Power Pivot :: Calculate Sales Quantity Since Last Inventory Count?

Sep 30, 2015

I have an inventory table with the following columns

[Item], [Quantity], [Date]

I have a sales table with the following columns

[Item], [Customer], [Quantity], [Date]

In addition to this I have a normal date table.

I want to create a measure that calculates

CurrentInventory:=LastInvenoryCountInTable-SalesQuantitySinceThen

I don't know where to start. Is this possible to do with DAX?

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Power Pivot :: Calculate Sum Of Actual Sales Until Date And Forecast Sales After A Date?

Sep 30, 2015

I want to calculate the sum of actual sales until a date and forecast sales after a date.I am not sure what the best approach to this problem is, but I have tried my best with the following approach. Any better ways to solve this (using DAX).

I have created a parameter table that offers the last date of each month as possible choices to the user. I have tried to create a measure that sums actual sales up until this date.

SalesQuantityActual:=IF(HASONEVALUE(parLastActualMonth[Date]);CALCULATE(factSalesActual[Quantity];factSalesActual[Date]<=VALUES(parLastActualMonth[Date]));BLANK())

Unfortunately the measure above does not work.

In addition to the parameter table, I also have a normal date table.

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Power Pivot :: Get Valid Price To Sales Transaction?

Sep 23, 2015

Say I have one factSales table with the following columns

[Sales company]
[Item]
[Date]
[Price]

And another table with valid prices per sales company

[Sales company]
[Valid from]
[Valid to]
[Price] (calculated column)

I also have a calendar table. Is it possible to get the valid price from the prices table to the calculated column in the sales table?

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Power Pivot :: First Sales Date By Customer For Specific Product Only

Dec 21, 2012

I have a sales order table that has customer, sales, product and sales date.  I am looking to return the first sales date by customer for a specific product.

SalesTable:

Customer
Product
Sales Date
Sales
First Bike Date

Jon
Bike
12/4/2011
 $10.00

[Code] ....

I would like to return the date of the first bike purchase date by each customer and repeat that date for each row and customer.  Can I use function to complete?  I have a datedim table as well related to the sales date.

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Power Pivot :: Measure Returning Blank (Month Sales)

Jun 25, 2015

The following measure returns Month Sales: (blank)

Month Sales:=TotalMTD(Sum([Sales Amount]),'Date'[Full Date])

I have a relationship between ResellerSales-OrderDateKey and Date-DateKey

The relationship works fine when I use it in Access 

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Power Pivot :: LY Sales - Function Throws Error When Selecting Periods In Different Years

May 21, 2015

I have created data model where I'm taking several sources of Point of Sale data (multiple retailers) and combing them using Power Pivot and a custom calendar. We get data retailer direct, which is mostly in weeks, and data from IRI which is in four week buckets. This does not allow me to use the date intelligence DAX functions. I'm brand new to DAX and my experience starts and ends with Excel. (Diagram view and link to file to come after account verification) .

The DAX code for calculating LY Sales is:

=
CALCULATE (
    [Sales $],
    FILTER (
        ALL ( dCalendar ),
        dCalendar[IRIYearNumber]
            = VALUES ( dCalendar[IRIYearNumber] ) - 1

[Code] ....

The filters are to prevent items not on the item table from showing on the report, and the customer filter is to prevent all the sales being rolled together as and extra line (with blank customer) on the report. 

The error happens when I select two periods that are in different years. When I select the 13 periods on 2014 all is well. But when I add a period from 2015 it throws the error below;

ERROR - CALCULATION ABORTED: Calculation error in measure 'dProducts'[LY Sales $]: A table of multiple values was supplied where a single value was expected. 

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Power Pivot :: Calculate Trimmed Mean In DAX Mean?

Nov 4, 2015

The method I need is TRIMMED MEAN as I need to exclude outliers from an average in the same way as described here:

[URL

I have searched and it appears that Excel has a built-in function for this but DAX does not. What is the best way to do this in PowerPivot?

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Power Pivot :: How To Calculate RowNumber Of A Row In DAX

Apr 20, 2015

I have a requirement to find the rowmumbers based on a group. I know there is Rownumber function in sql. How can I implement the same in DAX. PFA screenshot. Rownumber is the calculated field i want based on the id and name column group.

