Power Pivot :: Filter To Slice Data Per Hour / Day Or Month

Mar 31, 2015

I have an Excel database file that contains the total passenger passes from a specific location. The total number of passenger passes is counted in a period of 2 minutes(e.g. 14:45:00 to 14:46:59). I have imported my database into PowerPivot and have also created relevant PivotTables and PivotCharts with some slicers to analyze them. How can I create a slicer which filters data in greater periods of time like hour, day or month?

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Power Pivot :: Filter Sharepoint List Data In It?

Mar 20, 2015

I am trying to import the data from SharePoint into my PowerPivot window as a Datafeed. I am able to successfully import the whole data from SharePoint list. But, now i would like to apply a filter (Where Clause) before importing the data.

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Power Pivot :: ALL DAX Function Not Overriding Filter On Pivot Table

Oct 14, 2015

I have a simple pivot table (screenshot below) that has two variables on it: one for entry year and another for 6 month time intervals. I have very simple DAX functions that count rows to determine the population N (denominator), the number of records in the time intervals (numerator) and the simple percent of those two numbers.

The problem that I am having is that the function for the population N is not overriding the time interval on the pivot table when I use an ALL function to do so. I use ALL in other very simple pivot tables to do the same thing and it works fine.

The formula for all three are below, but the one that is the issue is the population N formula. Why ALL would not work, any other way to override the time period variable on the pivot table.

Population N (denominator):
=CALCULATE(COUNTROWS(analyticJudConsist),ALL(analyticJudConsist[CurrentTimeInCare1]))
Records in time interval (numerator):
=COUNTROWS(analyticJudConsist)
Percent:
=[countrows]/[denominatorCare]

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Power Pivot :: Calendar Look Up Table - Custom 24 Hour Start Time

Jul 9, 2015

I know how to do this in Excel, but not sure about Power Pivot. Our fire department works on a 24 hour shift that starts at 0700 each morning. I want to look up what shift is working depending on the date and time of dispatch. In Excel, I would do a look up table, but instead of using false() as  the last parameter, I would choose true().

I am not sure if this would be best created as a calculated column in the table that holds the incident date and time values, or have a separate table and create a relationship to use the shift in the rows/columns of my pivot table. 

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Power Pivot :: Create Top N Customers Filter

Oct 19, 2015

I am trying to write a RANKX Function as a calculated field instead of a measure, so I can used rank as a report filter but it is not working.I have customers that I can rank by sum of sales amount and then bucket their ranks within categories such as Top 10, 50, 100. The goal is then to use this Top Customers list as a filter on the Power BI report.So far I have the following as a calculated column. 

=RANKX(CustomerTable,SUMX('CustomerTable',[Sales]))

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Power Pivot :: DAX - Last Occurrence In A Month

May 27, 2015

I have [income]- (REVENUE) table of accounts, each account can have multiple instances for one month. how can I find the last occurrence of all the accounts in a month (and then summarize all of these latest occurrences)?

account revenue revenue_date
1 100 2010-01-01
1 200 2010-02-03
1 300 2010-02-04
1 1000 2010-06-04
2 100 2010-02-01
2 200 2010-03-03
2 1300 2010-07-04
2 11000 2010-08-04
3 2100 2010-01-01
3 2200 2011-02-03
3 300 2011-02-04
3 221000 2011-06-04
4 222 2010-02-01
4 2222 2012-03-03

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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 :: 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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Power Pivot :: DAX - Lookup Scalar Text Value With A Filter In Calculated Column

Jun 23, 2015

In a calculated column I am trying to get a scalar text value from a lookup to another table. This works quite well when getting numerical values with the following formula:

=MinX(Filter(LookUpTable;LookupTable[from]<=MySourceTable[Day] && LookupTable[to]>=MySourceTable[Day]);LookUpTable[numericalColumn])

But as soon as I substitute the numerical column by a string column, #error results.

I also want to mention that the above query yields only one row as a result. It should be simple to return the value of one of the columns but after searching for quite some time, I could not find any function for that.

