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Marcus_swe's avatar
Marcus_swe
Frequent Visitor
7 years ago
Solved

Change over time - Relations & Best Practice

Hi, 

So i am struggeling to figure out how to handle different change of time cases. I am new to DAX and Power Bi but have played around with it for a couple of weeks.

I dont know if i am setting everything up fundamental wrong or if it just some small error along the way. 

This is the first time i am trying to build a report that shows change of time and uses a dedicated calendar table. 

 

So, hit me up with your best links/tips for best practice regarding change over time! 

 

I want do several things, for example:

Change of amout of parts over time

Change of cost over time

Compare MoM, YoY etc etc

 

But i cant get the relation between the date calender to work.

 

The data i have contains of 2 excel files and a calculated calander table. 

excel file 1: Live data, updated daily

excel file 2: History data, is a compiled over time version of the Live data sheet. So basicly a datadump of the "Live Data", exactly the same columns but data with a date stamp when the data was updated.

 

Format of the data is like this:

Updated from DatabasePart noTarget CostActual CostMore info coumns
--->
2019-04-04720   
2019-03-04720             
2019-02-04720          
2019-01-04720             
2018-12-04720   

 

Calculated Calender based on this:

Date = 
 ADDCOLUMNS (
 CALENDAR (DATE(2019;01;01); DATE(2020;01;01));
"Today";today();
"Yesterday";today()-1;
"DateAsInteger"; FORMAT ( [Date]; "YYYYMMDD" );
 "Year"; YEAR ( [Date] );
 "Monthnumber"; FORMAT ( [Date]; "MM" );
 "YearMonthnumber"; FORMAT ( [Date]; "YYYY/MM" );
 "YearMonthShort"; FORMAT ( [Date]; "YYYY/mmm" );
 "MonthNameShort"; FORMAT ( [Date]; "mmm" );
 "MonthNameLong"; FORMAT ( [Date]; "mmmm" );
 "WeekNo"; Format ([Date]; "ww");
  "DayOfWeekNumber"; WEEKDAY ( [Date] );
 "DayOfWeek"; FORMAT ( [Date]; "dddd" );
 "DayOfWeekShort"; FORMAT ( [Date]; "ddd" );
 "Quarter"; "Q" & FORMAT ( [Date]; "Q" );
 "YearQuarter"; FORMAT ( [Date]; "YYYY" ) & "/Q" & FORMAT ( [Date]; "Q" );
 "Heute -1 ";if([date]>=NOW()-2;"Y"; "N");
 "Heute -2";if([date]>=NOW()-3;"Y"; "N");
"Date-1";[Date]-1   )

 

Issue:

Let start easy and say i want to create a tabel showing total number of parts per week.

I create a "one to many" relation between date calender and history data. 

 

When i proceed to create a table i get this result:

 

I dont know why i cant get it to work. I have some thoughts that my history data is formatted in an incorrect way.

So, have I misunderstood the basics or is there something else that is fishy here?

 

 

 

 

 

3 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Icon for Community Support rankCommunity Support

    hi, Marcus_swe 

    Please check if the format type Updated from Database is datetime when it is imported. if so, please add a date column by DATE Function

    Column = DATE(YEAR(Table1[Updated from Database]),MONTH(Table1[Updated from Database]),DAY(Table1[Updated from Database]))

    If not your case, there is something wrong in other steps, please share your sample pbix file for us to have a test.

    By the way, for your other requirement, try time-intelligence-functions in dax or have a try on quick measures in power bi desktop.

    https://docs.microsoft.com/en-us/dax/time-intelligence-functions-dax

    https://docs.microsoft.com/en-us/power-bi/desktop-quick-measures

     

    Best Regards,

    Lin

     

    • Marcus_swe's avatar
      Marcus_swe
      Frequent Visitor

      Hi, v-lili6-msft  Thank you for the reply. 

       

      It was the format of my date column that was incorrect. 

      I did not know that it was such a differance between Date or Date/Time. 

       

      I now got it to work as i tought. 

      Off to the next challenges :smileyhappy:

       

      **Big thanks for the links aswell! 

       

      //Marcus

  • tex628's avatar
    tex628
    Icon for Community Champion rankCommunity Champion

    Hello! 

    Starting off it appears that there is something incorrect with the relationship. If you could post a picture of your datecolumn in the History table we might be able to figure out the issue! :-) 

    / Johannes