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Power Pivot :: Calculate Repeated Values

Jun 15, 2015

I have one table

Customer ID; Sort of Transactions;Value
1234;Kit;1
1235;Kit;1
1236;Revenue;30
1235;Kit;2
1238;Revenue;10
1235 ;Kit;1

Looking for a formula for calculated column, which gives me sum of "Kit" for Customers

1234;Kit;1;1
1235;Kit;1;4
1236;Revenue;30;0
1235;Kit;2;4
1238;Revenue;10;0
1235 ;Kit;1;4

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Power Pivot :: How To Calculate Discount In Analysis

Jun 16, 2015

I have a problem with calculating discount in PowerPivot analysis. I have

dCalendar , dDiscount, fSalesBook .

dDiscount columns:
DiscKey, StartDate, EndDate, Product, DiscountName, DiscountPercent

fSalebook columns:
OrderDate, Product, Qty, Sales, Discount

dCalendar columns:
Date, Holiday, MonthNo, MonthName, QuarterNo, QrtName, Year.

The problem (at least I feel) is I defined some dates in the Startdate and Enddate for a particular year. But these discounts should apply for all of the years in my fSalesBook, not just for that year in the dDiscount table.

So in essence, when you calculate discount for a product in fSalesBook you should consider only the month and day of the transaction, if the sale is in between the discount dates.

I have the following relationships.

Table [Column] ------->Table [Column]
fSalesBook[OrderDate] -----> dCalendar[Date]

I am not sure how to relate the dDiscount table with the dCalendar table and not sure even there is a need to relate them to calculate Row level discount in fSalesBook. You can change the relations/model if there is need be.

PS: One more clause, Sometimes I offer discount only for a particular product in that Discount season, that's why there is a column for Product in the dDiscount table.

What should be my DAX formula to calculate Row level discount in fSalesBook?

Here is the link for the sample workbook.

[URL]

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Power Pivot :: Calculate Is Not Recognized When Adding A Column

Nov 3, 2015

I've been trying to use a simple calculate forumla when adding a column
CALCULATE(SUM([Credit]),
FILTER(ALL([Date],[Date]<=MAX([Date])))
or just a CALCULATE(SUM([Credit])

And I have always the same error

Calculate is not recognized. I've try it on PowerBI and Excel ...

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Power Pivot :: Calculate Number Of Business Days Between Two Dates

May 14, 2015

I am looking for a formula to calculate the number of weekdays/business days between two dates in power pivot.I do the same in SQl using  the following query

    DATEDIFF(dd, Date1, GETDATE()) - (DATEDIFF(wk, Date1, GETDATE()) * 2) -
    CASE WHEN DATEPART(dw, Date1) = 1 THEN 1 ELSE 0 END +
    CASE WHEN DATEPART(dw, GETDATE()) = 1 THEN 1 ELSE 0 END END 

I am looking for a similar query in Power Pivot.

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Power Pivot :: Sum For Events And Time - Calculate Total Ratio

May 22, 2015

I created a PowerPivot measure which is a ratio Ratio = Number of Events/Time calculated on 12 months. I would like the grand total to be this Rate Sum(Number Of Events)/Sum(Time calculated).

In my Pivot I have one measure which I called Value and this value can have different types depending on one attribute.For instance one attribute is number of events, an other one is time and the third one is ratio.I want to display a custom grand total simple sum for events and time and a calculation of my ratio for ratio.

For instance
                            201501 201502 201503 TOTAL
Number of events           8         10        10     28
Time                             5           5         
4     14
Ratio                            8/5       10/5     10/4  28/14

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Power Pivot :: Masking Low Value Cell Count

Jul 20, 2015

I have a dataset which contains sensitive person information that can be sliced by various demographic groups.

When I use PowerPivot to query it if I use more than say 5 groups the resulting value within a cell may fall below an acceptable value of say 10 and render the group of people identifiable.

What I would like is some way to generate the lowest group such that any combination < 10 returns 10 and any hierarchy/group above the detail uses this new value for its summary.