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Power Pivot :: Selected Report Filter Values Display In A Cell

Oct 28, 2015

I have a power pivot with 2 multi valued report filters   student_branch & blood_group. These report filters are used to fetch the data set that contain below result set

student_branch               blood_group           count

Everything works fine. But, what i am looking for , is there any way to show the what are all the report filters that are selected currently by , separated in a separate cell ? below is the image for output reference.

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Power Pivot :: Calculating Exchange Rates Depending On MONTH

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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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 :: 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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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 :: One Slicer To Control Two Pivot Tables That Have Different Source Data And Common Key

Jul 8, 2015

I have two data tables:

1) Production data with column headers: Key, Facility, Line, Time, Output
2) Costs data with column headers: Key, Site, Cost Center, Time, Cost

The tables have a common key named obviously as Key. The data looks like this:

Key
Facility
Line
Time
Output
Alpha

I would like to have two pivot tables which I can filter with ONE slicer based on the column Key. The first pivot table shows row labels Facility, Line and column labels Time. Value field is Output. The second pivot table shows row labels Site, Cost Center, and column lables Time. Value field is Cost.How can I do this with Power Pivot? I tried by linking both tables above to a table with unique Keys in PowerPivot and then creating a PivotTable where I would have used the Key from the Keys table.

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Power Pivot :: Force Measure To Be Visible For All Rows In Pivot Table Even When There Is No Data?

Oct 13, 2015

Can I force the following measure to be visible for all rows in a pivot table?

Sales Special Visibility:=IF(
    HASONEVALUE(dimSalesCompanies[SalesCompany])
    ;IF(
        VALUES(dimSalesCompanies[SalesCompany]) = "Sales"
        ;CALCULATE([Sales];ALL(dimSalesCompanies[SalesCompany]))
        ;[Sales]
    )
    ;BLANK()
)

FYI, I also have other measures as well in the pivot table that I don't want to affect.

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Power Pivot :: Create Measure Within Date Dimension Table To Sum Single Entry Per Month Eliminating Duplicates

Jul 27, 2015

We are trying to do some utilization calculations that need to factor in a given number of holiday hours per month.

I have a date dimension table (dimdate).  Has a row for every day of every year (2006-2015)

I have a work entry fact table (timedetail).  Has a row for every work entry.  Each row has a worked date, and this column has a relationship to dimdate.

Our holidays fluctuate, and we offer floating holidays that our staff get to pick.  So we cannot hard code which individual dates in dimdate as holidays.  So what we have done is added a column to our dimdate table called HolidayHoursPerMonth. 

This column will list the number of holiday hours available in the given month that the individual date happens to fall within, thus there are a lot of duplicates.  Below is a brief example of dimdate.  In the example below, there are 0 holiday hours for the month of June, and their are 8 holiday hours for the month of July.

DateKey MonthNumber HolidayHoursPerMonth
6/29/2015 6 0
6/30/2015 6 0
7/1/2015 7 8
7/2/2015 7 8

I have a pivot table create based of the fact table.  I then have various date slicers from the dimension table (i.e. year, month).  If I simply drag this column into the pivot table and summarize by MAX it works when you are sliced on a single month, but breaks if anything but a single month is sliced on.  

I am trying to create a measure that calculates the amount of holiday hours based on the what's sliced, but only using a single value for each month.  For example July should just be 8, not  8 x #of days in the month. 

Listed below is how many hours per month.  So if you were to slice on an entire year, the measure should equal 64.  If you sliced on Jan, Feb and March, the measure should equal 12.  If you were to slice nothing, thus including all 15 years in our dimdate table, the measure should equal 640 (10 years x 64 hours per year).

MonthNumberOfYear HolidayHoursPerMonth
1 8
2 4
3 0
4 0
5 8
6 0
7 8
8 0
9 8
10 4
11 16
12 8

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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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Power Pivot :: Auto Refresh Excel Table (Not Pivot Table) Using Data Source

Jul 8, 2015

Is it possible to generate automatic refresh of excel 2013 table which displays some table of a power pivot model on file open?? I dont want to use pivottable (which supports this ...)

