Home Forums Power Pivot Waterfall Cost Reductions

This topic contains 74 replies, has 2 voices, and was last updated by  dspblues 8 years, 10 months ago.

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  • #504

    tomallan
    Keymaster
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    Warren,

    A common technique is to suppress grand totals and subtotals with measures is to use the “IF ( HASONEVALUE (” construction (see pages 137, 138 of DAX Formulas for Power Pivot” for a practical example and explanation of how and why it works). For example, the following would suppress subtotals and grand totals:

    MyMeasureWillNotBeRolledUp :=
    CALCULATE ( IF (
    HASONEVALUE ( TableName[ColumnName] ),
    SUM ( TableName[ColumnName] )
    )
    )

    #506

    dspblues
    Participant
    • Started: 1
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    • Total: 42

    Tom,

    Thank you so much for all your help.

    #507

    tomallan
    Keymaster
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    Warren,

    As long as the dialog helps, let’s keep the conversation open.

    #585

    dspblues
    Participant
    • Started: 1
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    Hi Tom,

    I’m trying to update the linkback table to introduce the concept of maintenance start dates. I added the following line that’s bolded. Any thoughts on how I’d achieve this?

     

    EVALUATE
    SUMMARIZE(FILTER(CALCULATETABLE (CROSSJOIN (Tracking,Months)),
    ISBLANK([Maintenance Cancellation Request Date])
    ||[Maintenance Cancellation Request Date]>date(2014,12,31)
    ||[Maintenance Start Date]>=[MonthStart]
    ),
    [Frame SN],
    [Monthly Maintenance],
    [MonthStart],
    [Cost Type]
    )
    ORDER BY[Frame SN],[MonthStart],[Cost Type]

    #586

    dspblues
    Participant
    • Started: 1
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    or… maybe this isn’t done in that table, my bad. My calculate cost post calculation measure does this now. I tried this, but it’s not working. Thoughts?

     

    Cost Post Cancellation:=CALCULATE([Sum of Maintenance Cost], filter(Costs, ISBLANK(related(Tracking[Cancellation Effective Date]))||Costs[MonthStart]>=RELATED(Tracking[Maintenance Start Date]) && Costs[MonthStart]<related(Tracking[Cancellation Effective Date])))

    #588

    dspblues
    Participant
    • Started: 1
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    • Total: 42

    I think I did it…. thoughts?

     

    Cost Post Cancellation:=CALCULATE([Sum of Maintenance Cost],

    filter(Costs, Costs[MonthStart]>=RELATED(Tracking[Maintenance Start Date])
    &&

    Costs[MonthStart]<related(Tracking[Cancellation Effective Date])

    ||

    ISBLANK(related(Tracking[Cancellation Effective Date]))

    &&

    Costs[MonthStart]>=RELATED(Tracking[Maintenance Start Date])))

    #590

    tomallan
    Keymaster
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    Warren,

    I also think you did it.

    Makes sense and logic checks out.

    #608

    dspblues
    Participant
    • Started: 1
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    Hi Tom,

    Question for you. I have a situation where the Serial # we are tracking should be unique and should match between all sources of record, but they often don’t.
    I assume this is a common issue. What’s the best way to handle it? A lookup table that lists the various forms of the serial # across the various sources?

    #610

    tomallan
    Keymaster
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    Hello Warren,

    I want to make sure I understand the circumstances: the issue is that serial numbers do not match between the different data sources, not that there are duplicated serial numbers within a given data source.

    Question: Is this primarily a problem between your company’s records and vendor records or are there multiple “internal” data sources that are using different serial numbers for the same system?

    Question: How many different data sources are there?

    Another question: If you have about 1300 records, about how many of the individual records have non-matching serial numbers?

    #611

    dspblues
    Participant
    • Started: 1
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    Hi Tom,

    It’s really all over the place. The SN on the system is one source. But the vendors may not use that completely and remove the first 2 digits and replace them with 00. The internal sources are manually entered and may or may not use the full serial #.

    There are probably 3-4 sources of 3000 serial #s I’m tracking. There are some duplicates, but I can try to work around that or build a solution for that. I thought it might be useful to create some kind of table that builds a relationship between these different “unique” serial #s. 🙂

    #613

    tomallan
    Keymaster
    • Started: 0
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    Warren,

    To have such a lookup table sounds helpful as a reference to ensure other players are facing the same targets (have their eyes on the same goal) as you.

    Be careful not to let such a lookup table interfere with the logic of your cost calculations, otherwise you could end up with a solution that is a headache to modify and maintain. I could possibly see an entry for the vendor’s serial number “reference” in the tracking table.

    #817

    tomallan
    Keymaster
    • Started: 0
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    • Total: 417

    Warren,

    How is your project?

    #826

    dspblues
    Participant
    • Started: 1
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    Hi Tom,

    Looks like I’m moving to a new job. So, I won’t be needing to use this. The good news is I read both of Rob’s books, Kasper’s, and watched all of Rob’s 22 hr course. 🙂

    #827

    tomallan
    Keymaster
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    Warren,

    Before you go, I am interested in learning about your new job…

    What will you be doing?

    Don’t forget in your list of credits you contributed (50% of comments) to one of the most read forum discussions on linkback tables in Excel and Power Pivot.  Others learn from experience you share.

    #828

    dspblues
    Participant
    • Started: 1
    • Replies: 41
    • Total: 42

    Thanks again for all of your help through out all of this. I’ve learned a lot.

    I’ll be a Senior Global Program Manager for IBM’s Transition and Transformation Team. I hope I’ll need to use PowerPivot at some point. Also, VBA and my other Excel skills.

    I’ll continue to be a member of the community and hopefully help others.

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