Forum Discussion

Fraukje's avatar
Fraukje
Icon for Advocate II rankAdvocate II
9 years ago

Filter customers on time-dependent status

Hi all,   A practical question: I have a number of customer in my database and I am showing the number of transactions they had over time. However, my customers can have different statuses, e.g. '...
Need Help
Kisi3ll's avatar
Kisi3ll
Frequent Visitor
9 years ago

Hi,

have u tried Timeline Storyteller visual from the store?

 

  • Fraukje's avatar
    Fraukje
    Icon for Advocate II rankAdvocate II
    9 years ago

    Hi,

     

    Thank you for your answer! I did not look into this yet, but my preference would be to have a line chart with some kind of filter on it, if possible of course.

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Fraukje,

      I make a test using the following table.


      I create a Line chart as follows, set the value of StartDate to "after 1/1/2017 and before 1/5/2017" in visual level filter, then use the StatusName slicer to filter only paying transactions. If you have any questions, please feel free to ask, and we will appreciate that if you can post expected result.


      Regards,
      Lydia

      • Fraukje's avatar
        Fraukje
        Icon for Advocate II rankAdvocate II
        9 years ago

        Hi Anonymous,

         

        Thanks so much for your answer. In your case it is quite straight-forward to use the filtering. However, my data is organized differently. In my case, the data is more normalized, such that I have:

        • A customer table (with CustomerId, Name, etc)
        • A customer activity table (with number of transactions per date, per customer)
        • A customer status table (status, with start and end date)

         

        I feel like in this case the filtering is not possible, and the easiest way to obtain the result I want is to create a view in my database first, in which the customer activity table is filtered by the status table start and end date. If you would know a way in PowerBI without this work-around, I would be really happy to find out how!