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Power Pivot :: Pivot Table Loses Text Wrapping For Text Data Upon Refresh

Apr 29, 2015

I have a pivot table that connects to our data warehouse via a PowerPivot connection.  The data contains a bunch of comment fields that are each between 250 and 500 characters.  I've set the columns in this pivot table to have the 'Wrap Text' set to true so that the user experience is better, and they can view these comment fields more clearly.

However, whenever I refresh the data, the text wrapping un-sets itself.  Interestingly, the 'Wrap Text' setting is still enabled, but I have to go and click it, then click it again to actually wrap the text.  This is very burdensome on the user, and degrading the experience.

Any way to make this text wrapping stick so that I don't have to re-set it every time I refresh the data?

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Power Pivot :: Structural Data Model Changes In Data Source Leads To Errors

Oct 12, 2015

I've question about how to handle structural datamodel changes in a datasource of PowerPivot. Suppose I'm developing a starmodel in SQL Server and sometimes a datatype changes or a name of a field changes in a table. It seems to me that PowerPivot handle this not gracefully as Analysis MD does (mostly). I received an error because of a wrong fieldname or even no error when a dattype changes in PowerPivot. Is this common or do I something wrong here. Does this mean that every time the datamodel changes the PowerPivot should be recreated? Or am I missing the clue here?

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Power Pivot :: External Access To Data Sets In The Data Catalog?

Apr 23, 2015

I'm currently working on a BI architecture for a customer, and consider to propose the Power BI data catalog as a data distribution layer. The customer will use Power BI, but also has other BI tools.

Are data sets in the data catalog available to other clients than Power Query alone? E.g. are there OData feed endpoints available? If not, what would be the best way to give other tools access to the data?

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Power Pivot :: Merging Static Excel Data With Dynamic Data?

Aug 19, 2015

I have some data in Excel - sheet1 which would be static.

Now I need to import data from SQL Server (using a query) and Union above static data with this SQL data and later I will have to create PowerPivot table in Sheet2.

Which is suitable option for me to import data from SQL to excel as I see "From SQL Server" option under "Data" and "Power Query" tab as well.

How to merge above SQL data with existing static data?

(SQL Server 2012)

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Filter Month End From Daily Data

Jul 8, 2013

I have a series of daily data and I am looking to filter for month end business days and create a sum.

This piece of code gets what I need, arbitrarily, for the 7th day of every month. How can I amend the code so that rather than 7, I have the last business day of every month?

select FROM_DATE, PORTFOLIO, SUM(VALUES) from MyTable
where DATEPART(day,FROM_DATE) = 7
group by FROM_DATE, PORTFOLIO

I have the following code for last business day of month (from a previous question raised on these forums), but when I set DATEPART(day,FROM_DATE) equal to the following piece of code, I get no results.

CASE DATEDIFF(dd,0,DATEADD(mm,DATEDIFF(mm, 0, FROM_DATE),-1))%7
WHEN 5 THEN DATEADD(dd, -1, DATEADD(mm,DATEDIFF(mm, 0, FROM_DATE),-1)) -- if Saturday subtract one day
WHEN 6 THEN DATEADD(dd, -2, DATEADD(mm,DATEDIFF(mm, 0, FROM_DATE),-1)) -- if Sunday subtract two days
ELSE DATEADD(mm,DATEDIFF(mm, 0, FROM_DATE),-1)
END

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Power Pivot :: User Name For Data Connection?

Jun 8, 2015

I am connecting to an Access data source which is password protected. But when I set up the connection in PowerPivot what User name do I need to use for the connection. I have tried various log on user names but non have worked.

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Power Pivot :: Using Data From Slicers In DAX Calculation

May 13, 2015

I have a formula that should use data from 2 slicers:

Spend per period (changing currencies & dates):=[Spend per period]*CALCULATE([Sum of Value],FILTER(Currency,Currency[Date]=[End Date]),FILTER(Currency,Currency[Attribute]=CurrencySlicer[Attribute]))

I managed to link the [End Date] from the slicer to the formula, however the [Attribute] field is not numeric so I can't duplicate the same methodology. 

{FYI:    End Date:=LASTDATE('Finish Date Slicer'[Column1])    }

I assume that I need to build a formula to extract the data chosen in the slicer, and can't connect it directly to the slicer. 

