Parent-Child Hierarchies with multiple parents in Power BI with Power Query

I’ve written about a method to dynamically flatten parent-child-hierarchies also with multiple parents some while ago here. I’ve actually used this approach for Bill-of-materials cases and refined that approach in a series starting here. There, the quantities are aggregated in M already, as they are not supposed to change. But if one wants to use the hierarchical structure to report on transaction tables where several filters shall be applied, one has to adjust the data model a bit:

DimNodes

If you have parent-child-hierarchy with multiple parents, my function will a table like below, where the children with multiple parents still reside in different rows:

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Date.DatesBetween to retrieve dates between 2 dates in Power BI and Power Query

Today I’m sharing a handy function with you that allows you to retrieve all or just a couple of dates between 2 given dates: Date.DatesBetween.

Usage

This function takes 3 parameters:

  1. From- or Start-date
  2. To- or End-date
  3. A selection of ONE of these intervals: Year, Quarter, Month, Week or Day

All dates will be created at the end of the chosen interval: So if you want to analyse events with a duration for example, where you want to transform your data to show one day per (monthly) event, this function generates month-end-dates for every month within the timespan. Please not that if the To-/End-date is within a month, the last element of the list will NOT be that day, but the day of the end of that month.

The default-value for the 3rd parameter is “Day”, so if you omit the specification, the function will return a list of all days in between.

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Right Aligning Text in Power BI: Format Improvements for Easy Profit&Loss Reports

Edit 14-Dec-2017: Now that we can right-align text measures in PowerBI, a SWITCH-measure like here: http://www.thebiccountant.com/2017/04/24/kpis-in-easy-profit-and-loss-for-powerbi/#comment-719 is the best alternative in my eyes. No need to read on 🙂

As shown in my last part of the Easy P&L-series, Power BI unfortunately still lacks some fundamental formatting options like:

  1. Right aligning text (please vote for it here: Right align text in Power BI – edit 15th Nov: We’re there: Right aligning text is available now: https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-november-2017-feature-summary/)
  2. Display numbers in different formats within one column (either to be implemented as a “neutral” format for Switch-measures, where the referenced measures carry the formatting attributes already, or as a part of a formula-based conditional formatting) (Thanks Matt for the voting-link: Conditional format SWITCH measure)

So for the moment I choose between the following workaround-options:

  1. Display %-values in a separate column
  2. Format numbers as text and fill up with spaces so that all end up right aligned
  3. See the suggestion from Matt Allington in the comments below (very nice)

Right aligning text or percentage figure in new column

For both options the preparations are the same:

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How to open a complex JSON record in Power BI and Power Query

Today I’ll show you a very useful technique how to deal with a JSON record that contains a wild mixture of different elements like this:

If you click on one of the expandable elements, their content will be shown, but you’ll loose all the “surrounding” information (metadata) that is visible now. This is often an issue, regardless if you want to create multiple tables from it to build a star-schema or just need a handful of fields or a denormalized table. But with a little help from M, you’re good to go:

Table.FromRecords( { MyJsonRecord } )

Will returns this:

With this move, every expansion of one of the expandable elements will keep the existing data in place:

Create one big flat table

Simply expand one element after each other to create a denormalized table

Create star schema

For multiple tables, keep this query and reference it to create you (sub-)tables. Always keep the Id-column as the key (!) to combine all the tables in your data model later. (Provided you use this in a function for multiple entities/series)

Best is to play with it, so just past this code into the advanced editor:

 

If your JSON-record has a different structure with “just” header and data in different fields, this technique will be more suitable for you: http://www.thebiccountant.com/2016/04/23/universal-json-opener-for-quandl/

Enjoy & stay queryious 🙂

Bill of Material (BOM) Explosion Part2: Costing in Excel and PowerBI

Following up on the BOM-explosion: A comment reminded me that I had missed to present the costing techniques to calculate the total costs of each (sub)-product.

Reversing the aggregation direction

What I had shown is how to “aggregate” from parent down to child-level to retrieve the total quantity of each component within a BOM (“How many of each (sub-) components do we have to order (or build) for that bike?”) (1).

Now we reverse the aggregation direction and aggregate the total (!) quantities back up to the parents (2).

And, as this doesn’t make too much sense in an economical way, the second aggregation will be their prices (3). This will give us the sum of all part-costs (“How much will the order of all the parts cost us?”). This is also very useful for planning purposes or reconciliation of prices for intermediate products with your master data.

And if your model holds sales-data as well, you can calculate the totals costs of your total sales within each period. (4)

VAR 1: Using classical hierarchies

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KPIs in Easy Profit and Loss for PowerBI

Welcome to the last part of my Easy Profit & Loss series where I will cover KPIs in rows & columns:

1) KPIs in columns

Show all your figures as a percent of turnover for example: Nice & easy: Divide current figure by the total sum of turnover:

Turnover% =
ABS (
    DIVIDE (
[ActSign],
        CALCULATE (
[ActSign],
            FILTER (
                ALL ( IndividualAccountsLayout ),
IndividualAccountsLayout[Description in Report] = “Income”
            )
        )
    )
)
DAX Formatter by SQLBI

We need to leave the current row context to retrieve the turnover-value in each row, therefore the ALL.

2) KPIs in rows

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