My requirement is for a user to select a “Period A” and a “Period B”, and for a matrix (or other visualisation) to show values for A and B. This is the example PBI book from the SQLBI guys which correctly shows a “Period A” and “Period B” when sliced by a non-date attribute (link below)
https://www.sqlbi.com/articles/filtering-and-comparing-different-time-periods-with-power-bi/
This example is using a duplicate date table for “Period B” and an inactive relationship between this table and the fact (sales) table. The “Period B” measure is defined as:
> Previous Sales = CALCULATE(
> [Sales Amount],
> ALL ( 'Date' ),
> USERELATIONSHIP( 'Date'[Date], 'Previous Date'[Date] ) ) * [Normalization Factor]
However, I would like to show this grid with “date” on the rows, so that I see a “Period A” and “Period B” for equivalent rows in the slicer. “Previous sales” (i.e. a Period B) in the example below only returns a repeating sum of all the dates in my “Period B” slicer.
We can assume that the number of days in each comparison period will always be equal, and we would only want to compare the dates sequentially – I.e. day 1 of Period A vs day 1 of Period B.
A mock-up in Excel of the desired solution is this:
I read a solution here which I got to work but only for one day at a time.
https://community.powerbi.com/t5/Desktop/Filter-and-compare-different-time-periods-and-graph-results-with/m-p/600938#M285907
How can I achieve this using DAX in PowerBI?
Related
I would like to SUMX my Employees Wages, but without Employees who have any sickness record, in which selected date is. So, if Employee was sick from March 3rd to March 5th and Selected Date is March 4th, we don't take that Employee into an account.
That's How I Get A CurrentDay From Slicer:
That's How I Was Trying To At Least Sum Rows, In Which CurrentDay Is Before EndDate of Sickness Record:
And all I get is... The number of TOTAL rows in my sickness records table:
How can I filter that table, to get a valid result?
The structure of your tables is not clear. So, looking through your code you can try following:
COUNTROWS(
FILTER(
table -- ALL(table) as variant, depends on your report ect.
,table[StartDate] <= SELECTEDVALUE(Calendar[Date]) & table[EndDate] >= SELECTEDVALUE(Calendar[Date])
)
Alteryx
Table 1 is a google sheet file. It has x fields with primary key.
Every day to that table is added the weekday with the x data
For example:
Monday
Tuesday (is added on Tuesday) and so on.
My problem is that my workflow has a formula that does calculations with all the Weekdays.
Example:
Balance = All_Income - Monday - Tuesday - Wednesday - Thursday - Friday - Saturday - Sunday
But today for example, in the google sheet data I don't have the other weekdays except Monday and Tuesday, so I get the error "Unknown Variable" for Thursday.
I've inserted a Text Input and added all the weekdays.
I want to (Append maybe) these two data streams together so that I have all the weekdays there.
So if I run the calculations I have all the weekdays there.
Right now that formula works only on Sunday, when all weekdays are inserted as columns.
Any idea how to achieve this?
(p.s Creating the weekdays as columns in the google sheet with empty rows is not an option).
I managed to do it by creating a Text Input with the same column names (headers) as the other Data Source and performing a union.
Apparently I needed to perform a IF statement to check all Weekdays if they exist and replace the null values with.
If anyone encounters the same error, feel free to contact for help :)
Use the Transpose tool to verticalise the days of the week. Then Summarize using the primary key and sum the [value] field. That will give you the balance regardless of which days of the week are present in your worksheet. This technique applies to any problem in which one needs to aggregate multiple fields which may or may not be present or known.
Here is the simplest path to victory:
1. Input worksheet.
2. Connect Transpose tool.
3. In Transpose Key Columns, select only primary key.
4. In Transpose Data Columns, deselect all fields except for days of week and Dynamic or Unknown Columns. This will still work even if the worksheet doesn't have all the days of the week because as they come in, the Dynamic or Unknown Columns option will select them as Data columns.
5. In Transpose Missing Columns, select Ignore.
6. Connect Summarize tool.
7. In Summarize, group by primary key and sum on [Value] field.
From here, you can rename the sum_value field to Balance or something else friendly. You can also use a Join tool, joining on primary keys, to the original worksheet to get back to where you started with the new aggregated value.
As you can see from the picture above I am trying to add new column and to calculate the difference between =2014-2017.
Is there any way to make this because Tableau's option "Table Calculation" doesn't play role for me.
