***** Related Links ***** Implementing The Pareto (80/20) Principle in Your Power BI Analysis - blog.enterprisedna.co/impleme... Predicting When Will Your Customers Purchase Next w/ Power BI - blog.enterprisedna.co/predict... New Customer Analysis Using Advanced DAX - blog.enterprisedna.co/calcula...
***** Related Course Modules***** Unique Analytical Scenarios - portal.enterprisedna.co/p/uniq... Solving Analytical Scenarios w/Power BI & DAX - portal.enterprisedna.co/p/solv... Budgeting and Forecasting - portal.enterprisedna.co/p/budg... ***** Related Support Forum Posts***** Create A Pareto Chart In Power BI Using DAX Function Combinations - forum.enterprisedna.co/t/crea... Testing The Pareto Principle (80/20 Rule) in Power BI w/ DAX - forum.enterprisedna.co/t/test... Pareto Rule DAX Function - forum.enterprisedna.co/t/pare... For more pareto queries to review see here - forum.enterprisedna.co/search...
Thank you so much for your support! I've got pretty much 0 programming skills but I've been able to do it following your tutorial and doing some small adjustments in order to make it work with my data set. Really really really thank you man!
Hi Alessio Vicario, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
Hi William, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!
Hi Aaron, glad that this video is of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!
Thanks for the Video Sam! I've wanted to figure this out before but wasn't able to resolve the cumulative total with a text data type context. I really appreciate you!
Thanks for the video, Sam. I already knew how to calculate the cumulative measure, but combining RANKX and TOPN funtions, but this is easier to understand.
Glad the video helped. There are several posts in our forum on TOPN and RANKX that you might want to check out. Here is the link: forum.enterprisedna.co/t/rankx-vs-topn-what-is-the-difference/984
Really like the simplistic approach of showing what functions to use and why to use these functions. One thing I like to request on top of this is calculating what % of states comprise 80%?
Hello Rajiv Balasubramanian, Thank You for posting your query onto our channel. The Pareto Rule is based on the 20%-80% Rule. i.e. in this case 80% of the revenue comes from the 20% of the States. And therefore you don't have to make another calculation in order to decide what's the % of states that contribute to 80% of sales. We're providing a link below where a query was asked onto the our Forum about how to highlight the states that contribute 80% of the Sales which comes from 20% of the States. Hoping you find this useful and helps you to understand the concept better.🙂 Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/t/pareto-chart-trying-to-color-code-it/9362/2
Hi Julia Oggermüller, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
Great vid. I found a Pareto plug in but it has limited formatting. I really appreciated the explanation of the math behind the line chart. I find it very odd that a Pareto chart is not native in power bi though.
Hi @peterholub7662 - we’re glad that you appreciated our content! While the Pareto plug-in is helpful, it is a bit disappointing that Power BI lacks a native Pareto chart given its wide user base. If you haven't yet, you can subscribe to our channel to see all our upcoming data skills and AI tutorials, and announcements. Cheers!
Hi Germano, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!
Hello juan, It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. We encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful! If you haven't yet, you can subscribe to our UA-cam channel so that you won't miss out on any Power BI & Power Platform updates. You can also join our LinkedIn group to receive latest updates on Power BI. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Great tutorial ! I followed one of your other tutorials where you explain how display the measures on the X-axis. I tried to incoporate that solution into this pareto chart instead of using the ”state code” for example. But I recieve the error in the sumx part that a column from a calculated table cannot be referened. I have 3 measures ”Lead Time (same day)” ”Lead Time” ( 1 day)” ”Lead Time (2 day)” That I wish to be presented on the X-axis.
