Power Pivot :: DAX - Show Percentage Of Total?
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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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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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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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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Jul 22, 2015
I have a powerpivot table which groups customers into ranges of sales figures. When I use a slicer to slice by region, I lose some of the ranges because they contain no data. I need them to show up even if there is no data. I've checked all of the boxes to "Show items with no data on columns (and Rows). But this has no effect. I created a measure using the following formula which also has no effect.
NeverBlankAcct:=IF(ISBLANK(Count([CACCT])),0,Count([CACCT]))
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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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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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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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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 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 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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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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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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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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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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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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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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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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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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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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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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Sep 27, 2007
I'm supposed to generate a report like this.
Breakdown by Remaining Term
Balance
Balances as a %
0 thru 1 mos
1 thru 2 mos
2 thru 3 mos
3 thru 4 mos
4 thru 5 mos
5 thru 6 mos
6 thru 7 mos
7 thru 8 mos
8 thru 9 mos
9 thru 10 mos
10 thru 11 mos
11 thru 12 mos
Total
I'm wondering how to calculate the Balances as a %. Because I dont know how to calculate the Total for 12 months.
Basically Balances as a % = (Balance for 0 thru 1 mos / Balance for whole 12 mons)%
But the problem is calculating the total balance for 12 mons.
Can any one help me please?
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Dec 9, 2011
I'm trying to work out the value of a item as a % of the group.Using my simplified table below (table called sweetie)
Date Name Sweets
01/11/2011Pete5
01/11/2011Paul10
01/11/2011Paddy15
02/11/2011Pete2
02/11/2011Paul4
02/11/2011Paddy6
I would like to select a column called PERC, which would be the sum of Sweets/sum of Sweets(grouped by date).So for example for the first value I would have 5/(5+10+15).I can write the query so it totals all the sweets, but I want to use totals by date and am unsure how I would do this..My query so far is (but this doesn't use totals by date)
Date NameSweetsPERC
01/11/2011Pete5 0.12
01/11/2011Paul10 0.24
01/11/2011Paddy15 0.36
02/11/2011Pete2 0.05
02/11/2011Paul4 0.10
02/11/2011Paddy6 0.14
How can I get it to calculate based on the sum by date. Would I need to declare a variable for each date, that variable being the sum of sweets?
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