I am starting with DAX.
I have a standard date table and a table with sales. When I try to show the running total with the below formula the month filter is ignored, as shown:
The formula is:
Prov YTD VJ 2:=CALCULATE(FIRMPROV[SumProv];
All(Kalender[Jahr]);
DATESBETWEEN(Kalender[Datum];
Min(START_YTD[start_ytd]);
MIN(END_YTD[end_ytd])))
A good way to calculate running totals is by using the FILTER and EARLIER functions, but a prerequisite to that is that you need to create a Month Number column (ie. Jan = 1, Feb = 2, Mar = 3, etc.)
Then, you can use the following DAX:
CALCULATE(SUM([SumProv]),ALL(FirmProv),FILTER(FirmProv,[Month Number]<=EARLIER([Month Number])))
EARLIER basically is DAX's way of interpreting the current row. You're telling DAX to sum ALL of the rows in the FirmProv table where the month number is less than or equal to the current row (AKA running total).
Here's the result (note the numbers aren't exactly like yours, I just quickly mocked it up to show the example):
Related
I would like to create a Gantt chart like with excel based on task start and duration cell values. I have an excel as below:
Item
Start
Duration(months)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
1
Q1
6
2
Q2
3
3
Q2
1
Start column indicates the quarter-calender the task starts.
Duration indicates the number of months the task can take to complete.
Based on these two value I would like to have a formula in columns Jan-Aug to fill with x appropriately
Desired output:
Item
Start
Duration(months)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
1
Q1
6
x
x
x
x
x
x
2
Q2
3
x
x
x
3
Q2
1
x
I dabbled with XLOOKUP and OFFSET with no luck. Tried creating defined names as in Microsoft template with no luck
You can try the following formula in cell D2:
=LET(months, MONTH(D1:O1), dur, C2:C4, Qs, B2:B4,
QsUx, SORT(UNiQUE(Qs)), start, XLOOKUP(Qs, QsUx, SEQUENCE(ROWS(QsUx),,1,3)),
end, start + dur - 1,
GEN_X, LAMBDA(idx, MAP(start, end, LAMBDA(ss, ee,
LET(month, INDEX(months,,idx), IF(MEDIAN(ss, ee, month) = month, "x",""))))),
DROP(REDUCE("", months, LAMBDA(acc, m, HSTACK(acc, GEN_X(m)))),,1)
)
and here is the output:
Note: The formula generates the entire grid, there is no need to expand the formula.
Explanation
It uses the following two ideas:
To populate the grid using the MEDIAN function. Check the answer provided by #JosWoolley: Sum unique day count within a date ranges.
DROP/REDUCE/HSTACK pattern to iterate over all the month's columns to generate the x's for a given column. Check the answer provided by #DavidLeal to the question: how to transform a table in Excel from vertical to horizontal but with different lengths.
The rest is just to prepare/transform the input data in the format we want. The LET function is used for easy reading and composition.
The row with the months: D1:O1 was generated in date format as follows:
=EDATE(DATE(2022,1,1), SEQUENCE(1,12,0))
Now the months variable will have the corresponding months via the MONTH function, it returns the following sequence of values: 1,2,..,12.
QsUx has the unique names of quarters sorted. Then we can calculate the start date as follow:
XLOOKUP(Qs, QsUx, SEQUENCE(ROWS(QsUx),,1,3))
SEQUENCE generates the following sequence: 1,4,7,..etc. (as many values as rows have QsUx). Representing the starting month of each quarter.
Note: This is just one approach. The start can be obtained, by extracting the number of the Quarter and building a sequence: 1, prev. value + 3, for example. Alternatively, since we have only four quarters just a simple constant array with all the Qs and their corresponding start dates. The approach used in the main formula is more generic because the Gantt can be expanded to more than one year and it still works.
Having the start date, then we can calculate the corresponding end date as follows: start + dur - 1.
The user LAMBDA function GEN_X generates the x's values for a given column of months indicated by the idx as input argument (representing the corresponding month).
Finally, we use the DROP/REDUCE/HSTACK pattern to append each column to complete the grid.
Note: The solution assumes no excel version constraints as per the tag listed in the question, so all existing excel functions are available. If you have some limitations for example you don't have the DROP function, let me know to try to find some alternative.
I have looked into the Forcast & Trend formula but I cannot figure it out for the life of me.
I want to work out the trend 14 days from now.
I have a set of data:
A1 - A30 with dates
B1 - B30 with daily ticket count for the business.
I would like to make a result in another cell that would predict what the estimated total ticket count would be 14 days from now. I do not need all 14 days, just the 14th day.
If I was to try show you what the formula looks like in my head it would be:
=trend/forecast(B1:B30,14)
or
=Predict(B1:B30)*14
Unfortunately it is not as easy as that. How can I do this?
I think you want to use the Forecast function. The inputs you have do not match the correct format though.