Hello Oscar, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful! If you haven't yet, you can subscribe to our UA-cam channel so that you won't miss out on any Power BI & Power Platform updates. You can also join our LinkedIn group to receive latest updates on Power BI. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Hi Sam, Thank you for this video, it was so helpful. I'd like the chart to show only the top 80% of States, for example in your dataset it would only show up to WA. When I filter on ParetoChart (States), it shows only the top 80% of the states, but the Pareto line's values change to 100% at the far right instead of 80%. Is there another way I can filter this? Thank you, Melissa
Hi! Good video! Thanks! I have a question! If I need to vizualise in Card number of codes which are in 80% and sales for them. So for example for 80% cumulative we have 10 codes with that sum of sales. Is it possible?
Great video, I’m trying to implement something like this, but for a hierarchical filter. I know I can use an IF statement with ISINSCOPE to get the correct level, but having trouble getting the calculation right when in the lower levels. If anyone has tips, I would appreciate.
Hello Brian Culver, Thank You for question. We appreciate your time. It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. Therefore, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference: forum.enterprisedna.co/ Please make sure that you're subscribed to our UA-cam channel so you don't miss out any updates regarding Power BI. Along with it, you may also be interested to join our Power BI group on LinkedIn to receive latest updates. Links provided below for your reference. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Hello MatBR10, Thank You for question. We appreciate your time. It's always a little difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference. Therefore, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference: forum.enterprisedna.co/ Please make sure that you're subscribed to our UA-cam channel so you don't miss out any updates regarding Power BI. Along with it, you may also be interested to join our Power BI group on LinkedIn to receive latest updates. Links provided below for your reference. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Hello The Calculative Indian, thank you for posting your query onto our channel. We're providing few of the links of the articles from our blog posts as well as links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well. Hoping you find this useful and meets your requirements that you've been looking for. Happy Learning!!! forum.enterprisedna.co/ blog.enterprisedna.co/rankx-in-power-bi-developing-custom-tiebreakers/ forum.enterprisedna.co/t/rank-unique-ranking-when-there-are-duplicate-values/2815 ua-cam.com/video/HkR1JVzmvRw/v-deo.html ua-cam.com/video/1givosMLhCI/v-deo.html ua-cam.com/video/IUI1M8HQenc/v-deo.html
Hi! Thanks for a really good video! One question though. Let say that you have a slicer on "Region" which is connected to State on the x-axis. Will that slicer filter which State that end up on the x-axis? When I've translated your logic to my data all State's are visible on the x-axis, BUT only the ones that my slicer includes have values. I want only the State's according to my slicer should be visible, how do I fix that? BR Ola
I'm having trouble because I have the same values for different lines in my table. I'm trying to build a pareto chart for failure times in equipment. When more than one equipment stayed failed for the whole month (744 hours of failure), all the lines that have the same amount of hours is summed and only after that I get the cumulative values for the rest of the equipment. For example 3 equipment stayed failed for the whole month (744 hours each) and 1 had 372 hours. Using this method I get 2232 for the 3 first lines and 2604 for the fourth line. Is there a way to treat tied lines?
Hello Rafael, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. Still, we're providing few of the links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic. If doesn't solves your requirements than we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful. Also, make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/ blog.enterprisedna.co/rankx-in-power-bi-developing-custom-tiebreakers/ ua-cam.com/video/HkR1JVzmvRw/v-deo.html ua-cam.com/video/1givosMLhCI/v-deo.html
Hello Tel Peres, thank You for posting your query onto our channel. Well the answer is "It Depends" about what sort of context you're supplying to the visual. If you add Customer Names in it and then drill it down it will the results on the similar lines. It's little bit difficult for us to judge and provide you with the results without looking at the data and scenario that you're trying to incorporate. You can write to us onto our Community Forum where our members as well as well experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Also we're providing some of the links below of the videos created onto the topic "Pareto Chart". Hoping you find this useful and helpful.🙂 Happy Learning!!! ua-cam.com/video/m49G3PgspLE/v-deo.html blog.enterprisedna.co/implementing-80-20-logic-in-your-power-bi-analysis/ blog.enterprisedna.co/creating-a-pareto-chart-in-power-bi-advanced-dax/ forum.enterprisedna.co/
Hello KUMMITHA VENKATA REDDY, Thank You for posting your query onto our channel. We really appreciate you taking your valuable time to post it. In this case, [Revenue] is neither a measure nor a physical column from the data table. It's a virtual column created inside the measure itself. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well. Hoping you find this useful and meets your requirements that you've been looking for.🙂 Also make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. Alongwith it, you can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Hi Sam, result is changed with columns we used to summarized "Group by function" part (column from fact table or dimension table).. how do we select accurate column?
