I'm relatively new to DAX and I believe there should be straight forward solution for this problem.
I have ID for customers and corresponding periods, for which we have orders for them.
These are not in particular order, so I need to add a column in which, for each ID, it shows me what is the first, second, third ..etc period with the customer.
see below the in the third column, what I would expect.
since I'm new, I have not tried anything worth mentioning here, sorry
Use this calculated column
Rank =
VAR ThisID = 'Table1'[ID]
RETURN
RANKX(
FILTER(
'Table1',
'Table1'[ID] = ThisID
),
'Table1'[start Date],
,
ASC,
DENSE
)
Related
Context: I'm fairly new to coding as a whole and is learning SQL. This is one of my practice/training session
I'm trying to create a Dimension Table called "Employee Info" using the Adventureworks2019 public Database. Below is my attempt query to fetch all the data needed for this table.
SELECT
e.BusinessEntityID AS EmployeeID,
EEKey = ROW_NUMBER() OVER(ORDER BY(SELECT NULL)),
p.FirstName,
p.MiddleName,
p.LastName,
p.PersonType,
e.Gender,
e.JobTitle,
ep.Rate,
ep.PayFrequency,
e.BirthDate,
e.HireDate,
ep.RateChangeDate AS PayFrom,
e.MaritalStatus
From HumanResources.Employee AS e FULL JOIN
Person.Person AS p ON p.BusinessEntityID = e.BusinessEntityID FULL JOIN
Person.BusinessEntityAddress AS bea ON bea.BusinessEntityID = e.BusinessEntityID FULL JOIN
HumanResources.EmployeePayHistory AS ep ON ep.BusinessEntityID = e.BusinessEntityID
Where
PersonType='SP'
OR PersonType='EM'
ORDER BY EmployeeID;
Query result
Each employee (EE for short) will have a unique [EmployeeID]. The [EEKey] is simply used to mark ordinal numbers of each record.
EEs are paid different rates shown in the [Rate] column. There will be duplicate records if any EE receives a change in his/her pay rate.
There is currently a [PayFrom] column indicating the first date a pay rate is being applied to each record.
Current requirements: Create a [PayTo] column on the right of [PayFrom] to return the last date each EE is getting paid their corresponding pay rate. There should be 2 scenarios:
If the EE being checked has multiple records, meaning his/her pay rate was adjusted at some point. [PayTo] will return the [PayFrom] date of the next record minus 1 day.
If the EE being checked does not have any additional record indicating pay rate changes. [PayTo] will return a fixed day that was specified (Say 31/12/2070)
Example:
[EmployeeID] no. 4 - Rob Walters with 3 consecutive records in Line 4,5,6. In Line 4, the [PayTo] column is expected to return the [PayFrom] date of Line 5 minus 1 day (2010-05-30). The same rule should be applied for Line 5, returning (2011-12-14).
As for Line 6, since there is no additional similar record to fetch data from, it will return the specified date (2070-12-31), using the same rule as every single-record EE.
As I have mentioned, I am a fresher and completely new to coding, so my interpretation and method might be off. If you can kindly point out what I'm doing wrong or show me what should I do to solve this issue, it will be much appreciated.
I have the following sample from a table with students results with date for a school entry exam
First student passed exam - This is the most common record found for most students
Second student failed 1st time entry and passed second time based on the date
3rd student had a failed input entry and was corrected based on the Version
I need the results to like like the picture above, so we take into regard using the latest date and highest version!
My basic query thus far is
select studentid
,examdate --(Date)
,result -- (charvar)
from StudentEntryExam
How should I approach this issue?
demo:db<>fiddle
SELECT DISTINCT ON (studentid)
*
FROM mytable
ORDER BY studentid, examdate DESC, version DESC
DISTINCT ON returns the first record of an ordered group. In that case the groups are the studentids. You must find the correct order to set the required record first. So, you need to order by studentid, of course. Then you need the most recent examdate first, which can be achieved with DESC order. If there are two records on the same date, you need to order the highest version first as well using the DESC modifier, too.
I am wondering if any of you can help me on my problem.
I have a table containing money exchanges between individuals. Thus, the table is composed of columns ID A and ID B, which are unique IDs, and another column with an integer, a price.
My problem is that I want to perform the sum of the integer for a precise individual and I can find the same individual either in column ID A or ID B because the software is putting IDs in random columns. Therefore, I have 2 dimensions ID A and ID B.
I have some experience in Tableau but I am in a dead end on this one.
Do you have any idea ?
Thanks a lot !
