Forum Discussion

LMorman's avatar
LMorman
Helper I
9 years ago

Displaying items with no data

  I am trying to create a matrix to display a Sales Person portfolio of clients and who they have met with in person, when and who they have not. Table 1:  includes the name of the Sales Person and...
Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi LMorman,


The above table is your expected result, right? Could you please also post sample data of your source tables?

Thanks,
Lydia Zhang

LMorman's avatar
LMorman
Helper I
9 years ago

Entity Table

 

Sales Pro Name   Entity Name       

Mary Smith           Company 1

Mary Smith           Company 2

Mary Smith          Company 3

 

 

Activity Table

 

Entity Name      Date of Activity      Activity Type

Company 1               11/1/2015            Face to Face

Company 1                01/02/2016         Face to Face

Company 1               01/10/2016          Face to Face

Company 1               05/01/2016           e-mail

Company 2              12/01/2015           Face to Face

Company 2              12/10/2015           Face to Face

Company 2              01/02/2016           Face to Face

Company 2             01/10/2016            Face to Face

Company 2               05/10/2016          Phone Call 

 

 

*Company 3 does not exist in Activity table

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi LMorman,

    In your scenario, please create a new column using the following formula, then create a Matrix visual as shown in the first screenshot. Please note that in order to show company 3, you need to right-click Entity field and select “Show items with no data” as shown in the second screenshot. For more details, you can review this attached PBIX file.

    Column = CALCULATE(COUNTA(Activity[Activity Type]),Activity[Activity Type]="Face to Face")



    Thanks,
    Lydia Zhang