Hello vimukthi amarasena, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful. Subscribe to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Hi, I followed the same as you but my line isn't a smooth upward curve because some of my states have the same total revenue so my line becomes horizontal on those two states, and then upwards again when the values are different. Does this make sense ?
is there a way to filter out blanks in states? for example, there may be states that have 0 revenue depending on the date filter, so if possible it should not appear in the table? @9:05
2 роки тому
Thanks for the video, Can you give me a hand? In my case I have several "state_cods" with same numbers, and the formula does not cummulate
Hello Edson Andre RF, Thank you for posting your query onto our channel. Well, firstly if there's duplication in your "States_Code" then you might have to transform your data where duplication doesn't occur or change your measure as per the scenario. It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. And so we're not in a position right now, to judge and provide any comments. And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful. Also, make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/
Great explanation Sam! I really appreciate it. However, how to manage/calculate when 2 different parameters are having the same value? In your case, it would be 2 different state codes having the exactly same Revenue. Thank you in advance! :)
Hi Ramon, for handling Duplicates you may need to add an IF statement inside the Filter condition or use RANKX to break ties. For further support, If you are a member of Enterprise DNA, please raise a new topic at forum forum.enterprisedna.co/ or explore forum for similar issues. Regards, Enterprise DNA
@@EnterpriseDNA Thanks for your great explanation, dear Sam. I faced the same problem as Ramon. I have the same values and same cumulative sum or ranks using RANKX formula for some rows or state code in your case. So, I would appreciate it if you advise me in this regard. Thanks for your support in advance!
Hello Sam! Thanks a lot for the video! I am detecting some errors in my calculations when I modify the date context. I have followed your instructions and my data model is very similar to yours. Why could this be happening? Thanks a lot for the support!
Hi Jose, it's not possible to suggest anything without looking at your data Model, Measure etc. If you are a member of Enterprise DNA, please raise a new topic at forum forum.enterprisedna.co/ or explore forum for similar issues. Regards, Enterprise DNA
How would you handle a large dataset on the X axis eg if you have 1.000 products that you want to analyze visually (without any labels on the x-axis) ?
Hello Ýmir Örn Finnbogason, thank you for posting your query onto our channel. Firstly, it wouldn't make sense to analyze the 1,000 products using "Pareto Analysis" technique. And secondly, there's a limit in Power BI which it can handle only up to specific data points. So if you're having excessive number of products in your data set than firstly group your data and than use this technique so that it'll make more sense. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you'll find this guidance useful and helpful in your analysis. Happy Learning!!! forum.enterprisedna.co/
@@EnterpriseDNA Thank you for the response. I´ve signed up for 2 courses at Enterprise DNA I have to say that they are brilliant. I´ve taken many PowerBI courses at Udemy.. your´s are so much better. Keep up the great work.
Wouldn't this fail if there is a tie in the revenue.. For example if there are two state code with same rev then it would sum up both for cumulative total and show an erroneous value... How to go about solving that issue
Hello rajes, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post. Well, in the case of tie, you can adopt the approach of tie breakers. Our experts have already created the contents based on that and we're providing a link below of those videos pertaining to that topic. For furthermore queries, you can also reach out to us onto our Enterprise DNA Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Hoping you find this useful. Also, make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Cheers, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/users/EnterpriseDNA www.linkedin.com/groups/12004506/ ua-cam.com/video/1givosMLhCI/v-deo.html ua-cam.com/video/HkR1JVzmvRw/v-deo.html
Thanks. Is there a way to replace the 'US Regions'[state_code] with the field you put on the X Axis? For example, if I drill down, the curve is updated. Or if I change the field on the X axis, it also adapts.
Hello MANUEL ALONSO TALLEDO RONDOY, thank you for posting your query onto our channel. The query is not clear to us about what you're trying to achieve or visualize here. Since it's always a little bit difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference. But one thing for sure is that you'll be required to adjust your formulas accordingly if you add or remove the particular field since there'll be changes in the evaluation context. For furthermore queries, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping you find this useful. Happy Learning!!! forum.enterprisedna.co/
Hello Vadim Ka, thank you for posting your query onto our channel. Well, if you have the same repetitive values into the data for all the data points than how can you to expect to showcase them different values for different data points. This logic itself clarifies that in order to showcase this type of result one needs to have different values over a period of time for different data points than you can showcase this type of results. Also it's always a little difficult to judge and provide the results without looking at the PBIX file and the data structure incorporated in it. We encourage you to please write back to us onto our Community Forum by providing the PBIX file for the reference along with the description of the problem that you're facing and the results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. Hoping this is helpful to you. Happy Learning!!! forum.enterprisedna.co/
Hi Sam. Was wondering if you could tell me what the [Revenue] is in your code? I am trying to replicate it myself for my specific situation and I cannot quite figure out what my data set would be related to. I try calling the header title that I think I need to to full fill this but it says it cannot find it. It is the column I used to make my measure that totals the quantities that are related.
Hi Noah, Revenue is the total income based the selections E.G. In your fact table you have a column 'Income Statement'[Value] which is the monetary value. You also would have 'Income Statement'[Type] Which you would want to filter to = "Revenues" as the column would also contain data such as “Expenses”. So the formula you would have in this example is: Financial Values = SUM('Income Statement'[Value] ) Revenues = CALCULATE( [Financial Values], 'Income Statement'[Type] = "Revenues" )
Remember the key to any solid finance reporting is ensuring you have your model set up correctly with your lookup tables and facts clearly defined. Regards, Enterprise DNA
Found this video extremely helpful. However, I am running into an issue with Metrics having the same value. Could you please provide insight? I have a column with 5 unique metrics and each has a value associated with it (see below for example): Category Value Running Total Pareto Chart % #1 9 9 26% #2 8 25 71% #3 8 25 71% #4 6 31 89% #5 4 35 100% I need to be able to show the Running Total for Category #2 is 17 (9+8) and Pareto Chart % = 49%
Do a video about Pareto Chart? We have 2000 shops/Branches have Loss/Profit of Gross sales vary from -5000000 to 4500000. I want to show bottom Branches which contributes most damage/effect on Total Sales in FY over the X-axis --- % of Shops/Branches left-Y- axis --- Gross Sales Right Y-axis --- % [Cumulative Gross Sales]/[Total Gross Sales] in line Axis I want to show bottom contributing shops/Branches.
Hello KUMMITHA VENKATA REDDY, Thank You for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well, your scenario is not clear to us here about what you're actually trying to explain. It's always a little bit difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference. And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing alongwith the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference. And by the way, we've already created the content onto the topic - "Pareto Analysis" which is available onto our UA-cam channel. We're providing few of the links of the articles from our blog posts as well as links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic. Hoping you find this useful and helpful.🙂 Also make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. Alongwith it, you can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/ ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html www.linkedin.com/groups/12004506/ blog.enterprisedna.co/creating-a-pareto-chart-in-power-bi-advanced-dax/ blog.enterprisedna.co/implementing-80-20-logic-in-your-power-bi-analysis/ ua-cam.com/video/rlUBO5qoKow/v-deo.html ua-cam.com/video/m49G3PgspLE/v-deo.html
***** Related Links *****
Implementing The Pareto (80/20) Principle in Your Power BI Analysis - blog.enterprisedna.co/impleme...
