Power Pivot :: Total For Specific Date Range As Well As JTD Totals

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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Power Pivot :: Calculating Monthly Totals From Date Ranges?

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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Power Pivot :: Get Order First Date For A Specific Product And Customer?

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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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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May 4, 2015

I have 2 columns 1) Total Premium and 2) New-Renew Indicator in my Powerpivot.

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a) Created a calculated measure called Percentage:= Divide(Total Premium, Total Premium, 0) . The percentage shows 100% as expected.

b) Now when i try to bring in the Column 2)New-Renew alongside this Percentage in the pivot table, both New and Renew shows 100%. I only have about 20 percent rows with New, and 80% of Renew.

When i bring in the original column = 1) Total Premium, the new-renew split shows correctly, just the percentage is not splitting up correctly. How to achieve it?

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Nov 18, 2015

I've created a measure counting instances of unique identifiers utilizing the following formula. However, the Grand Total does not equal the sum of the sub-totals. 

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Sep 14, 2015

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  1        2
Total
Row 1 20
10 30
Row 2 15
20 35
Row 3 5
30 36
Total 40
60 100
% Total 40% 60%

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Power Pivot :: Update Specific Rows In Table

May 21, 2015

I have a text file which I used as an initial load of data, containing a little over a million rows. I would like to produce a daily "update" file, which contains changes to existing rows, and creation of new rows. What is the best method of updating the existing table in power pivot?

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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 :: Possible To Dynamically Filter A Moving Total Measure In DAX?

Oct 2, 2015

Any way to create a measure that filters the second column to mimic the behavior of only filtering for slicer for the Open Pool Date values as per the image below. Ultimately, I need to create a measure that only includes accounts that were opened 6 months prior to the month row context.

Trying to get the values in the second column to only include aging accounts 6 months prior instead of 12 months prior.

Trailing6Month Conversion:=CALCULATE([TOTAL LTD Converted Amount] ,Filter(Settlement700,Settlement700[OpenDatePool]>=RELATED(DimDate[Trailing6MonthsEnd])))
Trailing6Month LTD Conversion Amount:=CALCULATE([Trailing6Month Conversion],DATESINPERIOD(DimDate[FullDate],LASTDATE(DimDate[FullDate]),-6,Month))

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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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Oct 23, 2015

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Jul 21, 2015

Creating a burn down chart using a running total of cumulative hours with the following formula:

CumulativeHoursLeft:=CALCULATE (
    SUM('Projects'[Budget hours]) - SUM ( 'hours'[Hours] ),
    FILTER (
        ALL ( 'hours'[Date] ),
        'hours'[Date] <= MAX ('hours'[Date])
    )
)

Works great except that in a Line Chart using [Date] as the Axis and CumulativeHoursLeft as the value, I get these spikes on days for which the employee reported no hours. I do know what exactly the measure is doing in this instance and I do not get this in a table, those dates simply do not appear. I have tried both Categories and Continuous for the Line Chart. I have also tried filtering where [Date] is not blank.how to get rid of the spikes?

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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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Power Pivot :: Cumulative Total For Current Week Days And Previous Week

Nov 30, 2015

We are trying to compare our current calendar week (based on Monday being the first day of the week) with the previous calendar week. 

I'm trying to produce a line chart with 2 axis:

- x axis; the day of the week (Mon, Tues, Wed etc - it is fine for this to be a # rather than text e.g. 1 = Mon, 2 = Tues etc)
- y axis; the cumulative number of orders 

The chart needs two series:

Previous Week. The running count of orders placed that week. 
Current Week. The running count of orders placed this week. 

Obviously in such a chart the 'Current Week' series is going not going to have values along the whole axis until the end of the week. This is expected and the aim of the chart is to see the current week compares against the previous week for the same day. 

I have two tables:

Orders TableCalendar Table

The calendar table's main date column is [calDate] and there are columns for the usual [calWeekNum], [calMonth] etc. 

My measure for counting orders is simply; # Orders: = countrows[orders].

How do I take this measure and then work out my two series. I have tried numerous things such as adapting TOTALMTD(), following articles such as these:

- [URL] ...
- [URL] ...

