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stodwyer777's avatar
stodwyer777
New Member
1 year ago
Solved

Dashboard assistance double usage

I have a dashboard driven off an excel file and i have to manual go through a user to see if they have a licensed product assigned to them via a cloud or a subscription. Is there a way that a query o...
  • FarhanJeelani's avatar
    FarhanJeelani
    1 year ago

    To identify users who have had both "Cloud" and "Sub" license types assigned to them within the same period in Power BI, you can use DAX to create a calculated column or measure. Here’s a step-by-step guide to help you achieve this:

    Step 1: Create a Calculated Column to Check for Both Types

     

    1. Add a Calculated Column in your table to identify users with both "Cloud" and "Sub" types within the same period.

    DAX
    HasBoth =
    IF(
    CALCULATE(
    COUNTROWS('Table'),
    FILTER(
    'Table',
    'Table'[Email] = EARLIER('Table'[Email]) &&
    'Table'[Date] = EARLIER('Table'[Date]) &&
    'Table'[Type] = "Cloud"
    )
    ) > 0 &&
    CALCULATE(
    COUNTROWS('Table'),
    FILTER(
    'Table',
    'Table'[Email] = EARLIER('Table'[Email]) &&
    'Table'[Date] = EARLIER('Table'[Date]) &&
    'Table'[Type] = "Sub"
    )
    ) > 0,
    "Both",
    "Single"
    )



    This column will return "Both" if a user has both "Cloud" and "Sub" types assigned on the same date, and "Single" otherwise.

     

    Step 2: Create a Filter or Conditional Formatting in Power BI

    1. Conditional Formatting:
    - Go to the table visual in your Power BI report.
    - Apply conditional formatting to the `HasBoth` column to highlight rows with the value "Both".

    2. Filter by "Both":
    - Use the `HasBoth` column in a slicer or filter pane to display only rows where `HasBoth` = "Both".

     

    Step 3: Visualize in a Timeline (Optional)

    If you want to visualize this on a timeline to see when users held both licenses, you can create a line or bar chart using:

    - Date as the X-axis
    - Count of users with "Both" on the Y-axis

    This approach should give you a clear indication of users who held both types of licenses within a given period.