Julien
If you only need to sum one individual at a time, use a parameter for the IDs.
Something like the following:
sum(IF [PARAMETER_ID] = [ID_A] THEN [PRICE] END)
+
sum(IF [PARAMETER_ID] = [ID_B] THEN [PRICE] END)
Matt got the answer. Make a custom SQL request to fuse the 2 ID columns. In the end you have the double of columns but hey that's what I wanted ;)
Also, it seems to be the most reasonable way to solve this.
I'm trying to create a Measure in Power BI using DAX that achieves the below.
The data set has four columns, Name, Month, Country and Value. I have duplicates so first I need to dedupe across all four columns, then group by Month and sum up the value. And then, I need to average across the Month to arrive at a single value. How would I achieve this in DAX?
I figured it out. Reply by #OscarLar was very close but nested SUMMARIZE causes problems because it cannot aggregate values calculated dynamically within the query itself (https://www.sqlbi.com/articles/nested-grouping-using-groupby-vs-summarize/).
I kept the inner SUMMARIZE from #OscarLar's answer changed the outer SUMMARIZE with a GROUPBY. Here's the code that worked.
AVERAGEX(GROUPBY(SUMMARIZE(Data, Data[Name], Data[Month], Data[Country], Data[Value]), Data[Month], "Month_Value", sumx(CURRENTGROUP(), Data[Value])), [Month_Value])
Not sure I completeley understood the question since you didn't provide example data or some DAX code you've already tried. Please do so next time.
I'm assuming parts of this can not (for reasons) be done using power query so that you have to use DAX. Then I think this will do what you described.
Create a temporary data table called Data_reduced in which duplicate rows have been removed.
Data_reduced =
SUMMARIZE(
'Data';
[Name];
[Month];
[Country];
[Value]
)
Then create the averaging measure like this
AveragePerMonth =
AVERAGEX(
SUMMARIZE(
'Data_reduced';
'Data_reduced'[Month];
"Sum_month"; SUM('Data_reduced'[Value])
);
[Sum_month]
)
Where Data is the name of the table.
I have a spreadsheet that looks like this:
https://docs.google.com/spreadsheets/d/1b29gyEgCDwor_KJ6ACP2rxdvauOzacDI9FL2K-jgg5E/edit?usp=sharing
I have two columns I'm interested in, Date and Count. Every few dates, there will be a "TOTAL" line where all the Counts corresponding to that TOTAL will be summed.
I want an output that looks like the cells to the right, where all the TOTAL counts are summed according to month. The problem lies in that Column A has only the date or TOTAL, in separate rows, and this layout can't be changed, leaving me thinking I need to reference the cell directly above TOTAL in column A, which has the correct month I want to group that TOTAL by.
The reason why I can't just filter column A by date range is because of inconsistent use, where sometimes the count data is only entered in the TOTAL row.
I've scoured the internet exploring FILTER, INDIRECT, QUERY, SUMIFS, etc... but can't find exactly how to do this.
I can easily filter column B where A:A="TOTAL", but what I think I am needing to do after that is use each cell above where A:A="TOTAL" as a range for the month criteria, somehow using what I found here: https://exceljet.net/formula/sum-by-month, expressed by ">="&D3 and "<="&EOMONTH(D3,0).
Any help or alternatives would be appreciated. Thank you.
or a different (offset) approach:
=QUERY(FILTER({EOMONTH(INDIRECT("A1:A"&ROWS(B2:B)), 0), B2:B}, A2:A="total"),
"select Col1,sum(Col2)
group by Col1
label sum(Col2)''
format Col1'mmmm'", 0)
Query formula is great for these kind of situations but looking at it by month will introduce issues if you plan on looking at multi-year data:
=arrayformula(QUERY(QUERY({row(A:A),TEXT(A:A,"MMMM"),B:B},"SELECT max(Col1),Col2,sum(Col3) where Col3 is not null group by Col2 order by max(Col1) label Col2 'Month', sum(Col3) 'Count'"),"SELECT Col2,Col3"))
try:
=ARRAYFORMULA(QUERY({IF((B2:B="")*(A2:A=""),,VLOOKUP(ROW(A2:A),
IF(A2:A<>"total", {ROW(A2:A), DATEVALUE("01/"&MONTH(A2:A)&"/2000")}), 2, 1)),
IF(A2:A= "total", A2:A, ), B2:B},
"select Col1,sum(Col3)
where lower(Col2) = 'total'
group by Col1
label sum(Col3)''
format Col1'mmmm'", 0))