Power Pivot :: First Sales Date By Customer For Specific Product Only
Dec 21, 2012
I have a sales order table that has customer, sales, product and sales date. I am looking to return the first sales date by customer for a specific product.
SalesTable:
Customer
Product
Sales Date
Sales
First Bike Date
Jon
Bike
12/4/2011
$10.00
[Code] ....
I would like to return the date of the first bike purchase date by each customer and repeat that date for each row and customer. Can I use function to complete? I have a datedim table as well related to the sales date.
I have a table with all my orders lines, I need to identify (DAX formula) for a specific customer which is the first order of a specific article (first date filtered for customer and article) and use this information to tag the order line for that article for the specific customer as "Newly Ordered article" if the order date = first order date or as "Reordered article" if the date on the specific order line is subsequent to the first order date.
I imagine I need to combine a Lookup date filtered for customer and article and use it with a IF formula.
Similar to this I would also like to define that if the first order for a product for the specific custumer is older then a certain date, then this would be defined as and historical customer for the specific article, if the first order on the article is more recent the a specific date, then this will be defined as "new customer for that article".
I want to calculate the sum of actual sales until a date and forecast sales after a date.I am not sure what the best approach to this problem is, but I have tried my best with the following approach. Any better ways to solve this (using DAX).
I have created a parameter table that offers the last date of each month as possible choices to the user. I have tried to create a measure that sums actual sales up until this date.
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.
I am currently working on a website that deals with sales of products. For one of my pages for the website I need it to be able to change the current sales information for a specific product.
The top part of the following code selects the specific product however I cannot get the update query to work.
Code: $describeQuery = "SELECT p.ID, p.NAME, dt.[Year], dt.[Month], dt.SalesVolume FROM Products p join (select ProductCode, sum(SalesVolume) as SalesVolume, [Year], [Month] from MonthlySales group by ProductCode, [Year], [Month])dt on dt.ProductCode = p.ID WHERE [NAME] = '$desiredProduct' AND [Year] = '$desiredYear' AND [Month] = '$desiredMonth'";
$editQuery = "UPDATE MonthlySales SET SalesVolume = '$NewSales' WHERE ID = '$desiredProduct' AND Year = '$desiredYear' AND Month = '$desiredMonth'";
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.
I have created data model where I'm taking several sources of Point of Sale data (multiple retailers) and combing them using Power Pivot and a custom calendar. We get data retailer direct, which is mostly in weeks, and data from IRI which is in four week buckets. This does not allow me to use the date intelligence DAX functions. I'm brand new to DAX and my experience starts and ends with Excel. (Diagram view and link to file to come after account verification) .
The filters are to prevent items not on the item table from showing on the report, and the customer filter is to prevent all the sales being rolled together as and extra line (with blank customer) on the report.
The error happens when I select two periods that are in different years. When I select the 13 periods on 2014 all is well. But when I add a period from 2015 it throws the error below;
ERROR - CALCULATION ABORTED: Calculation error in measure 'dProducts'[LY Sales $]: A table of multiple values was supplied where a single value was expected.
I have a text file which I used as an initial load of data, containing a little over a million rows. I would like to produce a daily "update" file, which contains changes to existing rows, and creation of new rows. What is the best method of updating the existing table in power pivot?
This is primarily a question for DAX/Power BI. I'm trying to figure out how to count rows for a particular column where only a specific value exist. For instance, I'm trying to count how many times a certain field contains a true value or false value across multiple columns.
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've read this file in PowerPivot and I need to calculate the time in weeks between the two dates for the same JO, Candidate and when the to_StatusId = From_StatusID. In other words, the number of weeks that took from going From Status "1" to Status "2".
Is it possible to do something like this using DAX? Do I need to create a calculated Column?
I have an Excel 2010 Pro pivot table that uses a Power Pivot view sourced to a SQL Server 2012 SQL view. This view contains multiple date fields, and when I attempt to use the 'Value Filter' on one of these, the data is not filtering. The data type in the SQL view is a date.
After attempting to set a Value Filter, and seeing that the filtering didn't work, when I go back to the Value Filter criteria (in my case, I used 'Greater Than' option), the date value that I plugged in to filter has been replaced with a numeric value.
I am struggling with the Lastdate function. I have got stock balance data and want to show the number of products/models that are on stock at the latest date of the stock balance table.
I get the wanted results for all aggregated product groups, on product/model level however the formula does not give me the information wanted (see screenshot).
Basically, the formula calculates correct, but I want in my example only models shown with the date 2015-10-21.
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 am importing data from Dynamics CRM online using ODATA in Power Query. All datetimes in the database is stored in UTC and I need to convert these into CET. But it's not as simple as just to add 1 hour to the datetime from the database because due to Daylight. Savings time on half the dates I need to add 2 hours - how can I do this?
I am try to count number of items that will result by filtering a date column (one Date column). Ex Column "Created Date" between 1-Sep-2015 To 30-Nov-2015.
I am unable to get any function that is getting right value. The below function return 40, however the actual value when i do manual filter and count is 132.
Our business model involves a lot of dates and the business owners frequently want reports based on each of these different dates. For example in any given order there are as follows:
- Order created date - Client due date - Order first payment date (an order can have multiple payments) - Order fully paid date - Date assigned to vendor - Vendor return date - Date delivered to client
On top of that we have other areas of the business, the data from which ties into the above. Here we have more dates e.g.
- Date vendor recruited - Date vendor reviewed
At any given point the manager may want a report based on any of these dates. For example;
- Product type by order creation date (fiscal year / month) - Product type by first payment date (fiscal year / month) - Product type by client due date (fiscal year / month)
and so forth. I have been asked to create a report using all of the above on at least one occasion, many of them far more frequently. At the moment I have created a standard date table and then duplicated that for each type of date that I need however this is becoming excruciating to work with as I have approximately 10-12 date tables in my data model. Is there a better way of doing this now, in Excel 2013? If not, is there an improvement in 2016 that may make life easier?
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
The above increments by 1 day which is defined in the 1st argument of the #duration. My question is how can I dynamically change the value of this 1st argument such that its the number of days in the current month hence it will increment to only return the 1st date in the Month e.g
1/1/2000 1/2/2000 1/3/2000 etc..
I prefer to use an elegant approach if possible, the alternative would be return all dates, create a custom column from these dates which returns the month date - delete the dates column - get a distinct list of the month dates.
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)
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've encountered an issue where the ALLSELECTED function works fine unless I use a date hierarchy, i.e. year, quarter, month, date, for the rows in a pivot and then use a year slicer, select one or more years individually, and the clear the filter on the slicer. The year(s) that I selected in the slicer remain at 100% in the pivot instead of returning to the subtotals for the unfiltered slicer.
This only occurs when I use a calendar hierarchy for rows and a date field for the slicer, either from the hierarchy or a regular date field.Below are images of the normal behavior and then the result after following the steps above. Can't figure out why the calendar hierarchy is causing the issue since it works for all other time functions, etc., and follows best practices such as contiguous dates, etc.
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.
Have a table that list item#, date the standard cost went into effect and the standard cost. How do I find the difference in StdCost on the last EffectiveDate and second to last EffectiveDate. 5.59 (01/05/2015) minus 5.81 (09/29/.014) = -.22.
I have an invoice table with customer, date, sales location, and invoice total. I want to total the invoices by location by customer and see what location sells the most to each customer. My table looks like this.
