Power Pivot :: Calculating Row Number With DAX

Mar 5, 2015

How to obtain the row number in a calculated column using DAX (PowerPivot 2013) ?

I do not have any column that would contain unique values (would be easy in that case !). I just want to obtain a different value in each row.

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Power Pivot :: Calculating Sum Of A Measure Over Rolling 6 Months?

May 4, 2015

I am trying to calculate the sum of gross sales over a rolling 6 month period in PowerPivot and don't even know how to start.

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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 :: 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 :: 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 :: KPI Showing Number On Refresh

Jun 11, 2015

I have powerpivot which is pulling data from sharepoint list.

When I add new row to the list, on refresh the new row shows 1,0,.... instead of KPI icons(green yellow)

I have to open the excel, deselct and select one measure then it starts reflecting.

The KPI should get refreshed automatically, right?

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Power Pivot :: Calculating Values For Future Dates Based On Past Values

Nov 13, 2015

I am working with a data set containing several years' of monetary values. I have entries for past dates and the associated values, and I also have entries for future dates. I need to populate the values of the future date records with the values from the same date the previous year. Is there any way this can be done in Power Pivot?

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Power Pivot :: Calculate Number Of Business Days Between Two Dates

May 14, 2015

I am looking for a formula to calculate the number of weekdays/business days between two dates in power pivot.I do the same in SQl using  the following query

    DATEDIFF(dd, Date1, GETDATE()) - (DATEDIFF(wk, Date1, GETDATE()) * 2) -
    CASE WHEN DATEPART(dw, Date1) = 1 THEN 1 ELSE 0 END +
    CASE WHEN DATEPART(dw, GETDATE()) = 1 THEN 1 ELSE 0 END END 

I am looking for a similar query in Power Pivot.

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Power Pivot :: Creating Measure That Looks Only At Previous X Number Of Days

Jul 20, 2015

I have a table with date in the following format:

orderID | dateOrdered | customerID 

101 | 01/01/2015 | 1
102 | 02/02/2015 | 2
103 | 05/06/2015 | 3 

I need to create a measure that tells me how many customer's placed an order in the previous 91 days of any given date, not necessarily today. 

So, if you imagine a PivotTable which has a series of dates down the left hand side and 'totalNoCustomersLast60Days' as the only column, I need each day to tell me how many customers ordered in the x number of days.

For example if we say 60 days my table would look like the following:

Each row in this table would be telling me that "x number of customers placed orders within the period 60 days prior to,and including, the date on the left".

I have tried numerous ways of doing this and despite thinking it should be incredible simple it eludes me.

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Power Pivot :: Revenue Schedules - Creating Rows By Number Of Months

May 26, 2015

I am trying to calculate how much revenue we may get, based on potential new business opportunities. The core fields we have are

Total Contract Value ($ or £)Duration of contract (months)Revenue start dateVarious information about the new business - ID, Title, Customer etc.

We can easily calculate the revenue per month with "Total Contract value divide by duration".

However what I would really like to do is be able to know how much revenue we will be getting each month.

To do this I was thinking we should probably create a new row for each month entry, with the mm-yyyy being the only difference for each row. But how to create the appropriate months and the correct amount of rows.

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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 :: 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 :: 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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Power Pivot :: Power Query Error Expression / Cannot Convert The Value To Type Text

Jul 20, 2015

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.

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Power Pivot :: IF In Power Query Statement - Converting Text To Numbers

Nov 18, 2015

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?

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Power Point :: How To Generate Rank Based On Some Group In Power Pivot

Apr 10, 2015

I have data like below

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?

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Power Pivot :: Error When Updating From Power Query Source

Jun 11, 2015

When updating a Power Query Source in Power Pivot, I'm getting the following error message:

Basically saying that OLE DB or ODBC-error occured when:

- Connections have been imported from a different workbook or
- the workbook has been created in a newer Version of Excel

None of which is the case here. What can cause this?

System: Virtual machine (VMware) on Windows 2008 R2, Office 2010, 64bit, using temporary profile.

