Power Pivot :: Sessions Conducted In X Years Prior To Chosen Financial Year
Jun 25, 2015
I have a simple 2 column dataset representing Date of session and Client Name (Please download workbook from here - [URL] .... The Financial Year runs from April 1 to March 31. I want to determine the number of sessions conducted in chosen financial year - 2. So if I select FY 2015-16 in a slicer, then, I want view the number of session conducted client wise in FY 2013-14. This is the formula calculated field formula I have written but when I drag this in the Pivot Table, I get an error message. In the calculated field window, when I click on Check for errors, then there are no errors at all.
=CALCULATE([Sessions conducted],DATESBETWEEN(calendar[Dates],EDATE(FIRSTDATE(calendar[Dates]),-24),EDATE(FIRSTDATE(calendar[Dates]),-12)-1))
I cannot identify my error.
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Jul 14, 2015
I have a table of data that has a format similar to the following:
EventID | Event Date
--------------------
1 | 1/1/2014
2 | 2/8/2014
3 | 10/1/2014
4 | 2/5/2014
5 | 4/1/2014
6 | 9/1/2014
What I am trying to do is create a DAX formula to rank each event in the order that it happened for the year. So I want to end up with something like this. This way I can compare the events year over year as the events don't happen on any regular time schedule.
Event Date | Year | Rank
------------------------
1/1/2014 | 2014 | 1
2/8/2014 | 2014 | 2
10/1/2014 | 2014 | 3
2/5/2015 | 2015 | 1
4/1/2015 | 2015 | 2
9/1/2015 | 2015 | 3
I have tried to do this by creating a formula that will give me the day number of the year:
Day of Year =(YEARFRAC(CONCATENATE("Jan 1 ", YEAR([Event Date])),[Event Date])*360)+1
Then using rankX on this table, but I cant seem to get the proper result. Perhaps I am not understanding the use of rankX or going about this the right way.
=RANKX(FILTER(Event,EARLIER(Event[Event Year])=Event[Event Year]),Event[Day of Year])
or
=RANKX(All(Event[Event Year]),[Day of Year],,1,Dense)
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Feb 9, 2013
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))
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May 21, 2015
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 DAX code for calculating LY Sales is:
=
CALCULATE (
[Sales $],
FILTER (
ALL ( dCalendar ),
dCalendar[IRIYearNumber]
= VALUES ( dCalendar[IRIYearNumber] ) - 1
[Code] ....
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.
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Nov 13, 2015
I have two tables - one with dates at the end of each month (10/31, 11/30, 12/31, et al) that's linked to a data table containing client signups. While I can get the count per month in a pivot table, I'm trying to calculate the beginning count of each month.
How do I use calculate or something similar to sum the count of records created minus count of records closed prior to the beginning of the period?
The pivot looks like this right now and works by month:
beginning active records ?????
count of records created 100
count of records deleted 50
net records created 50
running balance in net records created 100 (theoretically the next month's beginning balance, but can't figure out how to reference or calculate)
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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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Jan 13, 2000
I've set up a SQL7 database with MSAccess97 as a front end. I'm trying to enter a person with a birthdate prior to 1900, get an ODBC call error, "Datetime field overflow". How to enter dates prior to year 1900?
Thanks.
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Sep 22, 2006
how can you store a financial year in sql 2005
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Feb 28, 2007
How can I select data between a financial year. The financial year begin in july(7) and end in june(6).
Lets say I want all data between the begining of financial year (7) to January (1)
so I would select all data between 7 and 1. (6 months period)
and lets say I want all data between the beginning of financial year(7) to october (10) so I would just select all data between 7 and 10. (3 months period).
Below is data from a customer table.
Customer Name Month
----------------------------------------------------
APPADENE FOREST PRODUCTS7
APPADENE FOREST PRODUCTS8
APPADENE FOREST PRODUCTS9
APPADENE FOREST PRODUCTS10
APPADENE FOREST PRODUCTS11
APPADENE FOREST PRODUCTS2
APPADENE FOREST PRODUCTS3
APPADENE FOREST PRODUCTS4
APPADENE FOREST PRODUCTS5
APPADENE FOREST PRODUCTS6
BLUELEAF CORPORATION PTY LTD3
BLUELEAF CORPORATION PTY LTD4
BLUELEAF CORPORATION PTY LTD5
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
WESPINE INDUSTRIES PTY LTD3
WESPINE INDUSTRIES PTY LTD4
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
BLUELEAF CORPORATION PTY LTD6
WESPINE INDUSTRIES PTY LTD8
WESPINE INDUSTRIES PTY LTD9
WESPINE INDUSTRIES PTY LTD11
WESPINE INDUSTRIES PTY LTD12
NANNUP TIMBER PROCESSING PTY LTD3
WESPINE INDUSTRIES PTY LTD1
NANNUP TIMBER PROCESSING PTY LTD4
NANNUP TIMBER PROCESSING PTY LTD5
NANNUP TIMBER PROCESSING PTY LTD6
WESPINE INDUSTRIES PTY LTD3
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Feb 28, 2015
I have a table which can be downloaded from the link below. The table contains property Market Rent and period the new rent is applicable. I need to generate a report with parameter ( year and month) so when the user inputs year and month the associated market rent amount for that month is listed.
For example if the 1st market rent update was done in June 2014 ( $300) and the 2nd in Dec 2014 $(350), the property market rent from June to Nov should be $300 and from Dec 2014 till the next rent update $350. So if user inputs year 2014 and month August, the amount is $300 and if the user enters the year 2015 and month March amount is $350
[URL] ....
