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.
View 3 Replies
ADVERTISEMENT
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.
View 12 Replies
View Related
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.
View 2 Replies
View Related
Jul 21, 2015
I need to create a date dimension where the lowest level is month. I've seen examples which use the list function such as
Source = List.Dates(#date(2000, 1, 1), Duration.Days(DateTime.Date(DateTime.FixedLocalNow())-#date(2000,1,1)), #duration(1,0,0,0)),
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.
View 2 Replies
View Related
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.
View 3 Replies
View Related
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.
View 7 Replies
View Related
Jun 9, 2015
I am trying to build various reports that compares data over time. I have one that measures Year Over Year % difference for number of incoming projects. I managed to do that easily by calculating the following
YTDProjects:=if(ISBLANK(SUM('TrendData'[Projects])),blank(),CALCULATE(SUM('TrendData '[Projects]),DATESYTD(CalendarDate[FullDate])))
PYProjects:=if(ISBLANK(SUM('TrendData'[Projects])),blank(),CALCULATE(sum('TrendData '[Projects]),SAMEPERIODLASTYEAR(DATESYTD(CalendarDate[FullDate]))))
YoYDifference:=[YTDProjects]-[PYProjects]
YoYPercProjects:=IF([PYProjects]=0, BLANK(), [YoYDifference]/[PYProjects])
Where Projects is the metric in question, TrendData is the table that contains project data and CalendateDate is the Date Table. But now I am trying to compare the same YTD projects data to number of projects that came in the last 6 months. How do our projects compare to average number of projects that came in last 6 month period.
I tried the the DATEADD function instead but got no luck and data came out wrong!
PrevProjects:=CALCULATE(SUM([Projects]),DATEADD(CalendarDate[FullDate],-1,QUARTER))
For some reason, this also returns blank in my model:
QTDProjects:=TOTALQTD(SUM('TrendData'[Projects]),CalendarDate[FullDate])
View 2 Replies
View Related
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?
View 2 Replies
View Related
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.
View 2 Replies
View Related
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.
View 6 Replies
View Related
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
View 9 Replies
View Related
May 21, 2015
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?
View 2 Replies
View Related
May 20, 2015
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 found this formula here: [URL] ....
=CALCULATE(COUNTROWS('table'), ALLEXCEPT('table', 'table'[n_country]))
However, I'm not quite sure how to adapt it to count only rows where a value is equal to True, False, 17, "foobar", etc...
View 5 Replies
View Related
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?
View 5 Replies
View Related
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.
View 3 Replies
View Related
Nov 7, 2014
I want to count the rows in the Incident Table by using filters to limit the rows to be counted if they meet the below conditions. I know I need a logical test for each row of the incident table based on the apparatus table’s rows. But, I want to test for each row in the incident table, counting, but not returning a true or false in the overall measure.Something like look at each incident row, test for true or false and then count IF the statement is true. Then go to the next incident row and do the same. The aggregation would be the final count of “true” results.I tried this for MET objective:
=CALCULATE(COUNTROWS(incident),
apparatus[Incident Response Time] >-1 ||
apparatus[Incident Response Time] <320,
uv_901APP_TYPE[Description]="Engine",
uv_901INCIDENT[Top_Category]="Fire"
[code]....
View 13 Replies
View Related
Apr 3, 2015
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.
View 3 Replies
View Related
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.
View 5 Replies
View Related
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.
View 2 Replies
View Related
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?
View 9 Replies
View Related
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?
View 3 Replies
View Related
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.
View 5 Replies
View Related
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?
View 3 Replies
View Related
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....
View 3 Replies
View Related
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] ....
View 8 Replies
View Related
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]
View 3 Replies
View Related
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.
View 5 Replies
View Related
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]
View 13 Replies
View Related
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)".
View 3 Replies
View Related
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])))
View 24 Replies
View Related
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).
View 10 Replies
View Related
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?
View 2 Replies
View Related
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'?
View 3 Replies
View Related