Predicting When Will Your Customers Purchase Next w/ Power BI - blog.enterprisedna.co/predict...
New Customer Analysis Using Advanced DAX - blog.enterprisedna.co/calcula...
***** Related Course Modules*****
Unique Analytical Scenarios - portal.enterprisedna.co/p/uniq...
Solving Analytical Scenarios w/Power BI & DAX - portal.enterprisedna.co/p/solv...
Budgeting and Forecasting - portal.enterprisedna.co/p/budg...
***** Related Support Forum Posts*****
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Thank you so much for your support!
I've got pretty much 0 programming skills but I've been able to do it following your tutorial and doing some small adjustments in order to make it work with my data set.
Really really really thank you man!
Hi Alessio Vicario, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
The best explanation
Thank you, simple, quick and straight forward solution.
Hi William, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!
You're ahead of the curve! No pun intended!
This video, is exactly what I was looking for. Clever thought process around it.
Hi Aaron, glad that this video is of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!
Thanks for the Video Sam! I've wanted to figure this out before but wasn't able to resolve the cumulative total with a text data type context. I really appreciate you!
That's great! Glad it was helpful
Awesome video, thank you.
Thanks for the video, Sam. I already knew how to calculate the cumulative measure, but combining RANKX and TOPN funtions, but this is easier to understand.
Glad the video helped. There are several posts in our forum on TOPN and RANKX that you might want to check out. Here is the link: forum.enterprisedna.co/t/rankx-vs-topn-what-is-the-difference/984
Really like the simplistic approach of showing what functions to use and why to use these functions. One thing I like to request on top of this is calculating what % of states comprise 80%?
Hello Rajiv Balasubramanian,
Thank You for posting your query onto our channel.
The Pareto Rule is based on the 20%-80% Rule. i.e. in this case 80% of the revenue comes from the 20% of the States. And therefore you don't have to make another calculation in order to decide what's the % of states that contribute to 80% of sales.
We're providing a link below where a query was asked onto the our Forum about how to highlight the states that contribute 80% of the Sales which comes from 20% of the States.
Hoping you find this useful and helps you to understand the concept better.🙂
Thanks and Warm Regards,
Enterprise DNA
forum.enterprisedna.co/t/pareto-chart-trying-to-color-code-it/9362/2
Thanks so much! I've been searching for a way to create a pareto chart by only using measures for like forever.
Hi Julia Oggermüller, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link: ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
Clear and helpful. Thanks so much!
Hi Sam, could you provide more in depth explanation into the logic behind how variables is affecting the results, direct or indirectly. Thanks!
Great vid. I found a Pareto plug in but it has limited formatting. I really appreciated the explanation of the math behind the line chart. I find it very odd that a Pareto chart is not native in power bi though.
Hi @peterholub7662 - we’re glad that you appreciated our content! While the Pareto plug-in is helpful, it is a bit disappointing that Power BI lacks a native Pareto chart given its wide user base. If you haven't yet, you can subscribe to our channel to see all our upcoming data skills and AI tutorials, and announcements. Cheers!
Thanks for the video
Excelent video, thanks a lot!
Very good! Grazie 1000 Sam!!!!
Hi Germano, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!
Excellent video, a question, if I wanted to group the 80% columns in a new column called OTHERS, how could I do it?
Hello juan,
It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. We encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
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Great tutorial ! I followed one of your other tutorials where you explain how display the measures on the X-axis. I tried to incoporate that solution into this pareto chart instead of using the ”state code” for example. But I recieve the error in the sumx part that a column from a calculated table cannot be referened. I have 3 measures ”Lead Time (same day)”
”Lead Time” ( 1 day)”
”Lead Time (2 day)”
That I wish to be presented on the X-axis.
Hello Oscar,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
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@@EnterpriseDNA I just now posted it on the Enterprise DNA forum and I am a subscriber to your channel. You have great content (y)
I Subscribe lol , i had the same problem to find out a context to do this excluding dates ! Great job, really
Hi Mounou Zz, glad you appreciated the video. We are so grateful to have had such positive feedback.
