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Tryingmybest's avatar
Tryingmybest
Regular Visitor
3 years ago
Solved

Count active items between contract dates

Hello! I am new to Powerbi and am struggling on the best approach to this problem. I am not sure the best way to handle this, if you do have a solution can you please explain in simple terms. ðŸ˜€

 

My goal: Return by each service program the number count of active items by month (if possible). 

 

Data: My table has a list for each item with each line having a contract start / end date with a specific program that item resides.

 

Example of dataset:

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Tryingmybest ,

     

    According to your description, here are my steps you can follow as a solution.

    (1) My test data is the same as yours.

    (2) We can create a table. 

    Table 3 = var a=SUMMARIZE('Table',[Service Program])
var  b=ADDCOLUMNS(DateTable,"Year",YEAR([Date]),"Month",MONTH([Date]))
var c=ADDCOLUMNS(GENERATE(a,b),"Flag",CONCATENATEX(FILTER('Table',[Service Program]=EARLIER('Table'[Service Program])&&[Cont Start Date]<EARLIER(DateTable[Date])&&[Cont End Date]>=EARLIER(DateTable[Date])),[Item Descripition],"|"))
var d=SUMMARIZE(ADDCOLUMNS(c,"Path",PATHLENGTH([Flag])),[Service Program],[Year],[Month],[Flag],[Path])
return SUMMARIZE(ADDCOLUMNS(d,"Max",MAXX(FILTER(d,[Service Program]=EARLIER([Service Program])&&[Year]=EARLIER([Year])&&[Month]=EARLIER([Month])),[Path])),[Service Program],[Year],[Month],[Max])

    (3) Then the result is as follows.

     

    If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

     

    Best Regards,

    Neeko Tang

    If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Tryingmybest ,

     

    According to your description, here are my steps you can follow as a solution.

    (1) My test data is the same as yours.

    (2) We can create a table. 

    Table 3 = var a=SUMMARIZE('Table',[Service Program])
var  b=ADDCOLUMNS(DateTable,"Year",YEAR([Date]),"Month",MONTH([Date]))
var c=ADDCOLUMNS(GENERATE(a,b),"Flag",CONCATENATEX(FILTER('Table',[Service Program]=EARLIER('Table'[Service Program])&&[Cont Start Date]<EARLIER(DateTable[Date])&&[Cont End Date]>=EARLIER(DateTable[Date])),[Item Descripition],"|"))
var d=SUMMARIZE(ADDCOLUMNS(c,"Path",PATHLENGTH([Flag])),[Service Program],[Year],[Month],[Flag],[Path])
return SUMMARIZE(ADDCOLUMNS(d,"Max",MAXX(FILTER(d,[Service Program]=EARLIER([Service Program])&&[Year]=EARLIER([Year])&&[Month]=EARLIER([Month])),[Path])),[Service Program],[Year],[Month],[Max])

    (3) Then the result is as follows.

     

    If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

     

    Best Regards,

    Neeko Tang

    If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly.