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Hi there,
I am quite new to Power BI and trying to figure out how to do something that I can do fairly easily in Excel in Power BI.
The dataset I'm working with is one that contains milestone dates data for a customer, where each row is a distinct customer & each column is a different milestone data. See attached screenshot
The end product that I'm trying to build is a table where each row corresponds to a milestone, and each column is a time period, and the value in the cell is count of how many customers hit the respective milestone in the respective time period. In Excel, I can easily build this with countif functions as seen in the screenshot below
How would I do this in Power BI? My gut is telling me that I would most likely create a calendar/date table and establish a relationship between it and my dataset, but I'm very new to the platform and could be wrong.
Thank you very much in advance for your help!
Solved! Go to Solution.
Hi @jwest11 ,
According to your description, in my understanding, you want to get the count of project id for each milestone data in the last 7 days, if I understand correctly, here's my solution.
1.Create a new date table by click the New table tab.
Date = CALENDAR(DATE(2021,12,1),DATE(2022,12,31))
2.Put the date column in a slicer and selecte Relative Date type, choose last 7 days. The slicer will always show the last 7 days from today automatically.
3.Create measures.
Closer Appointment Held(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Closer Appointment Start] = MAX ( 'Date'[Date] )
)
) + 0
Installation Agreement Signed(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Installation Agreement Signed] = MAX ( 'Date'[Date] )
)
) + 0
Financial Agreement Signed(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Financial Agreement Signed] = MAX ( 'Date'[Date] )
)
) + 0
4.Put date column and the measures in a table visual, get the result.
I attach my sample below for reference.
Best Regards,
Community Support Team _ kalyj
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @jwest11 ,
According to your description, in my understanding, you want to get the count of project id for each milestone data in the last 7 days, if I understand correctly, here's my solution.
1.Create a new date table by click the New table tab.
Date = CALENDAR(DATE(2021,12,1),DATE(2022,12,31))
2.Put the date column in a slicer and selecte Relative Date type, choose last 7 days. The slicer will always show the last 7 days from today automatically.
3.Create measures.
Closer Appointment Held(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Closer Appointment Start] = MAX ( 'Date'[Date] )
)
) + 0
Installation Agreement Signed(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Installation Agreement Signed] = MAX ( 'Date'[Date] )
)
) + 0
Financial Agreement Signed(Count) =
CALCULATE (
COUNT ( 'Table'[Project ID] ),
FILTER (
ALL ( 'Table' ),
'Table'[Financial Agreement Signed] = MAX ( 'Date'[Date] )
)
) + 0
4.Put date column and the measures in a table visual, get the result.
I attach my sample below for reference.
Best Regards,
Community Support Team _ kalyj
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@jwest11 My gut is telling me that you are likely going to want to unpivot your date columns.
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