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
Related
I'm quite new to using pivot tables and data models, so I don't even know if what I want to do is possible. I have a pivot table (PivotTable1) and its source (Table 25) and I would like to add a hundred or so measures which are listed in the TableCombinations.
For example, I entered the two first measure in orange, but they are not linked to TableCombination and entering them all one by one would be quite long. Each measure is for a distinct Sum wfn column that sums all other rows multiplied by a coefficient. The TableCombinations table simply states the coefficient to be used for each column. For the first three rows, these are my measure formulas :
sum wf1=1.4*Table25[Sum of wD]+0*Table25[Sum of wL]+0*Table25[Sum of wS]+0*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
sum wf2=1.25*Table25[Sum of wD]+1.5*Table25[Sum of wL]+1*Table25[Sum of wS]+0*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
sum wf3=1.25*Table25[Sum of wD]+1.5*Table25[Sum of wL]+0*Table25[Sum of wS]+0.4*Table25[Sum of wW]+0*Table25[Sum of wWSOUL]
...
Two questions :
Is there a way to link the tables so that any change made to TableCombination would then be updated in the pivot table measures?
Is there a way to generate all the of the measures without typing them in one by one.
You should be able to use just one DAX measure to do this, using the CROSSJOIN function.
Don't set up a relationship between the Tables, and drag # to the Columns area of the PivotTable. Then create this Measure:
=SUMx(CROSSJOIN(Table1,Table2),Table1[wD]*Table2[wD]+Table1[wL]*Table2[wL]+Table1[wS]*Table2[wS]+Table1[wW]*Table2[wW]+Table1[wWSOUL]*Table2[wWSOUL])
That should give you the exact answer you need.
Here's how it looks using some sample data:
...and here's the sample data I'm using:
You could certainly use VBA to add measures, and to update them when the Table changes. I might have a crack at writing up an answer along that approach shortly. But here's another way to achieve what you want.
I've previously written some code to slave a Table to a PivotTable, so that any change in the PivotTable's dimensions or placement will be reflected in the shadowing Table's dimensions and placement. This effectively gives us a way to add a calculated field to a PivotTable that can refer to something outside of that PivotTable. If the PivotTable grows, the Calculated Table will grow. If the PivotTable shrinks, the Calculated Table will shrink, and any redundant formulas in it will be deleted.
You can easily use this approach to perform your calculations in a 2nd table alongside your PivotTable, and each column x in that 2nd table could easily reference row x in your 'parameters' table.
See Select Newest Record and Create New Table of Unique Values in Excel
I'm trying to create a parameter table to change the units the figures in my pivot table are presented in. I have:
TransTBL table with my transactions.
Units table with 1; 1,000; 1,000,000 in column A and Units; K's; M's in column B.
Both tables are in my data model.
I added the Units Column B as a slicer to TransTBL, despite the fact they have no connections.
I then tried to create a measure in the Units table on the PowerPivot side to recognise which slicer option was chosen. My measure won't recognise the slicer selection. However it will recognise the filter if I apply it directly to the table in PowerPivot.
I'm using the HASONEVALUE function as described here.
The measure works fine as expected.
AmountDisplay =
IF(
HASONEVALUE(Units[B]),
SUM(TransTBL[Amount]) / VALUES(Units[A]),
SUM(TransTBL[Amount])
)
Can you provide more details on your data or model to see if there are any specific problems associated?
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.
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 am working on a PowerPivot report that has the following tables/relationships:
FactTable:
SponsorId
OfficeId
Type
Color
Quantity
DimSponsor:
SponsorId
SponsorName
ProjectName
DimOffice:
OfficeId
Region
Country
Manager
NumberEmployees
Relationships exist FactTable to each of the two dimension tables.
I wish to create a calculated measure that is the SUM(Quantity)/SUM(NumberEmployees) which represents the average number of items processed by number of employees.
I believe I am having the problem listed here at PowerPivotPro FAQ
When I create a pivot table that has an X-Axis of [Region] with [NumberEmployees] as the only value it always displays the sum of ALL [NumberEmployees] regardless of any slicer selection (in this case, I created a horizontal slicer of [SponsorName]).
I am new to DAX and have struggled to find a formula to meet my needs. Is there any solution to this problem?
I found working examples of what I needed to accomplish on Marc Russo's blob. It is a matter of creating a custom measure that filters the Office table by the already filtered rows of FactTable.
As some of the comments on the page mention, it isn't as easy as drag-n-drop but it works.