Power Pivot :: Sum Of The Parts Not Equaling Grand Total?
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.
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?
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%
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.
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
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.
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?
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
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.
Hello All, I've created a report that has a count of dates reports. Every company has at least one date report. I've group the report by company and did a count this works find. Now I want to SUM up this field and put it at the end of the report. I've used =sum(reportitems!textbox10.value) but it only works at the page footer. And only give me a grand total for that page. I want a grand total for the whole report. Is there a report footer???
I need to get the Grand Total of the results of this query. The query pulls the total customer quotes for each community in a management company and loads my DataGrid:
This query works fine for individual community totals"SELECT TOP 100 PERCENT vcName, COUNT(DISTINCT vcCustId) AS " & _ " Total FROM dbo.PropReportData WHERE cManagementCo = '" & Session("MgmtCo") & "' and " & _ " (vcEntryDate >= CONVERT(DATETIME, '" & StartDate & "', 102)) AND " & _ "(vcEntryDate <= CONVERT(DATETIME, '" & EndDate & " 11:59:59 PM" & "' , 102))GROUP BY vcName ORDER by vcName"
At first glance you would think that the following query would return the Grand Total for all communities in the management company:
Current Grand Total Query"SELECT COUNT(DISTINCT vcCustID) As gTotal FROM PropReportData WHERE cManagementCo = '" & Session("MgmtCo") & "' AND vcEntryDate >= '" & Session ("StartDate") & "' AND vcEntryDate <= '" & Session("EndDate") & " 11:59:59 PM' "
But here's the problem. If there are multiple customer quotes created for different communites, then the customer(vcCustID) is only counted once in the Grand Total Query because I have to use DISTINCT, which of course only picks up one instance of the customer.
I am trying to calculate grand totals in the table footer area on a single table report. The report table has a grouping with a filter. I want the grand total to sum the visible grouping data but instead it sums the entire dataset. I've tried summing the textbox but RS does not allow that from the footer. I've tried specified the group for the scope but apparently RS scope works outward not inward in regards to groups. A simple example of my problem might be a list of bank accounts whose balance is overdrawn. In the report you want to show only the accounts whose balance has gone negative and all the transactions for those accounts. You can create a group on the account field and then a filter on the group to sum the transaction amount and filter out the accounts whose sum is not below zero. The grand total would supposedly sum the accounts whose balance is negative. Unfortunately the sum is on the entire dataset and therefore includes accounts with good balances. I'm sure some will suggest changing the SQL but that is not an option for me. These seems like a very basic operation for a report writer so I'm guessing there is some easy way to do this that has eluded me. Thanks for any help.
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.
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.
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?
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?
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?
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....
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?
Im using Access and have created a query which adds up the grand totals of clients orders. However i want to be able to add up what each client has spent in total over any given time period. Basically in SQL logic terms:
take all order totals from same client and add together order totals to produce a grand client spend total.
how to add group subtotal and grand total in report? i try to add formula Sum(Field!Net_Weight.Value) in group footer and unable repeat footer on each page, it return same total on every pages. I hope to get subtotal on each page by group. the expected result would be like this:
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).
I have a requirement where I need to show the maximum value in grand totals but for the dimension members the same measure has to sum.
For ex: lets say I have a measure called Test and this is a base measure. The aggregation type set to this is SUM.
For this same measure the grand totals should not show the sum instead it should show the maximum value of the dimension members which is being analyzed across.
My FactEmployeeTable showing 13 rows of data related to employees, but i used a bridge table for connecting project and employee dimensions. In the ProjEmpBridge table i mapped only 6 employees data to the proj's data. When dragging projet name and employee name it is showing data related to 6 employees but grand total showing 13 as the result. I dont know why it is showing 13 instead of 6. Can anyone please solve this issue.