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.
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
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)
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)?
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))
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:
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.
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?
I have this specific problem, that has been causing me alot of headaches for the last couple of days, and I can't seem to fiure it out on my own.
Basically i am working on a many to one currency conversion setup, where I have a fact table with exchange rates for periods and for all input currencies. The reporting currency is USD. Here is a demonstration of the data in it:
Normal period by period conversion is easy enough, but I want to convert the measures at the latest known rate, based on the period selected. Lets say I run an analysis without slicing on time, then it want it to convert at the last entered rate of all time, and if the user wants to run the analysis as of March 08, then it should convert all data to the rate as of January, since this is the latest one known.
I have tried to set the measure to a semi-additive behaviour, with "lastnonempty", but the problem with that is the conversion over time. Here is an example:
I want to show a measure summed "all to date" as of June 08. What I want is it to convert everything at the rates entered in April 08, but what I get is that it convert everything up until Jan 08 and the rates entered in January, and thereafter it starts to use the rated entered in April.
Period Amount LCY Currency Code Exchange Rate Dec 07 100 GBP 2.0563 (Wrong, should be 1.9968) Dec 07 100 EUR 1.4634 (Wrong, should be 1.5197) Jan 08 100 GBP 2.0563 (Wrong, should be 1.9968) Jan 08 100 EUR 1.4634 (Wrong, should be 1.5197) Feb 08 100 GBP 1.9968 Feb 08 100 EUR 1.5197 Mar 08 100 GBP 1.9968 Mar 08 100 EUR 1.5197 Apr 08 100 GBP 1.9968 Apr 08 100 EUR 1.5197 May 08 100 GBP 1.9968 May 08 100 EUR 1.5197 Jun 08 100 GBP 1.9968 Jun 08 100 EUR 1.5197
How do I create a measure containing the latest known rates based on time selection?
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.
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.
I'm trying to find a way to import data from this data xml feed to get daily exchange rate. I' tried:
select * from openrowset(bulk 'http://www.bankofcanada.ca/stats/assets/xml/fx-noon.xml',single_blob) as x
Which is a feeble attempt at a start; however, am getting this error message:
Cannot bulk load because the file "http://www.bankofcanada.ca/stats/assets/xml/fx-noon.xml" could not be opened. Operating system error code 123(The filename, directory name, or volume label syntax is incorrect.).
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?
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.
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).
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
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.
I've imported a number of excel sheets into a Power Query Table. All seems to appear ok until I load the data. Of the 15k rows around 2k have a similar error where it cannot convert an integer to type string as below example
Expression.Error: We cannot convert the value 40 to type Text. Details: Value=40 Type=Type
The columns in question are all of integer type, I've looked through the M query and there is no conversion to string taking placeThe values where we don't get the error are also integers hence the intriguing question is why does the error occur on a subset and not the others. I suspect there is a limit to the number of errors also somewhere internally M query is converting the column to text for some reason.
Slow loading issue with an if statement. In the raw data the field [Location] is a text field e.g. 0010. I have a parameterised query that get a Location_Value from Excel and passes it to the PQ query using:
#"Filtered Rows1" = Table.SelectRows(#"Removed Other Columns", each ([SalesMode] = 0) and ([SalesType] = 0) and ([Location] = Location_Value))
This works fine if you chose a single location. However I wanted to be able to select all locations and text is horrible to work with so in PQ I used the change type function to change the location column into whole numbers. I changed excel to also pass a number as Location_Value. I was therefore surprised when the same query took 2.5 times longer to refresh????
My PQ now looks like this
#"Changed Type" = Table.TransformColumnTypes(#"Removed Other Columns",{{"Location", Int64.Type}}), #"Filtered Rows1" = Table.SelectRows(#"Changed Type", each ([SalesMode] = 0) and ([SalesType] = 0) and ([Location] = Location_Value))
I'm wondering if I need to do something to the ([Location] = Location_Value) bit as maybe it still thinks [Loation] is text and it is trying to compare it to a number. I st assumed the step above meant that [Location] was now a number, but maybe you still have wrap it with some kind of VALUES or TEXT function?
Country State Rank India Kerala 1 India Kerala 2 India Kerala 3 India Tamil Nadu 1 India Tamil Nadu 2 India Orissa 1 India Orissa 2 US Florida 1 US Florida 2 US NewYork 1
I have to generate rank like this in power pivot. How can I achieve it?
