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I could use some help with designing a chart that is a manual build in excel daily. Transparently, I am a sales operations leader in an organization that does not have a BI team focused on data design/modeling. This means that I am pulling SFDC reports into PowerBI and building out my own visuals.
The visual ask is to show a combo chart that shows a stacked bar with Active and inactive customers and a line chart of % active. I am struggling creating this since I would be comparing a cumulative count of "activated" accounts vs. a given time frame of "Active" account. Below is the excel image.
hi @SalesOps2BI
try to provide some sample data and you will get a solution much quicker.
Cases Number | Case Date | Quarter of First Case Date | Quarter of Case Date | Month of Case Date | Account Name | First Case Date |
C-8760902 | 9/22/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 1 | 9/22/2022 |
C-8761013 | 9/21/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 2 | 9/21/2022 |
C-8761013 | 9/21/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 2 | 9/21/2022 |
C-8761050 | 9/21/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 3 | 9/21/2022 |
C-8762558 | 9/27/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 3 | 9/21/2022 |
C-8765371 | 9/21/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 4 | 9/21/2022 |
C-8765436 | 9/28/2022 | 2022 Q3 | 2022 Q3 | 22-Sep | Account 4 | 9/21/2022 |
C-8765771 | 10/10/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 1 | 9/22/2022 |
C-8765944 | 10/11/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 3 | 9/21/2022 |
C-8766757 | 10/13/2022 | 2022 Q4 | 2022 Q4 | 22-Oct | Account 5 | 10/13/2022 |
C-8766816 | 11/1/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 5 | 10/13/2022 |
C-8767132 | 10/12/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 4 | 9/21/2022 |
C-8767256 | 10/12/2022 | 2022 Q4 | 2022 Q4 | 22-Oct | Account 6 | 10/12/2022 |
C-8768919 | 10/26/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 3 | 9/21/2022 |
C-8769256 | 10/24/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 3 | 9/21/2022 |
C-8769256 | 10/24/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 3 | 9/21/2022 |
C-8769269 | 10/24/2022 | 2022 Q4 | 2022 Q4 | 22-Oct | Account 7 | 10/24/2022 |
C-8769953 | 10/26/2022 | 2022 Q4 | 2022 Q4 | 22-Oct | Account 7 | 10/24/2022 |
C-8770214 | 11/1/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 8 | 11/1/2022 |
C-8770391 | 11/22/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 7 | 10/24/2022 |
C-8770424 | 12/23/2022 | 2022 Q4 | 2022 Q4 | 22-Dec | Account 7 | 10/24/2022 |
C-8770953 | 12/15/2022 | 2022 Q4 | 2022 Q4 | 22-Dec | Account 5 | 10/13/2022 |
C-8770953 | 12/15/2022 | 2022 Q4 | 2022 Q4 | 22-Dec | Account 5 | 10/13/2022 |
C-8770953 | 12/15/2022 | 2022 Q4 | 2022 Q4 | 22-Dec | Account 5 | 10/13/2022 |
C-8770953 | 12/15/2022 | 2022 Q4 | 2022 Q4 | 22-Dec | Account 5 | 10/13/2022 |
C-8771330 | 10/27/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 4 | 9/21/2022 |
C-8771348 | 10/28/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 4 | 9/21/2022 |
C-8771348 | 10/28/2022 | 2022 Q3 | 2022 Q4 | 22-Oct | Account 4 | 9/21/2022 |
C-8772052 | 10/31/2022 | 2022 Q4 | 2022 Q4 | 22-Oct | Account 9 | 10/31/2022 |
C-8772452 | 11/3/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 10 | 11/3/2022 |
C-8772452 | 11/3/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 10 | 11/3/2022 |
C-8772620 | 11/4/2022 | 2022 Q4 | 2022 Q4 | 22-Nov | Account 7 | 10/24/2022 |
C-8772916 | 11/9/2022 | 2022 Q3 | 2022 Q4 | 22-Nov | Account 4 | 9/21/2022 |
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