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Hi Power BI community
I need your help. I need to count how many customers (using the CID Column) meet these 2 requirements that are in the same column (Task Column):
TaskColumn: IPM HAndOFF & Pre Engagement Process
Task_status Column is closed
Sample table below:
In that Case Customer A should count (2 requirements ok + task status closed) but Customer B no (task_status is Received, not closed)
| CLIENT_NAME | CID | INSTANCE_NUMBER | TASK | TASK_STATUS |
| Customer A | 380263 | 997543 | IPM HandOff | Closed |
| Customer A | 380263 | 997543 | Resource Allocation | Closed |
| Customer A | 380263 | 1041927 | Partner Assignment | Closed |
| Customer A | 380263 | 1041924 | Partner Assignment | Closed |
| Customer A | 380263 | 997543 | Pre Engagement Process | Closed |
| Customer B | 380263 | 1041935 | IPM HandOff | Received |
| Customer B | 380263 | 1041933 | Partner Assignment | Received |
| Customer B | 380263 | 1041934 | Partner Assignment | Received |
| Customer A | 380263 | 997543 | Client System Setup | Closed |
| Customer A | 380263 | 997543 | Pre Engagement Process | Closed |
Tried different formulas but nothing so far..
Solved! Go to Solution.
Try this:-
Tasks IPM HandOff & Closed =
VAR result =
CALCULATE (
DISTINCTCOUNT( CELERGO_12062021V1[CID] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK]
IN { "Pre Engagement Process", "IPM HandOff" }
&& CELERGO_12062021V1[TASK_STATUS] = "Closed"
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
Thanks Samarth_18.
the formula is counting all the customers that has one of the 2 requirements?. Is it possible to adapt the formula to show only the ones (CID or Client_Name) that has the 2 requirements, maybe?
Thanks Samarth_18.
It works :). Now I have a problem and is that I just realized that the total number is showing "double amount of clients"
The Same client (CID) goes to different processes...Pre Engagment team, Partner Assignment...and IPM Handoff
With this formula it counts all the times we have the 2 requirements....ANy way to count only Once?
I can use the filter and Ask POwer Bi to show only total = 2 (meaning 2 requirements are good)...but If I can remove duplicates?
thanks again
Try this:-
Tasks IPM HandOff & Closed =
VAR result =
CALCULATE (
DISTINCTCOUNT( CELERGO_12062021V1[CID] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK]
IN { "Pre Engagement Process", "IPM HandOff" }
&& CELERGO_12062021V1[TASK_STATUS] = "Closed"
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
Hi @romovaro ,
You can use code as below:-
Tasks IPM HandOff & Closed =
VAR result =
CALCULATE (
COUNT ( CELERGO_12062021V1[CID] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK]
IN { "Pre Engagement Process", "IPM HandOff" }
&& CELERGO_12062021V1[TASK_STATUS] = "Closed"
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
Output:-
Thanks,
Samarth
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
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