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Power BI: How to scenario analysis, where the selector “looks up” the select value from slicer and gets values from that row
Power bi - Use Slicer selection in filtering dataSetting the Default Value of a Slicer on power biHow To Filter Data in Slicer in Power BIPower BI - Dynamic measure based on slicer selectionHow to add slicer by Column in Power BIBased on slicer selection create dynamic calculated table in Power BIHow to capture the selected values on a slicer using DAX on Power BI?How to have actual calendar in a slicer in power bi?DAX: How do I write an IF statement to return a calculation for multiple (specific) values selected?How to add multiple column to slicer in Power BI
I've followed multiple tutorials on scenario analysis and what if analysis in power BI. these examples are quite clear to me and I somewhat understand how they work. For example this (https://community.powerbi.com/t5/Community-Blog/Scenario-Analysis-What-Ifs-Tips-amp-Techniques-For-Power-BI/ba-p/559653).
In this example they create a table that contains values for different scenarios
5%
10%
15%
20%
etc. and the user of the report can select these. But what if instead of direct values I have categorical values, such as "Low, medium, high, very high" like:
category - trend rise
low 5%
medium 10%
high 15%
very high 20%
On my other table I have:
Value - Item - trend_default
10 A 0.3
15 A 0.2
20 B 0.4
25 B 0.15
35 C 0.10
30 C 0.05
Now with a slicer I want to first select none, one or all of Items, after which I want to select which trend rise I want to apply on selected items(low, medium, high or very high). If I select only item A then Item B and C use their trend_default value in the calculation.
EDIT 2:
How would I go on about applying the same solution if my categories had hierarchies? So from my slicer I would select three things: Category1, Year and Category2.
category1 - Year - Category2 - trend rise
POSITIVE-trends 2018 low 5%
POSITIVE-trends 2018 high 5%
POSITIVE-trends 2017 low 5%
NEGATIVE-trends 2017 very high -5%
NEUTRAL-trends 2018 low 0%
POSITIVE-trends 2018 high 5%
NEUTRAL-trends 2017 low 5%
NEUTRAL-trends 2016 very high 15%
What I tried to do to implement the hierarchies is building upon the code provided:
Value + Trend =
SUMX (
'Demo Fact Table';
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Category1] ) &&
ISFILTERED ( 'Item Chooser'[Category2] ) &&
ISFILTERED ( 'Item Chooser'[Category3] ) &&
CONTAINS (
'Item Chooser';
'Item Chooser'[concatenatedFields];
'Demo Fact Table'[concatenatedFields]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] );
VALUES ( 'Scenario - Trend'[Trend Rise] );
'Demo Fact Table'[trend_default]
)
)
)
I made a concatenated field with the three categories, in one table, however in the other table I only have two fields Category2 & category3, and am not able to match them due to this. My thought was that I could concat two fields and lookup that value in the table, but that was not viable.
powerbi lookup analysis scenarios
add a comment |
I've followed multiple tutorials on scenario analysis and what if analysis in power BI. these examples are quite clear to me and I somewhat understand how they work. For example this (https://community.powerbi.com/t5/Community-Blog/Scenario-Analysis-What-Ifs-Tips-amp-Techniques-For-Power-BI/ba-p/559653).
In this example they create a table that contains values for different scenarios
5%
10%
15%
20%
etc. and the user of the report can select these. But what if instead of direct values I have categorical values, such as "Low, medium, high, very high" like:
category - trend rise
low 5%
medium 10%
high 15%
very high 20%
On my other table I have:
Value - Item - trend_default
10 A 0.3
15 A 0.2
20 B 0.4
25 B 0.15
35 C 0.10
30 C 0.05
Now with a slicer I want to first select none, one or all of Items, after which I want to select which trend rise I want to apply on selected items(low, medium, high or very high). If I select only item A then Item B and C use their trend_default value in the calculation.
