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Our sales team have lots of sales plans. To identify open plans I created a measure to evalute for a null or future end date.
I then want to list out each sales team member and a count of their open plans.
However, when I add the measure to the table visual a "count" is not an option.
Where have I gone wrong and how can I produce a count?
Measure:
Sales Person | Plan ID | Plan End Date |
Jane | 1 | |
Jane | 2 | 5/1/2024 |
Bob | 3 |
Sales Person |
Jane |
Bob |
Solved! Go to Solution.
Hi, @geoffgarcia
You can try the following methods.
Open Assignment = Var date1=SELECTEDVALUE('Plan Table'[Plan End Date])
Return
If(ISBLANK(date1) || date1>TODAY(), 1,0)
Count person Measure =
Var _table=SUMMARIZE('Plan Table',[Sales Person],[Plan ID],"M",[Open Assignment])
Return
COUNTX(_table,[M])
Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi, @geoffgarcia
You can try the following methods.
Open Assignment = Var date1=SELECTEDVALUE('Plan Table'[Plan End Date])
Return
If(ISBLANK(date1) || date1>TODAY(), 1,0)
Count person Measure =
Var _table=SUMMARIZE('Plan Table',[Sales Person],[Plan ID],"M",[Open Assignment])
Return
COUNTX(_table,[M])
Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
However, when I add the measure to the table visual a "count" is not an option.
You cannot measure a measure. Instead, create a new measure that incorporates the entire business logic including the counting part.
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