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JaromBuys's avatar
JaromBuys
Frequent Visitor
8 years ago
Solved

Count rows After specific date

I have a table of data from a call center that includes the customer number, case number and the date of the call. I have a lookup table that has the customer number and an Install date. I want to count the number of cases that were recorded After the install date.

 

Ex:

 

Cases 
CustomerCase NumberDate opened
1231089382/1/2017
1231893891/15/2017
4561778802/1/2017
4561685942/16/2017
4561698743/15/2017
   
Customer table 
CustomerInstall Date
1231/15/2017 
4562/15/2017 

 

I have tried using a simple calculate such as:

 

CaseCount = Calculate(DistinctCount(Cases[Case Number]), Filter(Cases, Cases[Date Opened] > Customer table[Install Date]))

 

Any suggestions?

  • Reid_Havens's avatar
    Reid_Havens
    8 years ago

    Hi there,

     

    Happy to help. So what you'll want is to use COUNTROWS as you've specified. What I'd do instead though is create two measures first. a MAX of the Install Date, and a MAX of the Open Date.

     

    MAX Date/Time Opened = MAX('Dispenser Issues'[Date/Time Opened])

     

    MAX Install Date 
= IF(MAX('Master Site List'[Install Dates]), MAX('Master Site List'[Install Dates]), TODAY())

    I also included an IF statement in the install date where if blank, then return today's date. That way the comparison shouldn't have any false positives for comparison. The final query would be below for the count of cases where the opened date was after install date. I wrapped the final query in an X function of COUNTAX, that way the grand total will be a total count of every value that as included as part of the IF statement.

     

    Case Number Count Open After Install Date = COUNTAX('Dispenser Issues', IF([MAX Date/Time Opened] > [MAX Install Date], COUNTROWS('Dispenser Issues')))

    I've emailed the workbook back as well. Hope this helps! 

  • Reid_Havens's avatar
    Reid_Havens
    8 years ago

    You're definitely right. Thought too quickly and over engineered it. The solution below works fine, if you want to account for blank dates for install date you can also use the slightly modified solution as well.

     

    Case Number Count Open After Install Date =
CALCULATE (
    COUNTROWS ( 'Dispenser Issues' ),
    FILTER (
        'Dispenser Issues',
        'Dispenser Issues'[Date/Time Opened]
            > IF (
                RELATED ( 'Master Site List'[Install Dates] ),
                RELATED ( 'Master Site List'[Install Dates] ),
                TODAY ()
            )
    )
)

7 Replies

  • Vvelarde's avatar
    Vvelarde
    Community Champion
    8 years ago

    JaromBuys

     

    Hi, try with this measure:

     

    CaseCount =
COUNTROWS (
    FILTER ( 'Cases'; 'Cases'[Date opened] > RELATED ( Customer[Install Date] ) )
)

    Assuming that both tables are related with Customer and Install Date is not Blank.

     

    Regards

     

    Victor

    Lima - Peru

    • Reid_Havens's avatar
      Reid_Havens
      Most Valuable Professional
      8 years ago

      You're definitely right. Thought too quickly and over engineered it. The solution below works fine, if you want to account for blank dates for install date you can also use the slightly modified solution as well.

       

      Case Number Count Open After Install Date =
CALCULATE (
    COUNTROWS ( 'Dispenser Issues' ),
    FILTER (
        'Dispenser Issues',
        'Dispenser Issues'[Date/Time Opened]
            > IF (
                RELATED ( 'Master Site List'[Install Dates] ),
                RELATED ( 'Master Site List'[Install Dates] ),
                TODAY ()
            )
    )
)
      • JaromBuys's avatar
        JaromBuys
        Frequent Visitor
        8 years ago

        Hey R

        Reid_Havens wrote:

        You're definitely right. Thought too quickly and over engineered it. The solution below works fine, if you want to account for blank dates for install date you can also use the slightly modified solution as well.

         

        Case Number Count Open After Install Date =
CALCULATE (
    COUNTROWS ( 'Dispenser Issues' ),
    FILTER (
        'Dispenser Issues',
        'Dispenser Issues'[Date/Time Opened]
            > IF (
                RELATED ( 'Master Site List'[Install Dates] ),
                RELATED ( 'Master Site List'[Install Dates] ),
                TODAY ()
            )
    )
)

        Hey Reid,

         

        I added this solution and it works as well. This seems a bit more direct than adding the two additional measures to calculate the Max Install date and Max Date/Time Opened date.

    • JaromBuys's avatar
      JaromBuys
      Frequent Visitor
      8 years ago

      Hello, thank you for your suggested solution. I tried it out and it worked fine. Unfortunately I do have blanks in my Intall Date field for customers who have not completed installation.

      The solution purposed by Ried_Havens addressed this issue by adding a Max Install date that adds the current date to any blank values in this field.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi Vvelarde 

       

      Is there a way to get the same outcome but without the tables being related?

       

      I have 2 tables with dates in and want to filter table A to countrows after a date in table B. Table A & Table B are both related to the same calendar look up table and customer look up table.

       

      Many thanks

      James

       

  • Reid_Havens's avatar
    Reid_Havens
    Most Valuable Professional
    8 years ago

    Hi there,

     

    Happy to help. So what you'll want is to use COUNTROWS as you've specified. What I'd do instead though is create two measures first. a MAX of the Install Date, and a MAX of the Open Date.

     

    MAX Date/Time Opened = MAX('Dispenser Issues'[Date/Time Opened])

     

    MAX Install Date 
= IF(MAX('Master Site List'[Install Dates]), MAX('Master Site List'[Install Dates]), TODAY())

    I also included an IF statement in the install date where if blank, then return today's date. That way the comparison shouldn't have any false positives for comparison. The final query would be below for the count of cases where the opened date was after install date. I wrapped the final query in an X function of COUNTAX, that way the grand total will be a total count of every value that as included as part of the IF statement.

     

    Case Number Count Open After Install Date = COUNTAX('Dispenser Issues', IF([MAX Date/Time Opened] > [MAX Install Date], COUNTROWS('Dispenser Issues')))

    I've emailed the workbook back as well. Hope this helps! 

    • JaromBuys's avatar
      JaromBuys
      Frequent Visitor
      8 years ago
      Reid_Havens wrote:

      Hi there,

       

      Happy to help. So what you'll want is to use COUNTROWS as you've specified. What I'd do instead though is create two measures first. a MAX of the Install Date, and a MAX of the Open Date.

       

      MAX Date/Time Opened = MAX('Dispenser Issues'[Date/Time Opened])

       

      MAX Install Date 
= IF(MAX('Master Site List'[Install Dates]), MAX('Master Site List'[Install Dates]), TODAY())

      I also included an IF statement in the install date where if blank, then return today's date. That way the comparison shouldn't have any false positives for comparison. The final query would be below for the count of cases where the opened date was after install date. I wrapped the final query in an X function of COUNTAX, that way the grand total will be a total count of every value that as included as part of the IF statement.

       

      Case Number Count Open After Install Date = COUNTAX('Dispenser Issues', IF([MAX Date/Time Opened] > [MAX Install Date], COUNTROWS('Dispenser Issues')))

      I've emailed the workbook back as well. Hope this helps! 


      Hello Reid,

       

      Thank you, this modified solution worked perfectly. Because we do have blanks in the install date, we will want to take that into account.