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Aggregate Functions in Power BI
Hi, I'm new to Power BI. I have a table of invoices, e.g.:- InvRef | CustRef | InvDate -------|---------|----------- INV001 | CUST001 | 2019-03-05 INV002 | CUST002 | 2019-03-08 INV003...
- Hi markarcane ,Because there are some limitations in the direct query connection mode:you could create a custom date hierarchy manually. Please create [Year], [Month], [Day] columns first, right-click the original Date column and choose 'New Hierarchy', then, drag [Year], [Month], [Day] columns to place them under [Date] column.Then you can use the clustered column chart to summarize the invoice quantity of each customer every month.You can also refer to my PBIX.You can learn more through this website:Best Regards,
Liang
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Thanks for your response.
I take your point on making the effort to learn the language properly. I'm currently trying to satisfy myself that Power BI is the right tool for me before I press on with learning it in depth.
I think the solution you've suggested will display how many invoices each company has in a given month, that's not what I'm asking for.
I want a monthly count of first invoices for each company. Based on my supplied example data, the result would look like this:-
Period | CountOfCustomerFirstInvoices
---------|-------------
Mar 2019 | 2
Apr 2019 | 1
Hi there,
That solution should do the trick but here's a little example using your data.