I have opened an account in [URL] and taken the 60 days trial for power bi pro. I've developed power pivot and generated power views in share point 2013. But, I'm new to Power BI desktop. I have created a report in power BI desktop and published to [URL]. Also, I have uploaded an excel file directly to [URL] and created the report from the workspace available there itself and pinned the report to dashboard also. Everything is fine till this. But, I need to refresh the file which I have uploaded. I have some dummy data in excel sheet.
ZipCode State ZipName
2345 AA AA 456 BB BB 6787 CC CC
This has been created as a table and then added to data model. So, power pivot has been created for the same. Then I have uploaded this file to [URL] site. But, I'm getting an error message while trying to schedule refresh for the same.
"You cannot schedule refresh for this dataset because it does not contain data model connections. You cannot schedule refresh on worksheet connections or linked tables. To schedule refresh the data must be loaded into the data model."
How can I create a data model connection? How can I schedule refresh for an excel file like this?
I'm a relative newcomer to Power View. I've been playing with charts and have been struggling to combine both line and bar on the same chart. It would appear this functionality is not available. Considering this is basic functionality when it comes to charting, how to achieve this....
I'm looking to replace text in a given column given a set of conditions in the other columns. Please see below the M query in the advance editor and in particular the bold text. Here I've created a new entry that would appear in the query applied steps window in the power query editor that I have called "Replace Values". The logic is if Data.Column4 column equals "London" then replace null values in Data.Column5 with London. However when I save the query below I get the error
Expression.Error: There is an unknown identifier. Did you use the [field] shorthand for a _[field] outside of an 'each' expression?
I plan to change the expression to test for multiple conditions however I need to get the basic expression working first. The other frustration i had with the "if" statement is it had to have an else even though I didn't require it, am i doing something wrong here?
I want to show on Power BI Dashboard a moving average - for example, I want to always show the last 30 measurement of body temperature but it looks like Power BI dashboard shows all measurements I have and compress them - which makes the dashboard ugly.
I tried to customize the X-axis properties but I dont know what I should change the default start/stop properties to (where the default property value is automatic).
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.
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]
How can I apply "Min" formula under a "new measure" (calculated field) within a pivot table under Power pivot 2010?Can see that neither does it allow me to apply "min" formula directly "formula box" nor could find any other option.Intent formula: "=Min(1,sum(a:b))" this isn't allowed so all I can do is "=sum(a:b)".
I have simple pivot table (below screenshot with info redacted) that displays a population number ("N" below), this is the denominator, a cumulative numerator number (below "#") and a simple cumulative percent that just divides the numerator by the denominator. It cumulates from top to bottom. The numerator and percent are cumulative using the below functions. There are two problems with the numerator and percent:
1. When there is not a number for the numerator, there is no value displayed for both the numerator and the percent..There should be a zero displayed for both values. 2. When there has been a prior number for the numerator and percent (for a prior month interval) but there is no number for the numerator in the current month interval, the prior month number and percent are not displayed in the current month interval--see the 3rd yellow line, this should display "3" and "16.7%" from the second yellow line.Here is the formula for the numerator:
=CALCULATE(count(s1Perm1[entity_id]),FILTER(ALL(s1Perm1[ExitMonthCategory]),s1Perm1[ExitMonthCategory] <= MAX(s1Perm1[ExitMonthCategory]))) Here is the formula for the percent: =(CALCULATE(countrows(s1Perm1),FILTER(ALL(s1Perm1[ExitMonthCategory]),s1Perm1[ExitMonthCategory] <= MAX(s1Perm1[ExitMonthCategory]))))/(CALCULATE(COUNTROWS(s1Perm1),ALL(s1Perm1[Exit],s1Perm1[ExitMonthCategory])))
We are trying to build dashboards using Power BI desktop version with Power Pivot data model as a back end. To import the data to Power BI,we used Import ->Excel workbook contents option and successfully imported the model to Power BI .When I tried to refresh the Power BI,It's hitting the backend tables available in the power Pivot model. But my requirement is I need to refresh the Power BI from the power Pivot Datamodel(I'm expecting an option like Import from Power Pivot in Tableau).
One big reason why we have turned to Power BI for Office 365 is to share Power Pivot models with our senior executives who all use Macs.
While they have been able to successfully view the Power Pivot models and interact with the Slicers in Power BI, they have not been able to print the reports. We thought it was a Mac issue but it's happening on PCs too. There doesn’t seem to be a way to resize the report so that all columns print. So we then tried to click on the tiny button located in the bottom right corner that says “View Full-Size Workbook.” The file then opens up in Excel Online. Then when we click on the printer icon, we see the report but the slicer becomes invisible. When printing, all columns do show up however the slicer is invisible.
How to successfully print Power Pivot reports with slicers in Power BI?
