Forum Discussion

IanR's avatar
IanR
Icon for Helper III rankHelper III
8 years ago

Count rows in another unrelated table

 

I am working in CRM. I would like to create a measure that counts rows in the leads table that contain a particular contact ID from the contacts table. The leads and contacts tables do not have a relationship. When I try to set one up Power BI complains that this would create ambiguity with another table that both are already related to.

I have created a calculated column in the contacts table:

 

Contact Lead Count = 
CALCULATE (
    COUNTROWS ( LeadSet ),
    FILTER ( LeadSet, LeadSet[ParentContactId.Id] = ContactSet[ContactId] )
)

This is useful but I cannot use this to ask questions relating to milestones in the selling process, such as ‘how many leads were there between first contact and first purchase?’.

Is there a way to do this? The code for the calculated column does not work in a measure, which I understand.

 

Thanks
Ian

Need Help

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    8 years ago

    I would look at adjusting your table relationships so that you can create the necessary relationship. Generally this means adjusting the direction of your relationships. Can you post a picture of your relationships?

  • BILASolution's avatar
    BILASolution
    Icon for Solution Specialist rankSolution Specialist
    8 years ago

    Hi IanR

     

    As an alternative you can try this calculated measure.

     

    Total Contacts = 

var cont = FIRSTNONBLANK(Contacts[ContactID];1)

return 

COUNTX
(
	FILTER(LeadSet;LeadSet[ParentContactID.Id] = cont);
	LeadSet[ParentContactID.Id]
)

    The result is...(In my case)

     

     

     

    I hope this helps

     

    Regards

    BILASolution

    • IanR's avatar
      IanR
      Icon for Helper III rankHelper III
      8 years ago

      Hi BILASolution,

      First impressipns are that your code seems to work. I'll test it a bit more then mark it as the solution.

      Although first of all I'll have to try to understand it! Is it a standard solution? Are there any explanatory articles out there?

      Thanks

      Ian

      • IanR's avatar
        IanR
        Icon for Helper III rankHelper III
        8 years ago

        Hi,

         

        The solution that BILASolution has posted works for individual contacts but I can't get it to work for a group of contacts. For example, if I want to see the average number of leads sent to contacts who purchased in a specific date rang. When I try to include this measure in an average I get an error saying "Column 'Contact Lead Count Measure' cannot be found or may not be used in this expression". Just in case I have created the measure incorrectly I've included the code below. If I don't use average it just gives me the count for the first contact in the group.

         

        Is there a way to get a measure that can be used to count matching instances of a value in another, unrelated table, that can also be used again in sum and average measures? In this instance that's counting leads related to contacts in Dynamics CRM?

         

        This code works for indicvidual contacts:

        Contact Lead Count (Measure) = 
	VAR cont =
    	FIRSTNONBLANK ( ContactSet[ContactId], 1 )
	RETURN
    	COUNTX (
        	FILTER ( LeadSet, LeadSet[ParentContactID.Id] = cont ),
        	LeadSet[ParentContactID.Id]
    		)

        Thanks

         

        Ian