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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
3 years ago

Grouping

Hello everyone.

I have the following data:

As you can see it is the same client, who has been visited on 3 different days, and on some of those days there has been more than one meeting

What I have is the data of the count of meetings I have had with that client (5), but what I am also looking for is the number of visits per client (3), regardless of how many meetings I have had.

That is, I seek to group by date: I have visited the Contoso client on (3) different dates, in this year (chosen period)

I have tried with this formula, but I do not achieve the desired result

CALCULATE(COUNT(Appointments[Client]),FILTER(Appointments,DISTINCT(Appointments[Meeting Date])),USERELATIONSHIP('Chosen Period'[Date],Appointments[Meeting Date]))

Thanks for the help

2 Replies

  • Syk's avatar
    Syk
    Resident Rockstar
    3 years ago

    Try this!

    Visits to Client = sumx(VALUES(Appointment[Meeting Date]),DISTINCTCOUNT(Appointment[Client]))
  • Syndicate_Admin's avatar
    Syndicate_Admin
    Administrator
    3 years ago

    Thank you very much for the reply.

    Although the solution you propose only works if the data is filtered by a single client (1): meetings (5) and visits (3)

    But when I want to see the visits of all customers, then the data is not correct (it should be a number between 187 and 297)

    Number of visits made (current) = CALCULATE(SUMX(VALUES(Dating[Start date]),DISTINCTCOUNT(Dating[_sth_cuenta_value])),USERELATIONSHIP('Current Period'[Date],Dating[Start date]))
    Where can the error lie?
    Thanks for the help