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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Feb 9, 2013
I’m using DAX to calculate the prior MTD count of a specific column. My data ends on 2/8/2013 and that day's PriorMTD is incorrectly corresponding to 1/31/2013. Whereas, the previous 7 days in February correctly match their corresponding January dates..Below is an image of my pivot table and I have outlined the values in red that are in question.Below are my DAX formulas used each column visible in my image:
Distinct Count of Events:=DISTINCTCOUNT([EventID])CurrentMTD:=CALCULATE([Distinct Count of Events], DATESMTD(Events[EventDate]), ALL (dimDate) )PriorMTD:=CALCULATE([Distinct Count of Events], DATEADD(DATESMTD(Events[EventDate]), -1, MONTH), all(dimDate)) ParallelMonth:= CALCULATE ([Distinct Count of Events], ParallelPeriod(Events[EventDate], -1, MONTH), ALL(dimDate))
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Jul 28, 2015
I am looking to calculate the monthly holidays by staff member using DAX. I am able to calculate it if all entries (Start Date & End Date) are confined to a unique month. The issue is where a person's holidays go across several months
I have 2 tables
Table 1 - Holidays
Name StartDate EndDate
Joe Bloggs 27July 2015 7th Aug 2015
Jenny Jones 22nd July 2015 23rd July 2015
Jenny Jones 27th July 2015 28th July 2015
Table 2 -Months&Years
Month/Year
June 2015
July 2015
August 2015
September 2015
I am looking for two types of Output (high level and detailed)
Detailed
Month/Year Name Total Days OOO
July 2015 Joe Bloggs 5
July 2015 Jenny Jones 4
August 2015 Joe Bloggs 5
High level Month/Year Days OOO
June 2015 0
July 2015 9
August 2015 5
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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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Mar 5, 2015
How to obtain the row number in a calculated column using DAX (PowerPivot 2013) ?
I do not have any column that would contain unique values (would be easy in that case !). I just want to obtain a different value in each row.
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Jun 25, 2015
I have a simple 2 column dataset representing Date of session and Client Name (Please download workbook from here - [URL] .... The Financial Year runs from April 1 to March 31. I want to determine the number of sessions conducted in chosen financial year - 2. So if I select FY 2015-16 in a slicer, then, I want view the number of session conducted client wise in FY 2013-14. This is the formula calculated field formula I have written but when I drag this in the Pivot Table, I get an error message. In the calculated field window, when I click on Check for errors, then there are no errors at all.
=CALCULATE([Sessions conducted],DATESBETWEEN(calendar[Dates],EDATE(FIRSTDATE(calendar[Dates]),-24),EDATE(FIRSTDATE(calendar[Dates]),-12)-1))
I cannot identify my error.
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May 4, 2015
I am trying to calculate the sum of gross sales over a rolling 6 month period in PowerPivot and don't even know how to start.
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Apr 23, 2015
I have created a spreadsheet using powerquery and powerpivot. Loading the data on powerquery from different spreadsheets was a charm, the problem is calculating the exchange rates per month.The structure is as following:I have 3 tables, they are:
Dates– Just a dates (loaded directly on PowerPivot).
Invoice – Details of invoices for all customers, gross totals are in different rates (loaded through power query)
Customer – Detailed information of customers (loaded directly on PowerPivot).
Currency – exchange rates (loaded directly on PowerPivot).
Note: I mentioned where they were loaded because I do not know if that really matters, I guess it does not... but extra information will not hurt. Now, let's go to how these tables are connected between each other and their key columns.The Invoice table has information on invoices dates, invoice gross total and customer code. This table is related to Customer table, which has the actual name of customers and other details. This link is done through the Customer Code column. The Currency table have a relationship with the Customer Table through the Country Column.
