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vickyprudhvi's avatar
vickyprudhvi
Helper IV
10 years ago
Solved

Help with Dax Measure for Policy Count

DateDimensionIDJobCloseDatePolicyNumberTermNumberBranchIDJobMostRecentModel
17/1/2016 0:00A11Submission1
27/2/2016 0:00A12Policy Change1
27/2/2016 0:00B12Policy Change1
37/3/2016 0:00A13Cancellation0
37/3/2016 0:00B13Cancellation0
37/3/2016 1:00A14Reinstatement1
37/3/2016 1:00B14Reinstatement1
47/5/2016 0:00A15Cancellation1

Hi,

Above is the sample table I am working on. I looking to Calculate PolicyCount based of JobCloseDate

Example

JobcloseDate =7/5/2016 0:00 then it should show 2 policies

I am not able to write exact measure to reflex this on Power BI Desktop.

Kindly help

 

  • Habib's avatar
    Habib
    10 years ago

    Hi vickyprudhvi,

     

    Can you please give a try to below formual to add a measure.

     

    JobCount= CALCULATE(DISTINCTCOUNT(Table1[PolicyNumber]),Table1[JobCloseDate]<=VALUES(Table1[JobCloseDate]))

    You can show this on your card visual and it will give you count of distinct policy numbers till your selected date.

15 Replies

  • Habib's avatar
    Habib
    Continued Contributor

    You can use DAX table to achieve this.

     

    Create a new table by clicking on Modeling --> New Table adn add following formula.

     

    SummaryTable = SUMMARIZE(Table1,Table1[JobCloseDate],"JobCount",DISTINCTCOUNT(Table1[PolicyNumber]))
    • vickyprudhvi's avatar
      vickyprudhvi
      Helper IV

      Thank you Habib for ur reply

      but I am not looking to create a new table and I want it to be dynamic as we click JobClosedate slicer on Power BI Desktop.

  • Hi

     

    You can add a measure with the following DAX

     

    CountPolicyNumbers = DISTINCTCOUNT(TableName[PolicyNumber])

     

    BR

    Erik

    • vickyprudhvi's avatar
      vickyprudhvi
      Helper IV

      Thank you donsvensen for ur reply

      I have a JobcloseDate as a Slicer on my Power Bi Desktop so DistnctCount as of that date would be only 1.

      They way Date Slicer works in Power Bi Desktop is "Asofdate" . I am looking to show all the Policies as of tat date and not what Policy on that day

       

      • donsvensen's avatar
        donsvensen
        Skilled Sharer

        Then I might have misunderstood your datamodel..

         

        my example

         

         

        Is the other columns in your dataset also relevant for your calculation ? - some sort of inventory calculation ?

         

        br

        erik