Tag: Business Intelligence

Business Intelligence - BI, Data Visualisation, Power BI, Power BI Desktop, Power BI Service, Self-Service BI

Highlighting Below Avg Sales per Hierarchy Level with SWITCH() and ISINSCOPE() DAX Functions in Power BI

Highlighting Below Avg Sales per Hierarchy Level with SWITCH() and ISINSCOPE() DAX Functions in Power BI

I was working on a project a wee bit ago that the customer had conditional formatting requirement on a Column Chart.
They wanted to format the columns in the chart conditionally based on the average value based on the level of hierarchy you are at.
Here is the scenario, I have a Calendar hierarchy as below:

  • Calendar Hierarchy:
    • Year
    • Semester
    • Quarter
    • Month
    • Day

I use “Adventure Works DW2017, Internet Sales” Excel as my source in Power BI Desktop. If I want to visualise “Total Sales” over the above “Calendar Hierarchy” I get something like this:

Line Chart in Power BI, Total Sales by Year

Now I activate “Average Line” from “Analytics” tab of the Line chart.

Adding Average Line to Line Chart in Power BI

When I drill down in the line chart the Average line shows the average of that particular hierarchy level that I am in. This is quite cool that I get the average base on the level that I’m in code free.

Power BI, Drilling Donw in Line Chart

Easy, right?

Now, the requirement is to show the above behaviour in a “Column Chart” (yes! visualising time series with column chart, that’s what the customer wants) and highlight the columns with values below average amount in Orange and leave the rest in default theme colour.

So, I need to create Measures to conditionally format the column chart. I also need to add a bit of intelligent in the measures to:

  • Detect which hierarchy level I am in
  • Calculate the average of sales for that particular hierarchy level
  • Change the colour of the columns that are below the average amount

Let’s get it done!

Detecting Hierarchy Level with ISINSCOPE() DAX Function

Microsoft introduced ISINSCOPE() DAX function in the November 2018 release of Power BI Desktop. Soon after the announcement “Kasper de Jonge” wrote a concise blogpost about it.

So I try to keep it as simple as possible. Here is how is works, the ISINSCOPE() function returns “True” when a specified column is in a level of a hierarchy. As stated earlier, we have a “Calendar Hierarchy” including the following 5 levels:

  • Year
  • Semester
  • Quarter
  • Month
  • Day

So, to determine if we are in each of the above hierarchy levels we just need to create DAX measures like below:

ISINSCOPE Year		=	ISINSCOPE('Date'[Year])
ISINSCOPE Semester	=	ISINSCOPE('Date'[Semester])
ISINSCOPE Quarter	=	ISINSCOPE('Date'[Quarter])
ISINSCOPE Month		=	ISINSCOPE('Date'[Month])
ISINSCOPE Day		=	ISINSCOPE('Date'[Day])

Now let’s do an easy experiment.

  • Put a Matrix on the canvas
  • Put the “Calendar Hierarchy” to “Rows”
  • Put the above measures in “Values”
Detecting Year, Semester, Quarter, Month and Day hierarchy levels with ISINSCOPE in Power BI Desktop

As you see the “ISINSCOPE Year” shows “True” for the “Year” level. Let’s expand to the to the next level and see how the other measures work:

Continue reading “Highlighting Below Avg Sales per Hierarchy Level with SWITCH() and ISINSCOPE() DAX Functions in Power BI” →
BISM Tabular, DAX, Power BI, Power BI Desktop, Power Query, SQL Server Analysis Services - SSAS, SQLite

SSAS Tabular Model Documenter with Power BI without DMVs

SSAS Tabular Documenter with Power BITechnology is growing fast and we are enjoying it. We reshape our daily created data in a form that satisfies our needs. One of the technologies which is used more commonly these days is SQL Server Tabular Models, SSAS Tabular in short. Lots of industries decide to go with SSAS Tabular in their new projects and some defined new projects to slowly switch their existing SSAS Multidimensional to SSAS Tabular. I know, there is a big debate around SSAS Multidimensional vs. SSAS Tabular. But my aim is to prevent going through that sort of discussion. As the title implies, this post is about documentation that I believe is one of the most important parts of every project which is also sacrificed the most. In this post I explain how to document your SSAS Tabular model in Power BI Desktop and Excel. I know, there are some products you can find in the internet that can generate documentation in various formats like Word, PDF, HTML and so on. But, If you’re looking for a free and somehow more intuitive way of documenting your SSAS Tabular Models with Power BI then this article is for you.  Through this article, we create a documentation tool with Power BI. I call it SSAS Tabular Model Documenter. In this method we don’t use DMVs at all. For those who are not familiar with DMVs I shortly explain what DMVs are, if you’re already familiar with DMVs you can jump this section.

You can download a copy of SSAS Tabular Model Documenter in Power BI template format (pbit) at the end of this post. It is a Christmas present for you.

What are DMVs?

Dynamic Management Views, DMVs in short, are queries that retrieve metadata information about an instance of SQL Server Analysis Services. DMVs work on both SSAS Multidimensional and SSAS Tabular server modes. DMVs can be used to monitor server operations and health. The DMV query structure is very similar to T-SQL, therefore you use “SELECT” statement followed by “$System” which is an XMLA schema rowset. The DMV queries look like below:

SELECT * FROM $System.<schemaRowset>

So you can open SQL Server Management Studio, connect to an instance of SSAS (Tabular model for the sake of this post) and run the following query to get lots of information about tables in your Tabular model:

select * from $SYSTEM.TMSCHEMA_TABLES

Running DMVs in SSMSRead more about DMVs here.

Note:This method only works with SSAS Tabular 2016 and above.

Document SSAS Tabular without DMVs

In SSAS Tabular 2016 and above there is a tiny metadata database that can be loaded in Power BI Desktop or Excel to document the corresponding SSAS Tabular model. The database is a SQLite database. In the previous post I explained how to visualise SQLite data in Power BI. The requirements for this post are the same as the previous post, so I encourage you to check it out. Therefore, I just explain how to find the metadata file and how to build a model in Power BI Desktop. I also explain how to do the same in Excel for those of you who would like to add some annotations or comments to the outcomes.

Continue reading “SSAS Tabular Model Documenter with Power BI without DMVs” →