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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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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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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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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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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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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Aug 5, 2006
I have few more clarification regarding time series.
Firstly
In my model the month level product sales value represented across 1st day of every month. So that the key time column is of datetime datatype containing a sequence of dates representing the 1st day of every month of the year.
Eg: 2006-01-01, 2006-02-01. etc. all in (yy-mm-dd) format
But
when I make prediction for next five months, though it makes monthly
predictions the date part for the months are random whereas I expect
the date part to be 1st of every month. What is the reason for this and how can I overcome it.
Secondly
Predicted
sales values for some time period are negative though I do not have any
negative value in the training data. What is the reason for this and
how can I rectify it?
Thirdly
In
one of your earlier posts you had said that the time series algorithm
does not have any built in time intelligence but uses the key time
column as a time sequence stamp. So If have to make predictions for a
particular time period where the time slice for each time period is 25
days or 50 days etc, then I understand that the input data used to
train the model should be in the same time sequence.
Or
Can I specify the span of the time period according to which the prediction needs to be made?
Basically
how can I use the same time series model to make monthly, yearly,
quarterly, daily or predictions or for custom time period like I have
mentioned above.
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Aug 2, 2006
Hi,
I have built a time series model to forecast sales value
I have data from jan 2004 to jan 2006 and the sales value is
at a day level in my database. But I am aggregating it to month level in the
DSV of the mining model.
I am required to make only historical predictions using the
above model starting form jan 2004 to jan 2006 for every month.
I have set Historical_Model_Count
and Historical_Model_Gap parameter
values to 24 and 10 respectively, and trying to predict for the past few months
(PredictTImeseries(SalesValue,-1,1))
But its throwing me the following error
Error(Data Mining): A time series
prediction was requested with a start time further in the past than the
internal models of the mining model, Sales Forecast, specified in the
HISTORIC_MODEL_GAP and HISTORIC_MODEL_COUNT parameters can process
In fact it throws the above error irrespective of what the Historical_Model_Count and Historical_Model_Gap parameter values
are
I am not able to figure our why this problem is happening?
What should the parameter values for the above scenario?
It would also be helpful if I can get an explanation on how
these two parameters affect the historical predictions. I kind of understand
that these two parameters are important for historical predictions but dont
know why or how.
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Aug 3, 2006
Hello...
I am new to SSAS and i want to try to build a "Sales" model. I will have some "Usage" data for some timespanns, but I am not quite sure how to tackle this. Is there somewhere a "Howto" for this?
Edit: There are several locations, and for each location a forecast is needed. And the Icing would be If I would be able to tell where my supplies must go 1st to achieve the best sales...
The potential Client wants to use Oracle but I would like to show them that SQL Server is the better tool for this ;)
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Jun 8, 2004
Hi,
I have 2 dimensions Time and Product....
If I stay at the Year level (say 2004), I get the Year To Date Sales for the selected Product(s)... However when I "zoom into" the Time dimension and select, say, Quarter 2, I get the Sales only for Quarter 2 of the selected Product(s). This is fine but at the same time I also want to see the Year To Date Sales of the selected Products. I hope my post is clear? Let me add a little example to clarify this further and will really appreciate your help:
Suppose I have selected ALL products and have selected Quarter 2 of 2004. I want the following results (Note it's really the YTD column that I am after):
Total Sales YTD Sales
----------- ----------
$ 50,000 $ 125,000
Again, I'll appreciate your help in writing the MDX for this.
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Nov 30, 2015
I'm trying to make a parameter in SSRS that defaults to most recent date with sales. Below gives me all dates with sales. How can I get the results to give me just the most recent? I've tried MAX and LastChild in a couple different ways but no luck.
WITH
MEMBER [Measures].[ParameterCaption] AS [Time].[Date].CURRENTMEMBER.MEMBER_CAPTION
MEMBER [Measures].[ParameterValue] AS [Time].[Date].CURRENTMEMBER.UNIQUENAME
MEMBER [Measures].[ParameterLevel] AS [Time].[Date].CURRENTMEMBER.LEVEL.ORDINAL
SELECT
[Code] ....
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May 19, 2015
i am trying to find a way to link an 'initial' Sale ID of a product to 'future' Sale IDs of products that will trace back to the original Sale ID.For example, if I call the original sale , 'Sale ID #123', how can i link future Sale ID's (child[ren]) and all future sales to the original Sale ID #123? Can I use a Surrogate Key or similar function?
