can place multiple measures on the rows or columns of an Excel PivotTable in a single action. My question is, is there any way using MDX (or DAX in the PowerPivot screen when working with the individual measures) to filter out or hide the entire set based on a single measure value (whether that measure is included in the set or not)? Preferably, I'm looking for a way to do this without including another member in the set (I.e. Not a measure).
Ror example, if the Sum of Value3 in the above example was zero, I'd want the entire set to be hidden from the pivot table.
I know I could edit the DAX in the Data Model to return BLANK() for each measure included in the set based on the value of another measure, but there may be times I want to show those measures in all cases. This would require writing at least 2 measures for every one I have now which I don't like the thought of doing.
UPDATE:
Sourav's answer looks great, but unfortunately won't work in my particular scenario, I believe, because I'm using the "Create Set using MDX" function (under the Manage Sets option in the Fields, Items, & Sets ribbon menu) within Excel. It will only let me write the MDX as:
IIF([Measures].[Sum of Value3]=0,
{},
{[Measures].[Sum of Value1],[Measures].[Sum of Value2],[Measures].[Sum of Value3]})
And once I add that new set to the PivotTable, it will still display all 3 measures for any members where [Sum of Value3] is 0.
I think I'm going to have to find an approach using DAX and the Excel Data Model measures.
UPDATE 2:
Below is a screenshot to help illustrate. Keep in mind the data source in my example is not an external cube, it's simply an Excel file linked in the Data Model against which MDX queries (with limitations?) can be run. In this example, I would like the set to return only Rows A and C because Sum of Value3 is not zero. However, as you can see, all rows are being returned. Thanks!
You can't choose to hide/unhide members/sets on the fly. Instead, you can use IIF to conditionally return an empty set
WITH SET MyNamedSet AS
IIF([Measures].[Sum of Value3] = 0,
{},
{[Measures].[Sum of Value1],[Measures].[Sum of Value2], [Measures].[Sum of Value3]}
Working example in AdventureWorks for #whytheq(DISCLAIMER - Cube was created by me for testing purposes)
with set abc as
iif([Measures].[Fact Internet Sales Count]>34229,
{
[Measures].[Fact Internet Sales Count],
[Measures].[Extended Amount - Fact Internet Sales]
},
{}
)
SELECT
abc
on 0
from [AdventureWorksDW]
where [Due Date].[Year].&[2004]
As you can see, the scope IS changing the results.
An alternative would be to create a dummy measure that returns null or 1 depending on your [Measures].[Sum of Value3]. Then multiply all other target measures by this dummy measure.
Here is an example of you scenario in AdvWrks:
SELECT
[Product].[Product Categories].[Category].[Components] ON 0
,{
[Measures].[Internet Sales Amount]
,[Measures].[Sales Amount]
,[Measures].[Standard Product Cost]
,[Measures].[Total Product Cost]
} ON 1
FROM [Adventure Works];
Returns this:
Adding the dummy measure and amending the other measures:
WITH
MEMBER [Measures].[isItZero] AS
IIF
(
[Measures].[Internet Sales Amount] = 0
,null
,1
)
MEMBER [Measures].[Sales Amount NEW] AS
[Measures].[Sales Amount] * [Measures].[isItZero]
MEMBER [Measures].[Standard Product Cost NEW] AS
[Measures].[Standard Product Cost] * [Measures].[isItZero]
MEMBER [Measures].[Total Product Cost NEW] AS
[Measures].[Total Product Cost] * [Measures].[isItZero]
SELECT
NON EMPTY //<<<<this is required
{
[Measures].[Internet Sales Amount]
,[Measures].[Sales Amount NEW]
,[Measures].[Standard Product Cost NEW]
,[Measures].[Total Product Cost NEW]
} ON 0
,{} ON 1
FROM [Adventure Works]
WHERE
[Product].[Product Categories].[Category].[Components];
Now this returns:
EDIT
According to your latest edit please just try this (I'm assuming you're using Excel 2013):
Create two new measures to replace two of the existing ones:
Name: "Sum of Value1 NEW"
Definition:
IIF
(
[Measures].[Sum of Value3] = 0
,null
,[Measures].[Sum of Value1]
)
Name: "Sum of Value2 NEW"
Definition:
IIF
(
[Measures].[Sum of Value3] = 0
,null
,[Measures].[Sum of Value2]
)
Now use only these three measures in your pivot and just use the ID dimension in a normal way on rows i.e. do not use the custom set you have already tried.
[Measures].[Sum of Value1 NEW]
[Measures].[Sum of Value2 NEW]
[Measures].[Sum of Value3]
Has ID B should now disappear?

How to have a measure lookup a value based on the row and column context?

I need to Aggregate a number of multiplications which are based on the Row and Columns context. My best attempt at describing this is in pseudo-code.
For each cell in the Pivot table
SUM
Foreach ORU
Percent= Look up the multiplier for that ORU associated with the Column
SUMofValue = Add all of the Values associated with that Column/Row combination
Multiply Percent * SUMofValue
I tried a number of ways over the last few days and looked at loads of examples but am missing something.
Specifically, What won't work is:
CALCULATE(SUM(ORUBUMGR[Percent]), ORUMAP)*CALCULATE(SUM(Charges[Value]), ORUMAP)
because you're doing a sum of all the Percentages instead of the sum of the Percentages which are only associated with MGR (i.e., the column context)
Link to XLS
One way of doing that is by using nested SUMX. Add this measure to ORUBUMGR:
ValuexPercent :=
SUMX (
ORUBUMGR,
[PERCENT]
* (
SUMX (
FILTER ( CHARGES, CHARGES[ORU] = ORUBUMGR[ORU] ),
[Value]
)
)
)
For each row in ORUBUMGR you will multiply percent by ....
the sum of value for each row in Charges where ORUBUMGR ORU is the same as Charges ORU. Then you sum that product.

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