This question is a slightly varied version of this one...
Now I'm using Measures instead of Calculated columns and the date is static instead of having it based on a dropdown list.
Here's the Power BI test .pbix file:
https://drive.google.com/open?id=1OG7keqhdvDUDYkFQFMHyxcpi9Zi6Pn3d
This printscreen describes what I'm trying to accomplish:
Basically the date in P6 Update table is used as a cut date and will be fixed\static. It's imported from an Excel sheet where the user can customize it however they want.
Here's what should happen when a matching row in Test data table is found for P6 Update date:
column Earned Daily - must have its value summed with the next row if there's one;
column Earned Cum - must grab the next row's value;
all the previous rows should remain intact, that is, their values won't change;
all subsequent rows must have their values assigned 0.
So for example:
If P6 Update is 1-May-2018, this is the expected result:
1-May 7,498 52,106
2-May 0 0
If P6 Update is 30-Apr-2018, this is the expected result:
30-Apr 13,173 50,699
1-May 0 0
2-May 0 0
If P6 Update is 29-Apr-2018, this is the expected result:
29-Apr 11,906 44,608
30-Apr 0 0
1-May 0 0
2-May 0 0
and so on...
Hope this makes sense.
This is easier in Excel, but trying to do this in Power BI is making me go nuts.
I will ignore previously asked related questions and start from scratch.
First, create a measure:
Current Earn =
CALCULATE (
SUM( 'Test data'[Value]),
'Test data'[Act Rem] = "Actual Units",
'Test data'[Type] = "Current"
)
This measure will be used in other measures, to save you from typing all these conditions ("Actual Units" and "Current") again and again. It's a great practice to re-use measures in other measures - saves work, makes code cleaner and easier to refactor.
Create another measure:
Cut Date = SELECTEDVALUE('P6 Update'[Date])
We will use this measure whenever we need a cut off date. Please note that it does not have to be hard-coded - if P6 table contains a list of dates, you can create a pull-down slicer from the dates, and can choose the cut-off date dynamically. The formula will work properly.
Create third measure:
Next Earn =
VAR Cut_Date = [Cut Date]
VAR Current_Date = MAX ( 'Test data'[Date] )
VAR Next_Date = Current_Date + 1
VAR Current_Earn = [Current Earn]
VAR Next_Earn = CALCULATE ( [Current Earn], 'Test data'[Date] = Next_Date )
RETURN
SWITCH (
TRUE,
Current_Date < Cut_Date, Current_Earn,
Current_Date = Cut_Date, Current_Earn + Next_Earn,
BLANK ()
)
I am not sure if "Next Earn" is a good name for it, hopefully you will find a more intuitive name. The way it works: we save all necessary inputs into variables, and then use SWITCH function to define the results. Hopefully it's self-explanatory. (Note: if you need 0 above Cut Date, replace BLANK() with 0).
Finally, we define a measure for cumulative earn. It does not require any special logic, because previous measure takes care of it properly:
Cum Earn =
VAR Current_Date = MAX('Test data'[Date])
RETURN
CALCULATE(
[Next Earn],
FILTER(ALL('Test data'[Date]), 'Test data'[Date] <= Current_Date))
Result:
I've spent a long time looking around for a solution for this and not found quite what I want. Efforts to adapt existing solutions for different problems have also not worked!
I am using LookupSet to return a list of dates, then joining them to return a list:
=Join(LookupSet(Fields!cPatSer.Value,Fields!cPatSer.Value,Fields!DDate.Value,"PatD"))
I want to only show the most recent date from that list. Here is what I have tried so far:
The above function wrapped in a Max function (doesn't work because Join returns a string)
Using a split function to split the resultant string looking for the commas then using the max function
Doing both of the above but converting the output to Date objects using CDate and DateTime.Parse first as follows...
=Join(LookupSet(Fields!cPatSer.Value,Fields!cPatSer.Value,CDate(Fields!DDate.Value),"PatD"))
=Join(LookupSet(Fields!cPatSer.Value,Fields!cPatSer.Value,DateTime.Parse(Fields!DDate.Value),"PatD"))
Can anybody provide any pointers please?
I've found a solution using Custom Code. Oz Locke made a function that does various aggregates for integer data (links below), and I've amended this to work for dates instead.
