Showing working day no instead of calendar
Hello, i am facing a challenge where i want to have a bar chart showing daily invoiced sales, but instead of showing calendat day no number on x-axis i want to replace it with working day no. Data model setup: Base model: Tabular (storage mode: mixed) tables and dimensions used: 'Calendar'[ID] - linked to transaction table through a many to one relationship 'Calendar'[day no] - this is what i currently use on my x-axis. This is simply showing day number 1-30 depending on the selected fiscal year and fiscal month 'Calendar'[Fiscal Year] - used in dropdown to filter on fiscal year. runs from 1 july - 30 june 'Calendar'[Fiscal Month] - used in dropdown to filter on fiscal month. runs from 1 july - 30 june 'Global Measures'[Invoiced Amount] Requirements: Create a field to the calendar table return Working day no depending on the selected fiscal year and month. Working day counts as monday-friday, weekends is NOT a working day. Also public holidays should also not be taken into account. Working day should start counting from the first weekday of the filtered month and start over when a new month begins. Ideally, when using the field on the visual, weekends should be blank. I have tried to illustrate my idea through the snapshot below. The grey bars represent saturday and sunday to clearly distinct weekdays and weekends. So far i havent been able to find a working solution, so i am trying my luck making a post here. If there is any information needed regarding the data model or relationships etc. i will try to elaborate, just let me know.Help! explain this measure and why it isn't working consistently!!
I have a report that someone else made and they are not seeing some data show in the visuals that they would expect to see. After investigating I found out that the measures are behaving strangely. Basically there are 3 measures. One determines if there are any items on a SalesOrder that have a synthesisDepartment of "LEU Main - Tubes" : HasLEUMainTubes = VAR CurrentSalesOrder = MAX('vwOperationsBacklog'[SalesOrder]) RETURN CALCULATE ( COUNTROWS ( 'vwOperationsBacklog' ), 'vwOperationsBacklog'[SalesOrder] = CurrentSalesOrder, 'vwOperationsBacklog'[SynthesisDepartment] = "LEU Main - Tubes" ) One determines if there are any items on a SalesOrder that have a synthesisDepartment of "LEU Platinum" : HasLEUPlatinum = VAR CurrentSalesOrder = MAX('vwOperationsBacklog'[SalesOrder]) RETURN CALCULATE ( COUNTROWS ( 'vwOperationsBacklog' ), 'vwOperationsBacklog'[SalesOrder] = CurrentSalesOrder, 'vwOperationsBacklog'[SynthesisDepartment] = "LEU Platinum" ) And the third measure determines if the SalesOrder has items from both departments: HasBothLEUMainTubesAndPlatinum =IF ( [HasLEUMainTubes] > 0 && [HasLEUPlatinum] > 0, 1, 0) The visual is a table that displays a list of SalesOrders that have both Main and Platinum items. However, the users only want to see $ values and specific products that are from Main and have applied a visual level filter of Synthesis Department = "LEU Main - Tubes". Here is the issue: In most cases, this works out fine. Example order 9558544 which has 8 items in each of the two departments shows up in my main visual with only $ associated to the Main department. BUT example order 21583399 does NOT show up in the table even though it has 2 Platinum items and 3 Main items. I created a quick look at these 2 orders and the results of the 3 measures below (separated by Synth Dept) As soon as I apply a visual level filter to that same table (setting Dept = Leu Main - Tubes), this is the result: WHY DOES ONE ORDER WORK DIFFERENTLY FROM THE OTHER????? I also know I could probably come up with a better way of doing this (I did not develop these measures, a user did) but I ultimately want to know why it functions like this.
Create measure to calculate the difference in values between latest date and previous date
Hi everyone, I need some help. I've already tried different things, including asking LLM, but without any success, so I'm here to ask smarter people for help. I'm trying to create a measure that will give me the difference in a value for a specific entity between the latest date and the previous date. I have 2 tables. The first one contains the date and the entity name and the second one contains the value I want to measure. Both tables are related by a key column and the dates are not daily dates, but ad hoc dates. Something like this: The results I expect to see from the measure should look something like this: And I should be able to put the measure on a card and filter it by the entity name to display the related result. I have tried calculating the latest and previous date and then calculating the corresponding latest and previous value but when I ask to return the difference between latest and previous I never get those expected numbers... My guess is that I'm not using the right formulas to calculates the latest and previous values... Does anybody have an idea? Before anyone asks, I cannot change how the source tables look like as they are automatically generated by a third party software. Thanks in advance.