What I want to achieve is a formula to do the exchange rate based on the Invoice Date column present on the Invoice Table. So I have created a column on the Currency Table named at each month of the year and populated it with the exchange rates for all countries (countries listed using ISO3 format).My problem is while I am able to select a column from the Currency table to do the exchange rate calculation using the below formula, I fail to realize how to do it per month:=CALCULATE(sum(invoice[Gross Value])*SUM(Currency[Reverse]))*Reverse is the column with the exchange rate for the country money to USD.What I am failing to do is how to make that calculation to also consider the month of the invoice and pull the exchange rate for the same month from the Currency table
Get the invoice date then find the column on Currency[Month] and multiply, providing me the USD amount.I was unable to figure out a solution using the filters parameters from Calculate. If some of you ask why I am using SUM inside Calculate, is because if I only use SUM and try to do the math between the two tables I get an error saying that it was not possible to determine the value on Currency[Reverse]. Same happens with SUMX. It worked out with Calculate, but then I cannot create other formulas using CALCULATE on that table because it will give that error on redundancy, unless I add a filter on it, which worked last time (but I do not remember which thing /parameter used to filter, so do not ask it right now.I do not really need that level of accuracy, but my Virgo perfectionist side demands me to find a solution to that, that will not use a single exchange rate, but consider which is the correct exchange rate for the month of the invoice and calculate it correctly for all invoices. Just so you know, the Invoices tables has more than 1million lines.
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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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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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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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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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Nov 13, 2015
I am working with a data set containing several years' of monetary values. I have entries for past dates and the associated values, and I also have entries for future dates. I need to populate the values of the future date records with the values from the same date the previous year. Is there any way this can be done in Power Pivot?
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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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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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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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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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Sep 14, 2015
So, I have the following tables
transactions = [date], errorID, status
calendar = [date], year, month etc .
The critical field here is errorID.
Maybe the best way to illustrate the raw transaction data is by example :
I now need to create a report to show the AGE of errors.
age1 = days since first occurrence
age2 = days since last 'Repeat' status
I tried to ignore AGE for now, and just see if I could get the correct earliest date to show for each errorID.
How to do a MIN on date, ignoring all row context apart from keeping my errorID !!?!
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Aug 9, 2015
I have a CSV file that looks like below
JobOrderId CandidateId From_StatusID From_StatusDate To_StatusID
1234 5000 1 07/01/2015 2
1234 5000 2 08/01/2015
I've read this file in PowerPivot and I need to calculate the time in weeks between the two dates for the same JO, Candidate and when the to_StatusId = From_StatusID. In other words, the number of weeks that took from going From Status "1" to Status "2".
Is it possible to do something like this using DAX? Do I need to create a calculated Column?
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Sep 8, 2015
I have an Excel 2010 Pro pivot table that uses a Power Pivot view sourced to a SQL Server 2012 SQL view. This view contains multiple date fields, and when I attempt to use the 'Value Filter' on one of these, the data is not filtering. The data type in the SQL view is a date.
After attempting to set a Value Filter, and seeing that the filtering didn't work, when I go back to the Value Filter criteria (in my case, I used 'Greater Than' option), the date value that I plugged in to filter has been replaced with a numeric value.
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Oct 23, 2015
I am struggling with the Lastdate function. I have got stock balance data and want to show the number of products/models that are on stock at the latest date of the stock balance table.
My DAX formula is as follows:
=CALCULATE(DISTINCTCOUNT('3S-StockData'[Article Model]);LASTDATE('3S-StockData'[Date]))
I get the wanted results for all aggregated product groups, on product/model level however the formula does not give me the information wanted (see screenshot).
Basically, the formula calculates correct, but I want in my example only models shown with the date 2015-10-21.
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Aug 19, 2015
I have a fact table with sales data at line item level, meaning lots of rows with sales orders, revenue etc. per product group pr month. Then I have a budget table with the budgetted revenue pr product group pr month, meaning a lot less detailed. I followed the method at daxpatterns.com/budget-patterns/ with the headline "Complete pattern" to make it work. Now I have a working data model where I can see actual and budget as seperate values.
I then need to calculate the actual revenue month to date and the budgetted revenue month to date. For actual it has worked fine by doing:
=CALCULATE(
sum(Sales[Revenue]);
(DatesMTD(Time[date]))
)
The problem occurs for me doing the same on the budget figure. Since I don't have a budget per day, but only at "YearMonth" level, I have calculated the amount of workdays per month and then used the DatesMTD formula to get the cumulative workdays during the month. Furthermore I calculated the total amount of workdays in the month and made a ratio between this figure and the cumulative workdays so I get a figure in percent that tells me per day how much of the month that has went by (0-100 %). I would then multiply this percentage with the budget and get the budget month to date. This does not work since my budget figure is not at day level.