In the Code property of the report, paste in this:
'Amended from Oz Locke's code:
'https://github.com/OzLocke/SSRSAggLookup/blob/master/AggLookup.vb
'Allows users to adjust the aggregation type of lookupsets in a cell
Function AggLookup(ByVal choice As String, ByVal items As Object)
'Ensure passed array is not empty
'Return a zero so you don't have to allow for Nothing
If items Is Nothing Then
Return 0
End If
'Define names and data types for all variables
Dim current As Date
Dim count As Integer
Dim min As Date
Dim max As Date
Dim err As String
'Define values for variables where required
current = CDate("01/01/1900")
count = 0
err = ""
'Calculate and set variable values
For Each item As Object In items
'Calculate Count
count += 1
'Check value is a number
If IsDate(item) Then
'Set current
current = CDate(item)
'Calculate Min
If min = Nothing Then
min = current
End If
If min > current Then
min = current
End If
'Calculate the Max
If max = Nothing Then
max = current
End If
If max < current Then
max = current
End If
'If value is not a number return "NaN"
Else
err = "NaN"
End If
Next
'Select and set output based on user choice or parameter one
If err = "NaN" Then
If choice = "count" Then
Return count
Else
Return 0
End If
Else
Select Case choice
Case "count"
Return count
Case "min"
Return min
Case "max"
Return max
End Select
End If
End Function
Then in the cell of your report, use this expression:
=code.AggLookup("max", LookupSet(Fields!cPatSer.Value,Fields!cPatSer.Value,Fields!DDate.Value,"PatD"))
https://itsalocke.com/aggregate-on-a-lookup-in-ssrs/
https://github.com/OzLocke/SSRSAggLookup/blob/master/AggLookup.vb
I have an SSRS report with a matrix in it, where I needed to display the Growth Percentage in a column group compared to the previous column value. I managed this by using custom code...
DIM PreviousColValue AS Decimal
Dim RowName AS String = ""
Public Function GetPreviousColValue(byval Val as Decimal, byval rwName as string) as Decimal
DIM Local_PreviousColValue AS Decimal
IF RowName <> rwName THEN
RowName = rwName
PreviousColValue = val
Local_PreviousColValue = 0
ELSE
Local_PreviousColValue = (Val - PreviousColValue)/PreviousColValue
PreviousColValue = val
END IF
Return Local_PreviousColValue
End Function
..and then using this as the value expression in the cell..
=Round(Code.GetPreviousColValue(ReportItems!Textbox8.Value,Fields!BusinessUnit.Value)*100,0,system.MidpointRounding.AwayFromZero)
So far so good, this produces the expected value. Now I need to use this expression in a background color expression to get a red/yellow/green but in that capacity it fails.
The background color expression looks like this: =IIF(ROUND(Code.GetPreviousColValue(ReportItems!Textbox9.Value,Fields!Salesperson.Value)*100,0,System.MidpointRounding.AwayFromZero)<=-5,"Red"
,IIF(ROUND(Code.GetPreviousColValue(ReportItems!Textbox9.Value,Fields!Salesperson.Value)*100,0,System.MidpointRounding.AwayFromZero) >=5,"Green"
,"Yellow"))
When I run the report the background color expression only ever returns yellow. As a test I pasted the background color expression in as the cell value and ran it again. Results in the image below
I get no build or run time errors so I'm not sure why this does not work.
After some more searching I found a better Custom Code solution than what I was using to get the Growth Percentage in a column group compared to the previous column value. Besides being simpler to read this version has an added benefit: You can dynamically hide the growth percentage column for your first instance of the column group (because it will always be zero or null) and still get the right values in the 2nd/3rd/4th instance of the column group.
Public Function GetDeltaPercentage(ByVal PreviousValue, ByVal CurrentValue) As Object
If IsNothing(PreviousValue) OR IsNothing(CurrentValue) Then
Return Nothing
Else if PreviousValue = 0 OR CurrentValue = 0 Then
Return Nothing
Else
Return (CurrentValue - PreviousValue) / PreviousValue
End If
End Function
The new function is called like so
=Code.GetDeltaPercentage(Previous(Sum(<expression or dataset field>),"Group ByColumn"), Sum(<expression or dataset field>))
Re: the original question - why does my cell value expression not work when used as the background color expression - I took an easy out and just referenced the cell value.
=IIF(ROUND(Me.Value*100,0,System.MidpointRounding.AwayFromZero)<=-5,"Red"
,IIF(ROUND(Me.Value*100,0,System.MidpointRounding.AwayFromZero) >=5,"Green"
,"Yellow"))
I have a worksheet that has ~20,000 rows of data. Each row has a Transaction Date in Column C. Each worksheet will only include data from the previous month. What I am trying to have happen, is to have a loop run through each date and make sure there are no missing dates, if there is a missing date, I need the loop to insert the missing date into a new row. I have found this online and have tried to customize it to my worksheet but cannot get it to work:
Dim i As Long: i = 1
'Adds missing dates as new rows
Do
If Cells(i + 1, "C") > Cells(i, "C") + 1 Then
Rows(i + 1).Insert xlShiftDown
Cells(i + 1, "C") = Cells(i, "C") + 1
End If
i = i + 1
Loop Until Cells(i + 1, "C") = ""
I have a bunch of different macros that format the data into a table and then sort it by the transaction date. I'm not sure if the table creates another issue or not but I can't seem to get it to work.
