We have an issue with power BI where we cannot use a many-many relationship to do calculations.
End goal is Column E:
Initial Table #1:
Initial Table #2:
When I use the Average Price per Area of Initial Table #2 on the Initial Table #1[Item] as the Rows element, I will get a warning: Relationships between tables maybe needed. But the issue is Power Bi in Excel does not support a many-many relationship yet.
As can be seen, the Pivot Table is not displaying correctly as there is no item green. I have another database with more SKUs and it's all displaying #NUM there because it cannot reference the items despite having the same name.
Create a third table that contains unique items, i.e,
Table 3:
Column "Item"
Blue
Green
Red
...
Then connect both initial tables to it using field "Item".
Put "Item" from the third table on pivot rows, and your report should work (assuming your DAX formulas are correctly written).
Related
I have 3 different tables with the customer name and there are duplicates as well as unique customers in the 3 tables and I need to get the unique for all 3 to be used as the rows criteria in the pivot table.
I've been finding a way to do so but I cannot seem to figure it out.
The measure I tried is: Customers:=DISTINCT(UNION(VALUES('Test1 - Invoice'[CustomerID]),VALUES('Test2 - Invoice'[CustomerID]),VALUES('Test3 - Invoice'[CustomerID])))
But I get the error below:
Semantic Error: Too many arguments were passed to the VALUES function.
The maximum argument count for the function is 1.
I am quite new to DAX and have no idea how to do it. I believe it is because measures are only for values if i'm not mistaken
I read that to place on other fields of the pivot table, it has to be a calculated column although I do not see how it can be a calculated column as well.
One approach is to create a separate table to store the Customer Name dimension - then create relationships between that Customer dimension table and your 3 fact tables. This would be most effective at the Power Query stage, but can be done using DAX.
An alternative is to merge your 3 fact tables - again, this would be best done with Power Query, but is possible with DAX.
I'm using Power Pivot add-in to create a data warehouse for generate dynamic tables and graphs (strictly data source is Excel), but I have a problem whit a calculate in the relations. My data model is the following:
My Snowflake data warehouse model
So for the fact table "fSales" I need to multiply the dCostDetail[Value] per dWorkCost[Value] to generate the fSales[Expenses] amount.
I tried to use the formula but I get an error: related but it don't allow to nested between the relations, e.g. fSales[Expenses] = related(dCostDetail[Value])*related(dWorkCost[Value])
Also I tried to use the next formula:
fSales[Expenses] = related(dWorkCost[Value]) * Calculate(Calculate(Calculate(Value(dCostDetail[Value]), Userelationship(fSales[IdProduct],dProduct[Sku]),Userelationships(dProduct[IdCateg],dCategory[IdCategory]), Userelationships(dCategory[IdCategory],dCostDetail[IdCateg]))))
And I need this "type" of normalized model to have the details when I analyze the information, e.g. filter, but if you know another way to generate the calculation it would be ok.
RELATED doesn't work in measures, because it evaluates on a record-by-record level. So you're on the right track, but what you need to do is create a column in Powerpivot in the fSales table called "Cost Detail" or whatever, and use a RELATED formula there to pull in that value from the CostDetail table. Create another column and do the same thing to pull in the dWorkCost value into the fSales table.
Then you can do a measure for the expenses like this:
Expenses:=SUM([whatever you called CostDetailColumn])*SUM([whatever you called WorkCostColumn])
You should be able to drop that measure into a pivot and it should do what you're looking for.
Or in another words the question is - how to add some calculation in the pivot table based on columns which do not exist in model level.
I've reproduced my problem using AdventureWorksDW2014 sample database.
Let's say I want to calculate difference between Actual and Budget scenario amounts in the FactFinance table for each Organisation and present it in a form of pivot table.