EDIT 2:
How would I go on about applying the same solution if my categories had hierarchies? So from my slicer I would select three things: Category1, Year and Category2.
category1 - Year - Category2 - trend rise
POSITIVE-trends 2018 low 5%
POSITIVE-trends 2018 high 5%
POSITIVE-trends 2017 low 5%
NEGATIVE-trends 2017 very high -5%
NEUTRAL-trends 2018 low 0%
POSITIVE-trends 2018 high 5%
NEUTRAL-trends 2017 low 5%
NEUTRAL-trends 2016 very high 15%
What I tried to do to implement the hierarchies is building upon the code provided:
Value + Trend =
SUMX (
'Demo Fact Table';
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Category1] ) &&
ISFILTERED ( 'Item Chooser'[Category2] ) &&
ISFILTERED ( 'Item Chooser'[Category3] ) &&
CONTAINS (
'Item Chooser';
'Item Chooser'[concatenatedFields];
'Demo Fact Table'[concatenatedFields]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] );
VALUES ( 'Scenario - Trend'[Trend Rise] );
'Demo Fact Table'[trend_default]
)
)
)
I made a concatenated field with the three categories, in one table, however in the other table I only have two fields Category2 & category3, and am not able to match them due to this. My thought was that I could concat two fields and lookup that value in the table, but that was not viable.
powerbi lookup analysis scenarios
add a comment |
I've followed multiple tutorials on scenario analysis and what if analysis in power BI. these examples are quite clear to me and I somewhat understand how they work. For example this (https://community.powerbi.com/t5/Community-Blog/Scenario-Analysis-What-Ifs-Tips-amp-Techniques-For-Power-BI/ba-p/559653).
In this example they create a table that contains values for different scenarios
5%
10%
15%
20%
etc. and the user of the report can select these. But what if instead of direct values I have categorical values, such as "Low, medium, high, very high" like:
category - trend rise
low 5%
medium 10%
high 15%
very high 20%
On my other table I have:
Value - Item - trend_default
10 A 0.3
15 A 0.2
20 B 0.4
25 B 0.15
35 C 0.10
30 C 0.05
Now with a slicer I want to first select none, one or all of Items, after which I want to select which trend rise I want to apply on selected items(low, medium, high or very high). If I select only item A then Item B and C use their trend_default value in the calculation.
EDIT 2:
How would I go on about applying the same solution if my categories had hierarchies? So from my slicer I would select three things: Category1, Year and Category2.
category1 - Year - Category2 - trend rise
POSITIVE-trends 2018 low 5%
POSITIVE-trends 2018 high 5%
POSITIVE-trends 2017 low 5%
NEGATIVE-trends 2017 very high -5%
NEUTRAL-trends 2018 low 0%
POSITIVE-trends 2018 high 5%
NEUTRAL-trends 2017 low 5%
NEUTRAL-trends 2016 very high 15%
What I tried to do to implement the hierarchies is building upon the code provided:
Value + Trend =
SUMX (
'Demo Fact Table';
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Category1] ) &&
ISFILTERED ( 'Item Chooser'[Category2] ) &&
ISFILTERED ( 'Item Chooser'[Category3] ) &&
CONTAINS (
'Item Chooser';
'Item Chooser'[concatenatedFields];
'Demo Fact Table'[concatenatedFields]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] );
VALUES ( 'Scenario - Trend'[Trend Rise] );
'Demo Fact Table'[trend_default]
)
)
)
I made a concatenated field with the three categories, in one table, however in the other table I only have two fields Category2 & category3, and am not able to match them due to this. My thought was that I could concat two fields and lookup that value in the table, but that was not viable.
powerbi lookup analysis scenarios
I've followed multiple tutorials on scenario analysis and what if analysis in power BI. these examples are quite clear to me and I somewhat understand how they work. For example this (https://community.powerbi.com/t5/Community-Blog/Scenario-Analysis-What-Ifs-Tips-amp-Techniques-For-Power-BI/ba-p/559653).
In this example they create a table that contains values for different scenarios
5%
10%
15%
20%
etc. and the user of the report can select these. But what if instead of direct values I have categorical values, such as "Low, medium, high, very high" like:
category - trend rise
low 5%
medium 10%
high 15%
very high 20%
On my other table I have:
Value - Item - trend_default
10 A 0.3
15 A 0.2
20 B 0.4
25 B 0.15
35 C 0.10
30 C 0.05
Now with a slicer I want to first select none, one or all of Items, after which I want to select which trend rise I want to apply on selected items(low, medium, high or very high). If I select only item A then Item B and C use their trend_default value in the calculation.