Hi Sam,
Thank you for this video, it was so helpful. I'd like the chart to show only the top 80% of States, for example in your dataset it would only show up to WA. When I filter on ParetoChart (States), it shows only the top 80% of the states, but the Pareto line's values change to 100% at the far right instead of 80%. Is there another way I can filter this?
Thank you,
Melissa
very clear, thanks a lot
Hi Brahim, glad you liked it. Please don't forget to share the video. Thanks!
Great vid. But is there a simpler way to achieve the chart? Dividing the sum by the total without filter? Calculate All
Hi! Good video! Thanks! I have a question! If I need to vizualise in Card number of codes which are in 80% and sales for them. So for example for 80% cumulative we have 10 codes with that sum of sales. Is it possible?
Great video, I’m trying to implement something like this, but for a hierarchical filter. I know I can use an IF statement with ISINSCOPE to get the correct level, but having trouble getting the calculation right when in the lower levels. If anyone has tips, I would appreciate.
Hello Brian Culver,
Thank You for question. We appreciate your time.
It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
Therefore, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference:
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Hi Sam, I tried using this formula but my table is changing very slowly every time i filter it by date. Any advice on this?
Hello MatBR10,
Thank You for question. We appreciate your time.
It's always a little difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference.
Therefore, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference:
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how to deal with ties, multiple rows having same Value, my data using this methoed is showing same Cumulative %age and not increasing row by row
Hello The Calculative Indian,
thank you for posting your query onto our channel.
We're providing few of the links of the articles from our blog posts as well as links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic.
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Happy Learning!!!
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blog.enterprisedna.co/rankx-in-power-bi-developing-custom-tiebreakers/
forum.enterprisedna.co/t/rank-unique-ranking-when-there-are-duplicate-values/2815
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Hi!
Thanks for a really good video!
One question though. Let say that you have a slicer on "Region" which is connected to State on the x-axis. Will that slicer filter which State that end up on the x-axis?
When I've translated your logic to my data all State's are visible on the x-axis, BUT only the ones that my slicer includes have values.
I want only the State's according to my slicer should be visible, how do I fix that?
BR Ola
Hi Sam,
Would you be willing to show how to do a dynamic quad chart using the Pareto Principle?
I'm having trouble because I have the same values for different lines in my table. I'm trying to build a pareto chart for failure times in equipment. When more than one equipment stayed failed for the whole month (744 hours of failure), all the lines that have the same amount of hours is summed and only after that I get the cumulative values for the rest of the equipment. For example 3 equipment stayed failed for the whole month (744 hours each) and 1 had 372 hours. Using this method I get 2232 for the 3 first lines and 2604 for the fourth line. Is there a way to treat tied lines?
Hello Rafael,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. Still, we're providing few of the links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic.
If doesn't solves your requirements than we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
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i have the same issue with the duplicates values 🤔🤔
What is the measure formula for [revenue] and [total revenue]?
Hello! Nice video!
It works with drill down? I mean, the Pareto keeps after drill down?
Hello Tel Peres,
thank You for posting your query onto our channel.
Well the answer is "It Depends" about what sort of context you're supplying to the visual. If you add Customer Names in it and then drill it down it will the results on the similar lines.
It's little bit difficult for us to judge and provide you with the results without looking at the data and scenario that you're trying to incorporate. You can write to us onto our Community Forum where our members as well as well experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Also we're providing some of the links below of the videos created onto the topic "Pareto Chart".
Hoping you find this useful and helpful.🙂
Happy Learning!!!
ua-cam.com/video/m49G3PgspLE/v-deo.html
blog.enterprisedna.co/implementing-80-20-logic-in-your-power-bi-analysis/
blog.enterprisedna.co/creating-a-pareto-chart-in-power-bi-advanced-dax/
forum.enterprisedna.co/
what is [Revenue] Is it column or Measure?