Any tips are greatly appreciated!
Starting with data that looks like this:
Run this code to loop through the dates bottom up and insert missing rows.
Sub insertMissingDate()
Dim wks As Worksheet
Set wks = Worksheets("Sheet1")
Dim lastRow As Long
lastRow = wks.Range("C2").End(xlDown).Row
'Work bottom up since we are inserting new rows
For i = lastRow To 3 Step -1
curcell = wks.Cells(i, 3).Value
prevcell = wks.Cells(i - 1, 3).Value
'Using a loop here allows us to bridge a gap of multiple missing dates
Do Until curcell - 1 = prevcell Or curcell = prevcell
'Insert new row
wks.Rows(i).Insert xlShiftDown
'Insert missing date into new row
curcell = wks.Cells(i + 1, 3) - 1
wks.Cells(i, 3).Value = curcell
Loop
Next i
End Sub
Results:
A note to anyone using this code- you have to have your date formatted so that in single digit months, (i.e. January- example "1/1/17") you have a zero in front of the month, making it two digit (i.e. 01/1/17). The code will not work unless you do this. There is a data type under "more data formats" on the home page of excel that will include zeros in front of a single digit month. Thanks for the code, it's helping me tremendously!
I am running into the Max Character Issue when trying to put my IIF statement into a box I have created for the calculation of a score on my form. The box code is:
=IIf([cbov1]="na" And [cbov2]="na" And [cbov3]="na" And [cbov4]="na" And [cbov5]="na" And [cboV6]="na" And [cboV7]="na" And [cboV8]="na" And [cboV9]="na" And [cboV10]="na" And [cboV11]="na" And [cboV12]="na" And [cboV13]="na" And [cboi1]="na" And [cboi2]="na" And [cboi3]="na" And [cboi4]="na" And [cbop1]="na" And [cbop2]="na" And [cbop3]="na" And [cbop4]="na" And [cbop5]="na" And [cbop6]="na" And [cbop7]="na" And [cbop8]="na" And [cbop9]="na" And [cbop10]="na" And [cbop11]="na" And [cbof1]="na" And [cbof2]="na" And [cbof3]="na" And [cbof4]="na" And [cbof5]="na" And [cbof6]="na" And [cbof7]="na" And [cbof8]="na" And [cbof9]="na" And [cbof10]="na" And [cbom1]="na" And [cbom2]="na" And [cbom3]="na" And [cbom4]="na" And [cbom5]="na" And [cbom7]="na" And [cbom8]="na" And [cbom9]="na" And [cbom10]="na" And [cbom6]="na",0,(IIf([cboV1]="yes",0,0)+IIf([cbov2]="yes",0,0)+IIf([cbov3]="yes",0,0)+IIf([cbov4]="yes",0,0)+IIf([cbov5]="yes",0,0)+IIf([cboV6]="yes",0,0)+ IIf([cboV7]="yes",0,0)+ IIf([cboV8]="yes",0,0)+ IIf([cboV9]="yes",0,0)+ IIf([cboV10]="yes",0,0)+ IIf([cboV11]="yes",0,0)+ IIf([cboV12]="yes",0,0)+ IIf([cboV13]="yes",0,0)+IIf([cboi1]="yes",5,0)+IIf([cboi2]="yes",3,0)+IIf([cboi3]="yes",3,0)+ IIf([cboi4]="yes",4,0)+IIf([cbop1]="yes",5,0)+IIf([cbop2]="yes",5,0)+IIf([cbop3]="yes",5,0)+IIf([cbop4]="yes",5,0)+ IIf([cbop5]="yes",5,0)+ IIf([cbop6]="yes",4,0)+ IIf([cbop7]="yes",4,0)+ IIf([cbop8]="yes",4,0)+ IIf([cbop9]="yes",4,0)+ IIf([cbop10]="yes",2,0)+IIf([cbop11]="yes",2,0)+IIf([cbof1]="yes",1,0)+IIf([cbof2]="yes",1,0)+IIf([cbof3]="yes",1,0)+IIf([cbof4]="yes",1,0)+ IIf([cbof5]="yes",1,0)+ IIf([cbof6]="yes",1,0)+ IIf([cbof10]="yes",0,0)+ IIf([cbof7]="yes",3,0)+ IIf([cbof8]="yes",3,0)+ IIf([cbof9]="yes",3,0)+IIf([cbom1]="yes",5,0)+IIf([cbom2]="yes",1,0)+IIf([cbom3]="yes",1,0)+IIf([cbom4]="yes",1,0)+IIf([cbom5]="yes",1,0)+IIf([cbom6]="yes",1,0) +IIf([cbom7]="yes",3,0) +IIf([cbom8]="yes",2,0) +IIf([cbom9]="yes",5,0) +IIf([cbom10]="yes",5,0))/(IIf([cboV1]="na",0,0)+IIf([cbov2]="na",0,0)+IIf([cbov3]="na",0,0)+IIf([cbov4]="na",0,0)+IIf([cbov5]="na",0,0)+IIf([cboV6]="na",0,0)+ IIf([cboV7]="na",0,0)+ IIf([cboV8]="na",0,0)+ IIf([cboV9]="na",0,0)+ IIf([cboV10]="na",0,0)+ IIf([cboV11]="na",0,0)+ IIf([cboV12]="na",0,0)+ IIf([cboV13]="na",0,0)+IIf([cboi1]="na",0,5)+IIf([cboi2]="na",0,3)+IIf([cboi3]="na",0,3)+ IIf([cboi4]="na",0,4)+IIf([cbop1]="na",0,5)+IIf([cbop2]="na",0,5)+IIf([cbop3]="na",0,5)+IIf([cbop4]="na",0,5)+ IIf([cbop5]="na",0,5)+ IIf([cbop6]="na",0,4)+ IIf([cbop7]="na",0,4)+ IIf([cbop8]="na",0,4)+ IIf([cbop9]="na",0,4)+ IIf([cbop10]="na",0,2)+ IIf([cbop11]="na",0,2)+IIf([cbof1]="na",0,1)+IIf([cbof2]="na",0,1)+IIf([cbof3]="na",0,1)+IIf([cbof4]="na",0,1)+ +IIf([cbof5]="na",0,1)+ +IIf([cbof6]="na",0,1)+ +IIf([cbof7]="na",0,3)+ +IIf([cbof8]="na",0,3)+ +IIf([cbof9]="na",0,3)+ +IIf([cbof10]="na",0,0)+IIf([cbom1]="na",0,5)+IIf([cbom2]="na",0,1)+IIf([cbom3]="na",0,1)+IIf([cbom4]="na",0,1)+IIf([cbom5]="na",0,1)+IIf([cbom6]="na",0,1) +IIf([cbom7]="na",0,3) +IIf([cbom8]="na",0,2) +IIf([cbom9]="na",0,5) +IIf([cbom10]="na",0,5)))*(IIf([cbov1]="no" Or [cbov2]="no" Or [cbov3]="no" Or [cbov4]="no" Or [cbov5]="no" Or [cboV6]="no" Or [cboV7]="no" Or [cboV8]="no" Or [cboV9]="no" Or [cboV10]="no" Or [cboV11]="no" Or [cboV12]="no" Or [cboV13]="no",0,1))
The purpose of the score is to score "Yes" with points, Score "No" as no points, and then have "NA" remove from the overall score. So if a person has 67 out of 67 points, they get a 100. The maximum points is 100 if all questions are answered "Yes" or "No". I need to have all portions of the calculation because CBOV1-13 have a stipulation of if they are "No" the score is automatically 0%.
I don't know of a work around for the MAX CHARACTER you get within the expression builder on the Control Source box via the properties sheet.
Any help on a work around for this issue or ways to make the code shorten and fit with the same end result would be a huge help.
First, I would be tempted to have my field as a numeric (0,1,2 instead of "na,Yes,No"
Then you could use addition...IIF{cvb01 + Cvb02 +cvb03 = 0, 0 ,...else
Using Strings
I can think of two ways. One in the formula using concatenation (ugly)
IIF[cvb01] & [cvb02] & [cvb03] = "NANANA", 0 , ...Else)
I would be more tempted to write a function to take care of it.
dim NAcount as integer
Dim YesCount as integer
Dim NoCount as integer
dim ctr as integer
dim StrAns as string
for ctr = 1 to 10
StrAns = Fields ("cvb" & Ctr)
Select case StrAns
Case "NA"
NaCount = NACount + 1
'...add values here
Case "Yes"
'...more values go here
Case "No"
'... more values
End Select
Next Ctr
...