EDIT 2:
How would I go on about applying the same solution if my categories had hierarchies? So from my slicer I would select three things: Category1, Year and Category2.
category1 - Year - Category2 - trend rise
POSITIVE-trends 2018 low 5%
POSITIVE-trends 2018 high 5%
POSITIVE-trends 2017 low 5%
NEGATIVE-trends 2017 very high -5%
NEUTRAL-trends 2018 low 0%
POSITIVE-trends 2018 high 5%
NEUTRAL-trends 2017 low 5%
NEUTRAL-trends 2016 very high 15%
What I tried to do to implement the hierarchies is building upon the code provided:
Value + Trend =
SUMX (
'Demo Fact Table';
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Category1] ) &&
ISFILTERED ( 'Item Chooser'[Category2] ) &&
ISFILTERED ( 'Item Chooser'[Category3] ) &&
CONTAINS (
'Item Chooser';
'Item Chooser'[concatenatedFields];
'Demo Fact Table'[concatenatedFields]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] );
VALUES ( 'Scenario - Trend'[Trend Rise] );
'Demo Fact Table'[trend_default]
)
)
)
I made a concatenated field with the three categories, in one table, however in the other table I only have two fields Category2 & category3, and am not able to match them due to this. My thought was that I could concat two fields and lookup that value in the table, but that was not viable.
powerbi lookup analysis scenarios
powerbi lookup analysis scenarios
edited 2 days ago
Anton
asked Mar 21 at 13:49
AntonAnton
748
748
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
ORIGINAL ANSWER
You can create your disconnected table with more than one column, like your example.
Then create a measure, based on the selected value of that table. Something like:
Value + Trend Rise =
VAR Multiplier =
1 + IF (
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
0
)
RETURN
SUM ( 'Demo Fact Table'[Value] ) * Multiplier
See https://pwrbi.com/so_55281950/ for worked example PBIX file
UPDATE, BASED ON EDITED QUESTION:
First, create a disconnected dimension table to choose (slice) your Items:
Item Chooser =
SUMMARIZECOLUMNS (
'Demo Fact Table'[Item]
)
Now you can use measure:
Value + Trend =
SUMX (
'Demo Fact Table',
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Item] ) &&
CONTAINS (
'Item Chooser',
'Item Chooser'[Item],
'Demo Fact Table'[Item]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
'Demo Fact Table'[trend_default]
)
)
)
It should be straightforward to modify this if you wanted to return a default trend value per item, from a related item table.
Updated example file: https://pwrbi.com/so_55281950-2/
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
|
show 4 more comments
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1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
ORIGINAL ANSWER
You can create your disconnected table with more than one column, like your example.
Then create a measure, based on the selected value of that table. Something like:
Value + Trend Rise =
VAR Multiplier =
1 + IF (
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
0
)
RETURN
SUM ( 'Demo Fact Table'[Value] ) * Multiplier
See https://pwrbi.com/so_55281950/ for worked example PBIX file
UPDATE, BASED ON EDITED QUESTION:
First, create a disconnected dimension table to choose (slice) your Items:
Item Chooser =
SUMMARIZECOLUMNS (
'Demo Fact Table'[Item]
)
Now you can use measure:
Value + Trend =
SUMX (
'Demo Fact Table',
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Item] ) &&
CONTAINS (
'Item Chooser',
'Item Chooser'[Item],
'Demo Fact Table'[Item]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
'Demo Fact Table'[trend_default]
)
)
)
It should be straightforward to modify this if you wanted to return a default trend value per item, from a related item table.
Updated example file: https://pwrbi.com/so_55281950-2/
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
|
show 4 more comments
ORIGINAL ANSWER
You can create your disconnected table with more than one column, like your example.
