Power BI: Combining cells from a column where given a condition - calculated-columns

I have to perform a task in power BI (DAX) where i have a list of users and their fields of work.
I have to combine all the fields corresponding to every user and find the highest frequency combination.
Below is how I was planning to do it.
How can i generate the "Expected Result" from the "Sample" file?
Sample:
ID Value
a medicine
b automobile
c banking
d scientist
a banking
a scientist
d banking
Expected Result:
ID Value Combi
a medicine|banking|scientist
b automobile
c banking
d scientist|banking

You can concatenate values from multiple rows and generate a delimited string by using CONCATENATEX() DAX function. Then use ADDCOLUMNS and SUMMARIZE to get the desired result.
Expected Table =
SUMMARIZE (
ADDCOLUMNS (
'Table',
"Combined Value", CONCATENATEX (
FILTER (
SUMMARIZE ( 'Table', 'Table'[ID], [Value] ),
[ID] = EARLIER ( 'Table'[ID] )
),
'Table'[Value],
"|"
)
),
[ID],
[Combined Value]
)
It produces:
Break down the logic
The easiest way in my opinion is create a calculated column in your table to generate the combined value column:
Combined Value =
CONCATENATEX (
FILTER (
SUMMARIZE ( 'Table', 'Table'[ID], [Value] ),
[ID] = EARLIER ( 'Table'[ID] )
),
'Table'[Value],
"|"
)
Then you can create a summarized table based on your table with the previously created calculated column. To create a calculated table go to the Modeling tab and click the New Table icon.
Use this expression:
Resumed Table =
SUMMARIZE ( 'Table', [ID], 'Table'[Combined Value] )
You will get a table like this:
While both methods work just fine, the recommend way to approach this issue is directly from Power Query or from your source.
Let me know if this helps.

Related

Return DAX Measure created from Table VAR that ignores filter context

I have a table that looks like this:
I've loaded this into Excel PowerPivot and am trying to create a normalized/indexed column that I can use in pivot table. For reasons I wont go into, I'm trying to do this via a Measure vs a Calculated Column.
Here is the code for my Measure:
Measure 1:=VAR Group1 = GROUPBY('Test','Test'[Country],'Test'[Date],"Visits1", SUMX(CURRENTGROUP(),'Test'[Visits])) VAR Group2 = GROUPBY(Group1,[Country],"Visits2", MAXX(CURRENTGROUP(),[Visits1])) RETURN CALCULATE(MAXX(Group2,[Visits2]),ALL('Test'[Date]))
I'm pretty novice with DAX, but this is what I assume is happening when I create my Table VARs:
Using this Measure, when I go and create a Pivot Table, I get this (I've manually added the yellow columns):
As you can see, 'Measure 1', does not equal my 'Expected' column. I've tried a whole bunch of ways to use ALL() in my RETURN statement, but I cannot get it to work. Can anyone help?
Oh, and once I achieve this my goal was to indexed value as seen in my final yellow column using the pseudo formula below.
Row value / Max column value (but filtered by country) * 100
[measure] :=
VAR MaxVisits =
CALCULATE (
MAXX ( VALUES ( Visits[Date] ), CALCULATE ( SUM ( Visits[Visits] ) ) ),
ALL ( Visits[Date] )
)
VAR CurrentVisit =
CALCULATE (
MAXX ( VALUES ( Visits[Date] ), CALCULATE ( SUM ( Visits[Visits] ) ) )
)
VAR Ratio =
DIVIDE ( CurrentVisit, MaxVisits ) * 100
RETURN
Ratio

DAX Filter context

I am wondering what the difference is between these two DAX expressions which each return what I need:
(1) =calculate([PctMkt], FILTER ( ALL ( BondDim), BondDim[Quality] = "HY" ))
(2) =calculate([PctMkt], ALL(BondDim), BondDim[Quality] = "HY" )
Does the DAX engine make these two expressions equivalent? Is (2) just short hand for (1)? Also, would (1) calculate more quickly? Trying to make sure that I don't cause problems in the pivot table by "hacking" together calculated measures. These measures allow the user to drilldown to a lower grain while keeping higher level data in context of the pivot table.
A simpler, similar question is well-known.
CALCULATE (
[PctMkt],
BondDim[Quality] = "HY"
)
is the shortened equivalent of
CALCULATE (
[PctMkt],
FILTER (
ALL ( BondDim[Quality] ),
BondDim[Quality] = "HY"
)
)
Your formulas need a bit more thought.
When ALL is used as an argument of CALCULATE, it only removes filters (like REMOVEFILTERS) rather than acting as a table expression.
When ALL ( < table > ) is used as an argument of FILTER, it is necessarily a table expression.
The first link I gave gives a detailed example of how this distinction can make an important difference. I'll provide another example here:
Suppose MarketDim has a one-to-many relationship with BondDim (and is not bidirectional) on the ID column from each and the tables are as follows:
BondDim MarketDim
Quality ID ID Pct
------------- ----------
HY 1 1 5%
VY 1 2 10%
XY 2 3 20%
Let's suppose [PctMkt] := MAX ( MarketDim[Pct] )
Then, in your first formula (1), the FILTER argument is the following table:
Quality ID
-------------
HY 1
Thus, the result of (1) can only be 5% (or blank) since ID = 1 is the only option.
In your second formula (2), there are no table arguments since ALL ( BondDim ) is only removing filters and BondDim[Quality] = "HY" only acts on a single column. Without table arguments, since MarketDim filters BondDim but not vice versa (since it's a single direction relationship), neither of these column filter arguments has any effect on the measure I've defined (it might on your actual measure though).
Thus, the result of (2) is the same as just CALCULATE ( [PctMkt] ), which will be 20% unless there is filtering on MarketDim to exclude ID = 3.
Note: This simplification for (2) does not hold if [PctMkt] operates on BondDim columns or any table columns that are filtered by BondDim in your model. I.e. the filters propagate "downstream" across relationships but not "upstream".
The second one
CALCULATE (
[PctMkt],
ALL ( BondDim ),
BondDim[Quality] = "HY"
)
is internally expanded by DAX as the equivalent formula
CALCULATE (
[PctMkt],
ALL ( BondDim ),
FILTER (
ALL ( BondDim[Quality] ),
BondDim[Quality] = "HY"
)
)
So it is not the same as the first one
CALCULATE (
[PctMkt],
FILTER (
ALL ( BondDim ),
BondDim[Quality] = "HY"
)
)
The difference is that the first one uses the whole BondDim table as a filter while the second one is using just one column of the same table