Here is an example of how it would look now (I have used only 3 groups Gender followed by Age group and Age to keep it simple):

Gender   Age group   Age Count
 Male                       32 
         20-25              30
                     21      9
                     24     10
                     25     11
         26-30               2
                     30      2

This is how I would like it to look:

Gender   Age group   Age Count
 Male                       <41 
         20-25              <31
                     21     <10
                     24     10
                     25     11
         26-30              <10
                     30     <10

I have actually tried to do it myself but the DAX expression is beyond me. I use ISFILTERED(<column name>) or HASONEVALUE to get the lowest level group (Age) to work but of course I can't get the levels above it in the hierarchy to calculate based upon the interim result... 

IF(HASONEVALUE(Measure[Age]),if([Count]>5,[Count],if(ISBLANK([Count]),0,5)),BLANK())

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Power Pivot :: Project Structure - Count Fact 0

Jun 22, 2015

I have a projectstructure (DimProject) with FactDeliverables assign to to the bottom level of the Projectstructure. I would like to show the DimProject that doesn't have any FactDeliverables.

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Power Pivot :: How To Count Rows Where A Specific Value Exist

May 20, 2015

This is primarily  a question for DAX/Power BI. I'm trying to figure out how to count rows for a particular column where only a specific value exist. For instance, I'm trying to count how many times a certain field contains a true value or false value across multiple columns. 

I found this formula here: [URL] ....

=CALCULATE(COUNTROWS('table'), ALLEXCEPT('table', 'table'[n_country]))

However, I'm not quite sure how to adapt it to count only rows where a value is equal to True, False, 17, "foobar", etc...

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Power Pivot :: SPC Average Of A Count Of Text Column

Dec 1, 2015

This is an SPC chart controlled by a slicer that operates a powerpivot table. This is then copied (by cell formula) into a "normal" table where the average, UCL, LCL and Erlang are calculated which are just basic calculations involving average and standard deviation. To make it work the values in the Average, UCL,LCL and Erlang must be repeated all the way down the table to create the chart. In the current format it works well and using a standard table keeps the chart range dynamic.

However this is a very clunky solution involving repeating the data tables in excel. I need to create dozens of charts and it will get large and slow.I would like to create the whole thing in a powerpivot table using measures so i can use powerpivot charts and ultimately powerBI. The data column PasID is a text column so I need a measure that calculates the "count of PasID" for each day(the row labels) and then repeats that value down a whole column in the same way the standard table does. I couldn't figure out how to get the correct number repeat down the whole column, which measures to use,Whether to create calculated columns in the data model or any of it. SO I need to be able to get a count of a text column then display the average of that count in a second column all the way down.

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Power Pivot :: Count Of Items Between 2 Dates Of The Same Date Column?

Nov 5, 2015

I am try to count number of items that will result by filtering a date column (one Date column). Ex Column "Created Date" between 1-Sep-2015 To 30-Nov-2015. 

I am unable to get any function that is getting right value. The below function return 40, however the actual value when i do manual filter and count is 132.

CountofQ1:=COUNTAX(DATESBETWEEN(DumpLoad1[Start Date],[StrtDate],[EndDate]),DumpLoad1[Start Date])

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Power Pivot :: Calculating Count Prior To Header Date

Nov 13, 2015

I have two tables - one with dates at the end of each month (10/31, 11/30, 12/31, et al) that's linked to a data table containing client signups. While I can get the count per month in a pivot table, I'm trying to calculate the beginning count of each month.

How do I use calculate or something similar to sum the count of records created minus count of records closed prior to the beginning of the period?

The pivot looks like this right now and works by month:

beginning active records ?????
count of records created 100
count of records deleted 50
net records created 50
running balance in net records created 100 (theoretically the next month's beginning balance, but can't figure out how to reference or calculate)

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Power Pivot :: Measure To Count All People Who Have Been Employed Since Start Of Time?

Jul 29, 2015

Say that I have employee data for 2010-2015. I have a pivot table that displays employee data for all the different months in 2015 I want each month to show all people who have been employed since the start of time until and including that month. So

for January 2015 it should show all people employed from January 2010 to January 2015.
for February 2015 it should show all people employed from January 2010 to February 2015.
for March 2015 it should show all people employed from January 2010 to March 2015.

How can I write a measure for this? I have a date table set up.

