I am facing a relatively trivial problem. I have a list of start dates for each fiscal year. For example, 03.01.2019 for the 2019 financial year or 30.12.2019 for the 2020 financial year.
Now I want the calculated column in my calendar table (Power Pivot) to count up from the start date from 1-53 per week until the next start date.
It would look like this:
03.01.2019 - 1
04.01.2019 - 1 ....
Does anyone know how to do this?
You cen get the ISO 8601 weeknumbers by adding 21 in the optional part. Here a quick example I created. But if you also have dates which start in the middle of the year you should go with a calendar, like #Kosuke Sakai posted:
Generally, the recommended approach for this requirement is to prepare a fiscal calendar in the data source (DWH, MDM, Excel, or somewhere), rather than to calculate with DAX.
Having said that, it is possible with DAX.
Assuming you have a table like below. (Let's call it FiscalYears)
First, you need to add FiscalYear calculated column to your Calendar table with following formula.
FiscalYear :=
VAR CurrentDate = [Date]
RETURN CALCULATE (
MAX ( FiscalYears[FiscalYear] ),
FiscalYears[StartDate] <= CurrentDate
)
Then, you can use this to calculate WeekNumberInFiscalYear column.
WeekNumberInFiscalYear :=
VAR StartDate = LOOKUPVALUE (
FiscalYears[StartDate],
FiscalYears[FiscalYear],
[FiscalYear]
)
RETURN DATEDIFF ( StartDate, [Date], WEEK ) + 1
The result will be looking like below.
Related
I need your help in creating a DAX measure that would help me resolving the following problem:
I have a table that shows case number, creation date and closure date:
case_number creation_date closure_date
CA001 4/15/2020 4/19/2020
CA002 4/17/2020 4/20/2020
CA003 4/19/2020 4/21/2020
CA004 4/19/2020 4/20/2020
I have a pivot with various measures where row headers are consecutive days from a related Calendar table. One of the columns I need is a number of active cases in given day (number of cases that were created before or the same day as the context date, AND closed after the context date). The expected outcome would be like this:
date open_cases
4/13/2020 0
4/14/2020 0
4/15/2020 1
4/16/2020 1
4/17/2020 2
4/18/2020 2
4/19/2020 3
4/20/2020 1
4/21/2020 0
in regular Excel, the formula that calculates the same would be =COUNTIFS(table_cases[creation_date],"<="&[#date],table_cases[closure_date],">"&[#date]), but in my case this will be a part of a bigger pivot table/dashboard and I need to write a measure in DAX that would calculate this.
I would appreciate your help in this matter.
Best regards,
Michal
There are a variety of ways to read the current context. You can use MAX or VALUES or SELECTEDVALUE (if available). These don't all behave exactly the same, so use whichever is appropriate for your situation.
open_cases =
VAR RowDate = MAX ( Calendar[date] )
RETURN
CALCULATE (
COUNT ( table_cases[case_number] ),
table_cases[creation_date] <= RowDate,
table_cases[closure_date] > RowDate
)
Here, MAX is evaluated within the filter context, so it should return the value in the current row (or the maximal date for subtotals and grand totals).
I have a table within PowerPivot currently that tracks a count of customers through our sales pipeline. From (by sales location) first interaction to charged sale. So far, I’ve creates a moving 5-day average that averages each task. Below is the DAX formula I’ve created thus far and an example table.
=
CALCULATE (
SUM ( [Daily Count] ),
DATESINPERIOD ( Table1[Date], LASTDATE ( Table1[Date] ), -7, DAY ),
ALLEXCEPT ( Table1, Table1[Sales Location], Table1[Group] )
)
/ 5
Where I’m struggling is being able to come up with a way to exclude weekends and company observed holidays. Additionally, if a holiday falls on a weekday I would like to remove that from the average and go back an additional day (to smooth the trend).
For example, on 11/26/18 (the Monday after Thanksgiving and Black Friday) I would like to average the five business days previous (11/26/18, 11/21-11/19, and 11/16). In the example above, the moving total and average for the previous 5 days should be Intake = 41 (total) 8.2 (average), Appointment = 30 (total) 6 (average), and Sale = 13 (total) and 2.6 (average).
Based on the formula currently, each of these numbers is inaccurate. Is there an easy way to exclude these days?
Side note: I’ve created an ancillary table with all holidays that is related to the sales data that I have.
Thank you for the help!
For this, I'd recommend using a calendar table related to Table1 on the Date column that also has a column IsWorkday with 1 if that day is a workday and 0 otherwise.
