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Hi All,
I have barely created a table chart in PowerBI and am still learning. I have received one reporting project and am not sure how to achieve the results. Please see the sample screenshot below. So I have a date field, multiple measures and multiple fields.
I would really appreciate it if anyone can guide me to achieve this? This is a very urgent case.
Thanks
Solved! Go to Solution.
Hi @Anonymous
Please Try this formula:
Sales_Result = Calculate(Sum(AnnualValue), filter(Tablename, stage_name="Closed" || stage_name= "Hold"))
Hope this helps you
@Anonymous Glad to know.
Request you to mark this as a solution.
For DAX you can search functions on microsoft docs https://docs.microsoft.com/en-us/dax/ or else refer this :
https://dax.guide/
I would suggest the following:
1) create a Matrix visual
2) Write your measures using the measure not calculated column
Measure 1 = Count(Column in table)
Measure 2 = sum(column in table)...
3) Then you can place column that describes the data in the axis field
4) drop the date range in the column header to categorize the measures
If each row is a different calculation then each row becomes its own measure. In that case might flip the matrix so the rows in your picture becomes the categories or the column header and the date becomes the axis.
@JaromBIDEVatDK - Thanks a lot for your quick reply. The screenshot is hypothetical example but I have similar kind of requirements.
So this is what I followed but I think my formula is wrong as NULL shouldn't be there.
Sales Result = if (OR([STAGE_NAME]="Closed",[STAGE_NAME]="Hold"), "Sales Results","NULL")
Below are the results, how it looks in my report -
And if I add another field, it just goes to Values and not rows. Not sure why.
(Sorry have to hide the number due to integrity of data)
Could you explain a bit more on flip the metrix part?
I have been using Tableau so I understand the fields and measure and logics but PowerBI seems little difficult to me now.
Appreciate your help and looking forward to your reply.
Thanks.
Hi @Anonymous
Please Try this formula:
Sales_Result = Calculate(Sum(AnnualValue), filter(Tablename, stage_name="Closed" || stage_name= "Hold"))
Hope this helps you
Hi @truptis -
I used your formula and created a new measure as Sales_Results_new. But it isn't allowing me to put it in rows. So I had to place it in Values and it isn't showing headers in the report like Sales_results_new. when I create another measure 'Sales_results_new1', and put it in values, it shows names in columns. See the screenshot below -
Could you guide me please?
Hi @Anonymous ,
select the visual, and go to the format option-> Type "rows" -> there will be a toggle called "Show on Rows" turn that ON
by this way, you will see the values on Rows
Regards,
TruptiS
Nice
@truptis - it worked! Thanks a lot. It is really helpful.
Quick question - is there any online document where I can see the PowerBI related formulas?
Hi @Anonymous
Could you please share a sample data that you have and the sample output that you need? Because your requirement isn't much clear to me but it seems easy.
@truptis -
I'll try to create sample data if possible and share the details with you. In the meantime, please check my comment to JaromBIDEVatDK above. You might get better idea.
I really appreciate your quick reply on this.
Thank you!
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