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Power Pivot :: Measure Count Rows - If Condition - Multiple Tables

Nov 7, 2014

I want to count the rows in the Incident Table by using filters to limit the rows to be counted if they meet the below conditions. I know I need a logical test for each row of the incident table based on the apparatus table’s rows. But, I want to test for each row in the incident table, counting, but not returning a true or false in the overall measure.Something like look at each incident row, test for true or false and then count IF the statement is true. Then go to the next incident row and do the same. The aggregation would be the final count of “true” results.I tried this for MET objective:

=CALCULATE(COUNTROWS(incident),
        apparatus[Incident Response Time] >-1 ||
        apparatus[Incident Response Time] <320,
        uv_901APP_TYPE[Description]="Engine",
        uv_901INCIDENT[Top_Category]="Fire"

[code]....

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Power Pivot :: Show Images In Power View With Power Query On Excel Desktop Version / Office 365

Aug 2, 2015

I am trying to show images in a product listing in power view.I work with an excel 2013 desktop version based on an office 365 pro account.I did the following steps:

import of an excel file with an article list via power query and loading the data to the data model import jpg images from a folder via power query, setting content as binary type and loading the data to the data modellinking both tables in power pivot--> manage via the image namesetting the table behavior for the images table under power pivot --> manage --> Advanced (e.g. Default Image: Content)opening power view and building article cards with article number and imageProblem: only a camera icon shows up in power view

Is there a solution with a desktop version?Can I use my Office 365 Pro account to make it work? How?Why is there no solution showing images in a pivot table?Link to Dropbox with power pivot files 

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Select Query To Calculate Old Of Inventory

Dec 24, 2014

I have to caculate the fifo inventory aging from purchase date, for example I have one item with 100 units in stock, and purchase this month 20 units, and 200 units three month ago, this item has 20 units this month and 80 units from 3 month ago.

Data is as follows:
<<<<< ORIGINAL DATA >>>>>>>>>>>>>>>>

Code:
Code StockPO Date PO_Qty
ao0-123100OC001010-08-2014 8
ao0-123100OC001110-08-2014 4
ao0-123100OC002011-10-2014 50
ao0-123100OC002111-10-2014 2
ao0-123100OC002211-10-2014 20
ao0-123100OC003012-11-2014 10
ao0-123100OC003112-11-2014 1
ao0-123100OC003212-11-2014 20

And the reuslt must be something like this:
<<<<< ORIGINAL DATA >>>>>>>>>>>>>>>> <<<<< CALCULATED DATA >>>>>>

Code:
Code Stock PO Date PO_QtyDays_Old Qty_From_PO Residue
ao0-123100OC001010-08-2014 8 135 8 92
ao0-123100OC001110-08-2014 4 135 4 88
ao0-123100OC002011-10-2014 50 73 50 38
ao0-123100OC002111-10-2014 2 73 2 36
ao0-123100OC002211-10-2014 20 73 20 16
ao0-123100OC003012-11-2014 10 41 10 6
ao0-123100OC003112-11-2014 1 41 1 5
ao0-123100OC003212-11-2014 20 41 5 0

I need to built a select to make this calculation, not using cursors, and build a view, only a basic select.

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On Insert Need To Calculate A Quantity

Jan 31, 2008

In my Insert into #TempTable I need to calculate the 'qty_wasted' as difference between 'qty_received' and 'qty_used' Where would I put the calc statement?


CREATE TABLE#TempTable
(
job_date datetime,
job_number char(15),
cost_code char(15),
qty_received decimal(8,2),
qty_used decimal(8,2),
qty_wasted decimal(8,2),
productId char(25),
plant_id char(10)
)


INSERT INTO #TempTable (job_date, job_number, cost_code, qty_received, qty_used, qty_wasted, productId, plant_id)
SELECT dbo.Batch.ReportDate AS job_date, dbo.Job.CompanyJobId AS job_number, dbo.Item.CompanyItemId AS cost_code, dbo.Product.CompanyProductId as productId, SUBSTRING(dbo.Job.CompanyJobId, 1,3) as plant_id,
qty_received = CASE dbo.SourceType.CompanySourceTypeId WHEN 'MA' then SUM(dbo.ProductionEvent.Quantity) ELSE 0 END,
qty_used = CASE dbo.SourceType.CompanySourceTypeId WHEN 'PR' THEN SUM(dbo.ProductionEvent.AlternateQuantity) ELSE 0 END
FROM dbo.Batch INNER JOIN
dbo.Event ON dbo.Batch.BatchGuid = dbo.Event.BatchGuid INNER JOIN.....

