Power Pivot :: Divide Number Of Records By End Date Of Month Using DAX Query
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.
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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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Aug 19, 2015
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:
=CALCULATE(
sum(Sales[Revenue]);
(DatesMTD(Time[date]))
)
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.
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Jul 21, 2015
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.
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Jul 27, 2015
We are trying to do some utilization calculations that need to factor in a given number of holiday hours per month.
I have a date dimension table (dimdate). Has a row for every day of every year (2006-2015)
I have a work entry fact table (timedetail). Has a row for every work entry. Each row has a worked date, and this column has a relationship to dimdate.
Our holidays fluctuate, and we offer floating holidays that our staff get to pick. So we cannot hard code which individual dates in dimdate as holidays. So what we have done is added a column to our dimdate table called HolidayHoursPerMonth.
This column will list the number of holiday hours available in the given month that the individual date happens to fall within, thus there are a lot of duplicates. Below is a brief example of dimdate. In the example below, there are 0 holiday hours for the month of June, and their are 8 holiday hours for the month of July.
DateKey MonthNumber HolidayHoursPerMonth
6/29/2015 6 0
6/30/2015 6 0
7/1/2015 7 8
7/2/2015 7 8
I have a pivot table create based of the fact table. I then have various date slicers from the dimension table (i.e. year, month). If I simply drag this column into the pivot table and summarize by MAX it works when you are sliced on a single month, but breaks if anything but a single month is sliced on.
I am trying to create a measure that calculates the amount of holiday hours based on the what's sliced, but only using a single value for each month. For example July should just be 8, not 8 x #of days in the month.
Listed below is how many hours per month. So if you were to slice on an entire year, the measure should equal 64. If you sliced on Jan, Feb and March, the measure should equal 12. If you were to slice nothing, thus including all 15 years in our dimdate table, the measure should equal 640 (10 years x 64 hours per year).
MonthNumberOfYear HolidayHoursPerMonth
1 8
2 4
3 0
4 0
5 8
6 0
7 8
8 0
9 8
10 4
11 16
12 8
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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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May 27, 2015
I have [income]- (REVENUE) table of accounts, each account can have multiple instances for one month. how can I find the last occurrence of all the accounts in a month (and then summarize all of these latest occurrences)?
account revenue revenue_date
1 100 2010-01-01
1 200 2010-02-03
1 300 2010-02-04
1 1000 2010-06-04
2 100 2010-02-01
2 200 2010-03-03
2 1300 2010-07-04
2 11000 2010-08-04
3 2100 2010-01-01
3 2200 2011-02-03
3 300 2011-02-04
3 221000 2011-06-04
4 222 2010-02-01
4 2222 2012-03-03
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Apr 23, 2015
I have created a spreadsheet using powerquery and powerpivot. Loading the data on powerquery from different spreadsheets was a charm, the problem is calculating the exchange rates per month.The structure is as following:I have 3 tables, they are:
Dates– Just a dates (loaded directly on PowerPivot).
Invoice – Details of invoices for all customers, gross totals are in different rates (loaded through power query)
Customer – Detailed information of customers (loaded directly on PowerPivot).
Currency – exchange rates (loaded directly on PowerPivot).
Note: I mentioned where they were loaded because I do not know if that really matters, I guess it does not... but extra information will not hurt. Now, let's go to how these tables are connected between each other and their key columns.The Invoice table has information on invoices dates, invoice gross total and customer code. This table is related to Customer table, which has the actual name of customers and other details. This link is done through the Customer Code column. The Currency table have a relationship with the Customer Table through the Country Column.
What I want to achieve is a formula to do the exchange rate based on the Invoice Date column present on the Invoice Table. So I have created a column on the Currency Table named at each month of the year and populated it with the exchange rates for all countries (countries listed using ISO3 format).My problem is while I am able to select a column from the Currency table to do the exchange rate calculation using the below formula, I fail to realize how to do it per month:=CALCULATE(sum(invoice[Gross Value])*SUM(Currency[Reverse]))*Reverse is the column with the exchange rate for the country money to USD.What I am failing to do is how to make that calculation to also consider the month of the invoice and pull the exchange rate for the same month from the Currency table
Get the invoice date then find the column on Currency[Month] and multiply, providing me the USD amount.I was unable to figure out a solution using the filters parameters from Calculate. If some of you ask why I am using SUM inside Calculate, is because if I only use SUM and try to do the math between the two tables I get an error saying that it was not possible to determine the value on Currency[Reverse]. Same happens with SUMX. It worked out with Calculate, but then I cannot create other formulas using CALCULATE on that table because it will give that error on redundancy, unless I add a filter on it, which worked last time (but I do not remember which thing /parameter used to filter, so do not ask it right now.I do not really need that level of accuracy, but my Virgo perfectionist side demands me to find a solution to that, that will not use a single exchange rate, but consider which is the correct exchange rate for the month of the invoice and calculate it correctly for all invoices. Just so you know, the Invoices tables has more than 1million lines.