Parent:Sale ID #123
Children: Sale ID # 456,
Sale ID #789,
Sale ID #.....
how I can link the original Sales ID (Parent) to Sale ID's (child[ren]) of future purchases currently existing and in the future going forward?
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Aug 20, 2015
I have sales from 2010 to today in my cube. my question is i want to see sales amount from 2010 to 2014 if i select 2014. or if I select 201405 ( may 2014), i want to see sales from 20100101 to 20140531. same with date. basically i want to to al the sales til the date/month /year selected. how can i achieve this?
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Dec 9, 2014
I have the below data. I need to produce a report that shows customer and total sales who had the max sales by year.
Order ID Cust ID Year Sales
O1 C1 2000 100
O2 C1 2000 150
O1 C2 2000 50
O1 C1 2001 150
O2 C3 2001 200
Report:
Cust ID Year Sales
C1 2000 250
C3 2001 200
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Jul 27, 2006
Hi,
I have built a Sales Forecast model to predict the sales
value.
Along with making historic predictions for previous time
periods I also want to retrieve the actual sales values for those periods.
How can I achieve this in a time series model?
I also would like to know how do mining models store the data.
Do they store the data in the same table/view format
as their respecive data source view or in the Model Content format.
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Sep 30, 2015
I have a fact table which lists the last 12 month historical sales of a product,country,month combination so the table structure is like:
<month, productID, countryID, (month-3 sales), (month-4 sales).........,(month-14 sales)>
I need to write an MDX query which will return a flag that indicates if a product has a gap of more than 2 consecutive months in terms of positive sales. So I calculate if there is a gap of 3 months. If yes, then return 1 else null. The calculation below is scoped at product level.
IIF(([month-3 sales]<=0 AND [month-4 sales]<=0 AND [month-5 sales]<=0)
OR ([month-4 sales]<=0 AND [month-5 sales]<=0 AND [month-6 sales]<=0)
OR ([month-5 sales]<=0 AND [month-6 sales]<=0 AND [month-7 sales]<=0)
...............
OR ([month-12 sales]<=0 AND [month-13 sales]<=0 AND [month-14 sales]<=0)),1,NULL)
Unfortunately I cannot do this calculation at relational level as a product may have a gap of more than 2 months at country level but may not have this at a higher level in geography.
optimizing this as the performance is bad and other calculated measures are dependent on this. Based on this calculation, I can write a scope which sums up all products so that I get the count of products with a gap of more than 2 months in sales.
I have also tried CASE statement and NESTED IIFs but the performance is worse than the above.
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Aug 19, 2015
I have 2 tables as follows:
table A-NewParts
PartNumber
Description
LaunchDate
a123
product a
4/1/2009
[code].....
I want to get end result as sales for each new product for a rolling period from Launch date as year1 sales,year2 sales...and so on which I got through case statements.I am stuck on how to get the total Sales for all products (including new products) in the same rolling period based on the different launch dates for each new product.
PartNumber
Description
LaunchDate
Yr1 Sales
Total Yr1 Sales
Yr2 Sales
Total Yr2 Sales
a123
[code].....
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Mar 11, 2014
I need to calculate “NET_SALES” and “MARGIN_PERCENT” for each month of the current year … the following returns the same values for each month in the list, which are for the current month. Taking out the GROUP BY line works fine for an overall number.
SALES_MONTH, NET_SALES, MARGIN_PERCENT
January, 1246627.69, 24
February, 1246627.69, 24
March, 1246627.69, 24
-------------------------------------------------
DECLARE @NetSales DECIMAL(18,6)
DECLARE @Cost DECIMAL(18,6)
SELECT
@NetSales = sum(IL.MERCHANDISE+IL.TAX)
,@Cost = sum(IL.COST)
FROM INVOICELINE IL
[Code] .....
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Apr 15, 2015
Have a table that list item#, date the standard cost went into effect and the standard cost. How do I find the difference in StdCost on the last EffectiveDate and second to last EffectiveDate. 5.59 (01/05/2015) minus 5.81 (09/29/.014) = -.22.
Item# EffectiveDate StdCost
1152 01/01/2009 5.50
1152 09/29/2014 5.81
1152 04/04/2011 5.56
[code]....
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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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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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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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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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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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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 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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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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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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