Power Pivot :: Creating A Burn Down Chart Using Running Total Of Cumulative Hours
Jul 21, 2015
Creating a burn down chart using a running total of cumulative hours with the following formula:
CumulativeHoursLeft:=CALCULATE (
SUM('Projects'[Budget hours]) - SUM ( 'hours'[Hours] ),
FILTER (
ALL ( 'hours'[Date] ),
'hours'[Date] <= MAX ('hours'[Date])
)
)
Works great except that in a Line Chart using [Date] as the Axis and CumulativeHoursLeft as the value, I get these spikes on days for which the employee reported no hours. I do know what exactly the measure is doing in this instance and I do not get this in a table, those dates simply do not appear. I have tried both Categories and Continuous for the Line Chart. I have also tried filtering where [Date] is not blank.how to get rid of the spikes?
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Oct 23, 2015
I have a table called PJLabDet.Total_Hrs which is the sum of hours of 7 days.
I would like to get a running total for this field which would reset when my group (called PJLabDat.pjt_entity) changes.
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Nov 30, 2015
We are trying to compare our current calendar week (based on Monday being the first day of the week) with the previous calendar week.
I'm trying to produce a line chart with 2 axis:
- x axis; the day of the week (Mon, Tues, Wed etc - it is fine for this to be a # rather than text e.g. 1 = Mon, 2 = Tues etc)
- y axis; the cumulative number of orders
The chart needs two series:
Previous Week. The running count of orders placed that week.
Current Week. The running count of orders placed this week.
Obviously in such a chart the 'Current Week' series is going not going to have values along the whole axis until the end of the week. This is expected and the aim of the chart is to see the current week compares against the previous week for the same day.
I have two tables:
Orders TableCalendar Table
The calendar table's main date column is [calDate] and there are columns for the usual [calWeekNum], [calMonth] etc.
My measure for counting orders is simply; # Orders: = countrows[orders].
How do I take this measure and then work out my two series. I have tried numerous things such as adapting TOTALMTD(), following articles such as these:
- [URL] ...
- [URL] ...
But I have had no luck. The standard cumulative formulas do work e.g. if I wanted a MTD or YTD table I would be ok, it's just adjusting to a WTD that is causing me big issues.
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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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Nov 13, 2015
I am trying to create a burndown chart in powerpivot. Here's what I got...
Workload:=CALCULATE(COUNT([Err_Msg_ID]),ALL(dates[Date]))CumulativeCompleted:=CALCULATE(COUNT([Eng]),
FILTER(ALL(dates),dates[Date] <= MAX(dates[Date])))Burndown:=[Workload]-[CumulativeCompleted]
It all works except that once we get to the current date, the CumulativeCompleted plateaus (as you'd expect), but the dates (x-axis) keep rolling. Now, I want the dates to roll on so I can project out a linear trendline but I want the graphing of the burndown to stop at today's date.
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May 4, 2015
I have 2 columns 1) Total Premium and 2) New-Renew Indicator in my Powerpivot.
The requirement is to show the a) New Premium as a Percent of Total Premium and b) Renew Premium as a percentage of Total Premium. Here is what i did:
a) Created a calculated measure called Percentage:= Divide(Total Premium, Total Premium, 0) . The percentage shows 100% as expected.
b) Now when i try to bring in the Column 2)New-Renew alongside this Percentage in the pivot table, both New and Renew shows 100%. I only have about 20 percent rows with New, and 80% of Renew.
When i bring in the original column = 1) Total Premium, the new-renew split shows correctly, just the percentage is not splitting up correctly. How to achieve it?
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Apr 12, 2015
I am able to drill down a pivot graph in sharepoint's power pivot gallery using left mouse then magnefying glass (quick explore) but how on earth do i drill up again??? Using ie back brings the original report not the last drill i was at...
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Nov 18, 2015
I've created a measure counting instances of unique identifiers utilizing the following formula. However, the Grand Total does not equal the sum of the sub-totals.
=CALCULATE(COUNTROWS(DISTINCT('Rawdata File'[Identifier])),ALL('Rawdata File'[Identifier]))
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Sep 14, 2015
There seems like there must be a way, but I'm a bit new to power BI. I've easily created a pivot/matrix summary table with all the numbers I need except one.....Percent of Total.For example, my table looks like the table below. What do I need to do to add an additional row that calculates the Percent of Total? So in this example, I'm looking to calculate the values of 40% (40/100) and 60% (60/100).
