PowerPivot Grouped Average DAX - excel-formula

I'm trying to model some outbound calling data in PowerPivot. We have reps across multiple locations, and in general we breakdown our outbound calling into two periods of the day (before and after 12pm).
We can export data from our phone system a list of every call made for a day -- let's say an example is as follows:
+------------+-------------+-------+-----------+-------------+
| Date | Call Length | Agent | Workgroup | Call Period |
+------------+-------------+-------+-----------+-------------+
| 01.01.2016 | 00:05:26 | Sam | Sydney | 1 |
| 01.01.2016 | 00:15:05 | Sam | Sydney | 1 |
| 01.01.2016 | 00:55:22 | John | Sydney | 2 |
| 01.01.2016 | 00:45:11 | Sam | Sydney | 2 |
| 01.01.2016 | 00:04:52 | John | Sydney | 1 |
| 01.01.2016 | 00:01:52 | Timmy | London | 1 |
| 01.01.2016 | 00:02:21 | Timmy | London | 2 |
| 01.01.2016 | 00:05:21 | Karen | London | 1 |
| 02.01.2016 | 00:15:21 | Sam | Sydney | 1 |
| 02.01.2016 | 00:42:44 | Sam | Sydney | 2 |
| 02.01.2016 | 01:52:22 | John | Sydney | 1 |
| 02.01.2016 | 00:53:24 | John | Sydney | 1 |
| 02.01.2016 | 00:05:53 | Kerry | Sydney | 2 |
| 02.01.2016 | 00:43:43 | Sam | Sydney | 2 |
| 02.01.2016 | 01:08:00 | John | Sydney | 2 |
| 02.01.2016 | 00:13:52 | Timmy | London | 2 |
| 02.01.2016 | 00:25:44 | Timmy | London | 1 |
| 02.01.2016 | 02:58:31 | Karen | London | 1 |
| 02.01.2016 | 00:08:37 | Timmy | London | 2 |
| 02.01.2016 | 00:12:28 | Karen | London | 2 |
+------------+-------------+-------+-----------+-------------+
What I'm trying to calculate is the average daily time spent on phone per Workgroup, eg. on average how long is each agent on the phone at each location.
I'm guessing the arithmetic is as follows:
Measure 1: Total talk time for each Agent (eg. sum of all talk time for the day)
Measure 2: Average agent total talk time per workgroup (eg. sum of the above grouped by workgroup, divided by number of agents in that workgroup)
The output might look something like this (but doesn't have to be):
+------------+-----------+-----------------------+-----------------+-----------------------------+
| Date | Workgroup | Total Number of Calls | Total Talk Time | Average Talk Time per Agent |
+------------+-----------+-----------------------+-----------------+-----------------------------+
| 01.01.2016 | Sydney | 11 | 03:02:42 | 1:34:53 |
| | London | 4 | 02:24:51 | 01:13:41 |
| 02.01.2016 | Sydney | 5 | 01:52:05 | 00:56:51 |
| | London | 52 | 10:11:23 | 03:51:11 |
+------------+-----------+-----------------------+-----------------+-----------------------------+
Apologies if I'm unclear it what I'm asking.

Slicing your data on a pivot table will do the calculations.
you only need the following calculations:
DurationOfCall :=sum(MyTable[CallLength])
NrOfCalls :=countrows(MyTable)
AvgDuration :=DIVIDE([DurationOfCall],[NrOfCalls])
this will give the following result (on your sample dataset):
Workbook with testcase: attachment

Related

Calculate maturity of an annuity-loan with one formula in a cell without helper table

