I have a fact table that covers several weeks of tasks in MS Project, and each week is timestamped with that week's week-ending date. I am trying to get the previous week's remaining work for certain tasks (they have a flag called Should Finish This Week set to TRUE).
I have a formula that enables me to create a pivot table that, when I manually sum the values column (it's basically a MIN of the previous week's remaining hours by assignment id), it gives me the result I want.
However, I cannot figure out how to "build this pivot table in DAX" so that I can summarize the resulting sum of hours by department. Right now, I just have the number of hours by task (assignment id) for last week.
Here's the formula:
Simple Min :=
CALCULATE (
MIN ( DataMerge[PreviousWeekRemainingWork] ),
AssignmentHistory[ShouldFinishThisWeek] = TRUE (),
DataMerge[BestPercentComplete2] < 1,
DataMerge[CompletedFLAG] = FALSE (),
USERELATIONSHIP ( 'Calendar'[Date], DataMerge[End of Week] )
)
And with that formula, I can output the following pivot table (this is just a small sample):
The desire is to get a SUM of the Simple Min value by Department. I've tried all the tricks of PowerPivot that I know. Here' the latest iteration of a formula I tried, but the amounts by department are all incorrect, and the grand total is off by about 1200 to the high side.
HRS Remaining More Simple :=
SUMX (
SUMMARIZE (
DataMerge,
DataMerge[ResourceDepartments_R],
DataMerge[AssignmentId]
),
[Simple Min]
)
Any help on this last formula would be greatly appreciated. When I manually sum the pivot table, I come up with ~4300 hours, which is the correct number, so I can verify the formula once given.
Thanks!
Related
I have a data table that is pulling all successful contacts by case manager over a period of time. We've created a pivot table of the data that groups by case manager for the rows and by month of the contact for the columns. It counts the appointment IDs to get counts per case manager per month.
My manager wants this data displayed in a chart to easily visualize the data. The part I can't get is she wants the average contacts per month over all the case managers and all the months to be displayed on the chart. Essentially, she wants the average of all the values in the pivot table.
I've played around with power pivot and the DAX functions averagex() and summarize() to get averages in the total row per column, but the ultimate grand total is still the average of the totals.
How can I get the average of all the fields by itself?
Here is the sample pivot table with the totals per case manager per month
Here are the totals using averagex(summarize()) to get counts for the values and average for the totals.
AVERAGEX ( SUMMARIZE ( Table1, [Caseload], "x", COUNTA ( [Client ID] ) ), [x] )
However, the real average I want to see is 34 (all the values averaged together
You need to summarize by month as well to be able to average the way you want.
avg_count =
AVERAGEX (
SUMMARIZE (
Table1,
Table1[Caseload], --Assuming this is what you have on the rows
Table1[Month], --Assuming this is what you have on the columns
"x", COUNTA ( Table1[Client ID] )
),
[x]
)
My Data is in weekly buckets. I want to split the number into a monthly number but, since there is an overlap in days falling in both the months, I want a weighted average of the data in terms of days that fall in each of the months. For example:
Now, in the above picture, I want to split that 200 (5/7*200 in Jan, 2/7 in Feb). How can I do that using Excel/ Power Pivot/ Dax Functions? Any help here is much appreciated.
Thank you!
Assuming your fact table looks something like below. Values are associated with the starting date of the week it occurred.
Although it may actually be a more granular data, having multiple rows for each week with additional attributes (such as identifiers of a person, a store, depending on the business), what being shown below will work the same.
What we need to do first is to create a date table. We can do that in "Design" tab, by clicking "Date Table", then "New".
In this date table, we need to add a column for starting date of the week which the date of each row is in. Set the cursor to "Add Column" area, and input following formula. Then rename this column to "Week Start Date".
= [Date] - [Day Of Week Number] + 1
Now, we can define the measure to calculate the number allocated to each month with following formula. What this measure is doing is:
Iterating over each row of the fact table
Count the number of days for the week visible in the filter context
Add the value portion for the visible days
Value Allocation := SUMX (
MyData,
VAR WeekStartDate = MyData[Week]
VAR NumDaysInSelection = COUNTROWS (
FILTER (
'Calendar',
'Calendar'[Week Start Date] = WeekStartDate
)
)
VAR AllocationRate = DIVIDE ( NumDaysInSelection, 7 )
RETURN AllocationRate * MyData[Value]
)
Result in the pivot table will be looking like this.
I am working on a matrix in Power BI and I am not figuring out how to sum each column recursively until the total:
And this should be the resulting matrix (as an example, rows):
Some clarifications:
The months (columns) are dynamically generated based on the transaction month. I could filter the data to get the same data for only three months.