Once you have that set up, you can write a measure like this:
Moving Avg =
VAR Last5Workdays =
SELECTCOLUMNS (
TOPN (
5,
FILTER (
DateTable,
DateTable[Date] <= EARLIER ( Table1[Date] )
&& DateTable[IsWorkday] = 1
),
DateTable[Date], DESC
),
"Workday", DateTable[Date]
)
RETURN
CALCULATE (
SUM ( Table1[Daily Count] ),
Table1[Date] IN Last5Workdays
ALLEXCEPT ( Table1, Table1[Sales Location], Table1[Group] ),
)
/ 5
The TOPN function here returns the top 5 rows of the DateTable where each row must be a workday that is less than or equal to the date in your current Table1 row (the EARLIER function refers to the earlier row context that defines the current row).
I then use SELECTCOLUMNS to turn this table into a list by selecting a single column (which I've named Workday). From there, it's basically your measure with the date filter changed a bit.
#alexisolson Thank you for the response here. I was actually able to figure this out over the weekend but forgot to close out the thread (sorry about that! Appreciate your help either way). But I did something fairly similar to what you mentioned above.
I created a date table (CorpCalendar) that was only inclusive of working days. Then I created an index column within the CorpCalendar table to give each row a unique number in ascending order. From there, I linked the CorpCalendar table to my SalesData table by related dates and used the LOOKUPVALUE function to bring the index value over from the CorpCalendar table to the SalesData table. In a separate column I subtracted 4 from the date index value to get an index adjustment column (for a range of five days from the actual date index and the adjustment...if that makes sense). I then added an additional LOOKUPVALUE helper column to match the adjusted date index column to the appropriate working day.Lastly, I then used the following function to get the 5 day rolling average.
=CALCULATE(sum(Combined[Daily Count]),DATESBETWEEN(Combined[Date - Adjusted],Combined[Date - Adjusted (-5)],Combined[Date - Adjusted]),ALLEXCEPT(Combined,Combined[Group]))/5
This is probably more convoluted than necessary, however, it got me to the answer I was looking for. Let me know if this makes sense and if you have any suggestions for future scenarios like this.
Thanks again!
I am looking to calculate the sales for the SAMEPERIODLASTYEAR. I have a table which looks at the sales for the last few years and using the SAMEPERIODLASTYEAR function I can draw back to last January as a whole, but what I am wanting is to pull it to the date exactly and not to the end of the current month last year.
My formula below is pulling through for example all of January last year.
Sales Last Year:=CALCULATE([Sum of Sales],SAMEPERIODLASTYEAR(Dates[Date]))
Is there a way of doing this using just the SAMEPERIODLASTYEAR function rather than indivudual daily calculations?
I do not claim that this is the best (or only) way to do this, but how about:
Sales Last Year =
CALCULATE (
[Sum of Sales],
FILTER (
SAMEPERIODLASTYEAR ( 'Dates'[Date] ),
'Dates'[Date]
< DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), DAY ( TODAY () ) )
)
)
Essentially, I've added a FILTER() statement around the SAMEPERIODLASTYEAR clause, and filtered the results to be before the current date last year. If today is 8-Jan-2018, this means any sales on or after 8-Jan-2017 will be filtered out.
In essence, I'm taking the current date (TODAY()), breaking it down into its component parts, subtracting 1 from the year, then building it back up into a date value using the DAX DATE() function.
The reason I do this rather than using DATEADD() to subtract a year Excel-style is because DATEADD requires a table of dates as an input and TODAY() is a single date. You therefore cannot put TODAY() into DATEADD() directly.
Instead of using TODAY(), I could have a measure that identifies the most recent date for which there is data and call that instead. It's the same solution.
I'd be curious if others have a better way to do this. This strikes me as a common problem people must run into a lot.
Using the Start Date and End Date of PTO - Personal Time Off Days Used only count days used up to end of prior month, excluding weekends and U.S Holidays in that certain month. Example of a Holiday is Sept 7th 2015 in the United States.
My goals are:
Create a Data Item Month End Personal Time Off Days used.
Of course it should be getting the number of PTO Days USED from the prior month only.
Exclude weekends in that certain month. So if the Resource takes a Leave on Friday and Monday, Saturday and Sunday should not be excluded in the computation.
How to exclude U.S Holidays, if this is possible that's great but if it's not possible then I'm okay with numbers 1, 2 and 3.
I have created a Data Item column that captures the PTO days used. But this is good for Year to date.
Case when [PTO Info].[PTO Audit].[PTOAuditTypeId] = 31571
and [PTO Info].[PTO Audit].[TimeOffTypeId] = 31566
then [PTO Info].[PTO Audit].[PTODays]
when [PTO Info].[PTO Audit].[PTOAuditTypeId]=31572
and [PTO Info].[PTO Audit].[TimeOffTypeId] = 31566
and [PTO Info].[PTO Audit].[PTODays] < 0
then abs([PTO Info].[PTO Audit].[PTODays] )
else 0 end
I'm not sure if the query below can help.