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Calculate Price For Quantity

Feb 20, 2008



Hello all, I have an interesting question about calculating a price in my database for a quantity entered. I have a join table that I store ProductID, SizeID, Quantity and Price. The price for a particular product changes based most often on the quantity ordered. For example, if you order one unit of a widget the price is 10.00, however if you order one dozen units of the same widget the price drop to 9.75 and so on.

Here is a sample of my table....columns are in the order I specified above.

1, 1, 1, 10.00
1, 2, 1, 10.00
1, 3, 1, 10.00
1, 1, 6, 9.90
1, 2, 6, 9.90
1, 3, 6, 9.90
1, 1, 12, 9.75
1, 2, 12, 9.75
1, 3, 12, 9.75
1, 1, 24, 9.50
1, 2, 24, 9.50
1, 3, 24, 9.50
1, 3, 36, 9.30
1, 2, 36, 9.30
1, 1, 36, 9.30


So depending on if my widget is available in certain sizes, the second column, then each product has an price for the size id and quantity at which the price break occurs.

I use this stored procedure to return the price or price range based on the input parameters entered.

CREATE PROCEDURE dbo.sp_GetPrice
@ProductID INT,
@QuantityID INT = NULL,
@SizeID INT = NULL
AS
BEGIN
SET NOCOUNT ON
IF @QuantityID IS NOT NULL AND @SizeID IS NULL -- WE ARE L0OKING FOR A SPECIFIC PRICE BUT DO NOT HAVE A SIZE SPECIFIED
SELECT DISTINCT Price AS 'Price'
FROM join_ProductSizeQuantityPrice
WHERE ProductID = @ProductID
AND Quantity = @QuantityID

IF @QuantityID IS NOT NULL AND @SizeID IS NOT NULL -- WE WANT THE EXACT PRICE FOR THE SIZE AND QUANTITY SPECIFIED
SELECT Price AS 'Price'
FROM join_ProductSizeQuantityPrice
WHERE ProductID = @ProductID
AND SizeID = @SizeID
AND Quantity = @QuantityID
IF @SizeID IS NULL AND @QuantityID IS NULL
SELECT MIN(Price) AS 'Price Range' -- WE ARE LOOKING FOR A PRICE RANGE
FROM join_ProductSizeQuantityPrice
WHERE ProductID = @ProductID
UNION ALL
SELECT MAX(Price)
FROM join_ProductSizeQuantityPrice
WHERE ProductId = @ProductID

END
GO

So everything works great, however, when a user orders an quantity amount like 7, 13, 26 - which is not part of the table - I want to give them the discount available to them for the price break appropriate.

For example if a customer orders 16 widgets of size 2 the price break threshold they have crossed is one dozen, however they have not yet reached the next one which is two dozen. Therefore I want to offer the price associated with one dozen widgets of size id which is: $9.75. Once I have this a simple calculation of this price * 16 units would give me a total but my question is, how do I elegantly design this quantity / right price per unit calculation?

-Brian

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Power Pivot :: Create Power View Report - Button Does Not Show Up For Some Reports

Nov 3, 2015

I have several reports in a Power View Gallery. In Gallery view, most of the reports show the "Open New Excel Workbook", the "Create Power View Report", and the "Manage Data Refresh" buttons on the right side of the report list. Why would some reports not have these buttons available? In the attached image you can see one report with the buttons and one without the buttons.

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Power Pivot :: Power Query Error Expression / Cannot Convert The Value To Type Text

Jul 20, 2015

I've imported a number of excel sheets into a Power Query Table. All seems to appear ok until I load the data. Of the 15k rows around 2k have a similar error where it cannot convert an integer to type string as below example

Expression.Error: We cannot convert the value 40 to type Text.
Details:
    Value=40
    Type=Type

The columns in question are all of integer type, I've looked through the M query and there is no conversion to string taking placeThe values where we don't get the error are also integers hence the intriguing question is why does the error occur on a subset and not the others. I suspect there is a limit to the number of errors also somewhere internally M query is converting the column to text for some reason.