Hello KUMMITHA VENKATA REDDY,
Thank You for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
In this case, [Revenue] is neither a measure nor a physical column from the data table. It's a virtual column created inside the measure itself.
For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
Hoping you find this useful and meets your requirements that you've been looking for.🙂
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Thanks and Warm Regards,
Enterprise DNA
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Hi Sam,
result is changed with columns we used to summarized "Group by function" part (column from fact table or dimension table).. how do we select accurate column?
Hello vimukthi amarasena,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
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Hi, I followed the same as you but my line isn't a smooth upward curve because some of my states have the same total revenue so my line becomes horizontal on those two states, and then upwards again when the values are different. Does this make sense ?
is there a way to filter out blanks in states?
for example, there may be states that have 0 revenue depending on the date filter, so if possible it should not appear in the table? @9:05
Thanks for the video,
Can you give me a hand? In my case I have several "state_cods" with same numbers, and the formula does not cummulate
Hello Edson Andre RF,
Thank you for posting your query onto our channel.
Well, firstly if there's duplication in your "States_Code" then you might have to transform your data where duplication doesn't occur or change your measure as per the scenario. It's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference. And so we're not in a position right now, to judge and provide any comments.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
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Great explanation Sam! I really appreciate it. However, how to manage/calculate when 2 different parameters are having the same value? In your case, it would be 2 different state codes having the exactly same Revenue.
Thank you in advance! :)
Hi Ramon, for handling Duplicates you may need to add an IF statement inside the Filter condition or use RANKX to break ties.
For further support, If you are a member of Enterprise DNA, please raise a new topic at forum
forum.enterprisedna.co/ or explore forum for similar issues.
Regards,
Enterprise DNA
@@EnterpriseDNA Thanks for your great explanation, dear Sam. I faced the same problem as Ramon. I have the same values and same cumulative sum or ranks using RANKX formula for some rows or state code in your case. So, I would appreciate it if you advise me in this regard.
Thanks for your support in advance!
Hello Sam! Thanks a lot for the video! I am detecting some errors in my calculations when I modify the date context. I have followed your instructions and my data model is very similar to yours. Why could this be happening? Thanks a lot for the support!
Hi Jose, it's not possible to suggest anything without looking at your data Model, Measure etc. If you are a member of Enterprise DNA, please raise a new topic at forum
forum.enterprisedna.co/ or explore forum for similar issues.
Regards,
Enterprise DNA
How would you handle a large dataset on the X axis eg if you have 1.000 products that you want to analyze visually (without any labels on the x-axis) ?
Hello Ýmir Örn Finnbogason,
thank you for posting your query onto our channel.
Firstly, it wouldn't make sense to analyze the 1,000 products using "Pareto Analysis" technique. And secondly, there's a limit in Power BI which it can handle only up to specific data points. So if you're having excessive number of products in your data set than firstly group your data and than use this technique so that it'll make more sense.
For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Hoping you'll find this guidance useful and helpful in your analysis.
Happy Learning!!!
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@@EnterpriseDNA Thank you for the response. I´ve signed up for 2 courses at Enterprise DNA I have to say that they are brilliant. I´ve taken many PowerBI courses at Udemy.. your´s are so much better. Keep up the great work.
Wouldn't this fail if there is a tie in the revenue.. For example if there are two state code with same rev then it would sum up both for cumulative total and show an erroneous value... How to go about solving that issue
Hello rajes,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post.
Well, in the case of tie, you can adopt the approach of tie breakers. Our experts have already created the contents based on that and we're providing a link below of those videos pertaining to that topic.
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Thanks. Is there a way to replace the 'US Regions'[state_code] with the field you put on the X Axis? For example, if I drill down, the curve is updated. Or if I change the field on the X axis, it also adapts.
Hello MANUEL ALONSO TALLEDO RONDOY,
thank you for posting your query onto our channel.