1 2
Total
Row 1 20
10 30
Row 2 15
20 35
Row 3 5
30 36
Total 40
60 100
% Total 40% 60%
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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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May 22, 2015
I created a PowerPivot measure which is a ratio Ratio = Number of Events/Time calculated on 12 months. I would like the grand total to be this Rate Sum(Number Of Events)/Sum(Time calculated).
In my Pivot I have one measure which I called Value and this value can have different types depending on one attribute.For instance one attribute is number of events, an other one is time and the third one is ratio.I want to display a custom grand total simple sum for events and time and a calculation of my ratio for ratio.
For instance
201501 201502 201503 TOTAL
Number of events 8 10 10 28
Time 5 5
4 14
Ratio 8/5 10/5 10/4 28/14
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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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Aug 14, 2015
I tried below measure to get the YTD running product and its working fine for me. but I found one issue that its give me slow performance while I see running product by different dimension level.
YTD Return:= IF(HASONEVALUE(Calender[Year])),
POWER(10,SUMX(
FILTER(ALL(Calendar), Calender[Year] = VALUES(Calender[Year]) && Calendar[Date] <= MAX(Calendar[Date])),
IF([Return (%)] > -1, LOG(1+[Return (%)])
), -1
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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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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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Jul 13, 2015
I am looking to add a column to one of my tables that displays a running rank of how many times a customer has ordered in a given period.
I currently have such a column however this column ranks against ALL of the orders that a customer has placed and ignores filters, whereas I need one that ranks based on the filters that are active at any given time.
The current formula is:
CustOrderCountPersistant=RANKX(FILTER('Q1 Data Set',[k1_customer_id]=EARLIER([k1_customer_id])),[order_id],[order_id],1,DENSE)
For example, if I am looking at a full years worth of data and a customer has placed 10 orders in that period this formula will add a 1 in the column for first order, a 2 for the second and so forth all the way to 10, the last order.
However it will give me exactly the same results if I filter the data to just one month of that year where they may have order only 2 orders.
In this scenario I want to have another column with a table that is filter sensitive and would show 1 for the first order and 2 for the second order.
Now, I do understand that the issue here is probably the FILTER() I have on as, if I understand correctly, that means all other filters are ignored. My attempts at reworking the formula to remove this have been unsuccessful (such as using a CALCUALTE and trying to use filter properties within that forumula).
To explain the context - I want to create a measure that counts how many customers have placed x amount orders in y number of days e.g. how many customers have placed 2 orders in 30 days.
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Aug 2, 2015
I am trying to show images in a product listing in power view.I work with an excel 2013 desktop version based on an office 365 pro account.I did the following steps:
import of an excel file with an article list via power query and loading the data to the data model import jpg images from a folder via power query, setting content as binary type and loading the data to the data modellinking both tables in power pivot--> manage via the image namesetting the table behavior for the images table under power pivot --> manage --> Advanced (e.g. Default Image: Content)opening power view and building article cards with article number and imageProblem: only a camera icon shows up in power view
Is there a solution with a desktop version?Can I use my Office 365 Pro account to make it work? How?Why is there no solution showing images in a pivot table?Link to Dropbox with power pivot files
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Jun 28, 2015
I have a table that writes daily sales each night but it adds the day's sales to the cumulative total for the month. I need to pull the difference of todays cumulative total less yesterdays. So when my total for today is 30,000 and yesterday's is 28,800, my sales for today would be 1,200. I want to write this to a new field but I just can't seen to get the net sales for the day. Here is some sample data. For daily sales for 6-24 I want to see 2,000, for 6-25 3,000, 6-26 3,500, and 6-27 3,500. I'm thinking a case when but can't seem to get it right.
CREATE TABLE sales
(date_created date,
sales decimal (19,2))
INSERT INTO sales (date_created, sales)
VALUES ('6-23-15', '20000.00'),
('6-24-15', '22000.00'),
('6-25-15', '25000.00'),
('6-26-15', '28500.00'),
('6-27-15', '32000.00')
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Oct 19, 2015
I have below tables in my power pivot.Fact 1 & Fact 2 - connected directly to Mainframes - Data is from the same table broken up due to size of the data.Date Table - Relation ship between both the fact tables.How do i create a summary pivot to get the number of tasks that have been completed in each month.
Month Count
July
August
September
October.