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Power Pivot :: IF In Power Query Statement - Converting Text To Numbers

Nov 18, 2015

Slow loading issue with an if statement. In the raw data the field [Location] is a text field e.g. 0010. I have a parameterised query that get a Location_Value from Excel and passes it to the PQ query using:

#"Filtered Rows1" = Table.SelectRows(#"Removed Other Columns", each ([SalesMode] = 0) and ([SalesType] = 0) and ([Location] = Location_Value))

This works fine if you chose a single location.  However I wanted to be able to select all locations and text is horrible to work with so in PQ I used the change type function to change the location column into whole numbers. I changed excel to also pass a number as Location_Value.   I was therefore surprised when the same query took 2.5 times longer to refresh????

My PQ now looks like this

  #"Changed Type" = Table.TransformColumnTypes(#"Removed Other Columns",{{"Location", Int64.Type}}),
    #"Filtered Rows1" = Table.SelectRows(#"Changed Type", each ([SalesMode] = 0) and ([SalesType] = 0) and ([Location] = Location_Value))

I'm wondering if I need to do something to the ([Location] = Location_Value) bit as maybe it still thinks [Loation] is text and it is trying to compare it to a number. I st assumed the step above meant that [Location] was now a number, but maybe you still have wrap it with some kind of VALUES or TEXT function?

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Power Point :: How To Generate Rank Based On Some Group In Power Pivot

Apr 10, 2015

I have data like below

Country     State            Rank
India         Kerala            1
India         Kerala            2
India         Kerala            3
India         Tamil Nadu     1
India         Tamil Nadu     2
India         Orissa            1
India         Orissa            2
US            Florida            1
US            Florida             2
US            NewYork         1

I have to generate rank like this in power pivot. How can I achieve it?

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Power Pivot :: Error When Updating From Power Query Source

Jun 11, 2015

When updating a Power Query Source in Power Pivot, I'm getting the following error message:

Basically saying that OLE DB or ODBC-error occured when:

- Connections have been imported from a different workbook or
- the workbook has been created in a newer Version of Excel

None of which is the case here. What can cause this?

System: Virtual machine (VMware) on Windows 2008 R2, Office 2010, 64bit, using temporary profile.

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Power Pivot :: How To Set Refresh For Excel File Uploaded In Power Bi

Sep 9, 2015

I have opened an account in [URL] and taken the 60 days trial for power bi pro. I've developed power pivot and generated power views in share point 2013. But, I'm new to Power BI desktop. I have created a report in power BI desktop and published to [URL]. Also, I have uploaded an excel file directly to [URL] and created the report from the workspace available there itself and pinned the report to dashboard also. Everything is fine till this. But, I need to refresh the file which I have uploaded. I have some dummy data in excel sheet.

ZipCode State ZipName

2345 AA AA
456 BB BB
6787 CC CC

 This has been created as a table and then added to data model. So, power pivot has been created for the same. Then I have uploaded this file to [URL] site. But, I'm getting an error message while trying to schedule refresh for the same.

"You cannot schedule refresh for this dataset because it does not contain data model connections. You cannot schedule refresh on worksheet connections or linked tables. To schedule refresh the data must be loaded into the data model."

How can I create a data model connection? How can I schedule refresh for an excel file like this?

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Power Pivot :: Power View - Mix Series Types On Same Chart

Jul 25, 2015

I'm a relative newcomer to Power View. I've been playing with charts and have been struggling to combine both line and bar on the same chart. It would appear this functionality is not available. Considering this is basic functionality when it comes to charting, how to achieve this....

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Power Pivot :: Power Query Conditional Text Replacement

Jul 16, 2015

I'm looking to replace text in a given column given a set of conditions in the other columns. Please see below the M query in the advance editor and in particular the bold text. Here I've created a new entry that would appear in the query applied steps window in the power query editor that I have called "Replace Values". The logic is if Data.Column4 column equals "London" then replace null values in Data.Column5 with London. However when I save the query below I get the error 

Expression.Error: There is an unknown identifier. Did you use the [field] shorthand for a _[field] outside of an 'each' expression?

I plan to change the expression to test for multiple conditions however I need to get the basic expression working first. The other frustration i had with the "if" statement is it had to have an else even though I didn't require it, am i doing something wrong here?

let
FullFilePath = "C:PermanentDwellings.xlsx",
Source = Excel.Workbook(File.Contents(FullFilePath)),
    #"Expanded Data" = Table.ExpandTableColumn(Source, "Data", {"Column1", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16",

[Code] ....

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