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Power Pivot :: Show All Categories Even If There Is No Data

Jul 22, 2015

I have a powerpivot table which groups customers into ranges of sales figures. When I use a slicer to slice by region, I lose some of the ranges because they contain no data. I need them to show up even if there is no data. I've checked all of the boxes to "Show items with no data on columns (and Rows). But this has no effect. I created a measure using the following formula which also has no effect.

NeverBlankAcct:=IF(ISBLANK(Count([CACCT])),0,Count([CACCT]))

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Power Pivot :: Using VBA To Add Or Change Data Connection

Mar 4, 2014

My PowerPivot report is using quite large data that can be split by subsidiary. I’d like to let user select subsidiary. The selection would trigger change of the PowerPivot’s data connection so that the SQL would change into “SELECT

* FROM
dbo.ECSPURSL00
WHERE Subsdiary
= 'selected subsidiary'”.

The Excel 2013 has Model class that should manage the PowerPivot data sources. The object explorer shows CreateModelWorkbookConnection method, but I can't figure out the VBA syntax.

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Power Pivot :: Dates MTD Function And No Row Data

Oct 20, 2015

I have a DATESMTD function which is not working.  This is what is happening, if there is no row data for the month it creates a month to date total similar to the year to date total instead of zero.  See below my formula:

MTDSUM:=CALCULATE(SUM('Combined Years Dataset'[Net]),DATESMTD('Combined Years Dataset'[Period2]),'Date'[date])

Period 2 is a column with dates (end of monthdates) in a table called Combined Years Dataset.

So, if I have $200.00 data for Aug and no data for Sept, the system puts in 200.00 as the month to date  for Sept instead of zero.  What can I do to make the system insert zero in the month to date column instead of the $200.00.  What am I doing wrong in the formula.

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Power Pivot :: Deleting Data Content From Data Model

Sep 10, 2013

I don't know if the question has been nailed down.  Aside from deleting tables, can we delete the *content* of data within the tables.  It doesn't seem crazy that, if you can pull in data from a feed then you should be able to remove the content out again (without also destroying the user's meta-data work ).  Reasons for this include:

- Security (a user may not have rights to see *my* data and should go refresh their own)
- Size (workbook doesn't need to have GB's of irrelevant data saved to disk in a workbook if it was just useful during development phase to a pre-production data feed)
- Bad data (pre-production data feed is not good data)
- User-friendliness (data feed was refreshed 2 years ago and workbook was saved to file server.  Users shouldn't be presented with irrelevant data, but should get empty pivot tables until they go do their refresh)

Obviously Excel internally knows how to clear out PowerPivot data, given the prompt shown here: [URL] ....

But how does a user initiate this on their own (corruption aside)?

Previous time this question was asked, without a real resolution: [URL] ....

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Power Pivot :: Comparing YTD Data To Average Of Data In Last 6 Months

Jun 9, 2015

I am trying to build various reports that compares data over time. I have one that measures Year Over Year % difference for number of incoming projects. I managed to do that easily by calculating the following

YTDProjects:=if(ISBLANK(SUM('TrendData'[Projects])),blank(),CALCULATE(SUM('TrendData '[Projects]),DATESYTD(CalendarDate[FullDate])))
PYProjects:=if(ISBLANK(SUM('TrendData'[Projects])),blank(),CALCULATE(sum('TrendData '[Projects]),SAMEPERIODLASTYEAR(DATESYTD(CalendarDate[FullDate]))))
YoYDifference:=[YTDProjects]-[PYProjects]
YoYPercProjects:=IF([PYProjects]=0, BLANK(), [YoYDifference]/[PYProjects])

Where Projects is the metric in question, TrendData is the table that contains project data and CalendateDate is the Date Table. But now I am trying to compare the same YTD projects data to number of projects that came in the last 6 months. How do our projects compare to average number of projects that came in last 6 month period.

I tried the the DATEADD function instead but got no luck and data came out wrong!

PrevProjects:=CALCULATE(SUM([Projects]),DATEADD(CalendarDate[FullDate],-1,QUARTER))

For some reason, this also returns blank in my model:

QTDProjects:=TOTALQTD(SUM('TrendData'[Projects]),CalendarDate[FullDate])

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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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