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Noak's avatar
Noak
Icon for Helper IV rankHelper IV
9 years ago
Solved

CRM DB

Hi,

now my team is working on new project for the CRM SW CS Team.

I realy need your help guys:

1. I would like to present in trend graph all cases created in certain month V closed cases at that month. how can i do it?

example: open case at 1.1.16 it was closed at the 3.1.16 the case status is now(january) closed - but it was also created in january.

 

2. once a case is closed its changes its status from open to closed -  I would like to have a possability to go back in time and see relevant case staus to that time for example:

for the 4th of january case number 123 status is closed, it was created in 1,12,16 . if i fillter by time and i look at december the case status should change back to open.

 

any ideas? need to finish this report ASAP.

 

now it looks like this:

 

 

 

 

 

 

12 Replies

  • Hi,

    now my team is working on new project for the CRM SW CS Team.

    need you help:

    1. I would like to present in trend graph all cases created in certain month V closed cases at that month. how can i do it?

    example: open case at 1.1.16 it was closed at the 3.1.16 the case status is now(january) closed - but it was also created in january.

     

    2. once a case is closed its changes its status from open to closed -  I would like to have a possability to go back in time and see relevant case staus to that time for example:

    for the 4th of january case number 123 status is closed, it was created in 1,12,16 . if i fillter by time and i look at december the case status should change back to open.

     

    any ideas? need to finish this report ASAP.

     

    now it looks like this:

     

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Noak,

    Could you please post sample data from your tables so that we can provide you detailed DAX formulas?

    In your scenario, you would need to create measures using COUNTROWS() function to calculate opened case count and closed case count. Then create a Line chart by dragging the measures into Values section and dragging Monthname field of your calendar table to Axis.

    In addition, to filter your cases by time, you may need to create a calculate column to check the status of cases.

    You can check the following similar blogs about how to calculate open cases.

    https://blog.crossjoin.co.uk/2011/11/10/solving-the-events-in-progress-problem-in-dax-v2-0/
    https://www.powerpivotpro.com/2013/04/counting-active-rows-in-a-time-period-guest-post-from-chris-campbell/

    Thanks,
    Lydia Zhang

    • Noak's avatar
      Noak
      Icon for Helper IV rankHelper IV

      Hi Anonymous

      thank you for your replay, still stuck with this features. heres a screenshot of the data:

      1. Right now if I look at the data all the open cases i see are relevant to Current time - NOW!, I want to see what was in the past I mean If CS SW Person opened 34 cases in October I want to see it with the status "Open" even if I look now i'll see only 4 open cases from October. 

      2. I want to have graph shows all created cases in a certain month V closed cases how can I do it?.

       

       

      this images relevant to 1:

       

       

      This Images relevant to 2:

       

      BR,

      Noa.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi Noak,

        The above graphs are your expected result, right? Could you please post sample data of your tables?

        Thanks,
        Lydia Zhang