Excel
| A | B | C | D | E | F | G | H |
---|-----------------|----------|--------|--------|-----------|-------------|---------|----------|---
1 | Loan | 50.000 | Year | Start | Interests | Repayment | Annuity | End |
2 | Interests p.a. | 2% | 1 | 50.000 | -1.250 | -1.750 | -3.000 | 48.250 |
3 | Annuity p.a. | 3.000 | 2 | 48.250 | -1.206 | -1.794 | -3.000 | 46.456 |
4 | Maturity | ?? | 3 | 46.456 | -1.161 | -1.839 | -3.000 | 44.618 |
5 | | | 4 | 44.618 | -1.115 | -1.885 | -3.000 | 42.733 |
| | | | | | | | |
| | | | | | | | |
21 | | | 20 | 8.094 | -202 | -2.798 | -3.000 | 5.297 |
22 | | | 21 | 5.297 | -132 | -2.868 | -3.000 | 2.429 |
23 | | | 22 | 2.429 | -61 | -2.939 | -3.000 | 0 |
The above loan of 50.000 has an interest rate of 2% and an annuity of 3.000.
In the table from C1:H23 the annual development of the remaining loan is displayed.
Based on this helper table I know that the maturity of the loan is 22 years by using the following formula in Cell B4:
B4 = COUNTA(C1:C22)
However, my question is if there is an Excel-Formula that can calculate the maturity in one cell so I do not need the helper table in C1:H23?

How do I append the result of a PowerQuery to itself?

Let's say I have a table as follows
| make | model | license | mileage | book value |
|-----------|-----------|---------|---------|------------|
| ford | F150 | 123456 | 34000 | 35000 |
| chevrolet | Silverado | 555778 | 32000 | 29000 |
| | | | | |
Let's pretend I had to unpivot and all that, which I've done. I just used simplified data for this question. Now let's assume I run the query today (July 30th) I want my result to be:
| Date | make | model | license | mileage | book value |
|------------|-----------|-----------|---------|---------|------------|
| 2020-07-30 | ford | F150 | 123456 | 34000 | 35000 |
| 2020-07-30 | chevrolet | Silverado | 555778 | 32000 | 29000 |
| | | | | | |
I want to add the day the query is run. However, here's where I am stuck. Let's say I ran the query tomorrow, I want it to add the new values to the bottom of the existing result:
| Date | make | model | license | mileage | book value |
|------------|-----------|-----------|---------|---------|------------|
| 2020-07-30 | ford | F150 | 123456 | 34000 | 35000 |
| 2020-07-30 | chevrolet | Silverado | 555778 | 32000 | 29000 |
| 2020-07-31 | ford | F150 | 123456 | 34200 | 35000 |
| 2020-07-31 | chevrolet | Silverado | 555778 | 32156 | 29000 |
This would allow me to track the fleet over time.
Any help would be greatly appreciated

Excel Formula to count all items in a group to see if the status is an Open status

I am working in Excel 2016. I am trying to figure out how many projects I have that have not had any part of it started. For instance if my project id is 203784 and it has 3 parts to it where 2 are Complete and 1 was Not Started. I would not want to count that. If the project had 3 parts and 2 were Not Started 1 was assigned. I would want to count that as 1. Thank you in advance you your assistance.
+----+------------+------------------+-------------+
| | A | B | C |
+----+------------+------------------+-------------+
| 1 | Project ID | Position | Status |
| 2 | 203784 | Staff | Complete |
| 3 | 203784 | Staff | Complete |
| 4 | 203784 | Staff | Not Started |
| 5 | 203785 | Maintenance | Complete |
| 6 | 203785 | Maintenance | In Progress |
| 7 | 203786 | Grounds | Complete |
| 8 | 203787 | Nurse | Complete |
| 9 | 203788 | Teacher | Complete |
| 10 | 203788 | Teacher | Complete |
| 11 | 203788 | Teacher | Complete |
| 12 | 203789 | Transportation | Complete |
| 13 | 203789 | Transportation | Complete |
| 14 | 203789 | Transportation | Complete |
| 15 | 203790 | Evacuation | Complete |
| 16 | 203790 | Evacuation | Complete |
| 17 | 203791 | Implementation | Complete |
| 18 | 203792 | Knowledge Base | Not Started |
| 19 | 203792 | Knowledge Base | Not Started |
| 20 | 203793 | Janitor | Not Started |
| 21 | 203794 | Public Relations | In Progress |
| 22 | 203795 | HR | Complete |
| 23 | 203796 | Admin | Complete |
+----+------------+------------------+-------------+
In this example. I would only want the count to show a total of 2. For project numbers 203792 and 203793.
One way would be to add a column (say Count) populated as:
=COUNTIFS(A:A,A2,C:C,"Complete")+COUNTIFS(A:A,A2,C:C,"In Progress")
and then create a PivotTable with Count as Filters and Project ID for Rows. Select 0 for the filter.

