hope you are doing well and can help solve this puzzle in DAX for PowerBI and PowerPivot.
I'm having troubles with my measure in the subtotals and grand totals. My scene is the following:
I have 3 tables (I share a link below with a test file so you can see it and work there :robothappy:):
1) "Data" (where every register is a sold ticket from a bus company);
2) "Km" (where I have every possible track that the bus can do with their respective kilometer). Related to "Data";
3) and a "Calendar". Related to "Data".
In "Data" I have all the tickets sold from a period with their price, the track that the passenger bought and the departure time of that track.
Each track can have more than 1 departure time (we can call it a service) but only have a specific lenght in kilometers (their kilometers are specified in the "Km" table).
Basically what I need is to calculate the revenue per kilometer for each service in a period (year, month, day).
The calculation should be, basically:
Sum of [Price] (each ticket sold in the period) / Sum of [Km] (of the period considerating the services with their respective kilometers)
I managed to calculate it for the day granularity with the following logic and measures:
Revenue = SUM(Data[Price])
Unique dates = DISTINCTCOUNT(Data[Date])
Revenue/Km = DIVIDE([Revenue]; SUM(Km[Km])*[Unique dates]; 0)
I created [Unique dates] to calculate it because I tried to managed the subtotals of track granularity taking into account that you can have more than 1 day with services within the period. For example:
For "Track 1" we have registered:
1 service on monday (lunes) at 5:00am.
Revenue = $1.140.
Km = 115.
Tickets = 6.
Revenue/Km = 1.140/115 = 9,91.
1 service on tuesday (martes) at 5:00am.
Revenue = $67.
Km = 115.
Tickets = 2.
Revenue/Km = 67/115 = 0,58.
"Subtotal Track 1" should be:
Revenue = 1.140 + 67 = 1.207.
Km = 115 + 115 = 230.
Tickets = 6 + 2 = 8.
Revenue/Km = 1.207/230 = 5,25.
So at that instance someone can think my formula worked, but the problem you can see it when I have more than 1 service per day, for example for Track 3. And also this impact in the grand total of march (marzo).
I understand that the problem is to calculate the correct kilometers for each track in each period. If you check the column "Sum[Km]" is also wrong.
Here is a table (excel file to download - tab "Goal") with the values that should appear:
[goal] https://drive.google.com/file/d/1PMrc-IUnTz0354Ko6q3ZvkxEcnns1RFM/view?usp=sharing
[pbix sample file] https://drive.google.com/file/d/14NBM9a_Frib55fvL-2ybVMhxGXN5Vkf-/view?usp=sharing
Hope you can understand my problem. If you need more details please let me know.
Thank you very much in advance!!!
Andy.-
Delete "Sum of Km" - you should always write DAX measures instead.
Create a new measure for the km traveled:
Total Km =
SUMX (
SUMMARIZE (
Data,
Data[Track],
Data[Date],
Data[Time],
"Total_km", DISTINCT ( Data[Kilometers Column] )
),
[Total_km]
)
Then, change [Revenue/Km] measure:
Revenue/Km = DIVIDE([Revenue], [Total Km])
Result:
The measure correctly calculates km on both subtotal and total levels.
The way it works:
First, we use SUMMARIZE to group records by trips (where trip is a unique combination of track, date and time). Then, we add a column to the summary that contains km for each trip. Finally, we use SUMX to iterate the summary record by record, and sum up trip distances.
The solution should work, although I would recommend to give more thoughts to the data model design. You need to build a better star schema, or DAX will continue to be challenging. For example, I'd consider adding something like "Trip Id" to each record - it will be much easier to iterate over such ids instead of grouping records all the time. Also, more descriptive names can help make DAX clean (names like km[km] look a bit strange :)
Related
I need to divide the weekly budget by the number of working days per week to get a daily target.
The budget table has a structure like:
Area - YearWeek - Budget
The calendar table contains the column "IsWorkingday" with the information regarding the factor (1 for working day)
The following measure is not working:
Budget Phasing = DIVIDE([Budget], SUM('Calendar'[IsWorkingDay]))
[Budget] is a measure that contains the weekly budget.
As you can see in the picture below I get a right value on weekly level.