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Sep 21, 2006
I have data coming from a telephony system that keeps track of when anemployee makes a phone call to conduct a survey and which project numberis being billed for the time the employee spends on that phone call in aMS SQL Server 2000 database (which I don't own).The data is being returned to me in a view (see DDL for w_HR_Call_Logbelow). I link to this view in MS access through ODBC to create alinked table. I have my own view in Access that converts the integernumbers for start and end date to Date/Time and inserts some otherinformation i need.This data is eventually going to be compared with data from someelectronic timesheets for purposes of comparing entered hours vs hoursactually spent on the telephone, and the people that will be viewing thedata need the total time on the telephone as wall as that total brokendown by day/evening and weekend. Getting weekend durations is easyenough (see SQL for qryTelephonyData below), but I was wondering ifanyone knew of efficient set-based methods for doing a day/eveningbreakdown of some duration given a start date and end date (with theday/evening boundary being 17:59:59)? My impression is that to do thiscorrectly (i.e., handle employees working in different time zones,adjusting for DST, and figuring out what the boundary is for switchingfrom evening back to day) will require procedural code (probably inVisual Basic or VBA).However, if there are set-based algorithms that can accomplish it inSQL, I'd like to explore those, as well. Can anyone give any pointers?Thanks.--DDL for view in MS SQL 2000 database:CREATE VIEW dbo.w_HR_Call_LogASSELECT TOP 100 PERCENT dbo.TRCUsers.WinsID, dbo.users.username ASInitials, dbo.billing.startdate, dbo.billing.startdate +dbo.billing.duration AS EndDate,dbo.billing.duration, dbo.projects.name ASPrjName, dbo.w_GetCallTrackProject6ID(dbo.projects.descript ion) AS ProjID6,dbo.w_GetCallTrackProject10ID(dbo.projects.descrip tion) AS ProjID10,dbo.billing.interactionidFROM dbo.projects INNER JOINdbo.projectsphone INNER JOINdbo.users INNER JOINdbo.TRCUsers ON dbo.users.userid =dbo.TRCUsers.UserID INNER JOINdbo.billing ON dbo.users.userid =dbo.billing.userid ON dbo.projectsphone.projectid =dbo.billing.projectid ONdbo.projects.projectid = dbo.projectsphone.projectidWHERE (dbo.billing.userid 0)ORDER BY dbo.billing.startdateI don't have acess to the tables, but the fields in the view comethrough as the following data types:WinsID - varchar(10)Initials - varchar(30)startdate - long integer (seconds since 1970-01-01 00:00:00)enddate - long integer (seconds since 1970-01-01 00:00:00)duration - long integer (enddate - startdate)ProjID10 - varchar(15)interactionid - varchar(255) (the identifier for this phone call)MS Access SQL statement for qryTelephonyData (based on the view,w_HR_Call_Log):SELECT dbo_w_HR_Call_Log.WinsID, dbo_w_HR_Call_Log.ProjID10,FORMAT(CDATE(DATEADD('s',startdate-(5*60*60),'01-01-197000:00:00')),"yyyy-mm-dd") AS HoursDate,CDATE(DATEADD('s',startdate-(5*60*60),'01-01-1970 00:00:00')) ASStartDT,CDATE(DATEADD('s',enddate-(5*60*60),'01-01-1970 00:00:00')) AS EndDT,DatePart('w',[StartDT]) AS StartDTDayOfWeek, Duration,IIf(StartDTDayOfWeek=1 Or StartDTDayOfWeek=7,Duration,0) ASWeekendSeconds,FROM dbo_w_HR_Call_LogWHERE WinsID<>'0'
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Jun 7, 2015
I am creating a query that shows the consumption of stock against Manf Orders (M/O) and struggling on the last hurdle. I am having difficulties calculating a running total based on an Opening Balance. The first line returns the correct results but the following lines do not. I have tried other variants of the "Over Partition" but still no joy?
SELECT CASE WHEN ROWNUMBER > 1 THEN ''
ELSE A.Component
END AS Component ,
CASE WHEN ROWNUMBER > 1 THEN ''
ELSE A.SKU
[Code] ....
Please see attachment to view output.
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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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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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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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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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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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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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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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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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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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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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Jan 24, 2007
Hi,
I am trying to display a line chart with cumulative totals over period of 12 months in a fiscal year. I know this can be achieveable in report designer using "Running value function".
Any idea how to achieve the same in Report builder ?
thanks in advance.
Here is the data :
Month Count
July 2
Aug 3
Sept 2
Expected output should be
Month Count
July 2
Aug 5(July count + Aug.Count)
Sept 7(July count + Aug count + Sept Count)
Regards,
bala
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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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