Working out the difference between the first and last periods with table calculations:
First you need to get minimum year's values (i'm calling the field "Min Year Select"):
IF DATETRUNC('year',[Order Date]) =
{FIXED: MIN(DATETRUNC('year',[Order Date]))}
THEN 1 END
The above field named Min Year Select is saying that it should return a 1 if the year of the order date is the minimum year in your date range
Now we are flagging the smallest years, we can create a field to get the values (i'll call this "Min Year Segment"):
IF SUM([Min Year Select]) >= 1 THEN [Sales] END
Here we're saying that if the year is flagged as the smallest (as classified by the previous calc field we made), then get the value
But before we can compare the two values, you have to work out the number of time periods between the min and current year so that the difference calculation lookup field is comparing the right values (i'll call this "Number Years in Range"):
{FIXED [Segment]: COUNTD(DATETRUNC('year',[Order Date]))}
What we're doing is fixing the query at the category level (segment), think of this as removing the date pill from your report, then performing a calculation. Here it's COUNT DISTINCT years. So if a segment has data for 2011,2012,2013; then the query returns 3
We can now get the difference between your latest and your minimum Segments (called: "Difference from First Last Segment"):
[Segment] -
LOOKUP([Min Year Segment],
-1*(Number Years in Range)-1)
Firstly we get the first year's sales for each segment (Min Year Segment will be null for all years that aren't the first, so we need to lookup the first by going backwards by the number of years in our range:
We do -1 * because we want the lookup to lookup backwards, then we add in ("Number Years in Range" - 1) because we want to lookup to the period that had the earliest data. We do minus one so we're excluding the current year/latest year in your dataset
This is a lot to digest, I think it's easier to present as a picture too:
Here we calculate the difference between the first and last month, with the value in the last month
If this helped or you have any more questions, please vote on my answer/let me know
I am creating a Tableau visualization for floor stock in our plant. We have a column for incoming date, quantity, and outgoing date. I am trying to create a visualization that sums the quantity but only while between the 2 columns.
So for example, if we have 9 parts in stock that arrived on 9/1 and is scheduled to ship out on 9/14, I would like this visualization to include these 9 parts in the sum only while it is in our stock between those 2 dates. Here is an example of some of the data I am working with.
4/20/2018 006 5/30/2018
4/20/2018 017 5/30/2018
4/20/2018 008 5/30/2018
6/29/2018 161 9/7/2018
Create a new calculation:
if [ArrivalDate]>="2018-09-01" and [ArrivalDate]<"2018-09-15"
and [Shipdate]<'2018-09-15"
then [MEASUREofStock] else 0 end
Here is a solution using UNIONs written before Tableau added support for Unions (so it required custom SQL)
Volume of an Incident Queue at a Point in Time
For several years now, Tableau has supported Union directly, so now it is possible to get the same effect without writing custom SQL, but the concept is the same.
The main thing to understand is that you need a data row per event (per arrival or per departure) and a single date column, not two. That will let you calculate the net change in quantity per day, and you can then use a running total if you want to see the absolute quantity at the close of each day
There is no simple way to display the total quantity between the two dates without changing the input table structure. If you want to show all dates and the "eligible" quantity in each day, you should
Create a calendar table that has all dates start from 1990-01-01 to 2029-12-31. (You can limit the dates to be displayed in dashboard later by applying date filter, but here you want to be safe and include all dates that may exist in your stock table) Here is how to create the date table quickly.
Left join the date table to stock table and calculate the eligible quantity in each day.
SELECT
a.date,
SUM(CASE WHEN b.quantity IS NULL THEN 0 ELSE b.quantity END) AS quantity
FROM date a
LEFT JOIN
stock b on a.date BETWEEN b.Incoming_Date AND b.Outgoing_Date
GROUP BY a.date
Import the output table to Tableau, and simply add dates and quantity to the chart.
I am having an issue in calculating last week data in Tableau. Below is my scenario:
In my dashboard, I have a slider which selects the date. In my table, I have a list of users where I will be showing each of them's call records. One column will have last week records and one will have total records.
For Total records, there is not an issue. But for finding last week's count, I need to have a calculated field, that needs to subtract 7 days from the date selected and then give out the number of records for each user.
Say I have selected date as 25-04-2017, then my table should show all the records until 25-04-2017 in one column and other should show data from 18-04-2017 till 25-04-2017.
You can filter it with Relative days. When adding your dimension (date type) to the Filters list the picture below will appear.
Now you can click on the relative date and to choose the best option for you. You can see it in the picture below.
Create a Date parameter for your user to select. Using the Superstore data set, I created a calc field for last 7 days sales:
if datediff('day',[Order Date],[date]) <= 7 and datediff('day',[Order Date],[date]) >= 0 then [Sales] end
And sales up to date:
if datediff('day',[Order Date],[date]) >= 0
then [Sales] end
See attached example: https://www.dropbox.com/s/nqdp9zj74jay72d/170427%20stack%20question.twbx?dl=0
I was able to find the solution for my issue.
I created a boolean field as Max7Days with the formula as below:
DATEDIFF('day', [Date] , {MAX([Date])} ) <= 7
And created another that would count the number of records for the last 7 days if the condition was true as per the below formula:
CASE [Max7Days]
WHEN TRUE
THEN
[Number of Records]
END