calculate sum with criteria from many columns of another filtered table DAX PowerBi

Hello i want to sum a column but i need to filter the table based on data from another table.
So i have table1 where i want to sum points and i want to sum only the record that for the dates and the names and the classes i find in table 2
I am using measure like this:
Measure 3 = CALCULATE(sum(Table1[points]);Table1[name] in (ALLSELECTED(Table2[name]));Table1[date] in (ALLSELECTED(Table2[date]));Table1[class] in (ALLSELECTED(Table2[class])))
but it does not filter properly,
is there any better way to do this?
One way would be, you create a relationship between the two tables. I think Power BI doesnt support multi relationships between two tables, so you have to add a custom column on both tables with your key <> foreign key. In your case like you mentioned it woulb be the name, date and class (in the query editor):
Key = [name] & [date] & [class]
In my sample here I just use the name as key column.
If the relationship is set you can use the following measure:
You can use TREATAS to filter Table1 based on Table2. No relationship is needed.
Total Points Filtered By Table2 =
CALCULATE (
SUM ( Table1[point] ),
TREATAS (
SUMMARIZE ( Table2, Table2[name], Table2[date], Table2[class] ),
Table1[name], Table1[date], Table1[class]
)
)

Excel PowerPivot: Dynamic Rank

I'm trying to create a measure that re-calculates the rank in the power pivot table everytime the user deselects a value or changes the group by row labels. For example, per table below, there are 3 companies rates per quote id with their respective rank in each quote.
Is there a measure that can recalulcate the rank of each company's rate per quote id if the user deselects company B so that power pivot table would look like this:
Also, can the same measure also recalculate the rank by averaging the rank of each quote id if the user removed quote id from the row labels for the power pivot table so that power pivot table would look like this:
Any help appreciated.
Ranking =
IF (
ISFILTERED ( Quotes[Quote] ),
RANKX ( FILTER ( ALLSELECTED ( Quotes[Company] ), [Rate Total] ), [Rate Total],, ASC ),
AVERAGEX (
VALUES ( Quotes[Quote] ),
RANKX ( FILTER ( ALLSELECTED ( Quotes[Company] ), [Rate Total] ), [Rate Total],, ASC )
)
)

Optional FILTER in CALCULATE in DAX

Similarly to the Basket Analysis DAX pattern model, I have 1 fact for Sales, 1 dimension for Product and an extra dimension for Filter Product.
I want to use the Filter Product dimension to exclude products chosen by the user. I made it work with this DAX formula:
Sales =
CALCULATE (
SUM ( Sales['Sales'] ),
FILTER (
Product,
NOT ( 'Product'['ProductName'] IN VALUES ( 'FilterProduct'['ProductName'] ) )
)
)
This works as long as the user has already chosen a Product to exclude on FilterProduct slicer. But if nothing has been selected, the calculation will show blank, rather than just show everything. I wonder if there's a way to handle this gracefully. An idea I had was to create a variable and see if FilterProduct ISFILTERED(). If so, copy&paste the above with the FILTER() on SWITCH statement, if not, just skip the FILTER(). But this isn't great, because it duplicates code, and if I was to add another optional filter (e.g. SalesRegion), I'd had to pre-calculate all the combinations (e.g. SalesRegion & Product, just SalesRegion, just Product, none).
I think you can use the ISFILTERED function, but not exactly how you were suggesting. Try inserting it into you measure like this:
Sales =
CALCULATE (
SUM ( Sales['Sales'] ),
FILTER (
Product,
NOT ( ISFILTERED('FilterProduct'['ProductName']) ) ||
NOT ( 'Product'['ProductName'] IN VALUES ( 'FilterProduct'['ProductName'] ) )
)
)

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