But I have had no luck. The standard cumulative formulas do work e.g. if I wanted a MTD or YTD table I would be ok, it's just adjusting to a WTD that is causing me big issues.

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Power Pivot :: Date Since Value First Appeared (age)

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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Power Pivot :: How To Do Nested Date Calculation With DAX

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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Power Pivot :: Date Fields Do Not Allow Value Filtering

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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Power Pivot :: Stock Balance - Last Date

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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Power Pivot :: Prior Month To Date Calculation With DAX

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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Power Pivot :: Budget Month-to-date Calculation

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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Counting Content Files For A Specific Date Range

Apr 10, 2008

I'm trying to find a way to count the number of times a ContentFile, appears in a ContentLog, for a specified period of time.

SELECT DISTINCT ContentFile FROM ContentLog

Shows a list the list of content files.

I'm not sure though how to count for a specific ContentFile, or how to count for on a specific date range.

Thanks for any help you can give.

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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 :: Modeling And Reporting With Multiple Date Dimensions

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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Power Pivot :: Date Dimension - Create A List Of Months

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)),

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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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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 :: Divide Number Of Records By End Date Of Month Using DAX Query

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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Trying To Get Daily Totals From Cumulative Totals In A Pivot

Oct 2, 2006

I have been providing sales data for a few months now from a table that is set up like this:

Date WorkDay GasSales EquipmentSales

9/1/2006 1 100.00 200.00

9/4/2006 2 50.00 45.00

etc.

As can be seen, the data is daily, i.e., on the first workday of September we sold one hundred dollars in gas and two hundred dollars in equipment. On the second workday of September we sold fifty dollars in gas and forty-five dollars in equipment.

Now, however, the data I have to pull from is cumulative. So, using the last table as an example it would look like this:

Date_WorkDay_GasSales_EquipmentSales

9/1/2006 1 100.00 200.00

9/4/2006 2 150.00 245.00

etc.

To make things more complicated, the powers that be wanted this data presented in this fashion:

Total Sales:

1_2_etc.

300.00 95.00 etc.

 So, I have been doing a pivot on a CRT to get the data to look like I want. The code is like this:

with SalesCTE (Month, WorkDay, [Total Sales])

as

(

SELECT

datename(month, cag.date),

cag.WorkDay AS [Work Day],

sum(cag.sales_gas + cag.sales_hgs) AS [Total Sales]

FROM CAG INNER JOIN

Branch ON CAG.[Oracle Branch] = Branch.OracleBranch

group by cag.date, cag.WorkDay

)

select * from SalesCTE

pivot

(

sum([Total Sales])

for WorkDay

in ([1],[2],[3],[4],[5],,[7],,[9],[10],[11],[12],[13],[14],[15],[16],[17],[18],[19],[20],[21],[22],[23])

) as p

So, my question is:

How do I get the data to give back daily totals instead of the cumulative amounts for each workday? If the query was a simple one, I'd do something like

select [1] as [Day 1], [2]-[1] as [Day 2], [3]-[2] as [Day 3], etc.

but the query is far from normal, with the CRT and the pivot. I can't seem to get it to work how I'd like.

Any advice/answers? Thanks in advance!!!

 

P.S. I don't know how to get it to quit with the freakin' smileys.... I suppose you can figure out what my code is really supposed to look like above. Needless to say, it doesn't include a devil face and a damn music note...

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Power Pivot :: Get Last Available Value For Measure In Current Context (week / Month Level And Not Date)

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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Power Pivot :: DAX Function ALLSELECTED Doesn't Refresh When Using A Date Hierarchy For Rows

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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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 :: Creating A Summary Report Using Relationship Between Date Table And Two Fact Tables

Oct 19, 2015

I have below tables in my power pivot.Fact 1 & Fact 2 - connected directly to Mainframes - Data is from the same table broken up due to size of the data.Date Table - Relation ship between both the fact tables.How do i create a summary pivot to get the number of tasks that have been completed in each month.

Month   Count
July
August
September
October.

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