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Mar 31, 2015
I have an Excel database file that contains the total passenger passes from a specific location. The total number of passenger passes is counted in a period of 2 minutes(e.g. 14:45:00 to 14:46:59). I have imported my database into PowerPivot and have also created relevant PivotTables and PivotCharts with some slicers to analyze them. How can I create a slicer which filters data in greater periods of time like hour, day or month?
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Jun 25, 2015
The following measure returns Month Sales: (blank)
Month Sales:=TotalMTD(Sum([Sales Amount]),'Date'[Full Date])
I have a relationship between ResellerSales-OrderDateKey and Date-DateKey
The relationship works fine when I use it in Access
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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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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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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 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.
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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?
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Jun 22, 2015
my table includes detailed records with total Rate repeated in each record:
CREATE TABLE Table1
(
Providerid varchar (6) NOT NULL,
Providername char (30) NOT NULL,
Clientid varchar (15) NOT NULL,
[code]....
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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.
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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.
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Jul 7, 2015
I have this rows as result of my query:
aaaaa bbbbb date result
------- ------- -------- ---------
a 100 7-7-15
a 100 7-7-15
a 100 8-7-15
b 200 7-7-15
b 200 8-7-15
b 200 8-7-15
I need this (divide bbbbb by row count as result, group by "aaaaa and date":
aaaaa bbbbb date result
------- ------- -------- ---------
a 100 7-7-15 50
a 100 7-7-15 50
a 100 8-7-15 100
b 200 7-7-15 200
b 200 8-7-15 100
b 200 8-7-15 100
Can I do it?
My SQL Code is
(date=FEC, RESULT=COSTECUB, aaaaaa=TRACTA, bbbbb=TRAPR3) :
SELECT VTRA00F.TRACTA, ACRDES, TRAPRL, TRAPR1, TRAPR2, TRAPR3,
CASE WHEN TRAPR3 IS NULL THEN
(CASE WHEN (ALLQDE+ALLQCN+ALLQCR+ALLQMR+ALLQNN+ALLQNR+ALLQV1+ALLQV2) <= TRAPRL THEN (TRAPR1*(ALLQDE+ALLQCN+ALLQCR+ALLQMR+ALLQNN+ALLQNR+ALLQV1+ALLQV2)) ELSE (TRAPR2*
[Code] .....
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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.
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Oct 26, 2015
I am trying to find duplicate records based on a set of criteria, and flag one of those records as unique and the other duplicate ones as dup.
I found this suggestion:
IF( CALCULATE(
COUNTROWS( Table1 );
FILTER( Table1; [Column1] = EARLIER( [Column1] ) && [Column2]
= EARLIER( [Column2]
) )
) > 1;
"dup";
"unique"
)
However, this method flags all duplicates as dup. how I can get to the enclosed results for one particular student?The dup check column shows the desired results. The criterion is any record with the same STUDENT_ID, PROG_DESC, FISCAL_YEAR will be considered as duplicates, but should at least have one record out of that group of duplicates flagged as 1.
STUDENT_ID| ACAD LEVEL | GENDER |
PROG_DESC | RACEETHNICITY |
HOME_STATE | ACADEMIC_LEVEL | FISCAL_YEAR |
Dup Check
815581 Undergraduate
[code]....
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Sep 14, 2015
So, I have the following tables
transactions = [date], errorID, status
calendar = [date], year, month etc .
The critical field here is errorID.
Maybe the best way to illustrate the raw transaction data is by example :
I now need to create a report to show the AGE of errors.
age1 = days since first occurrence
age2 = days since last 'Repeat' status
I tried to ignore AGE for now, and just see if I could get the correct earliest date to show for each errorID.
How to do a MIN on date, ignoring all row context apart from keeping my errorID !!?!
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Aug 9, 2015
I have a CSV file that looks like below
JobOrderId CandidateId From_StatusID From_StatusDate To_StatusID
1234 5000 1 07/01/2015 2
1234 5000 2 08/01/2015
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?
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Sep 8, 2015
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.
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Oct 23, 2015
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.
My DAX formula is as follows:
=CALCULATE(DISTINCTCOUNT('3S-StockData'[Article Model]);LASTDATE('3S-StockData'[Date]))
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.
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Oct 27, 2015
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?
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Nov 18, 2015
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".
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Nov 5, 2015
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.
CountofQ1:=COUNTAX(DATESBETWEEN(DumpLoad1[Start Date],[StrtDate],[EndDate]),DumpLoad1[Start Date])
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Jun 17, 2015
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?
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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.
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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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Jul 28, 2015
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
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