FORECAST( x, known y's, known x's) where...
x = the series (or date) you want to forecast
known y's = historical tickets per day
known x's = historical dates (or series)
The below example allows you to forecast tickets for any date (Forecasted Date) given the historical information (table on left). If your table is not formatted with actual dates, just create a series (first day = 1, second day = 2, etc.) and forecast that way.
Given the historical data, the forecasted tickets for Aug 28th (14 days after last known value) are 16.7
As an athlete I want to keep track of my progression in Excel.
I need a formula that looks for the fastest time ran in a given season. (The lowest value in E for a given year. For 2017, for example, this is 13.32, for 2018 12 and so on.
Can you help me further?
Instead of formula you can use PIVOT
Keep the Year in Report Filter and Time into Value. Then on value field setting select min as summarize value by.
So every you change the year in the Filter the min value will show up.
=AGGREGATE(15,6,E3:E6/(B3:B6=2017),1)
15 tell aggregate to sort the results in ascending order
6 tells aggregate to ignore any errors such as when you divide by 0
E3:E6 is your time range
B3:B6 is you Year as an integer.
B3:B6=2017 when true will be 1 and false will be 0 (provide it goes through a math operation like divide.
1 tells aggregate to return the 1st value in the sorted list of results
I am trying to use MDX to replicate an Excel formula in SharePoint. The hangup I am having is in Excel, I can reference the selected month as a number and use that number in my formula (i.e. June is 6, October is 10, etc.).
Is there a way I can have MDX decipher a month chosen in a filter as a number like I do in Excel?
If that's possible, is there also a way to use that to calculate the number of months left in the year (If I choose September in the filter, a formula to know that Sept = 9, 12 - 9 = 3 months left in the year)?
Thank you very much for your help!
Michael
You can use VBA type functions to extract the month number from a date:
e.g.
WITH MEMBER [Measures].[Full Date] as 'NOW()'
-- The Second Calculated Member is the Day part of the first calculated member.
MEMBER [Measures].[What Day] as 'DAY([Full Date])'
-- The Third Calculated Member is the Month part of the first calculated member.
MEMBER [Measures].[What Month] as 'MONTH([Full Date])'
-- The Fourth Calculated Member is the Year part of the first calculated member.
Member [Measures].[What Year] as 'YEAR([Full Date])'
SELECT
{[Full Date],[What Day],[What Month],[What Year]} ON COLUMNS
FROM Sales
See this reference: https://social.msdn.microsoft.com/Forums/sqlserver/en-US/1555eb27-f277-4f60-87ca-a2c2d6c12917/equivalent-function-in-mdx-for-monthx-as-in-sql?forum=sqlanalysisservices
I have the following data in a logbook format:
DATE MILEAGE
02-Jul-13 15
05-Jul-13 12
09-Jul-13 156
10-Aug-13 20
11-Aug-13 20
12-Aug-13 232
12-Aug-13 20
13-Aug-13 265
15-Aug-13 20
18-Aug-13 20
I am looking to extract data from it.
I need to ignore errors and #N/A so I have been trying to use the AGGREGATE function. To no avail though.
I would like to present the following information:
Mileage this month -
=AGGREGATE(9,7, IF(MONTH(IFERROR(LogBookTable[Date], 0)) = MONTH(TODAY()), LogBookTable[Total KM], 0)) - Does not work
Mileage in July -
=AGGREGATE(9,7, IF(MONTH(IFERROR(LogBookTable[Date], 0)) = MONTH(7), LogBookTable[Total KM], 0)) - Does not work
Mileage in August -
=AGGREGATE(9,7, IF(MONTH(IFERROR(LogBookTable[Date], 0)) = MONTH(8), LogBookTable[Total KM], 0)) - Does not work
Total Mileage -
=AGGREGATE(9,7,LogBookTable[Total KM]) - This works
The monthly mileage and current month mileage all result in a "#VALUE!" being displayed.
Any assistance would be much appreciated.
Just in case anyone asks, the naming schemes are corrected, it's not the references that aren't working, it's the values.
You could use DSUM. If you had two criteria cells setup Say in D1:E2 as follows:
Date Date
>1/07/2013 <31/7/2013
and if your data was in A1:B11 (as per your example above), to return a sum for July ignoring errors, use the following formula:
=DSUM(A1:B11,2,D1:E2)
You could setup the criteria such that they were updated based on the current month, and that the month end is calculated using:
="<"& DATE(YEAR(TODAY()),MONTH(TODAY())+1,DAY(1)-1)
and the month start calculated by:
=">"& DATE(YEAR(TODAY()),MONTH(TODAY()),DAY(1))
Remember that with criteria, multiple criteria on the same row is an AND, and multiple rows on the same criteria is an OR.
You can use SUMIF is you add a column representing the month of the date:
Column B contains =MONTH of Column A. All you have to do is update the DATE entry in A16 with a new date. B16 is accordingly updated with the appropriate month, creating a new monthly aggregate/sum.