Forum Discussion
Only show transactions with no value
In Power BI, you can identify projects that have no revenue transactions by following these steps:
Create a New Table for Revenue Transactions: Filter your original table to include only revenue transactions. You can do this by creating a new table using the query editor or a DAX formula like:
RevenueTable = FILTER(AllTransactions, AllTransactions[Type] = "Revenue")Create a List of Projects with Revenue: From the RevenueTable, create a list of unique projects that have revenue transactions.
Compare with All Projects: Compare this list with the list of all unique projects in your original table. Any project that is in the original list but not in the revenue list has no revenue transactions.
Visualize the Result: You can visualize this result using a table or other visual in Power BI, showing only the projects with no revenue transactions.
Here's a step-by-step breakdown:
Create a Revenue Table: Go to the Modeling tab and create a new table with the DAX formula mentioned above.
Create a List of All Projects: You can use a DAX formula like:
AllProjects = VALUES(AllTransactions[Project])Create a List of Projects with Revenue: Similar to step 2, but using the RevenueTable:
ProjectsWithRevenue = VALUES(RevenueTable[Project])Find Projects without Revenue: Use the EXCEPT function to find projects in AllProjects but not in ProjectsWithRevenue:
ProjectsWithoutRevenue = EXCEPT(AllProjects, ProjectsWithRevenue)Create a Visual: Use the ProjectsWithoutRevenue table to create a visual that shows the projects without revenue.
This approach ensures that you are only looking at projects that have no revenue transactions recorded, rather than projects that have zero revenue. Feel free to reach out if you have any further questions!
Hi, thanks for the response. I would like to clarify some of your steps.
1. I created a Revenue Table.
2. I get this error:
Wondering if firstnonblank formula may work better?
By the way, did you mean to say from the original table:
Create a List of Projects with Revenue: From the RevenueTable, create a list of unique projects that have revenue transactions.
And when you say "create a list" do you mean create using 'New Measure'?
3. I get the same error as step 2.
4. The Except formula is using tables, but I have not created tables as the output of #2 and #3 above.