Dynamic P&L fiscal year time intelligence for actual vs forecast vs budget vs same period last year
Hi Community, I am trying to create a dynamic time intelligent profit and loss statement comparing actuals to forecast, budget, and the same period last year for each line item. I am using a fiscal year calendar which means the standard time intelligence measures will not work. The comparison amount (column) needs to be the variance between the two and not the amount. For example, net sales, the actual amount is 10,000 and the forecast amount is 12,000. The P&L matrix/table should show 10,000 for the actual amount and (2,000) for the forecast amount. Below is a quick picture of what I am trying to achieve: Line-Item Actual vs Forecast vs Budget vs SPLY Net Sales 10,000 (2,000) (1,000) (3,000) COGS 4,000 2,000 1,000 500 Additionally, I would like to see this on a WTD, MTD, QTD, and YTD basis in one matrix/table. Below is a screenshot of the final product I am trying to create along with the format strings: As you can see, we have four different format strings: whole numbers, whole number dollars, decimal, and percentages. My data model is pictured below: Below is a picture of what I currently have: I have created all the individual line-item measures for actuals, forecast, and budget using the measure branching technique. However, I know this is not the best way to do this because I have three measures for each line item. For example, I have a measure for actual net sales, forecast net sales, and budgeted net sales. As you can see, the forecast, budget, and SPLY measures are not variance amounts. The actual, forecast and budget measures use the SWITCH technique which prevents me from calculating the variance because of the four different format strings and a custom time intelligence function. Below is an example of my Actuals measure: Act HL = SWITCH( [Selected Account], 1, FORMAT([Volume], "#,#;(#,#);-"), 2, FORMAT([Net Sales], "$#,#;($#,#);-"), 3, FORMAT([COGS], "$#,#;($#,#);-"), 4, FORMAT([Gross Margin], "$#,#;($#,#);-"), 5, FORMAT([MAP/MDF], "$#,#;($#,#);-"), 6, FORMAT([SG&A], "$#,#;($#,#);-"), 7, FORMAT([Combined EBIT], "$#,#;($#,#);-"), 9, FORMAT([Net Sales Rate], "$#,0.00;($#,0.00);-"), 10, FORMAT([COGS Rate], "$#,0.00;($#,0.00);-"), 11, FORMAT([Gross Margin Rate], "$#,0.00;($#,0.00);-"), 12, FORMAT([MAP/MDF Rate], "$#,0.00;($#,0.00);-"), 13, FORMAT([SG&A Rate], "$#,0.00;($#,0.00);-"), 14, FORMAT([Combined EBIT Rate], "$#,0.00;($#,0.00);-"), 16, FORMAT([GM as % of Net Sales], "0.0%;-0.0%;-"), 17, FORMAT([Combined EBIT as % of Net Sales], "0.0%;-0.0%;-") ) This measure above is then placed into a time intelligence pattern using the SQLBI DAX Patterns for Week-related calculations. As previously mentioned, I am using a fiscal year calendar so the standard time intelligence measures will not work. For example, the Act WTD column in my matrix above is: Act WTD = IF ( [ShowValueForDates], VAR LastDayOfWeekAvailable = MAX ( 'Date'[Day of Week Number] ) VAR LastFiscalYearWeekAvailable = MAX ( 'Date'[Fiscal Year Week Number] ) VAR Result = CALCULATE ( [Act HL], ALLEXCEPT ( 'Date', 'Date'[Working Day], 'Date'[Day of Week] ), 'Date'[Day of Week Number] <= LastDayOfWeekAvailable, 'Date'[Fiscal Year Week Number] = LastFiscalYearWeekAvailable ) RETURN Result ) The matrix has 16 measures like you see above (actual + forecast + budget + SPLY = 4 x 4 = 16 measures) Obviously this not an efficent or sustainable way to create this. I have a feeling Calculation Groups might help solve the problem. Additionally, when slicers are placed on the page, the query is slow because of the number of measures and the size of the data tables. So community, how can I achieve the above? Thank you for taking the time to read through my question.
Would you like to know a secret way to delete your DAX UDF code?
🧠 Imagine you've written a brilliant DAX UDF in model view. Finally you decide to add a comment, and suddenly the whole function disappears. 'Undo' is not working. 🚨This happened to me a few days ago. It was my fault for trying to add a comment with "//" above the function header. However, I hadn't expected this to delete the entire function. 💡As I discovered, the problem isn't the comment itself, but characters that aren't allowed in a function name. After(!) deleting the function Power BI displayed a warning : "Special characters are not allowed in a function name..." That put me on the right track. Step-by-step guide to follow: ➡️ Write a DAX UDF in the model view (don't spend to much time on it, as your work will get lost) ➡️ Go to the top of the file ➡️ Press Shift-Enter ➡️ Go back to the top ➡️ Type "// Comment" or any other character that is not allowed in a function name ➡️ Press Enter to save your function ➡️ Is your function still there? ➡️ If not, check wether undoing (Ctrl-Z) works ❓ Is this a bug or a hidden feature? If it is a feature what is it good for? To permanentely delete my work? 🤔 ✒️ I look forward to your comments!