A calendar table is really going to help you out here. Assuming it has one record per calendar date, you can use this table to note weekends, holidays, fiscal periods vs Calendar periods, beginning of month/end of month dates. A number of things that can help simplify your date based queries.
See this question here for an example on creating a calendar table.
The main point is to create a data set with 1 record per date, with information about each date including Month, Day of Week, Holiday status, etc.
Without a calendar table, you can use database functions to generate your set of dates on the fly.
Getting the Month number for a date can be done with
extract([Month], <date field goes here> )
Getting a list of values from nothing will be required to generate your list of dates (if you don't have a calendar table with 1 record per date to use) will vary depending on your source database. In oracle I use a 'select from all_objects' type query to achieve this.
An example from Ask Tom:
select to_date(:start_date,'dd-mon-yyyy') + rownum -1
from all_objects
where rownum <=
to_date(:end_date,'dd-mon-yyyy')-to_date(:start_date,'dd-mon-yyyy')+1
For Sql Server refer to this stackoverflow question here.
Once you have a data set with your calendar type information, you can join it to your query above:
join mycalendar cal on cal.date >= c.PTOStartDate
and cal.date <= c.PTOEndDate
Also note, _add_days is a Cognos function. When building your source queries, try and use Native functions, like in oracle you can 'c.PTOStartDate + a.PTODays'. Mixing Cognos functions with native functions will sometime force parts of your queries to be processed locally on the Cognos server. Generally speaking, the more work that happens on the database, the faster your reports will run.
Once you have joined to the calendar data, you are going to have your records multiplied out so that you have 1 record per date. (You would not want to be doing any summary math on PTODays here, as it will be inflated.)
Now you can add clauses to track your rules.
where cal.Day_Of_Week between 2 and 6
and cal.Is_Holiday = 'N'
Now if you are pulling a specific month, you can add that to the criteria:
and cal.CalendarPeriod = '201508'
Or if you are covering a longer period, but wanting to report a summary per month, you can group by month.
Final query could look something like this:
select c.UserID, cal.CalendarPeriod, count(*) PTO_Days
from dbo.PTOCalendar c
join myCalendar cal on on cal.date >= c.PTOStartDate
and cal.date <= c.PTOEndDate
where cal.day_of_week between 2 and 6
and cal.Is_Holiday = 'N'
group by c.UserID, cal.CalendarPeriod
So if employee with UserID 1234 Took a 7 day vacation from thursday June 25th to Friday July 3th, that covered 9 days, the result you get here will be:
1234 201506 4
1234 201507 3
You can join these results to your final query above to track days off per month.
Ive spent the last 2 days trying to get this, and I really just need a few pointers. Im using Excel 2010 w/ Power Pivot and calculating inventories. I am trying to get the amount sold between 2 dates. I recorded the quantity on hand if the item was in stock.
Item # Day Date Qty
Black Thursday 11/6/2014 2
Blue Thursday 11/6/2014 3
Green Thursday 11/6/2014 3
Black Friday 11/7/2014 2
Green Friday 11/7/2014 2
Black Monday 11/10/2014 3
Blue Monday 11/10/2014 4
Green Monday 11/10/2014 3
Is there a way to do this in dax? I may have to go back and calculate the differences for each record in excel, but Id like to avoid that if possible.
Somethings that have made this hard for me.
1) I only record the inventory Mon-Fri. I am not sure this will always be the case so i'd like to avoid a dependency on this being only weekdays.
2) When there is none in stock, I dont have a record for that day
Ive tried, CALCULATE with dateadd and it gave me results nearly right, but it ended up filtering out some of the results. Really was odd, but almost right.
Any Help is appreciated.
Bryan, this may not totally answer your question as there are a couple of things that aren't totally clear to me but it should give you a start and I'm happy to expand my answer if you provide further info.
One 'pattern' you can use involves the TOPN function which when used with the parameter n=1 can return the earliest or latest value from a table that it sorts by dates and can be filtered to be earlier/later than dates specified.
For this example I am using a 'disconnected' date table from which the user would select the two dates required in a slicer or report filter:
=
CALCULATE (
SUM ( inventory[Qty] ),
TOPN (
1,
FILTER ( inventory, inventory[Date] <= MAX ( dates[Date] ) ),
inventory[Date],
0
)
)
In this case the TOPN returns a single row table of the latest date earlier than or equal to the latest date provided. The 1st argument in the TOPN specifies the number of rows, the second the table to use, the 3rd the column to sort on and the 4th says to sort descending.
From here it is straightforward to adapt this for a second measure that finds the value for the latest date before or equal to the earliest date selected (i.e. swap MIN for MAX in MAX(dates[Date])).
Hope this helps.
Jacob
*prettified using daxformatter.com