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.
Related
I am using following query to get records count on month wise and it is working fine:
SELECT MONTH(dte_cycle_count) MONTH, COUNT(*) COUNT
FROM inventory
WHERE YEAR(dte_cycle_count)='2021' --OR (MONTH(dte_cycle_count) = '1' OR MONTH(dte_cycle_count) = '12')
GROUP BY MONTH(dte_cycle_count);
Problem:
Now I need to bind rollover calendar so user can scroll or click on next or previous button the next 12 Months record will be visible.
eg. Current month is MARCH, So default records will be from APR2020 to MARCH2021. If user click on previous then records will come MAR2020 to FEB2021.
How I can achieve this?
Please let me know if need more information. I will try my best to provide.
I think what you are after is a date list from which to join to your inventory table.
Like a numbers table, build a static table with columns for date, year, month, populated from whenever you need to far in the future.
You then select from this, applying your filtering range critera, and join to your inventory table.
For an efficient query, ideally your inventory table should have the relevant date portions eg year and month stored to match.
You don't want to be using functions on a datetime to extract the year or month as this is not sargable and will not allow any index to be used for a seek lookup.
In a pivot table that plots values against a timeline it is possible to right-click the table, select "Show values as..." and have them appear as a percentage of a particular day.
I'm trying to recreate the same behaviour using DAX measures: I would like to have a measure that shows each day's price as a percentage of the first day of the year.
I've successfully created a measure that correctly identifies the first date of the year, i.e. the baseline:
FDate:=CALCULATE(FIRSTDATE(Prices[Date]),ALLEXCEPT('Calendar','Calendar'[Year]))
However, I can't figure out how to use this FDate to get that day's price (needed as the baseline for further calculations):
CALCULATE([Sum of Price], ALLEXCEPT('Calendar','Calendar'[Year]), FILTER('Prices', 'Prices'[Date]=[FDate])) returns each day's price, not the first date's.
CALCULATE([Sum of Price], FILTER(ALLEXCEPT('Calendar','Calendar'[Year]),'Calendar'[Date]=[FDate])) ignores the YEAR report filter and returns the price of the very first date in my calendar table and not the first date in the year I've filtered for.
Any pointer in the right direction would be greatly appreciated!
Thanks
Here's the solution:
VAR FirstDate = [FDate]
RETURN(
CALCULATE([Price],
FILTER(ALLEXCEPT('Calendar','Calendar'[Year]),'Calendar'[Date]=FirstDate))
)
Variables allow you to define measure in a certain filter context but to leave it unaffected by subsequent filter contexts - that at least is my layman's understanding.
More info here: https://www.sqlbi.com/articles/variables-in-dax/
Background: I have a column in a Customer dimension with a static date(e.g '2013-01-01').
This column is the result of a calculation that gets the first transaction date ever made by that certain customer. This customer dimension is linked to a fact table containing reportdate as a date column linked to a date dimension.
Goal: I want to make a calculated measure that, based on a sum of amount measure, calculates the result based on a given period between start_date(First transaction date), end_date (first transaction date + 6 months).
All i get is "cannot be determined in the current context" warnings and cannot get my head around to fix it.
All help is welcome!
Thanks in advance,
/Blixter
SOLVED I replicated the logic from the calculated measure found in the Customer table.
=CALCULATE([SumAmount];DATESBETWEEN(DimDate[Date];FIRSTDATE(FactTable[Reportdate]);DATEADD(FIRSTDATE(FactTable[Reportdate]);5;MONTH)))
I am trying to apply some Time Intelligence functions in my PowerPivot workbook concerning projects and money received for them. I have three relevant tables; Matters, Payments, and a Date Table.
Each matter has a creationDate, and a closureDate(from a linked table). Likewise, each payment has a date. I have reporting set up decently, but am now trying to use Time intelligence to filter this a bit more clearly.
How can I set a PowerPivot Pivot Table up so that the only Matters which show are those which existed within the period selected. e.g. If I select a slicer for 2014, I don't want to show a matter created in 2015, or one which was closed in 2013. The matter should have been active during the period specified.
Is this possible?
You want to show all the matters EXCEPT those where the CreationDate is after the upper limit of the date range you are looking at or the ClosureDate is before the lower limit of the date range you are looking at.