Calculate where type clause from two different tables

I haven't written DAX in a while and I'm having a bit of a hard time putting this together and I am hoping someone could throw in a suggestion.
What I have:
Qty Table (a lot more months than January):
+----------+-----------+----------+
| Location | Date | LaborQty |
+----------+-----------+----------+
| NY | 1/3/2017 | 41.024 |
| NY | 1/4/2017 | 33.836 |
| NY | 1/5/2017 | 20.431 |
| NY | 1/6/2017 | 35.544 |
| NY | 1/7/2017 | 0 |
| NY | 1/9/2017 | 33.337 |
| NY | 1/10/2017 | 41.799 |
| NY | 1/11/2017 | 70.469 |
| NY | 1/12/2017 | 35.514 |
| NY | 1/13/2017 | 31.573 |
| NY | 1/15/2017 | 0 |
| NY | 1/16/2017 | 22.041 |
| NY | 1/17/2017 | 30.518 |
| NY | 1/18/2017 | 47.576 |
| NY | 1/19/2017 | 29.53 |
| NY | 1/20/2017 | 18.155 |
| NY | 1/21/2017 | 0 |
| NY | 1/23/2017 | 31.284 |
| NY | 1/24/2017 | 27.695 |
| NY | 1/25/2017 | 38.907 |
| NY | 1/26/2017 | 16.289 |
| NY | 1/27/2017 | 30.976 |
| NY | 1/28/2017 | 0 |
| NY | 1/30/2017 | 21.434 |
| NY | 1/31/2017 | 16.49 |
+----------+-----------+----------+...etc
Rates Table:
+----------+-----------+------------+-----------+---------+-----------+--------+
| Location | DateFrom | DateTo | MonthFrom | MonthTo | RateType | Amount |
+----------+-----------+------------+-----------+---------+-----------+--------+
| NY | 1/1/2017 | 6/30/2017 | 1 | 6 | LaborRate | 129.7 |
| NY | 7/1/2017 | 9/30/2017 | 7 | 9 | LaborRate | 129.8 |
| NY | 10/1/2017 | 12/31/2017 | 10 | 12 | LaborRate | 129.9 |
| DC | 1/1/2017 | 6/30/2017 | 1 | 6 | LaborRate | 130.1 |
| DC | 7/1/2017 | 9/30/2017 | 7 | 9 | LaborRate | 130.5 |
| DC | 10/1/2017 | 12/31/2017 | 10 | 12 | LaborRate | 130.7 |
+----------+-----------+------------+-----------+---------+-----------+--------+
Desired type of output for the month (e.g. LaborQty x LaborRate):
+-------+----------+-----------+------------+
| Month | LaborQty | LaborRate | Result |
+-------+----------+-----------+------------+
| 1 | 674.22 | 129.74 | 87473.3 |
| 2 | 350 | 129.74 | 45409 |
| 3 | 375 | 129.74 | 48652.5 |
| 4 | 400 | 129.74 | 51896 |
| 5 | 380 | 129.74 | 49301.2 |
| 6 | 500 | 129.74 | 64870 |
| 7 | 550 | 129.76 | 71368 |
| 8 | 600 | 129.76 | 77856 |
| 9 | 675 | 129.76 | 87588 |
| 10 | 700 | 129.98 | 90986 |
| 11 | 780 | 129.98 | 101384.4 |
+-------+----------+-----------+------------+
What I am trying to write:
A DAX measure that will output amount like the one shown in the result column. If I where to write a linq query for picking the correct rate it will look something like this:
LaborRate = db.Rates
.Where(a => a.DateFrom <= SelectedDate & a.DateTo >= SelectedDate & a.RateType == "LaborRate")
.Select(a => a.Amount).Sum();
I have tried a combination of CALCULATE, SUM, SUMX, FILTER, RELATED but I couldn't get it to work. Any advice would be much appreciated. What would be the simplest approach?
I was able to achieve this by doing the following.
Add Month = MONTH(Qty[Date]) as a calculated column to your Qty table.
Create a TotalLaborQty measure in the Qty table as SUM(Qty[LaborQty]).
Define a LaborRate measure in the Rates table as detailed below.
Define a Result measure as [TotalLaborQty] * [LaborRate].
Set them up in a matrix with Qty[Location] and Qty[Month] in the rows and the three measures as the values.
LaborRate =
VAR SelectedMonth = SELECTEDVALUE(Qty[Month])
VAR SelectedLocation = SELECTEDVALUE(Qty[Location])
RETURN CALCULATE(SUM(Rates[Amount]),
FILTER(ALL(Rates),
Rates[MonthFrom] <= SelectedMonth &&
Rates[MonthTo] >= SelectedMonth &&
Rates[Location] = SelectedLocation))

