cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
anil Member
Member

Last 3 days average values per ID using date

Hi all,

          I am trying to calculate last 3 days average values per ID. Below is sample data set:

 

modelcodeordernumberDateDISCOUNTPERCENTTMAX
E120XN1246221-03-1310040
E120XN26070128-07-113040
E120XN26070228-07-113040
E120XN26070328-07-113040
E120XN26069128-07-113040
E40HSD328707704-05-114242
E40HSD3A1701026-01-114242
E40HSD3A1914230-04-114242
E40HSD3A1099828-12-124242
E40HSD3A3061821-04-114242
E40HSD327346401-06-1241.90742
E40HSD327346501-06-1241.90742
E55XN13012001-11-104542
E55XN13012201-11-104642
E55XN2413109-06-1299.99942
E55XN2413015-06-124342
E55XN2412909-06-1299.99942

 

I have calculated different variance of Tmax, and average of discount per ID and per day as there are many orders per day.

Avg Discount %C = 
DIVIDE(CALCULATE(sum(Hyster[DISCOUNTPERCENT]),ALLEXCEPT((Hyster),Hyster[modelcode], Hyster[Order Date].[Date]
)), [Model CountC])

Then created if condition bucket for average discount and Tmax variances.

 

Bucket = Switch ( True(),
     And( [Avg Discount %C]>=-10 ,[Avg Discount %C] < Hyster[Fixed TMax Var 5%]) , "Green",
     And( [Avg Discount %C]>=Hyster[Fixed TMax Var 5%],[Avg Discount %C] < Hyster[Fixed TMax Var 15%]) , "Yellow",
     And(  [Avg Discount %C] >= Hyster[Fixed TMax Var 15%],[Avg Discount %C] < 500),  "Red"
                         )

This Bucket value is assigned to Modelcode ID per day based on the average disclount.

 

Bucket.JPG

 

 

Now I am trying to take the last 3 days data per Model Code and want to apply another condition saying if last 3 days Model Code Bucket values are all Red's then Red, if any one value is Green then Green else Yellow.

 

For this I have created column :

 

Last 3T = 
VAR __tmpTable = SUMMARIZE(FILTER(ALL('Hyster'),Hyster[modelcode]=EARLIER(Hyster[modelcode]) && Hyster[Order Date]<=EARLIER(Hyster[Order Date]) && Hyster[Order Date]>=EARLIER(Hyster[Order Date])-2),Hyster[Bucket])
VAR __rows = COUNTROWS(__tmpTable)
RETURN
IF(__rows = 1,MAXX(__tmpTable,Hyster[Bucket]),IF("Green" IN __tmpTable, "GG", IF("Yellow" IN __tmpTable, "Yellow", "Red")))

But this is not giving the expected result.

 

exp.JPG

 The expected result should be Green in the Last 3T created column.

I have tried all possible ways, please help me in any other way possible.

 

Sample Data File: https://www.dropbox.com/s/hava20x6elmyb1u/SampleTest.xlsx?dl=0

Sample PBIX: https://www.dropbox.com/s/arsdivbe1mezf4a/SampleT.pbix?dl=0

 

Thank You,

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Last 3 days average values per ID using date

OK, first, you need to clean up your PBIX, you have some columns causing circular dependencies, like "If test". Get rid of that column. Also, for some odd reason it wasn't getting the correct modelcode at the beginning so I fixed that and cleaned up some code.

 

Last 3TEst = 
VAR __modelcode = MAXX(CALCULATETABLE('Hyster'),'Hyster'[modelcode])
VAR __tmpTable = SUMMARIZE(FILTER(ALL('Hyster'),Hyster[modelcode]=__modelcode),[Order Date],[Bucket])
VAR __maxDate = MAXX(__tmpTable,[Order Date])
VAR __tmpTable2 = TOPN(3,__tmpTable,[Order Date],DESC)
VAR __tmpTable3 = SELECTCOLUMNS(__tmpTable2,"__Bucket",[Bucket])
RETURN
IF(
    CONTAINS(__tmpTable3,[__Bucket],"Green"), "Green", 
    IF(
        CONTAINS(__tmpTable3,[__Bucket],"Yellow"), 
        "Yellow", 
        "Red"
    )
)

 


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

View solution in original post

18 REPLIES 18
Super User
Super User

Re: Last 3 days average values per ID using date

I believe the issue that you are facing is that when I originally replied to this, I was thinking that you wanted the last three days as in the last three actual days. So, in other words if your date was 3/21/2013, the last three days would be 3/21/2013, 3/20/2013 and 3/19/2013. Possibly 3/18/2013 as well depending on your definition of "last three days". But, now that I am looking a bit closer at your data, I believe that is not what you want. What you want is the last three days in your data, so for E120XN for 3/21/2013 you want the 3/21/2013 date as well as the 7/28/2011 date, correct?

