排除行并创建排名

Question

我正在尝试创建一个仅对具有特定值的行进行排名的排名。我创建了一个名为“RankingTop”的列，该列按 ReportType 和 ReportDate 排名。所以有2个单独的排名。我正在尝试仅为具有 isCurrent =“no”的行创建排名。这是我现在拥有的代码和数据集以及我想要实现的目标。如果可能，请告诉我。或者我可以在 PowerQuery 中执行此操作吗？

RankingTop = RANKX (
FILTER(
    Table,
    Table[ReportType]
        = EARLIER(Table[ReportType])
)
, Table[ReportDate]
,
, DESC
)

当前数据集

| ReportType | ReportDate | RankingTop | MonthYear | isCurrent |
|------------|------------|------------|-----------|-----------|
| Weekly     | 12/27/2021 | 1          | Dec-21    | no        |
| Weekly     | 12/20/2021 | 2          | Dec-21    | no        |
| Weekly     | 12/13/2021 | 3          | Dec-21    | no        |
| Weekly     | 12/6/2021  | 4          | Dec-21    | no        |
| Weekly     | 11/29/2021 | 5          | Nov-21    | no        |
| Weekly     | 11/22/2021 | 6          | Nov-21    | no        |
| Weekly     | 11/15/2021 | 7          | Nov-21    | no        |
| Weekly     | 11/8/2021  | 8          | Nov-21    | no        |
| Weekly     | 11/1/2021  | 9          | Nov-21    | no        |
| Monthly    | 7/1/2021   | 7          | Jul-21    | no        |
| Monthly    | 8/1/2021   | 6          | Aug-21    | no        |
| Monthly    | 9/1/2021   | 5          | Sep-21    | no        |
| Monthly    | 10/1/2021  | 4          | Oct-21    | no        |
| Monthly    | 11/1/2021  | 3          | Nov-21    | no        |
| Monthly    | 12/1/2021  | 2          | Dec-21    | no        |
| Monthly    | 1/1/2022   | 1          | Jan-22    | yes       |

我想要达到的目标

| ReportType | ReportDate | RankingTop | MonthYear | isCurrent |
|------------|------------|------------|-----------|-----------|
| Weekly     | 12/27/2021 | 1          | Dec-21    | no        |
| Weekly     | 12/20/2021 | 2          | Dec-21    | no        |
| Weekly     | 12/13/2021 | 3          | Dec-21    | no        |
| Weekly     | 12/6/2021  | 4          | Dec-21    | no        |
| Weekly     | 11/29/2021 | 5          | Nov-21    | no        |
| Weekly     | 11/22/2021 | 6          | Nov-21    | no        |
| Weekly     | 11/15/2021 | 7          | Nov-21    | no        |
| Weekly     | 11/8/2021  | 8          | Nov-21    | no        |
| Weekly     | 11/1/2021  | 9          | Nov-21    | no        |
| Monthly    | 7/1/2021   | 6          | Jul-21    | no        |
| Monthly    | 8/1/2021   | 5          | Aug-21    | no        |
| Monthly    | 9/1/2021   | 4          | Sep-21    | no        |
| Monthly    | 10/1/2021  | 3          | Oct-21    | no        |
| Monthly    | 11/1/2021  | 2          | Nov-21    | no        |
| Monthly    | 12/1/2021  | 1          | Dec-21    | no        |
| Monthly    | 1/1/2022   |            | Jan-22    | yes       |

Answer 1

如果 isCurrent = "yes"，您可以将计算列调整为 return BLANK，并过滤 isCurrent 以及 ReportType:

RankingTop = 
    IF ( 
        'Table'[isCurrent] = "yes",
        BLANK(),
        RANKX (
            FILTER(
                'Table',
                'Table'[ReportType] = EARLIER ( 'Table'[ReportType] ) && 
                'Table'[isCurrent] <> "yes"
            ), 
            'Table'[ReportDate],
            ,
            DESC
        )
    )

Answer 2

在 Power Query 中，创建“排名”的一种方法是对列表进行排序，然后添加索引列。

如果我正确理解你的问题，我们需要：

按报告类型分组
每个组（我为此使用了自定义函数，但您可以在主代码中包含）
- 按降序排列 table 日期
- 向该子项添加一个索引列table
- 为 sorting/add 索引列使用过滤 table 创建第二个 table
然后使用日期作为关键字加入tables
最后重新排序回原来的顺序
我还添加了 Month/Year 列并按照您在所需输出中显示的顺序排列顺序 table

详情请阅读M-Code中的注释在这种情况下，我只从三列开始：ReportType、ReportDate 和 isCurrent

原始数据

自定义函数
将代码粘贴到 BlankQuery 中并将其重命名 fnRank

(t as table, col as text)=>
let 
    sortedTable = Table.Sort(t,{col, Order.Descending}),
    addRank = Table.AddIndexColumn(sortedTable,"Rank",1,1,Int64.Type)
in addRank

M码

let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{
        {"ReportType", type text}, 
        {"ReportDate", type date}, 
        {"isCurrent", type text}
            }),

//add index to preserve original date order
    #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 0, 1, Int64.Type),

//group by ReportType, sort and add index column for the ranking
    #"Grouped Rows" = Table.Group(#"Added Index", {"ReportType"}, {
        {"rank", each fnRank(_,"ReportDate"), type table},

//filter with parameter isCurrent=No
        {"rank2", each fnRank(Table.SelectRows(_,each [isCurrent]="no"), "ReportDate"), type table}
        }),

//join the two tables with the regular and filtered rank
    #"Added Custom" = Table.AddColumn(#"Grouped Rows", "joinRanks", 
        each Table.NestedJoin([rank],"ReportDate",[rank2],"ReportDate","ranks",JoinKind.LeftOuter)),

//remove unneeded columns and expand the join
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"rank", "rank2"}),
    #"Expanded joinRanks" = Table.ExpandTableColumn(#"Removed Columns", "joinRanks", 
        {"ReportDate", "isCurrent", "Index", "Rank", "ranks"}, {"ReportDate", "isCurrent", "Index", "RankingTop", "ranks"}),
    #"Changed Type1" = Table.TransformColumnTypes(#"Expanded joinRanks",{
        {"ReportDate", type date}, {"isCurrent", type text}, {"Index", Int64.Type}, {"RankingTop", Int64.Type}}),

//add a column to extract the filtered rank
//then remove the table column
    #"Added Custom1" = Table.AddColumn(#"Changed Type1", "RankingTopNo", 
        each try Table.SelectColumns([ranks],"Rank")[Rank]{0} otherwise null, Int64.Type),
    #"Removed Columns1" = Table.RemoveColumns(#"Added Custom1",{"ranks"}),

//Sort back to the original order using Index column
//then remove the Index Column
    #"Sorted Rows" = Table.Sort(#"Removed Columns1",{{"Index", Order.Ascending}}),
    #"Removed Columns2" = Table.RemoveColumns(#"Sorted Rows",{"Index"}),

//add MonthYear column as text
    #"Added Custom2" = Table.AddColumn(#"Removed Columns2", "MonthYear", 
        each Date.ToText([ReportDate],"MMM-yy"), type text),
    #"Reordered Columns" = Table.ReorderColumns(#"Added Custom2",{"ReportType", "ReportDate", "RankingTop", "RankingTopNo", "MonthYear", "isCurrent"})
in
    #"Reordered Columns"

结果>

Answer 3

另一个 Power Query 选项：

let
    Source = Table.TransformColumnTypes(Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("fdDBCoAgEATQf9mzoLtR6kd07iAehaDQQ138+6xugnPb4TEwbAi0pXSclRSxaLFajHALuVBUHRqAPAFchsZaPEIByDNAh4qdrSXf+4cWmAPmgbFBiNa8bx3jb9LOmi6K8QE=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ReportType = _t, ReportDate = _t, isCurrent = _t]),{{"ReportDate", type date}}, "en-US"),
    #"Added Sort" = Table.AddIndexColumn(Source, "Original Sort", 1, 1, Int64.Type),
    #"Created Partitions" = Table.Group(#"Added Sort", {"ReportType", "isCurrent"}, {{"Data", each _, type table}}),
    fnRank = (MyTable as table) =>
    let
        #"Sorted Rows" = Table.Sort(MyTable,{{"ReportDate", Order.Descending}}),
        #"Added Index" = if #"Sorted Rows"[isCurrent]{0} = "no" then Table.AddIndexColumn(#"Sorted Rows", "Rank", 1, 1, Int64.Type) else #"Sorted Rows"
    in
        #"Added Index",
    #"Augmented Partitions" = Table.AddColumn(#"Created Partitions", "RankedData", each fnRank([Data]), type table),
    #"Combined Partitions" = Table.Combine(#"Augmented Partitions"[RankedData]),
    #"Sorted Rows" = Table.Sort(#"Combined Partitions",{{"Original Sort", Order.Ascending}}),
    #"Removed Columns" = Table.RemoveColumns(#"Sorted Rows",{"Original Sort"})
in
    #"Removed Columns"

输入：

输出：

排除行并创建排名

Excluding rows and create rank

dax

powerquery

powerbi