Countrows of all customer appointments using the contract start and end date from different table.

Anonymous — Sat, 15 Jun 2024 15:56:09 GMT

Dear all,
My first post on the forum, so I hope I manage to get my question across.
I'd like to calculate the number of appointments each customer makes within their contract.

I've got two tables T_Appointments and T_Contracts, which are related through a customer table (T_Customer with unique customer numbers, not shown).

T_Appointments

Date_a	Customer_id	Type_a
15-06-2023	123	call
16-06-2023	123	visit
17-06-2023	402	call
19-06-2023	123	call
15-01-2024	402	call
20-01-2024	683	visit
12-02-2024	123	call
15-03-2024	123	call
06-04-2024	123	visit

T_Contracts (Contract details)

Customer_id	Contract_id	Contract_start	Contract_end
123	125	01-01-2014	01-01-2015
123	357	15-06-2023	15-08-2023
123	915	01-01-2024	15-06-2024
402	471	01-01-2024	15-06-2024
683	120	01-01-2014	01-01-2015
683	472	01-01-2024	01-01-2025

-----------------------------------------------------------------------------------------------------------
To answer my question I tried to make a measure that would return:

Contract_id	Appointment count
125	0
357	3
915	2
471	1
120	0
472	1

Or alternatively, create a new column in table_a that contains the contract_id corresponding to the customer and the date.

Date_a	Customer_id	Type_a	Contract_id
15-06-2023	123	call	357
16-06-2023	123	visit	357
17-06-2023	402	call	null

The closest I could get was calculating the number of appointments for the the last contract.
contract_appointment_count = SUMX(SUMMARIZE('T_customer','T_customer'[Customer_id],"_1",COUNTX(FILTER('T_Appointment','T_appointment'[Date_a] >= MAX(T_Contracts[Contract_start]) && 'T_Appointment','T_appointment'[Date_a] <= MAX(T_Contracts[Contract_end])),'Table_a'[customer_id])),[_1])

Thanks!
Roos

Re: Countrows of all customer appointments using the contract start and end date from different table.

Anonymous — Thu, 20 Jun 2024 01:17:24 GMT

Hi Anonymous ,

Based on my testing, please try the following methods again:

1.Create the simple tables.

2.Create the new measure to count rows.

Appointment_Count = VAR _filter = SELECTCOLUMNS(FILTER(CROSSJOIN(ALLSELECTED('T_Appointments'),ALLSELECTED('T_Contracts')),'T_Contracts'[Contract_start]<='T_Appointments'[Date_a]&&'T_Contracts'[Contract_end]>='T_Appointments'[Date_a]&&'T_Appointments'[Customer_id]='T_Contracts'[Customer_id]),"_CustomID",'T_Appointments'[Customer_id],"_contactID",'T_Contracts'[Contract_id]) RETURN COUNTX(FILTER(_filter,[_contactID] = MAX('T_Contracts'[Contract_id])),[_contactID]) + 0

3.Drag the measure into the table visual. The result is shown below.

Best Regards,

Wisdom Wu

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Countrows of all customer appointments using the contract start and end date from different table.

Re: Countrows of all customer appointments using the contract start and end date from different table.