Allocation Calculation in Power BI

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  • เผยแพร่เมื่อ 3 ธ.ค. 2020
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ความคิดเห็น • 24

  • @mueez89
    @mueez89 2 ปีที่แล้ว

    Great video! Great explanation!

  • @lenzypetty1097
    @lenzypetty1097 3 ปีที่แล้ว +1

    Excellent...very well explained! I see several advantages of your process over my Power Query (PQ) based allocation strategies. I typically do more of the allocation work in Power Query, which does involve adding more columns in Power Query, so dataset becomes bigger, but fewer dax calcs and relationships to build in Power BI report. And using PQ also requires using Dax Summarize in some instances due to aggregations in PQ. And finally, doing a lot more of the work in PQ can also limit the ability to benefit from many great Power BI AI features, since PQ data calcs and aggregations would adversely effect the Power BI logic capabilities. So, I see a lot of potential benefits of your approach over doing building the bulk of the allocation process in Power Query. Thanks for sharing.

    • @GoodlyChandeep
      @GoodlyChandeep  3 ปีที่แล้ว

      I generally use Dax for all calculations.
      I get the speed and agility by using Dax over Power Query

  • @elainelam6883
    @elainelam6883 3 ปีที่แล้ว

    After taking your DAX course, the concept you introduce in TH-cam can be understood fast and easily, Thanks Chandeep!

    • @GoodlyChandeep
      @GoodlyChandeep  3 ปีที่แล้ว

      Thanks Elaine..I am glad I could help. Let me know if you have questions

  • @vineetyoutubr5
    @vineetyoutubr5 2 ปีที่แล้ว

    Very helpful, thank you, Chandeep :)

  • @danthompson8309
    @danthompson8309 2 ปีที่แล้ว

    Thank you so much for the walkthrough. What do think about creating a variable with the cost table and adding a column their instead of the physical table?

  • @FullMoonHatch
    @FullMoonHatch ปีที่แล้ว

    Thanks! This was helpful!

  • @wayneedmondson1065
    @wayneedmondson1065 3 ปีที่แล้ว

    Excellent Chandeep! More great content from Goodly. Thanks for sharing :)) Thumbs up!!

  • @Amez120293
    @Amez120293 3 ปีที่แล้ว

    Very well explained, great video!

  • @avilpinto1818
    @avilpinto1818 3 ปีที่แล้ว

    Excellent buddy

  • @sravankumar1767
    @sravankumar1767 3 ปีที่แล้ว

    well Explained

  • @efthimiosspiridopoulos9531
    @efthimiosspiridopoulos9531 3 ปีที่แล้ว

    What a great method... Thank you, helped a LOT.
    What if though (appart from allocating category-specific spend) I need to additionaly allocate general-type spending like rent lets say. That should be allocated accross all sales lines. How should I adjust your method?

  • @prudhvireddy5629
    @prudhvireddy5629 3 ปีที่แล้ว

    👌

  • @filipwinski4219
    @filipwinski4219 3 ปีที่แล้ว

    Hello, Great Video. When it comes to DAX efficiency: Could using a variable (VAR) in the cost allocating calculation have similar impact on performance as helper calculation column?

    • @GoodlyChandeep
      @GoodlyChandeep  3 ปีที่แล้ว

      Thanks Filip!
      The VAR would still be created in each row of the Sales Table... I suspect that it won't have an impact.

  • @manuelchicoma5378
    @manuelchicoma5378 7 วันที่ผ่านมา

    Hello Chandeep, thanks for this excellent video, I have a doubt hope you can support me. I have a question, how do you handle it if I have a cost that I need to allocate to all product (also to categories) additional to the costs defined for each category?
    Greetings from Lima, Peru

  • @lionels839
    @lionels839 ปีที่แล้ว

    You browse the entire YT ecosystem to find a solution and after trial and mostly errors you remember good old Goodly and suddenly the problem is solved! I made a slight variation by adding the concat column of the cost table in power query to follow best practice…

    • @lionels839
      @lionels839 ปีที่แล้ว

      Hey Chandeep
      What if I want the allocation to avoid allocating to the entire year in the case I report in a current year (2023 for instance)?

  • @lauricevillarino8713
    @lauricevillarino8713 3 ปีที่แล้ว

    Awesome video!!
    Is it possible to allocate a variable number based on sales contribution? Unlike here where the cost is in a separate table.
    e.g. User will input the TARGET VALUE then the measure will distribute that X value based on share.
    Thank you so much!! :)

    • @GoodlyChandeep
      @GoodlyChandeep  3 ปีที่แล้ว

      The input values can be driven from an Excel file or the enter data option. There isn't a way to type data in PowerBI