But I need the same value on a daily level.
daily target = Budget / SUM Workingdays
For example, for 25.05.2020 der should be 56.000 in der Budget Phasing
How can this be achieved?
Joshua, I think you are working with two tables - Budget and Calendar. Both tables are linked in my Data Model by [Week] column (which is a week number).
Try this measure, maybe this will help:
Budget Phasing =
var WeekNo = SELECTEDVALUE(tbl_Calendar[Week])
var WorkingDays = CALCULATE(
SUM(tbl_Calendar[IsWorkingDay]),
FILTER(ALL(tbl_Calendar), tbl_Calendar[Week] = WeekNo))
return
DIVIDE([Budget], WorkingDays)
The result seems to match your requirements:
I'm trying to calculate the remaining balance of a home loan at any point in time for multiple home loans.
Its looks like it is not possible to find the home loan balance w/ out creating one of those long tables (example). Finding the future balance for multiple home loans would require setting up a table for ea. home (in this case, 25).
With a table, when you want to look at the balance after a certain amount of payments have been made for the home loan, you would just visually scan the table for that period...
But is there any single formula which shows the remaining loan balance by just changing the "time" variable? (# of years/mths in the future)...
An example of the information I'm trying to find is "what would be the remaining balance on a home loan with the following criteria after 10 years":
original loan amt: $100K
term: 30-yr
rate: 5%
mthly pmts: $536.82
pmts per yr: 12
I'd hate to have to create 25 different amortization schedules - a lot of copy-paste-dragging...
Thanks in advance!
You're looking for =FV(), or "future value).
The function needs 5 inputs, as follows:
=FV(rate, nper, pmt, pv, type)
Where:
rate = interest rate for the period of interest. In this case, you are making payments and compounding interest monthly, so your interest rate would be 0.05/12 = 0.00417
nper = the number of periods elapsed. This is your 'time' variable, in this case, number of months elapsed.
pmt = the payment in each period. in your case $536.82.
pv = the 'present value', in this case the principle of the loan at the start, or -100,000. Note that for a debt example, you can use a negative value here.
type = Whether payments are made at the beginning (1) or end (0) of the period.
In your example, to calculate the principle after 10 years, you could use:
=FV(0.05/12,10*12,536.82,-100000,0)
Which produces:
=81,342.32
For a loan this size, you would have $81,342.32 left to pay off after 10 years.
I don't like to post answer when there already exist a brilliant answer, but I want to give some views. Understanding why the formula works and why you should use FV as P.J correctly states!
They use PV in the example and you can always double-check Present Value (PV) vs Future Value (FV), why?
Because they are linked to each other.
FV is the compounded value of PV.
PV is the discounted value at interest rate of FV.
Which can be illustrated in this graph, source link:
In the example below, where I replicated the way the example calculate PV (Column E the example from excel-easy, Loan Amortization Schedule) and in Column F we use Excel's build in function PV. You want to know the other way... therefore FV Column J.
Since they are linked they need to give the same Cash Flows over time (bit more tricky if the period/interest rate is not constant over time)!!
And they indeed do:
Payment number is the number of periods you want to look at (10 year * 12 payments per year = 120, yellow cells).
PV function is composed by:
rate: discount rate per period
nper: total amount of periods left. (total periods - current period), (12*30-120)
pmt: the fixed amount paid every month
FV: is the value of the loan in the future at end after 360 periods (after 30 year * 12 payments per year). A future value of a loan at the end is always 0.
Type: when payments occur in the year, usually calculated at the end.
PV: 0.05/12, (12*30)-120, 536.82 ,0 , 0 = 81 342.06
=
FV: 0.05/12, 120, 536.82 , 100 000.00 , 0 = -81 342.06
Take a simple table
SalesTime
Product
UnitsSold
There is one row per sale. So there are multiple rows per day. I need a chart that will show the average units sold per sale over 7 days and average units sold per day over 7 days.
The examples that I found all used DATESBETWEEN or DATESINPERIOD and those throw an error if the table has multiple records per date.
I will name this table Sales and assume that Sales[SalesTime] is a date type rather than a datetime type. If not, create a new calculated column
Sales[SalesDate] = Sales[SalesTime].[Date]
and work with that instead.
