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mattb1990's avatar
mattb1990
Frequent Visitor
5 years ago
Solved

Filter based on both name and date

Hi all,   I was hoping someone could help with this. Quite new to Power BI and I mostly just use trial and error until I get it working the way I want but can't figure this one out! Hopefully the b...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi mattb1990 

    Thank you for the data that you provided . I made a new change based on the data you provided .

    You said if you select Manager A ,then the visual for Calls breaks down to show Customer A and Customer B on the axis along. Customer A would have one bar showing 1 (before) and another bar showing 2 (after). On Customer B I would have a bar showing 1 (before) and 1 (after).

    There is a problem that the customers are dynamic , so how does the system determine which customer displays 24 months KPI, which customer displays the first 12 months KPI, and which customer displays the next 12 months KPI ?

    My suggestion is that you’d better compare in the same time period instead of different time periods for different customers .

     

    The effect is as shown:

     

    I have attached my pbix file, you can refer to it .

     

    Best Regards

    Community Support Team _ Ailsa Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi mattb1990 

Thank you for the data that you provided . I made a new change based on the data you provided .

You said if you select Manager A ,then the visual for Calls breaks down to show Customer A and Customer B on the axis along. Customer A would have one bar showing 1 (before) and another bar showing 2 (after). On Customer B I would have a bar showing 1 (before) and 1 (after).

There is a problem that the customers are dynamic , so how does the system determine which customer displays 24 months KPI, which customer displays the first 12 months KPI, and which customer displays the next 12 months KPI ?

My suggestion is that you’d better compare in the same time period instead of different time periods for different customers .

 

The effect is as shown:

 

I have attached my pbix file, you can refer to it .

 

Best Regards

Community Support Team _ Ailsa Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

mattb1990's avatar
mattb1990
Frequent Visitor
5 years ago

Hi Anonymous 

 

Thank you for this solution. I've been able to use this to create something close enough to what I was after. 

 

Really appreciate your help. 

 

Kind regards,