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Frequent Visitor

3 years ago

Solved

Need help with DAX

Hello, Please, please , someone help me with the following: I have data set ( sample below) Task is to count: 1. How many invoices were closed comparing to previous date ( don't appear next day)...

Need Help

v-yueyunzh-msft

3 years ago

Hi , soft5

Thanks for your quick response!

Here are the steps you can refer to :
(1)My test data is the same as yours.

(2)We canc reate four measures to meet your need :

First Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _list = EXCEPT(_pre_list , _cur_list)
return
COUNTROWS(_list)+0

Second Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count>1 ,1,0))
return
SUMX(_t2, [flag])/2

Third Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count=1 ,1,0))
return
SUMX(_t2, [flag])/2

Four Need = var _cur_date = MAX('Table'[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _t  = SELECTCOLUMNS( FILTER( ALL('Table')  ,'Table'[Date]<_cur_date) , "invoices" , [INVOICE_ID])
var _t2 =  EXCEPT(_cur_list , _t)
return
countrows(_t2)

Then we can meet your need , the result is as follows:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

20230417four need.pbix55 KB

soft5

Frequent Visitor

3 years ago

Hello Aniya,

Thank you for responding and willingness to help

Claryfying your questions:

1. I need to count the invoices that have record on previous day and the following day those are not on the list. There should be distinct count of each record so for example for 4/11/2023 the resluft should be 3 -

22ac6

70050

e0ad7

2 Yes it would be great to calculate it rolling, so shown for particular day - status change vs previous day

3. Ie ID 80856

Company	INVOICE_ID	Status	Date
A	80856	open	4/6/2023
A	80856	open	4/7/2023
A	80856	failed	4/11/2023

For 4/11/2023 this ID should count under status changed ( vs 4/7/2023)

For 4/7/2023 this ID should count under status unchanged ( vs 4/6/2023)

4. Distinct Count of IDs that haven't occured earlier than selected day. IE for 4/11/2023

the result is 3:

5eefd			2
bcaef			1
f7a73			1

I hope it helps.

Kind Regards

v-yueyunzh-msft

Community Support

3 years ago

Hi , soft5

Thanks for your quick response!

Here are the steps you can refer to :
(1)My test data is the same as yours.

(2)We canc reate four measures to meet your need :

First Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _list = EXCEPT(_pre_list , _cur_list)
return
COUNTROWS(_list)+0

Second Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count>1 ,1,0))
return
SUMX(_t2, [flag])/2

Third Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count=1 ,1,0))
return
SUMX(_t2, [flag])/2

Four Need = var _cur_date = MAX('Table'[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _t  = SELECTCOLUMNS( FILTER( ALL('Table')  ,'Table'[Date]<_cur_date) , "invoices" , [INVOICE_ID])
var _t2 =  EXCEPT(_cur_list , _t)
return
countrows(_t2)

Then we can meet your need , the result is as follows:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

20230417four need.pbix55 KB

soft5
Frequent Visitor
3 years ago
Hello Aniya,
Thank you very much for sharing the query. It looks very promising. I like the logic of this solution. I still need to verify if it works for the full data set- and check if any adjustments are necessary.