Below is the table with sample data
DECLARE @table TABLE ( PropCode INT ,PropStartDate DATE ,PropEndDate char(10) ,PropRentStartDate DATE ,PropRentEndDate DATE ,MarketRent INT)
INSERT INTO @table (PropCode,PropStartDate, PropEndDate,PropRentStartDate,PropRentEndDate, MarketRent) VALUES
(2718, '2013-01-30', 'NULL', '2012-11-29', '2013-07-21', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-07-22', '2013-11-24', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-11-25', '2014-06-14', 289.20) ,(2718, '2013-01-30', 'NULL', '2014-06-15', '2014-11-30', 299.18) ,(2718, '2013-01-30', 'NULL', '2014-12-01', '2015-01-02', 299.18) ,(2718, '2013-01-30', 'NULL', '2015-01-03', '2050-01-01', 310.00) ,(3901, '2014-05-27', 'NULL', '2014-06-09', '2014-11-30', 400.00) ,(3901, '2014-05-27', 'NULL', '2014-12-01', '2050-01-01', 400.00) ,(3960, '2014-10-31', 'NULL', '2014-11-05', '2016-11-05', 470.00)
Select * from @table
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Feb 4, 2015
I have a table with 3 fields: Contract_No, Start_Date, End_Date. I need to calculate how many of the days between the Start and End dates fall within each financial year (FY) beginning 1st April and ending 31st March.
So for example if the Contract Start_Date is 26/01/2012 and the End_Date is 20/05/2012 or is null then the number of days for 2012 FY is 49 (counting from 01/04/2012 to 20/05/2012).
If the End_Date is null for the same contract, then the number of days for 2012 FY would be 365.
Since the contract period from Start_Date to End_Date might span more than one or even several FY I need to be able to show this in columns seperately for each FY. What is the best way of achieving this?
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Dec 23, 2014
I need to create a table which holds date information for our financial year.
I have all the dates between now and 2045 and the start of the week and the end of the week. What I also have is the first sunday of the previous week in the spreadsheet too.
Please see below attachment
What I need to autofill once I import these three dates into a database is the week and the month.
The difficulty surrounding the month is that, we start a new month on the FIRST Sunday of the month.
So dates 07/04/14 to 04/05/2014 would be month 1.
Month 2 would begin on 05/05/2014 as it is the day after the first Sunday of the month, and so on....Month 5 would start on the 04/08/14.
Need to script something that would automatically calculate the week and month for me on the basis on above, if I have the start date, end date and 1st sunday already in a table?
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Jun 3, 2014
I am using MSSQL Server 2008R2 and I am interested in returning rows from a 'financial' table that fall within the current year (each row contains a 'Entered Date'). I am located in Australia so my financial year consists of all entries between the date 01/07/xx to the 30/06/yy.
Perhaps using the datediff() function, or other functions as required to achieve what I need?
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Jun 28, 2015
I have a requirement to display the count of project data by their status (On Hold, In Progress, Pre-concept and Closed) for the current FY and Last FY based on column 'Financial Year' and 'Project Status'.
Financial Year column has a value in the following format (FY2011-12, FY2012-13, FY2013-14,FY2014-15, FY2015-16,FY2019-20 ,FY2020-21,FY2021-22)
I need to set the financial year value dynamically in above format for the last and current year (FY2013-14, FY2014-15) based on today's date and Financial Year is from July to Jun. For example,
When today's date is 28-06-2015 then it should set the current FY as FY2014-15 and Last Financial Year as FY2013-14When today's date is 28-06-2021 then it should set current FY as FY2020-21 and Last Financial Year as FY2019-20
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Sep 30, 2014
I want an sql query that wil give me listing of 20 years from current year.
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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 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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Mar 21, 2015
I like to create an SQL view to divide amount 300,000 between 12 month starting from Month July 2014 to June 2015 as shown below
Amount Month Year
25,000 July 2014
25,000 August 2014
25,000 September 2014
25,000 October 2014
25,000 November 2014
25,000 December 2014
25,000 January 2015
25,000 February 2015
.
.
.
.
25,000 June 2015
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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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Oct 26, 2006
Does anyone know of a way to use a funtion for returning records based on fiscal reporting periods like Quickbooks uses for example "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year". While I realize that I can create a very long date time parsing routine for this but it is not very elegant or useful. I thought there might be a way to do this already with an existing function.I have created a stored procedure that I pass a @ViewRange Parameter to and it returns the records that I want but I need this ability in several procedures and wanted to turn it into a stored procedure.IF @ViewRange = 'This Month' SELECT TOP 20 Customer.LastName AS Customer, SUM(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE (MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP)) AND (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY SUM(Sales.AmtCharge) DESC;IF @ViewRange = 'Last Month' SELECT TOP 20 Customer.LastName AS Customer, Sum(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE(MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP) - 1) And (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY Sum(Sales.AmtCharge) DESC; Any ideas?
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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 5, 2013
I am trying to put in a check to ensure that the YearEnrolled - DateOfBirth is at least 16 years.
CREATE TABLE Student(
[DateOfBirth] [date] NOT NULL,
[YearEnrolled] [date] NOT NULL,
SELECT DATEPART(yyyy,DateofBirth) AS BirthYear,
CONSTRAINT DateOfBirth_CHECK CHECK(YearEnrolled-BirthYear =<16),
);
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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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