Assuming you have a data structure like this, where the left-hand table is the Matters and the right-hand one is the Payments:
If you have a calculated field called [Total Payments] that just adds up all the payments in the Payments table, a formula similar to this would work:-
[Payment in Range]:=IF(OR(MIN(Matters[Creation Date])>MAX('Reporting Dates'[Date]),MAX(Matters[Closure Date])<MIN('Reporting Dates'[Date])),BLANK(),[Total Payments])
Here is the result with one month selected in the timeline:
Or with one year selected in the year slicer:
NOTE: in my example, I have used a disconnected date table.
Also, you will see that the Grand Total adds up all the payments because it takes the lowest of all the creation dates and the highest of all the closure dates to determine whether to show a total payment value. If it is important that the Grand Total shows correctly, then an additional measure is required:
[Fixed Totals Payment in Range]:=IF(COUNTROWS(VALUES(Matters[Matter]))=1,[Payment in Range],SUMX(VALUES(Matters[Matter]),[Payment in Range]))
Replace the [Payment in Range] in your pivot table with this new measure and the totals will show correctly, however, this will only work if Matters[Matter] is used as one of the fields in the pivot table.
Use filters & the calculate function.
So, if you're Summing payments, it would look like.....
Payments 2014:= CALCULATE( SUM([Payments]), DateTable[Year]=2014)
The Sum function takes the entirety of payments & the filter function will only capture payments w/in 2014, based on the data connected to your date table.
I'm building a report in Reporting Services 2005 based on a SSAS 2005 cube. The basic idea of the report is that they want to see sales for this fiscal year to date vs. last year sales year to date. It sounds simple, but being that this is my first "real" report based on SSAS, I'm having a hell of a time.
First, how would one calculate the current fiscal year, quarter, or month. I have a Fiscal Date Hierarchy with all that information in it, but I can't figure out how to say: "Based on today's date, find the current fiscal year, quarter, and month."
My second, but slightly smaller problem, is getting last years sales vs. this years sales. I have seen MANY examples on how to do this, but they all assume that you select the date manually. Since this is a report and will run pretty much on it's own, I need a way to insert the "current" fiscal year, quarter, and month into the PERIODSTODATE or PARALLELPERIOD functions to get what I want.
So, I'm begging for your help on this one.
You'll probably need to modify the SSRS MDX by hand to do this. It is possible to get SSAS to use "Today", it is usually done as something like this:
WITH
MEMBER [Today]
AS {
StrToMember("[Date].[Date Key].&[" + Format(now(), "yyyyMMdd") + "]")
}
SELECT
[Measures].[Some Measure]
ON COLUMNS
FROM
[Cube]
WHERE
{[Today]}
You'll need to change that to fit your own cube structure of course.
So, given that you have fiscal year, and you want to plug values in, modify the above to fit? Put together a string like I showed you that equates to the values you want to use. It sounds like you're OK after that?
You should be able to figure this out using various functions which can tell you 'where you are in the hierarchy'
e.g.
http://www.sqldev.org/sql-server-analysis-services/find-parent-of-current-day-10080.shtml
I know it is a "bit" too late but for people reaching this question page this might help:
IIF(Month(Now()) > MonthOffSetNumber, Year(Now()) + 1,Year(Now()))
This is for getting the current fiscal year. This will be applied in something like this:
SET CurrentFiscalYear AS
(
StrToSet("[Dim Date Name].[Fiscal Year].&[" + Format(IIF(Month(Now()) > MonthOffSetNumber, Year(Now()) + 1,Year(Now()))) + "]")
)
This will help for later cross join in the query.
WE find an easy way to calaculate fiscal period to date date in mdx by using parameters. Imagine that we have BeginDate (01/04/2014) and EndDate (31/03/2015). Here are the formulars. Click on Parameter "beginDate" in Report Data - right click parameters - Specify values - add expression value:
=DATEADD
("M"
,IIF(Month(Today())<4
,-Month(Today())-8
,-Month(Today())+4
)
,DATEADD("D",0-DATEPART("D",Today())+1,Today()))
Do the same for the second parameter "EndDate" and set the Defualt values - Specify values and add expression value:
=DATEADD("D",-1,DATEADD("M",12,DATEADD
("M"
,IIF(Month(Today())<4
,-Month(Today())-8
,-Month(Today())+4
)
,DATEADD("D",0-DATEPART("D",Today())+1,Today()))))
Now your ssrs report will have the fiscal period as default period.
Moise Kabongo