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I'm working on a query to identify accounts that have not submitted another form so that we can contact them and either deactivate the account or have them submit a new form for approval. This is a sample of the data I'm working with. The AccountID comes from the Accounts table and the FormID and form information from the Form table.
AccountID | FormID | Form Submitted On | Form Status |
C222333 | F45645634 | 12-Apr-21 | Processed |
C222333 | F79230488 | 10-Apr-22 | Pending |
C455345 | F89494345 | 21-Jun-21 | Processed |
C455345 | F73423060 | 15-Jun-22 | Pending |
C783434 | F56943005 | 21-Oct-21 | Processed |
C543405 | F34549545 | 01-Aug-21 | Processed |
C093943 | F23435923 | 15-Mar-21 | Processed |
C093943 | F80349559 | 18-Apr-22 | Pending |
My initial approach was to create a measure to count how many forms each account has submitted and filtering for those that have only submitted 1 form, I want to see when they submitted it and what the status is. I used this measure for the count:
But when I try to see the Status and submitted date of these applications this is what I get
AccountID | Number of Forms submitted | Form Submitted On | Form Status |
C222333 | 1 | 12-Apr-21 | Processed |
C222333 | 1 | 10-Apr-22 | Pending |
C455345 | 1 | 21-Jun-21 | Processed |
C455345 | 1 | 15-Jun-22 | Pending |
C783434 | 1 | 21-Oct-21 | Processed |
C543405 | 1 | 01-Aug-21 | Processed |
C093943 | 1 | 15-Mar-21 | Processed |
C093943 | 1 | 18-Apr-22 | Pending |
Which is not correct because only accounts C783434 and C543405 have 1 form. So the desired state would be
AccountID | Number of Forms submitted | Form Submitted On | Form Status |
C783434 | 1 | 21-Oct-21 | Processed |
C543405 | 1 | 01-Aug-21 | Processed |
I've found that when I remove the submitted on and Form Status fields, then the data looks like it should and the counts are accurate, but when I add either of these two fields it shows all the accounts with the forms submitted as 1. I'm sure there's something wrong with my measure, I'd really appreciate some guidance on getting the desired result.
Solved! Go to Solution.
The columns you add into the table visual from the Forms table are acting as filters, so only one form is visible at a time. Try
Number of Forms submitted =
CALCULATE (
COUNT ( Formtable[FormID] ),
ALLEXCEPT ( Accounts, Accounts[AccountID] )
)
If you know that there will be only 1 entry per form in the Forms table then COUNTROWS(Formtable) would be better than the current COUNT.
The columns you add into the table visual from the Forms table are acting as filters, so only one form is visible at a time. Try
Number of Forms submitted =
CALCULATE (
COUNT ( Formtable[FormID] ),
ALLEXCEPT ( Accounts, Accounts[AccountID] )
)
If you know that there will be only 1 entry per form in the Forms table then COUNTROWS(Formtable) would be better than the current COUNT.
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