Forum Discussion
Calculated Measure Using Multiple Dates and Multiple Percentages
I have a tricky issue I'm currently working through in PowerBI.
I have a data model where I have 12 different dates (in columns) with 12 different percentages (also in columns), but often there is only one necessary date and no percent due, usually a weight that's considered as well, but sometimes there are many dates and many percents I need to use to calculate % fees per month based on when these accrual amounts are due. See the model below:
| 1st Invoice Date | 1st Invoice % Due | 2nd Invoice Date | 2nd Invoice % Due | 3rd Invoice Date | 3rd Invoice % Due | Overall Weight % | Total Net Fee |
| 1/1/2020 | 6% | 2/1/2020 | 6% | 3/1/2020 | 88% | 80% | 100,000.00 |
The logic here is as follows: for the January weighed amount you'd calculate (TotalNetFee*1st Invoice % Due)*Overall Weight % (if necessary), so you'd get your weighted net fee for the % amount of the first invoice amount due, so in this case, that'd be $4800 for January 2020. And 4800 for February 2020.
Previously, I had created a measure which only needed to utilize the 1st invoice date, the overall weight and the total net fee, which was pretty straightforward, but now i need to incorporate additional logic for multiple dates and the % amounts due per date.
Has anyone developed a measure with a dozen different dates and multiple aggregations? I need this to be properly reflected in a column chart for a data model visualization I'm working on.
Any help or ideas for models, meaures or pwoer query edits that anyone has would be greatly appreciated!
I'm not sure I fully understand your goal, but you are going to have to normalize this table for this to work at all in DAX. The below M code in Power Query will transform your original table to the following:
Does that help? Now you just need to filter on the dates and run some cumulative totals. If this is going down the right track, post back if you need additional help with the DAX side, or if the above doesn't look right.
let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMtQ31DcyMDJQ0lEyUwUSRmh8YwTfwgIkYGEAIg0NDHQMDAz0DAyUYmMB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"1st Invoice Date" = _t, #"1st Invoice % Due" = _t, #"2nd Invoice Date" = _t, #"2nd Invoice % Due" = _t, #"3rd Invoice Date" = _t, #"3rd Invoice % Due" = _t, #"Overall Weight %" = _t, #"Total Net Fee" = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"1st Invoice Date", type date}, {"1st Invoice % Due", Percentage.Type}, {"2nd Invoice Date", type date}, {"2nd Invoice % Due", Percentage.Type}, {"3rd Invoice Date", type date}, {"3rd Invoice % Due", Percentage.Type}, {"Overall Weight %", Percentage.Type}, {"Total Net Fee", Int64.Type}}), #"Demoted Headers" = Table.DemoteHeaders(#"Changed Type"), #"Changed Type1" = Table.TransformColumnTypes(#"Demoted Headers",{{"Column1", type any}, {"Column2", type any}, {"Column3", type any}, {"Column4", type any}, {"Column5", type any}, {"Column6", type any}, {"Column7", type any}, {"Column8", type any}}), #"Transposed Table" = Table.Transpose(#"Changed Type1"), #"Added Custom" = Table.AddColumn(#"Transposed Table", "Date", each if Value.Is([Column2], type date) = true then [Column2] else null, type date), #"Filled Down" = Table.FillDown(#"Added Custom",{"Date"}), #"Extracted Text After Delimiter" = Table.TransformColumns(#"Filled Down", {{"Column1", each Text.AfterDelimiter(_, " "), type text}}), #"Filtered Rows" = Table.SelectRows(#"Extracted Text After Delimiter", each ([Column1] = "Invoice % Due" or [Column1] = "Net Fee")), #"Pivoted Column" = Table.Pivot(#"Filtered Rows", List.Distinct(#"Filtered Rows"[Column1]), "Column1", "Column2"), #"Changed Type2" = Table.TransformColumnTypes(#"Pivoted Column",{{"Invoice % Due", Percentage.Type}, {"Net Fee", Currency.Type}}) in #"Changed Type2"1) In Power Query, select New Source, then Blank Query
2) On the Home ribbon, select "Advanced Editor" button
3) Remove everything you see, then paste the M code I've given you in that box.
4) Press Done
9 Replies
- edhans
Community Champion
I'm not sure I fully understand your goal, but you are going to have to normalize this table for this to work at all in DAX. The below M code in Power Query will transform your original table to the following:
Does that help? Now you just need to filter on the dates and run some cumulative totals. If this is going down the right track, post back if you need additional help with the DAX side, or if the above doesn't look right.
let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMtQ31DcyMDJQ0lEyUwUSRmh8YwTfwgIkYGEAIg0NDHQMDAz0DAyUYmMB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"1st Invoice Date" = _t, #"1st Invoice % Due" = _t, #"2nd Invoice Date" = _t, #"2nd Invoice % Due" = _t, #"3rd Invoice Date" = _t, #"3rd Invoice % Due" = _t, #"Overall Weight %" = _t, #"Total Net Fee" = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"1st Invoice Date", type date}, {"1st Invoice % Due", Percentage.Type}, {"2nd Invoice Date", type date}, {"2nd Invoice % Due", Percentage.Type}, {"3rd Invoice Date", type date}, {"3rd Invoice % Due", Percentage.Type}, {"Overall Weight %", Percentage.Type}, {"Total Net Fee", Int64.Type}}), #"Demoted Headers" = Table.DemoteHeaders(#"Changed Type"), #"Changed Type1" = Table.TransformColumnTypes(#"Demoted Headers",{{"Column1", type any}, {"Column2", type any}, {"Column3", type any}, {"Column4", type any}, {"Column5", type any}, {"Column6", type any}, {"Column7", type any}, {"Column8", type any}}), #"Transposed Table" = Table.Transpose(#"Changed Type1"), #"Added Custom" = Table.AddColumn(#"Transposed Table", "Date", each if Value.Is([Column2], type date) = true then [Column2] else null, type date), #"Filled Down" = Table.FillDown(#"Added Custom",{"Date"}), #"Extracted Text After Delimiter" = Table.TransformColumns(#"Filled Down", {{"Column1", each Text.AfterDelimiter(_, " "), type text}}), #"Filtered Rows" = Table.SelectRows(#"Extracted Text After Delimiter", each ([Column1] = "Invoice % Due" or [Column1] = "Net Fee")), #"Pivoted Column" = Table.Pivot(#"Filtered Rows", List.Distinct(#"Filtered Rows"[Column1]), "Column1", "Column2"), #"Changed Type2" = Table.TransformColumnTypes(#"Pivoted Column",{{"Invoice % Due", Percentage.Type}, {"Net Fee", Currency.Type}}) in #"Changed Type2"1) In Power Query, select New Source, then Blank Query
2) On the Home ribbon, select "Advanced Editor" button
3) Remove everything you see, then paste the M code I've given you in that box.
4) Press Dones edhans Correct, my initial thought was the need to unpivot all of these date columns columns so they're rows and can then be used with functions with M Power Query or DAX. Thanks for the M Code. I just wasn't sure if there was anything worth trying in DAX with the initial iteration of my data model. I'll post some updates once I've made some progress.
- edhans
Great Anonymous. Glad it is helping. Always model in Power Query when possible, then analyze in DAX. Remember to mark complete if this gets you on your way so others can know what the solution was.
- aj1973
Hi Anonymous
It looks like you need to inpivot your table first, for thast use Power query. and then try again.
or maybe you can share a Dummy PBIX and I will be more helpfull
Regards
