EDIT: As this is an old question, the intended solution is supported by the relative date slicer in Power BI as seen here.
I am building a rolling 13 month net revenue chart and I've came across a requirement to show the last 13 month in x axis based in what month (YYYYMM) the user selected in a YYYYMM slicer.
The chart below is the one I want:
In order to get the intended behaviour, currently I need to select each one of the 13 month in YYYYMM slicer:
Any ideas on how I can get this to work in Power BI so that the user just have to select the base month?
Thanks in advance,
Cristhian.
Let's say you have a table data(date, value).
Add a table datefilter(date) with dates you want to select. Add a slicer by this date.
Add a calculated column to data : date2 = DATEADD('data'[date].[Date],13,MONTH)
Add this measure:
current = IF(AND(
MAX('data'[date]) < MAX('datefilter'[date]),
MAX('data'[date2]) > MAX('datefilter'[date])),1,0)
filter your visualisation by current is 1.
Related
I've tried limiting data on monthly basis in spotfire and it's working fine.
Now I'm trying to do like getting the records from the current date to month start date.
For suppose if the current date is Sept 21, then i should get the records from Sept 21 to Sept-01(dynamically).
I have a property control to input the number of months.
The easiest way to do this is with Month and Year. For example, in your visualization:
Right Click > Properties > Data > Limit Data Using Expressions (Edit)
Then, use this expression:
Month([TheDate]) = Month(DateTimeNow()) and Year([TheDate]) = Year(DateTimeNow())
This will limit the data to only those rows with the current Year/Month combination in your data column. Just replace [TheDate] with whatever your date column name is.
In other places, you can wrap this in an IF statement if you'd like. It's redundant in this case, but sometimes helps with readability.
IF(Month([TheDate]) = Month(DateTimeNow()) and Year([TheDate]) = Year(DateTimeNow()),TRUE,FALSE)
#san - Adding to #scsimon answer. If you would like to precisely limit values between 1st of the current month to current date, you could add the below expression to 'Limit data using expression' section.
[Date]>=date(1&'-'&Month(DateTimeNow())&'-'&year(DateTimeNow())) and [Date]<=DateTimeNow()
I am working on a SSRS report which compares data of 2 given months. I'm categorising the chart based on Day and time in the following format 1, 6:00 AM. I get this column from the T-SQL itself. But the axis does not come properly. It looks like below now which doesn't make sense. I want it to be in order from 1st to 30th with the time component.
I guess I need some kind of sorting on X-axis with respect to date time. Please help!
After deleting from sorts from chart I'm getting some extra repitive dates after comparing all 30 days of both months. Data from the query looks alright to me!
Thank you!
Ok. Large query
You X-axis are show value in format date,hh mm tt Right ?
Then you want to sort them with day number 1 - 30.
From your query I suggest you add 1 field is like this CAST(SampleCollected AS DATE) [orders] and use this field in Order in Query or Sort on SSRS (not recommend ) and if you use Order in Query must delete sort condition on chart sort.
But if result still not you want try to add MONTH(SampleCollected) As MonthG to order again like this
ORDER BY MONTH(SampleCollected),CAST(SampleCollected AS DATE)
Hope it's Help.
I am struggling with a DAX pattern to allow me to plot an average duration value on a chart.
Here is the problem: My dataset has a field called dtOpened which is a date value describing when something started, and I want to be able to calculate the duration in days since that date.
I then want to be able to create an average duration since that date over a time period.
It is very easy to do when thinking about the value as it is now, but I want to be able to show a chart that describes what that average value would have been over various time periods on the x-axis (month/quarter/year).
The problem that I am facing is that if I create a calculated column to find the current age (NOW() - [dtOpened]), then it always uses the NOW() function - which is no use for historic time spans. Maybe I need a Measure for this, rather than a calculated column, but I cannot work out how to do it.
I have thought about using LASTDATE (rather than NOW) to work out what the last date would be in the filter context of any single month/quarter/year, but if the current month is only half way through, then it would probably need to consider today's date as the value from which to subtract the dtOpened value.
I would appreciate any help or pointers that you can give me!
It looks like you have a table (let's call it Cases) storing your cases with one record per case with fields like the following:
casename, dtOpened, OpenClosedFlag
You should create a date table with on record per day spanning your date range. The date table will have a month ending date field identifying the last day of the month (same for quarter & year). But this will be a disconnected date table. Don't create a relationship between the Date on the Date table and your case open date.
Then use iterative averagex to average the date differences.
Average Duration (days) :=
CALCULATE (
AVERAGEX ( Cases, MAX ( DateTable[Month Ending] ) - Cases[dtopened] ),
FILTER ( Cases, Cases[OpenClosedFlag] = "Open" ),
FILTER ( Cases, Cases[dtopened] <= MAX ( DateTable[Month Ending] ) )
)
Once you plot the measure against your Month you should see the average values represented correctly. You can do something similar for quarter & year.
You're a genius, Rory; Thanks.
In my example, I had a dtClosed field rather than an Opened/Closed flag, so there was one extra piece of filtering to do to test if the Case was closed at that point in time. So my measure ended up looking like this:
Average Duration:=CALCULATE(
AVERAGEX(CasesOnly, MAX(DT[LastDateM]) - CasesOnly[Owner Opened dtOnly]),
FILTER(CasesOnly, OR(ISBLANK(CasesOnly[Owner Resolution dtOnly]),
CasesOnly[Owner Resolution dtOnly] > MAX(DT[LastDateM]))),
FILTER(CasesOnly, CasesOnly[Owner Opened dtOnly] <= MAX(DT[LastDateM]))
)
And to get the chart, I plotted the DT[Date] field on the x-axis.
Thanks very much again.
I've created a new measure which uses [TotalSales] and 'SAMEPERIODLASTYEAR' to calculate the previous year's sales, see below:
=CALCULATE([TotalSales], SAMEPERIODLASTYEAR(Dates[Date]))
This all works fine if I create a pivot that displays individual dates (e.g. 01/01/2015) and then the new measure 'previous year sales' value next to it. My problem occurs when I want to change the pivot and display previous year sales by year, quarter or month - with any of these options I get no sales value.
I'm using a 'Dates' table which is linked to the Sales table.
Am I right in thinking I can re-aggregate sales in this way? I have seen an error message which says something about not been able to aggregate a non-contiguous value or date.
I've had a good look to see if anyone else has experienced the same problem, but can't see anything. Any guidance would be helpful.
Regards,
Martyn
Yes you can re-aggregate in this way. Your formula is correct would handles the changes to the aggregation level.
I would check that your 'Dates' table is marked as a date table. Ensure that the year, quarter & months are in this date table and not in your Sales table. Make sure that your date table has one record for each day between the beginning of your sales data set and the end. Check behavior in Power View if you are using Excel 2013.
We're currently porting some excel reports to SSRS. One of those reports has a graph where the last column is the MTD (Month to date) average for both series (Availability and Availability Goal) just like the example below:
I did some research about RunningValue() but whenever I did it it would add a second bar to my graph (the running value would have the same group).
Is it possible to have only one aggregate column (just like the screenshot) ?
Thanks in advance,
One way would be to force the average through the SQL query. For example, if your resulting table shows days of the month, and the Availability value, you could UNION a "dummy" day (max days of the month + 1) with the averaged value. You can either add an addition column to your SQL for the label names, i.e. the "dummy" day would show "Average", or in SSRS you can change the Label expression to replace the last value with a text.