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SalesOps2BI
Frequent Visitor

Active vs. Inactive and % of active over a time period

‎08-24-2023 10:35 AM

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. 

 

SalesOps2BI_0-1692898460379.png

 

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FreemanZ
Super User
Super User

‎08-24-2023 07:15 PM

hi @SalesOps2BI 

try to provide some sample data and you will get a solution much quicker. 

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SalesOps2BI
Frequent Visitor
In response to FreemanZ

‎08-28-2023 06:40 AM
Cases NumberCase DateQuarter of First Case DateQuarter of Case DateMonth of Case DateAccount NameFirst Case Date
C-87609029/22/20222022 Q32022 Q322-SepAccount 19/22/2022
C-87610139/21/20222022 Q32022 Q322-SepAccount 29/21/2022
C-87610139/21/20222022 Q32022 Q322-SepAccount 29/21/2022
C-87610509/21/20222022 Q32022 Q322-SepAccount 39/21/2022
C-87625589/27/20222022 Q32022 Q322-SepAccount 39/21/2022
C-87653719/21/20222022 Q32022 Q322-SepAccount 49/21/2022
C-87654369/28/20222022 Q32022 Q322-SepAccount 49/21/2022
C-876577110/10/20222022 Q32022 Q422-OctAccount 19/22/2022
C-876594410/11/20222022 Q32022 Q422-OctAccount 39/21/2022
C-876675710/13/20222022 Q42022 Q422-OctAccount 510/13/2022
C-876681611/1/20222022 Q42022 Q422-NovAccount 510/13/2022
C-876713210/12/20222022 Q32022 Q422-OctAccount 49/21/2022
C-876725610/12/20222022 Q42022 Q422-OctAccount 610/12/2022
C-876891910/26/20222022 Q32022 Q422-OctAccount 39/21/2022
C-876925610/24/20222022 Q32022 Q422-OctAccount 39/21/2022
C-876925610/24/20222022 Q32022 Q422-OctAccount 39/21/2022
C-876926910/24/20222022 Q42022 Q422-OctAccount 710/24/2022
C-876995310/26/20222022 Q42022 Q422-OctAccount 710/24/2022
C-877021411/1/20222022 Q42022 Q422-NovAccount 811/1/2022
C-877039111/22/20222022 Q42022 Q422-NovAccount 710/24/2022
C-877042412/23/20222022 Q42022 Q422-DecAccount 710/24/2022
C-877095312/15/20222022 Q42022 Q422-DecAccount 510/13/2022
C-877095312/15/20222022 Q42022 Q422-DecAccount 510/13/2022
C-877095312/15/20222022 Q42022 Q422-DecAccount 510/13/2022
C-877095312/15/20222022 Q42022 Q422-DecAccount 510/13/2022
C-877133010/27/20222022 Q32022 Q422-OctAccount 49/21/2022
C-877134810/28/20222022 Q32022 Q422-OctAccount 49/21/2022
C-877134810/28/20222022 Q32022 Q422-OctAccount 49/21/2022
C-877205210/31/20222022 Q42022 Q422-OctAccount 910/31/2022
C-877245211/3/20222022 Q42022 Q422-NovAccount 1011/3/2022
C-877245211/3/20222022 Q42022 Q422-NovAccount 1011/3/2022
C-877262011/4/20222022 Q42022 Q422-NovAccount 710/24/2022
C-877291611/9/20222022 Q32022 Q422-NovAccount 49/21/2022

 

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