"Nombre proveedor" stands for "Vendor name".
I don't care about "Total" row.
These are my values:
So, I think I should create a measure with DAX to replace "Accounting Balance" to sum the previous column (month) or show nothing (to avoid zeroes).
Searching on internet I found several sites to get the running totals by rows, but not by columns.
Any suggestions?
Try Something like this:
Maesure =
CALCULATE (
[Accounting Balance],
FILTER (
ALL ( 'table' ),
'table'[Transaction month] <= MAX ( 'table'[Transaction month] )
)
)
My question is that I'd like to calculate a daily average taking into account days with zeroes.
Let me clarify it:
I'd like to calculate the average daily value of units for each category, with the following table:
When I sum up the values for each day and category, I get:
I'd like to include in the average calculation the zeroes.
I use the following code:
SUMMARIZE(
Data,
Data[Category],
"Average",
AVERAGEX(
SUMMARIZE(
Data,
Data[Date],
"Sum of Units",
SUM(Data[Units])
),
[Sum of Units]
)
)
But the problem is that for category B it doesn't take into account those days with 0s.
Could you please guide me how to solve it?
Thanks in advance!
Jorge
One way to solve it would be to create a calendar table, which can then be used to count the number of days in any of your grouping periods. This also means you can use non standard calendars, for example something like a 4-4-5
With a calendar table created you can leverage the FIRSTDATE and LASTDATE functions in DAX.
I recommend adding a past dates column to the calendar table, which can be created using DAX with the following formula. The today function in DAX when used in a calculated column will only evaluate when the model is updated.
In my example I created a calculated column in the date table called Past_Dates
Past_dates =IF( TODAY() > [Date], TRUE(), BLANK())
So for example if I create the following measures, the Today one just being used for illustration.
Start_date:=FIRSTDATE( Dates[Date] )
End_Date:=LASTDATE( Dates[Date])
Today:=TODAY()
EndPhased:=CALCULATE( LASTDATE( Dates[Date] ), Dates[Past_dates] = TRUE())
Which when added to an empty pivot table evaluate to the following.
Note that you would want to have year somewhere in the pivot if you have multiple years of data.
The idea of having the Past flag is to keep from counting days where they would not be any data due to being in the future. So for example in September it would only use 11 days of sales and not the full 30.
As the below example shows, the finding of the start and end date even work on a Quarter basis.
So now that we have a way to get the Start and End date of a period, the next step is adding it into our Calculated measure.
In the below example, we are iterating though every unique Category name. Within the category, we are summing the units sold, and then dividing by the number of days between EndPhased and Start_Date + 1. Then averaging the results by the number of categories that have data in that period.
Average:=AVERAGEX (
VALUES ( Data[Category] ),
CALCULATE ( DIVIDE ( SUM ( Data[Units] ), [EndPhased] - [Start_date] + 1 ) )
)
It seems to me that you need to have an underlying row with the zero value in it (in your initial Data table). Right now, you don't actually have a zero value for B on 02/01/2017. If you add a row with the values | 02/01/2017 | B | 0 | I believe you will see that the average accounts for it. As things stand for you right now, I believe the pivot table actually reflects no value (blank) rather than zero value, so the zero isn't currently counted for the average.
I think the best way is to add the missing zeroes, using UNION function:
SUMMARIZE(
Data,
Data[Category],
"Average",
AVERAGEX(
UNION(
SUMMARIZE(
Data,
Data[Date],
"Sum of Units",
SUM(Data[Units])
),
ADDCOLUMNS(
EXCEPT(
ALL(Data[Date]),
VALUES(Data[Date])
),
"Sum of Units",
0
)
),
[Sum of Units]
)
)
I have the following table:
Year test is the list of previous year:
=SUMX(Datasrc;Datasrc[Year]-1)
How do I get something similar for "Calculated field 1"? In other words, I want to get the previous "Price/kg" so it match column C, "Year test".
I have tried with the formula from Find rows relative to current row's value in excel (DAX):
=SUMX(
FILTER(Datasrc; EARLIER([Year]) = [Year] + 1 );
Datasrc[C_Total Asset Per Share]
)
But only get: "Calculation error in measure 'Datasrc'[Calculated field 2]: EARLIER/EARLIEST refers to an earlier row context which doesn't exist."
The column A is [Year]
DAX has time intelligence functions built in, so it's fairly easy to do what you'd like using the SAMEPERIODLASTYEAR function.
First you need a date table joined to your fact table. Then just do
CALCULATE ( [Base Measure], SAMEPERIODLASTYEAR(DateTable[Date]) )