Excel VBA extrapolate values

I have a file that has data stored in it the following way (weekly data example)
+----------+----------+----------+----------+----------+----------+
| | WK1 | WK2 | WK3 | WK4 | WK5 |
+----------+----------+----------+----------+----------+----------+
| DT Begin | 29.12.14 | 05.01.15 | 12.01.15 | 19.01.15 | 26.01.15 |
| DT End | 04.01.15 | 11.01.15 | 18.01.15 | 25.01.15 | 01.02.15 |
| XData | 50 | 10 | 10 | 10 | 50 |
+----------+----------+----------+----------+----------+----------+
My problem ist to aggregate the XData on a monthly basis. For that I want to break the data down for days and then calculate the average.
Edit: I changed the table as it was not clear what I meant. This averages to ((50*4)+(10*21)+(5*50))/31 = 22.90
+------------+-------+
| Date | Value |
+------------+-------+
| 01.01.2015 | 50 |
| 02.01.2015 | 50 |
| 03.01.2015 | 50 |
| 04.01.2015 | 50 |
| 05.01.2015 | 10 |
| 06.01.2015 | 10 |
| 07.01.2015 | 10 |
| 08.01.2015 | 10 |
| 09.01.2015 | 10 |
| 10.01.2015 | 10 |
| 11.01.2015 | 10 |
| 12.01.2015 | 10 |
| 13.01.2015 | 10 |
| 14.01.2015 | 10 |
| 15.01.2015 | 10 |
| 16.01.2015 | 10 |
| 17.01.2015 | 10 |
| 18.01.2015 | 10 |
| 19.01.2015 | 10 |
| 20.01.2015 | 10 |
| 21.01.2015 | 10 |
| 22.01.2015 | 10 |
| 23.01.2015 | 10 |
| 24.01.2015 | 10 |
| 25.01.2015 | 10 |
| 26.01.2015 | 50 |
| 27.01.2015 | 50 |
| 28.01.2015 | 50 |
| 29.01.2015 | 50 |
| 30.01.2015 | 50 |
| 31.01.2015 | 50 |
+------------+-------+
| Average | 22.90 |
+------------+-------+
After having done this calculation I want to summarize the data as follows for the entire year:
+-------+-------+-------+------+------+
| | Jan | Feb | Mar | ... |
+-------+-------+-------+------+------+
| XData | 22.90 | 22.00 | 23.1 | ... |
+-------+-------+-------+------+------+
Being a newbie in Excel VBA, I have extreme trouble doing this.
I know how to get to the value of a cell (Range.Value) but not how to find data in a particular week (as WK1 is there for 2014 as well) Range.Find with a date other than the one in the cell itself does not seem to work.
Whar I am asking for is a way to approach this problem. My particular difficulties are to:
Find the data in the worksheet
split the week values into day values (see table above)
Copy the data or hold it in some sort of data structure
calculate the average (this should be ease then)
fill in the data on a monthly basis
As you can see, I have trouble even getting started - any hints would be greatly appreciated. Maybe I'm thinking of this entirely too complicated? Thank you!

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