How I can get it to work. My desired result will be all the dates during a month in my rows and then actual revenue Month to date in values and a corrosponding figure for the budget.
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Oct 27, 2015
I am importing data from Dynamics CRM online using ODATA in Power Query. All datetimes in the database is stored in UTC and I need to convert these into CET. But it's not as simple as just to add 1 hour to the datetime from the database because due to Daylight. Savings time on half the dates I need to add 2 hours - how can I do this?
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Nov 18, 2015
I have a table with all my orders lines, I need to identify (DAX formula) for a specific customer which is the first order of a specific article (first date filtered for customer and article) and use this information to tag the order line for that article for the specific customer as "Newly Ordered article" if the order date = first order date or as "Reordered article" if the date on the specific order line is subsequent to the first order date.
I imagine I need to combine a Lookup date filtered for customer and article and use it with a IF formula.
Similar to this I would also like to define that if the first order for a product for the specific custumer is older then a certain date, then this would be defined as and historical customer for the specific article, if the first order on the article is more recent the a specific date, then this will be defined as "new customer for that article".
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Jun 17, 2015
Our business model involves a lot of dates and the business owners frequently want reports based on each of these different dates. For example in any given order there are as follows:
- Order created date
- Client due date
- Order first payment date (an order can have multiple payments)
- Order fully paid date
- Date assigned to vendor
- Vendor return date
- Date delivered to client
On top of that we have other areas of the business, the data from which ties into the above. Here we have more dates e.g.
- Date vendor recruited
- Date vendor reviewed
At any given point the manager may want a report based on any of these dates. For example;
- Product type by order creation date (fiscal year / month)
- Product type by first payment date (fiscal year / month)
- Product type by client due date (fiscal year / month)
and so forth. I have been asked to create a report using all of the above on at least one occasion, many of them far more frequently. At the moment I have created a standard date table and then duplicated that for each type of date that I need however this is becoming excruciating to work with as I have approximately 10-12 date tables in my data model. Is there a better way of doing this now, in Excel 2013? If not, is there an improvement in 2016 that may make life easier?
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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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Jul 8, 2015
In the typical Job Cost Reporting world you can easily create SQL Views / Stored Procedures (or create a report) that can return both Job To Date values along with period values for another date range. Something like this:
Job,
Phase of Work,
Cost Type,
UM,
Budgeted Cost,
Budgeted Quantity,
Period Cost,
Period Quantity,
Period Unit Cost,
JTD Cost,
JTD Quanity,
JTD Unit Cost,
Variance between JTD and Period Cost,
Variance between JTD and Period Quantity,
Variance between JTD and Period Unit Cost
But in the tabular BI world I am not certain how to have these values show up in a pivot table or BI visualization. My current Fact table is essentially every job cost transaction so it is at the most granular level holding Company, Job, Phase of Work, UM, Cost Type, Date, Budget Cost, Budget Quantity, Actual Cost, Actual Quantity. The Budget values only have a value if the entry was updating the budget and the Actual values hold actual cost for each transaction. If you don't restrict by date you have your Budgeted Quantity / Cost and Job To date Cost / Quantity.
I can generate a Pivot table or chart and not restrict by date and I can get all the Budget Totals and the Job To Date Totals when I have the Company, Job, Phase Of Work, Cost Type.
But what if I want to look at a range like last quarter or yesterday or last week. I can indeed filter that data in Pivot Table and get the period values, but now I don't know how to have the Job To Date values show up for comparison purposes.
I am guessing maybe a DAX formula (if using Excel Powerpivot or SQL Tabular Model), but I am at a loss.
So in the BI world how do you get Job To Date totals while also viewing the data for a period of time?
Here are some example graphs we would want to show for a single Job. Let's say we want to show the 10 worst performing cost distributions.