The query is not clear to us about what you're trying to achieve or visualize here. Since it's always a little bit difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference. But one thing for sure is that you'll be required to adjust your formulas accordingly if you add or remove the particular field since there'll be changes in the evaluation context.
For furthermore queries, we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Hoping you find this useful.
Happy Learning!!!
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Doesn't work correctly in case data have the same values...
Hello Vadim Ka,
thank you for posting your query onto our channel.
Well, if you have the same repetitive values into the data for all the data points than how can you to expect to showcase them different values for different data points. This logic itself clarifies that in order to showcase this type of result one needs to have different values over a period of time for different data points than you can showcase this type of results.
Also it's always a little difficult to judge and provide the results without looking at the PBIX file and the data structure incorporated in it. We encourage you to please write back to us onto our Community Forum by providing the PBIX file for the reference along with the description of the problem that you're facing and the results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Hoping this is helpful to you.
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Hi Sam. Was wondering if you could tell me what the [Revenue] is in your code? I am trying to replicate it myself for my specific situation and I cannot quite figure out what my data set would be related to. I try calling the header title that I think I need to to full fill this but it says it cannot find it. It is the column I used to make my measure that totals the quantities that are related.
Hi Noah,
Revenue is the total income based the selections E.G.
In your fact table you have a column 'Income Statement'[Value] which is the monetary value.
You also would have 'Income Statement'[Type] Which you would want to filter to = "Revenues" as the column would also contain data such as “Expenses”.
So the formula you would have in this example is:
Financial Values = SUM('Income Statement'[Value] )
Revenues =
CALCULATE( [Financial Values], 'Income Statement'[Type] = "Revenues" )
Remember the key to any solid finance reporting is ensuring you have your model set up correctly with your lookup tables and facts clearly defined.
Regards,
Enterprise DNA
Found this video extremely helpful. However, I am running into an issue with Metrics having the same value. Could you please provide insight? I have a column with 5 unique metrics and each has a value associated with it (see below for example):
Category Value Running Total Pareto Chart %
#1 9 9 26%
#2 8 25 71%
#3 8 25 71%
#4 6 31 89%
#5 4 35 100%
I need to be able to show the Running Total for Category #2 is 17 (9+8) and Pareto Chart % = 49%
Do a video about Pareto Chart?
We have 2000 shops/Branches have Loss/Profit of Gross sales vary from -5000000 to 4500000. I want to show bottom Branches which contributes most damage/effect on Total Sales in FY over the
X-axis --- % of Shops/Branches
left-Y- axis --- Gross Sales
Right Y-axis --- % [Cumulative Gross Sales]/[Total Gross Sales] in line Axis
I want to show bottom contributing shops/Branches.
Hello KUMMITHA VENKATA REDDY,
Thank You for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well, your scenario is not clear to us here about what you're actually trying to explain. It's always a little bit difficult to judge and provide the results pertaining to the optimization without looking at the data structure, model and working of the PBIX file for the reference.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing alongwith the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
And by the way, we've already created the content onto the topic - "Pareto Analysis" which is available onto our UA-cam channel. We're providing few of the links of the articles from our blog posts as well as links of the videos from our Enterprise DNA UA-cam channel pertaining to this topic.
Hoping you find this useful and helpful.🙂
Also make sure that you're subscribed to our UA-cam channel so that you don't miss out on any updates pertaining to the Power BI. Alongwith it, you can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes.
Happy Learning!!!
Thanks and Warm Regards,
Enterprise DNA
forum.enterprisedna.co/
ua-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
www.linkedin.com/groups/12004506/
blog.enterprisedna.co/creating-a-pareto-chart-in-power-bi-advanced-dax/
blog.enterprisedna.co/implementing-80-20-logic-in-your-power-bi-analysis/
ua-cam.com/video/rlUBO5qoKow/v-deo.html
ua-cam.com/video/m49G3PgspLE/v-deo.html