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Power Pivot :: How To Set Refresh For Excel File Uploaded In Power Bi

Sep 9, 2015

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?

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Power Pivot :: Power View - Mix Series Types On Same Chart

Jul 25, 2015

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....

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Power Pivot :: Power Query Conditional Text Replacement

Jul 16, 2015

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?

let
FullFilePath = "C:PermanentDwellings.xlsx",
Source = Excel.Workbook(File.Contents(FullFilePath)),
    #"Expanded Data" = Table.ExpandTableColumn(Source, "Data", {"Column1", "Column10", "Column11", "Column12", "Column13", "Column14", "Column15", "Column16",

[Code] ....

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Power Pivot :: How To Customize X-axis Of Power BI Dashboard

Aug 26, 2015

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).

[URL]

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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 :: 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 :: How To Apply Min Formula Under New Measure Within A Pivot Table

Aug 17, 2015

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)".

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Power Pivot :: Displaying Cumulating Numbers In A Pivot Table When There Is No Value

Mar 11, 2015

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])))

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Power Pivot :: Power BI Desktop As Backend

Sep 29, 2015

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).

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Power Pivot :: Slicers Won't Print In Power BI

Apr 18, 2015

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?

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Power Pivot :: Measures Not Reflected In Pivot Table

Sep 18, 2015

I have data in my Powerpivot window which was generated by a sql query. This data includes a field named 'Cost' and every row shows a value for 'Cost' greater than zero. The problem is that when I display this data in the pivot table all entries for Cost display as $0. At first I thought that maybe Cost was set to a bogus data type (such as 'text) but it is set to ''Decimal Number' so that's not the problem. 

What is happening and how do I fix it so that my pivot table reflects the values for 'Cost'?

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Power Pivot :: Difference Between Two Pivot Table Sums?

Nov 23, 2015

I have a data table that contains budget and actual data by month.  I use the data to create a pivot that shows actual results next to budgeted results.  I need a column that shows that variance between those columns.  I think my issue is that the "Type" field contains actual and Budget.  I sum on "Type".  I can't seem to create a sum since those items are in the same field or am I missing something?

Table design

Month|Division|Subdivision|Type|Dept|Rate|Units|Amount
October|DC|Day|Budget|125|10.00|100|1000
October|DC|Day|Actual|125|10.00|110|1100

Output Design

DC
DAY
Actual
Budget
125 AvgOfRate
AvgOfRate
SumOfUnits
SumOfUnits
SumOfAmt
SumOfAmt

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Power Pivot :: Slicer And Pivot Table Value Order

Oct 9, 2015

How to get a list of values to actually display in correct order in either a slicer or when on an axis on a pivot table?

I currently have the below list and have tried to add a preceding numeric (ex. "1. <=0") or preceding blank space, neither of which is visually great. Is there another way?

<= 0
1 - 6
7 - 12
13 - 18
19 - 24
25 - 30
31 - 36
37 - 42
43 - 48
49 - 54
55 - 60
61 - 66
67 - 72
73 - 78
79 - 84
85 - 90
91 - 96
97 - 102
> 102

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Power Pivot :: Printing From Pivot Table With Slicers

Apr 13, 2015

I am using excel 2010 and creating pivot table from Power Pivot.  I created a pivot table with department slicers.  All is good, the problem I am having is whilst in an unfiltered position (ALL) of the slicers (departments) I get 200 pages, now when I  click on a given department with say 10 pages, I still get the same 200 pages with the first 10 pages showing the data from the clicked department and 190 blank pages.

All I want is to get a WYSIWYG (What you see is what you get) of what is on the screen as my print, but I am getting extra blank pages right after the data.  How do I resolve this.

Below are the steps I go thru to print 

1. Select slicers in unfiltered position (ALL)
2. Select entire pivot table
3. Select Page layout  and select print area.
4.  Save
5. Click on Print Preview to preview the print
6. Click on a given department in the slicer and repeat item 5, but this gives me blank pages after the data.

Do I need any other step? 

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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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