Then create a measure, based on the selected value of that table. Something like:
Value + Trend Rise =
VAR Multiplier =
1 + IF (
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
0
)
RETURN
SUM ( 'Demo Fact Table'[Value] ) * Multiplier
See https://pwrbi.com/so_55281950/ for worked example PBIX file
UPDATE, BASED ON EDITED QUESTION:
First, create a disconnected dimension table to choose (slice) your Items:
Item Chooser =
SUMMARIZECOLUMNS (
'Demo Fact Table'[Item]
)
Now you can use measure:
Value + Trend =
SUMX (
'Demo Fact Table',
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Item] ) &&
CONTAINS (
'Item Chooser',
'Item Chooser'[Item],
'Demo Fact Table'[Item]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
'Demo Fact Table'[trend_default]
)
)
)
It should be straightforward to modify this if you wanted to return a default trend value per item, from a related item table.
Updated example file: https://pwrbi.com/so_55281950-2/
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
|
show 4 more comments
ORIGINAL ANSWER
You can create your disconnected table with more than one column, like your example.
Then create a measure, based on the selected value of that table. Something like:
Value + Trend Rise =
VAR Multiplier =
1 + IF (
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
0
)
RETURN
SUM ( 'Demo Fact Table'[Value] ) * Multiplier
See https://pwrbi.com/so_55281950/ for worked example PBIX file
UPDATE, BASED ON EDITED QUESTION:
First, create a disconnected dimension table to choose (slice) your Items:
Item Chooser =
SUMMARIZECOLUMNS (
'Demo Fact Table'[Item]
)
Now you can use measure:
Value + Trend =
SUMX (
'Demo Fact Table',
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Item] ) &&
CONTAINS (
'Item Chooser',
'Item Chooser'[Item],
'Demo Fact Table'[Item]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
'Demo Fact Table'[trend_default]
)
)
)
It should be straightforward to modify this if you wanted to return a default trend value per item, from a related item table.
Updated example file: https://pwrbi.com/so_55281950-2/
ORIGINAL ANSWER
You can create your disconnected table with more than one column, like your example.
Then create a measure, based on the selected value of that table. Something like:
Value + Trend Rise =
VAR Multiplier =
1 + IF (
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
0
)
RETURN
SUM ( 'Demo Fact Table'[Value] ) * Multiplier
See https://pwrbi.com/so_55281950/ for worked example PBIX file
UPDATE, BASED ON EDITED QUESTION:
First, create a disconnected dimension table to choose (slice) your Items:
Item Chooser =
SUMMARIZECOLUMNS (
'Demo Fact Table'[Item]
)
Now you can use measure:
Value + Trend =
SUMX (
'Demo Fact Table',
'Demo Fact Table'[Value] *
( 1 +
IF (
ISFILTERED ( 'Item Chooser'[Item] ) &&
CONTAINS (
'Item Chooser',
'Item Chooser'[Item],
'Demo Fact Table'[Item]
) &&
HASONEVALUE ( 'Scenario - Trend'[Category] ),
VALUES ( 'Scenario - Trend'[Trend Rise] ),
'Demo Fact Table'[trend_default]
)
)
)
It should be straightforward to modify this if you wanted to return a default trend value per item, from a related item table.
Updated example file: https://pwrbi.com/so_55281950-2/
edited 2 days ago
answered Mar 21 at 14:46
OllyOlly
4,30511028
4,30511028
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
|
show 4 more comments
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thanks for the reply. I might have oversimplified my problem since, despite answering my question I'm still not 100% sure how to progress. So what if instead of one fixed "trend rise" I select which columns I want to "apply" the trend rise on. So in your given example, what if I first have a slicer where I select from [Item] A,B or C. and based on those I can select none, one or all. and then apply the selected Trend rise on the selected items, and on other items apply their default "trend rise" which is also column in the "demo fact table" (in your case). I updated the: file.io/5YDn72
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
Thank you, I have now done so.
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
odd, can you try this one: file.io/X8a4VU
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Anyway, its basically a mimic of your file with the added "default_Trend" column.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
Seems the file is only available for a limited amount of time. I added a a third column in the "demo fact table" with made up "default_trends" and a slicer on the report which lets the user pick what "Item"s to apply the trend_rise on.
– Anton
2 days ago
|
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