 

In that case, you are probably going to need to use RANKX and/or TOPN to filter out your SUMMARIZE temp table so that you can filter it to the most recent three days in your data. 


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

Super User
Super User

Re: Last 3 days average values per ID using date

See if this works. First, create this calculated column:

 

Rank = RANKX(ALL(Hyster),[Order Date])

Then modify your measure:

 

Last 3T = 
VAR __tmpTable = SUMMARIZE(FILTER(ALL('Hyster'),Hyster[modelcode]=EARLIER(Hyster[modelcode]) && Hyster[Order Date]<=EARLIER(Hyster[Order Date])),Hyster[Bucket])
VAR __tmpTable2 = TOPN(3,__tmpTable,1)
VAR __rows = COUNTROWS(__tmpTable)
RETURN
IF(__rows = 1,MAXX(__tmpTable2,Hyster[Bucket]),IF("Green" IN __tmpTable, "GG", IF("Yellow" IN __tmpTable, "Yellow", "Red")))

 


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

anil Member
Member

Re: Last 3 days average values per ID using date

Thank You Greg Smiley Happy

              Your solution was really helpful.

anil Member
Member

Re: Last 3 days average values per ID using date

Hi Greg,

              In the solution you have provided the expected result is copied to the max date cell of the model code. But can we copy the expected result to all rows of the model code?

T6.JPG

 If you see in the above image, the last column should have only "Green" but there is "Red" also. Can we copy the expected result "Green" to all other rows of the Model Code?

 

Sample PBIX file : https://www.dropbox.com/s/p0olu6tcy43ltlu/SampleT2.pbix?dl=0

 

 

Super User
Super User

Re: Last 3 days average values per ID using date

OK, I'm still not sure I'm "getting" your logic for your last 3 calculation. So the way it works now is that it takes the MAX of the date row that it is in. It looks back through the last 2 dates prior to that (regardless of how long) and returns a category label essentially. So, on the first row, if you look at that row and the 2 previous you have Yellow, Green, Red. Since there is a Green, it is Green. In the second row, you would have Green and Red. Since there is a Green, it is Green. In the last row, you have only Red (there are no previous dates), so it is Red.

 

So, now what you are saying is that you don't care about the "last 3 days", we already established that it is the "last 3 dates", but you don't want that either, what it sounds like you really want is to always look at "the most recent 3 dates", correct? So, in essence, always get the MAX of all of the dates for an ID and then look at the previous 2 dates before that and determine the bucket. Do this regardless of how far back in time, so if you had 5 dates, all 5 would effectively be the exact same calculation, get the most recent and look back 2 days. Is that correct?


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

anil Member
Member

Re: Last 3 days average values per ID using date

Hi Greg,
Once we get the result for last 3 days, say green can we copy the same green value for all the remaining days?
Or in a new column, so for the model code ID based on the last 3 days calculation the end result is green for example.
anil Member
Member

Re: Last 3 days average values per ID using date

My thought is if we take max date for each Model Code ID and take the calculated bucket value. So we get the expected result value per Model Code ID at max date row. Can we copy the result value to all the rows of the Model Code ID
Super User
Super User

Re: Last 3 days average values per ID using date

That's not really how it works. Let me adjust the formula based upon my new understanding.


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

Super User
Super User

Re: Last 3 days average values per ID using date

OK, how about this:

 

Last 3TEst = 
VAR __modelcode = MAX([modelcode])
VAR __tmpTable = FILTER(ALL('Hyster'),Hyster[modelcode]=__modelcode)
VAR __maxDate = MAXX(__tmpTable,[Order Date])
VAR __tmpTable2 = TOPN(3,__tmpTable,[Order Date],DESC)
VAR __tmpTable3 = SELECTCOLUMNS(__tmpTable2,"__Bucket",[Bucket])
VAR __rows = COUNTROWS(__tmpTable)
RETURN
IF(__rows = 1,MAXX(__tmpTable2,Hyster[Bucket]),IF(CONTAINS(__tmpTable3,[__Bucket],"Green"), "Green", IF(CONTAINS(__tmpTable3,[__Bucket],"Yellow"), "Yellow", "Red")))

PBIX attached.


I have book! Learn Power BI from Packt


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

Helpful resources

Announcements
Can You Solve These Challenge

Challenge: Can You Solve These?

Find out how to participate in the first Power BI 'Can You Solve These?' challenge.

Community News & Announcements

Community News & Announcements

Get your latest community news and announcements.

Virtual Launch Event

Microsoft Business Applications October Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

Community Kudopalooza

Win Power BI Swag with Community Kudopalooza!

Each week, complete activities and be qualified in the drawing for cool Power BI Swag.

Users Online
Currently online: 54 members 1,152 guests
Please welcome our newest community members: