Forum Discussion
Basket Analysis
Ok, here is one way of doing this. I have kept the model intact, but here are the tables I am using in the solution:
The slicer on the page all come from the Dim Basket table:
whereas the fields in the table visuals all come from the Dim Articles table.
1) To see the values filtered for the Transactions visual, I create a measure to calculate the value based on the Slicers (now basket values tables selection):
Sum of Value (filtered) = CALCULATE([Sum of Value], USERELATIONSHIP('Fact Positions'[Article Index], 'Dim Basket'[Article Index]))Sum of Value is a simple SUM('Fact Positions'[Value])
This measure is to be used in the "Transactions" table to see the value of the items selected in the slicer
2) To see the items bought together with the articles selected for the basket analysis in the Basket Analysis table visual we need:
Basket Filter = VAR ArticleTrans = CALCULATETABLE ( VALUES ( 'Fact Positions'[Transaction ID] ), USERELATIONSHIP ( 'Dim Basket'[Article Index], 'Fact Positions'[Article Index] ) ) RETURN COUNTROWS ( ArticleTrans )This measure firstly creates a virtual table of unique transaction values which contain the items selected in the Basket Slicers. It then counts the rows.
This measure is to be used in the filter pane for the table visual. Add the Transaction ID field to the pane, select TopN, add this [Basket Filter] measure and set the value to 1. Basically we are now filtering the visual to only show the Items in the model which are included in the transactions selected from the slicers.
3) To filter out the selected values from the basket slicers from the Basket Analysis table visual, we need:
Exclude Basket = VAR BasketV = VALUES('Dim Basket'[Article Index]) VAR ArticlesV = VALUES('Dim Articles'[Article Index]) RETURN COUNTROWS(EXCEPT(ArticlesV, BasketV))This measure creates a virutal table of arcticles excluding items selected in the the basket and then counts the rows. Therfore the items selected in the basket are excluded from the visual.
Add this measure also to the filter pane and set the value to 1
As for the fields, use the Dim arcticles and a simple sum measure
I've attached the sample PBIX file for your reference
Hello,
What do you mean by including Dim Tables for common ID fields? That's what I have. However the only actual dimension in the sample are the articles. Other dimensions in the main model are date, shop, till, customers, ...
With Crossfilter (id1, id2, none) I try to lose the relationship between two tables, since I do not need it for this measure - it even breaks it. Any other combination of one-directional relationships also lead to wrong results (especially totals).
The main goal is to find out which other articles (undefined) are bought together with the selected articles.
For example: Customers who buy red wine, also buy ...???
This works - but the result mostly shows me that people who buy red wine also buy red wine.... which is not that helpful - so I'm trying to exclude the selected articles.
I was somehow unable to include a file in the post - so here is the the download link.
Thank you for your help.
Justus
Ok, here is one way of doing this. I have kept the model intact, but here are the tables I am using in the solution:
The slicer on the page all come from the Dim Basket table:
whereas the fields in the table visuals all come from the Dim Articles table.
1) To see the values filtered for the Transactions visual, I create a measure to calculate the value based on the Slicers (now basket values tables selection):
Sum of Value (filtered) = CALCULATE([Sum of Value],
USERELATIONSHIP('Fact Positions'[Article Index], 'Dim Basket'[Article Index]))
Sum of Value is a simple SUM('Fact Positions'[Value])
This measure is to be used in the "Transactions" table to see the value of the items selected in the slicer
2) To see the items bought together with the articles selected for the basket analysis in the Basket Analysis table visual we need:
Basket Filter =
VAR ArticleTrans =
CALCULATETABLE (
VALUES ( 'Fact Positions'[Transaction ID] ),
USERELATIONSHIP ( 'Dim Basket'[Article Index], 'Fact Positions'[Article Index] )
)
RETURN
COUNTROWS ( ArticleTrans )
This measure firstly creates a virtual table of unique transaction values which contain the items selected in the Basket Slicers. It then counts the rows.
This measure is to be used in the filter pane for the table visual. Add the Transaction ID field to the pane, select TopN, add this [Basket Filter] measure and set the value to 1. Basically we are now filtering the visual to only show the Items in the model which are included in the transactions selected from the slicers.
3) To filter out the selected values from the basket slicers from the Basket Analysis table visual, we need:
Exclude Basket =
VAR BasketV = VALUES('Dim Basket'[Article Index])
VAR ArticlesV = VALUES('Dim Articles'[Article Index])
RETURN
COUNTROWS(EXCEPT(ArticlesV, BasketV))
This measure creates a virutal table of arcticles excluding items selected in the the basket and then counts the rows. Therfore the items selected in the basket are excluded from the visual.
Add this measure also to the filter pane and set the value to 1
As for the fields, use the Dim arcticles and a simple sum measure
I've attached the sample PBIX file for your reference
Hey,
the result seems to be exactly what I'm hoping for. Thank you.
However I need to be able to write the DAX so that the users can use the measures without explicitly filtering the top 1 ...
I'm trying to implement this approach into our model and will accept your solution as soon as it works 🙂I'm still struggling a bit -
Is there any way to include the filters (Exclude Basket, Top 1 Transactions by Basket Value) into the measures?
I was able to include the filters like this:
Sum Value Basket =
CALCULATE(
sum('Fact Positions'[Value]),
USERELATIONSHIP('Dim Basket'[Article Index], 'Fact Positions'[Article Index]),
REMOVEFILTERS('Dim Articles'),
CALCULATETABLE(VALUES('Fact Positions'[Transaction ID])),
EXCEPT(VALUES('Dim Basket'[Article Index]), VALUES('Dim Articles'[Article Index]))
)Great you found a way!
Here is another option:
1) Create a measure to identify the transactions involving both the Items and Basket:
Filter Art Index = VAR Basket = CALCULATETABLE ( VALUES ( 'Fact Positions'[Transaction ID] ), REMOVEFILTERS ( 'Fact Positions' ), USERELATIONSHIP ( 'Dim Basket'[Article Index], 'Fact Positions'[Article Index] ) ) VAR Articles = VALUES ( 'Fact Positions'[Transaction ID] ) RETURN COUNTROWS ( INTERSECT ( Articles, basket ) )2) the final measure to calculate the values:
Final Value = CALCULATE([Sum of Value], FILTER('Fact Positions', [Filter Art Index] = 1))to exclude the selected values from the table, you can still use the [Exclude basket] in the filter pane, or include it as another filter expression in the final measure (though I tend to use the filter pane to keep measures as simple as possible -you can always hide these filters in reader mode to avoid possible tempering by users)