Your rolling average units per sale can be calculated something like this:
AvgUnitsPerSale =
VAR CurrDay = MIN(Sales[SalesTime])
RETURN CALCULATE(
AVERAGE(Sales[UnitsSold]),
DATESBETWEEN(Sales[SalesTime], CurrDay-7, CurrDay))
You can get an average count of sales per day by using COUNT instead of AVERAGE. To get the average units sold per day, multiply the average count of sales and the average units per sale.
I'm trying to create a data model in which there are sales people who sell a variety of different product's. The problem comes in with the Tier structure for each product. Some products will receive different points according to sales about. some may have two to three tiers of points depending on sales amount. Other product may just be a flat payout. the then end the sales person gets his finally bounds as a percentage of his points depending on the Tier of number of points he receives for example
Product 1
if volume 100 = 10 points
if volume 200 = 20 points
if volume 300+ = 30 points
employee payout
100 points = 20% of points payout
200 points = 50% of points payout
300 points = 150% if points payout.
I'm not sure how to structure this in the data model and calculate with DAX formula
Thanks for the help in advance
Create new calculated column
Lets Say,
Now you will have
Volume calculated column
(IF ( Volume>=100 then 10 Volume >= 200 then 20)
Person 1 Product 1 100
Person 2 Product 2 200
Person X Product X 300
Then add one more calculated column based on this calculated column to get percentage of volume.
Mark answer as correct if it helps.
Try the following approach:
Data structure
Products:
Sales:
Data model
Load both tables into the Data Model (I called them Products and Sales)
In the diagram view, create a relationship between Sales[Product] and Product[Product]
DAX
This is the ugly part: In the sales table, as a new calculated column with the name Points. Use this DAX formula:
=IF(Sales[Volume]<RELATED(Products[Volume Tier 1]),0,
IF(Sales[Volume]<RELATED(Products[Volume Tier 2]),RELATED(Products[Points Tier 1]),
IF(Sales[Volume]<RELATED(Products[Volume Tier 3]),RELATED(Products[Points Tier 2]),
IF(Sales[Volume]<RELATED(Products[Volume Tier 4]),RELATED(Products[Points Tier 3]),
IF(Sales[Volume]<RELATED(Products[Volume Tier 5]),RELATED(Products[Points Tier 4]),
IF(Sales[Volume]>=RELATED(Products[Volume Tier 5]),RELATED(Products[Points Tier 5])))))))
Add a new measure with this formula: TotalPoints:=SUM(Sales[Points])
Now you can determine the number of points per transaction/sales person/etc. and use this in the subsequent steps.
Instead of using the really Volume Tiers, you could also leave non-relevant tiers blank in the Product table and extend your formula using the ISBLANK function.
I don't know about DAX but this will handle the Excel formulae.
Assuming volume in column A, to calculate points in column B:
$B2 = MIN(10*INT($A2/100),30)
Then I'm assuming you are going to aggregate points somewhere else (let's say in column D) and calculate payout in column E. My preferred way of doing this is to create a small lookup table somewhere. It looks like this:
Points Payout Rate
0 0
100 0.2
200 0.5
300 1.5
Give the lookup table a name, e.g. PayoutRates. The formula to look up the payout rate, and calculate the payout is:
=$D2 * VLOOKUP($D2,PayoutRates,2,TRUE)
Alternatively, you can use nested IF statements to get the same result:
=$D2 * IF($D2<100,0,IF($D2<200,0.2,IF($D2<300,0.5,1.5)))
I want to Calculate profit margin from Dynamics GP Database.
Which fields or table been used. and How Can I do that.
If any one have an idea please share with me.
In general, there are many different ways to calculate gross profit margin. Be sure you are using the method which is accepted by your companies accounting policies.
Here is an example which looks at all invoices which have been posted year to date and calculates the gross profit margin percentage.
Assuming gross profit margin = total profit / total revenue.
SELECT ( SUM(SUBTOTAL) - SUM(EXTDCOST) ) / SUM(SUBTOTAL)
FROM SOP30200 t1
WHERE t1.SOPTYPE = 3
AND t1.DOCDATE BETWEEN '1/1/2013' AND GETDATE()
This will return a decimal number like .44323. In that case you would be making an average gross profit margin of 44% for every invoice year to date.
SOP30200 = posted sales transaction documents