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Hi All,
For a scenario of consultants at a business providing service to clients, I have the following simple measures to count the number of distinct clients (individuals at companies) to receive high touch service within a time period, as well as the number of distinct consultants providing high touch service during the period. I use this in a matrix with companies in rows and months as columns.
Distinct Clients High Touch =
CALCULATE(DISTINCTCOUNT(ServiceHistory[Client Name]), ServiceHistory[Service Type]=“High Touch”)
Distinct Consultants High Touch =
CALCULATE(DISTINCTCOUNT(ServiceHistory[Employee Name]), ServiceHistory[Service Type]=“High Touch”)
I want to create a measure to count the total across variations of consultants/clients (e.g. if consultant #1 services 4 clients, consultant #2 services 6 clients, consultant #3 services 5 clients, the total would be 15 at that company). I tried the following measure, but the values are too high. What have I got wrong?
ConsultantClient Combinations =
SUMX(SUMMARIZE(ServiceHistory, ServiceHistory[Client Name], ServiceHistory[Employee Name]), CALCULATE(DISTINCTCOUNT(ServiceHistory[Activity ID]), ServiceHistory[Service Type]=“High Touch”))
Activity ID here is a unique identifier for interactions (although there could be duplication, e.g. if a consultant meets with 3 clients as a group, there would be three records with the same Activity ID).
Thank you!
Solved! Go to Solution.
Hi @gambleave ,
I have created a data sample for test.
Could you please tell me what's your expected output? Refer to:
How to Get Your Question Answered Quickly - Microsoft Power BI Community
How to provide sample data in the Power BI Forum - Microsoft Power BI Community
Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi,
Does this work?
Measure 1 = DISTINCTCOUNT(ServiceHistory[Activity ID])
Measure 2 = SUMX(FILTER(SUMMARIZE(generate(values(ServiceHistory[Client Name]),values(ServiceHistory[Employee Name])), ServiceHistory[Client Name], ServiceHistory[Employee Name]),"ABCD",[Measure 1]),ServiceHistory[Service Type]="High Touch"),[ABCD])
If this does not work, then share the link from where i can download your PBI file and show the expected resutl very clearly.
Thank you very much for your help Ashish!
Hi @gambleave ,
I have created a data sample for test.
Could you please tell me what's your expected output? Refer to:
How to Get Your Question Answered Quickly - Microsoft Power BI Community
How to provide sample data in the Power BI Forum - Microsoft Power BI Community
Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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