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We are trying to figure out if a customer has signed up for a service by determing if they have a certain charge on a pending invoice.
Product A = 1, 2, 3
Product B = 4, 5 6
Product A Category = Opening
Product B Category = Closing
Customers can have any combination of the above mentioned products and I need filters with a customer count for the following measurements.
Opened but didn't close (ONLY PRODUCT A BUT NOT PRODUCT B)
Opened AND Closed (PRODUCT A AND PRODUCT B - ANY COMBINATION)
Closed but didn't Open (PRODUCT B BUT NOT PRODUCT A)
Each customer has a customer ID as the unique idenftifier.
I have tried a few ways but I can't get the 2nd one to work (opened and closed)
= calculate ( distinctcount (customer id), filter ( category = "Opened > Opened - General" || " Closed > Closed - General")
I'm really lost how to make this work. Any help would be apprciated.
Hi @QuantusPools ,
You need to provide the corresponding information according to the requirements in the following blog, I will answer you as soon as possible.
How to Get Your Question Answered Quickly - Microsoft Power BI Community
Best Regards,
Henry
Here's some sample data
| Item Code | Member Status | Created Date | Invoice Date | Categories | Customer ID |
| O-POOL | Inactive | 1/21/2021 | 5/8/2021 | Opening > Opening - General | 12283953 |
| C-POOL | Inactive | 8/26/2021 | Closing > Closing - General | 12283953 | |
| O-POOL | Active | 3/8/2021 | 4/21/2021 | Opening > Opening - General | 12283971 |
| C-POOL | Inactive | 8/30/2021 | Closing > Closing - General | 12283979 | |
| O-POOL | Active | 2/18/2021 | 5/4/2021 | Opening > Opening - General | 12283984 |
| O-POOLSPA | Active | 1/21/2021 | 4/30/2021 | Opening > Opening - General | 12283992 |
| O-POOL | Active | 3/12/2021 | 5/6/2021 | Opening > Opening - General | 12284008 |
| C-POOL | Active | 9/7/2021 | Closing > Closing - General | 12284008 | |
| O-POOL | Active | 3/2/2021 | 4/24/2021 | Opening > Opening - General | 12284017 |
| C-POOL | Active | 9/8/2021 | Closing > Closing - General | 12284017 | |
| O-POOL | Inactive | 1/27/2021 | 4/12/2021 | Opening > Opening - General | 12284037 |
| C-POOLSPA | Active | 9/15/2021 | Closing > Closing - General | 12284038 | |
| O-POOL | Inactive | 2/8/2021 | 5/21/2021 | Opening > Opening - General | 12284044 |
| C-POOL | Inactive | 8/30/2021 | 9/14/2021 | Closing > Closing - General | 12284044 |
| C-POOL | Active | 8/28/2021 | Closing > Closing - General | 12284048 | |
| O-POOL | Active | 5/6/2021 | 5/8/2021 | Opening > Opening - General | 12284048 |
| O-POOLSPA | Active | 4/27/2021 | 4/30/2021 | Opening > Opening - General | 12284051 |
| C-POOLSPA | Inactive | 8/25/2021 | Closing > Closing - General | 12284058 | |
| O-POOLSPA | Active | 5/18/2021 | 5/25/2021 | Opening > Opening - General | 12284065 |
| O-POOL | Active | 5/24/2021 | 5/15/2021 | Opening > Opening - General | 12284068 |
| O-POOL | Inactive | 3/17/2021 | 5/3/2021 | Opening > Opening - General | 12284071 |
| C-POOL | Inactive | 9/14/2021 | Closing > Closing - General | 12284071 | |
| O-POOLSPA | Active | 4/12/2021 | 5/7/2021 | Opening > Opening - General | 12284077 |
can you share the data in text form how it would look in a table?
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