To achieve that I've created a simple model (screen above) and added SumOfAmount measure to the FactFinance table SumOfAmount:=SUM([Amount])
Next, I've opened my model in Excel and created very simple pivot table (shown below)
So, (the question part) now I want to add an extra column to my pivot table, which should calculate something (for example difference) between columns Actual and Budget. And I want this new column been a part of the pivot table so I could filter it or\and add new grouping levels without necessity to change something "outside" the pivot table.
TRIED SO FAR
I tried to add Calculated Field but it seems like I can only use "real" columns for calculations. Columns which appeared in a pivot table based on values from COLUMNS quadrant can't be used as sources for calculations.
FINAL SOLUTION
I got it finally combined two pivot tables: the old one and the one with Diff measure, defined as Diff:=[Actual Amount]-[Budget Amount], where
Actual Amount:=Calculate([SumOfAmount];'DimScenario'[ScenarioName] = "Actual")
Budget Amount:=Calculate([SumOfAmount];'DimScenario'[ScenarioName] = "Budget")
as #WimV suggested
First calculated measure is good:
SumOfAmount:=SUM('FactFinance'[Amount])
Add the following Calculated measures (if needed mark as hidden):
Budget Amount:=Calculate([SumOfAmount],'DimScenario'[Scenariokey] = "Budget")
Actual Amount:=Calculate([SumOfAmount],'DimScenario'[Scenariokey] = "Actual")
You can use the new calculations for example in a difference calculations
I am pretty new on creating POWERPIVOT tables. I have searched for a bit of time now to resolve this problem but I have been unsuccessful so far. Here is my problem. As you can see below, I have created a POWERPIVOT table in Excel 2013 that is composed of two FACT tables, which are based on: 1) a sheet where the clients can insert initial budget entries; and, 2) another sheet where the clients can insert the post-initial budget entries. Also, a DIMENSION table has been added to the combination in order to add the following relationships:
Based on these relationships, I have clicked on Insert a PivotTable to create the following POWERPIVOT table that will be used to display the Initial Budget and Adjustments entries for analysis purposes. However, this table does not give me the total of both columns. I have thought that a calculated field would make it happen but this is where I am stucked as nothing let me sum the two columns like I was used to do with regular pivot tables in Excel 2007. The calculation of the two columns would logically equal the Current Budget as shown attached.
Thank you for your help on this.
With Power Pivot you don't use the calculated field feature of pivot table.
You have to put a measure in your data Modell, which you can then add in the value part of the PT. Relationships alone are not enough.
currentBudget := CALCULATE (
SUM ( fInitialBudget[Initial Budget] ) + SUM ( fAdjustement[Adjustements] )
)
if you are new with Power Pivot, I warmly recommend the book of Rob Collie "DAX Formulas for Power Pivot". I got a very good introduction of the PP capability with it. The 2nd Edition is on the way.
I have a pivot table that displays agencies in rows, products in columns and sales units as values. I have to make up a report in this format:
Data is coming from an SQL Server Analysis Services and the "Estimate 2015" measure is a different measure (but uses the same dimensions and granularity so it is in fact possible to display the values side by side).
I could add a separate pivot table for the estimates, but then filtering or sorting the two tables will make them loose sync.
Is it possible to somehow align or combine pivot tables with different measures nicely?
if you are using Excel 2013, then you can use the data-model feature with standard pivot tables.
You need on your workbook:
3 dimension tables for agencies, products and year. All rows must contain distinct values (Agency A-C, Product A-B, Year 2013-2015)
2 fact tables: the one with historical data (from SSAS), the second one with your forecast datas
then you just create a Pivot table from any of the Dimension table. At this step, check the box "Add this data to the Data Model".
You then pull the Dimension field from the three dimension table on the Pivot column and rows. Choose both value fields from the 2 fact table (Quantity).
Excel detect missing relationships. You have to build them manually between the two Facts tables and the three dimensions (total 6 relationships)
In this Excel-file you can see an example with your sample datas.
You can find on the web some step-by-step explanations like How to Build PivotTables Using Excel's Data Model Feature