I would want a graph to show the cost distribution and for each cost distribution it would show Budgeted Cost, Period Cost, Job To Date Cost.I would want a graph to show the cost distribution and for each cost distribution it would show Budgeted Unit / Cost, Period Unit / Cost, Job To Date Unit / Cost.I would want a graph to show the cost distribution and the variance between JTD and Budget and Period and Budget.
As you can see it all stems around seeing JTD and Budget values vs Period Values. Here is a visualization that may work. I am using PivotTable filtered on one Company, Job, Phase of Work. I can see the sum of actual cost which is the totals for the date range I provided. But I still want to see the JTD totals for that Phase of Work and Cost Types and actually the Budget Totals as that is sort of a JTD, but for budget... especially if I want to compare Budget vs JTD vs Actual.
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Jul 21, 2015
I need to create a date dimension where the lowest level is month. I've seen examples which use the list function such as
Source = List.Dates(#date(2000, 1, 1), Duration.Days(DateTime.Date(DateTime.FixedLocalNow())-#date(2000,1,1)), #duration(1,0,0,0)),
The above increments by 1 day which is defined in the 1st argument of the #duration. My question is how can I dynamically change the value of this 1st argument such that its the number of days in the current month hence it will increment to only return the 1st date in the Month e.g
1/1/2000
1/2/2000
1/3/2000
etc..
I prefer to use an elegant approach if possible, the alternative would be return all dates, create a custom column from these dates which returns the month date - delete the dates column - get a distinct list of the month dates.
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Aug 4, 2015
We have some requirement in PowerBI reports. Here we have a table and having Date, Events columns. Below is the sample data..we are creating a measure to calculate the average of the event count for month.We need a measure for calculating Average of Event count per month= sum(Events for a month)/numberofdays in the month.Example for January month : sum(343423)/31 (31 number of days in January)
When we write this measure using DAX query in Excel we are getting semantic error.Tried sample formula : Average:=SUM([Events])/EOMONTH([EventDate],1)
writing this DAX command for measure.After having this data ready, we are creating PowerBI reports on this data.
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Jul 21, 2015
I can't seem to upload images so here's the link: [URL] ....
I need to get the last value of # Orders week avg in the current context (the highlighted value). The calendar dimension here is a week level one so I don't think I can use LASTNONBLANK. The measure is from the facts_sales table which is linked to a calendar dimension via a date key.
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Apr 3, 2015
I've encountered an issue where the ALLSELECTED function works fine unless I use a date hierarchy, i.e. year, quarter, month, date, for the rows in a pivot and then use a year slicer, select one or more years individually, and the clear the filter on the slicer. The year(s) that I selected in the slicer remain at 100% in the pivot instead of returning to the subtotals for the unfiltered slicer.
This only occurs when I use a calendar hierarchy for rows and a date field for the slicer, either from the hierarchy or a regular date field.Below are images of the normal behavior and then the result after following the steps above. Can't figure out why the calendar hierarchy is causing the issue since it works for all other time functions, etc., and follows best practices such as contiguous dates, etc.
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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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Dec 5, 2007
Hi All,
The current/ Base table would be like below,
Products
level
Date
N1
b
11/5/2007
N2
p
11/6/2007
N3
p
11/7/2007
N4
p
11/14/2007
N5
b
11/15/2007
N6
p
11/23/2007
Expected Result.
<=11/7/2007
<= 11/14/2007
<=11/21/2007
b
1
1
2
p
2
3
4
Total
3
4
6
As you can see, the above table has cumulative data.
1. It calculates the number of Products submitted till a particular date- weekly
2. The date columns should increase dynamically(if the dates in base table increases) each time the query is executed
For ex: the next date would be 11/28/2007
I tried something like, it gives me count of b level and p level products by week
declare @date1 as datetime
select @date1 = '6/30/2007'
while (@date1 != (select max(SDate) from dbo.TrendTable))
begin
set @date1 = @date1 + 7
select Level, count(Products)
from
dbo.TrendTable
where SDate < @date1
group by Level
end
what I think is required is a pivot that dynamically adds the columns for increase in date range.
/Pls suggest if any other way of achieving it.
Pls help!!!
Thanks & Regards
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