Forum Discussion
How to filter distinct count across multiple dates
Hi everybody
I have a table with a List of opportunities, having dates when the first call of the opportunity took place, when the meeting took place, date of sending the offer, date of receiving the signed contract.
I now want to make a table, showing on an employee base how many calls, meetings etc an employee had in a given time of period.
i.E
Filter:
From Date 1.1.2017
To Date 18.1.2017
The table then shows:
| Employee | Calls | Meetings | Offers | Contracts |
| Tom | 10 | 5 | 2 | 3 |
| Chris | 3 | 3 | 3 | 1 |
| Mike | 10 | 6 | 2 | 10 |
As all the dates are independant and in multiple columns, how can I filter the table to sum up the values?
How can i let the user set the from/to dates on a visual basis?
Thanks for your help!
Frieso
Hi frieso,
Assume the source table like below:
You can open Query Editor, select columns Calls, Meetings, Offers and Contracts, then click Unpivot Columns button get the format below:
Apply the modification, go to the report, create a matrix and slicer visuals.
Best Regards,
Qiuyun Yu
2 Replies
First I suggest you unpivot your columns so you have a single date column and a type column (e.g. Call, meeting, contract etc). You can then use a timeline slicer on a calendar table joined to your single date column to filter the period you want. I guess a countrows of the data table will do it.
Hi frieso,
Assume the source table like below:
You can open Query Editor, select columns Calls, Meetings, Offers and Contracts, then click Unpivot Columns button get the format below:
Apply the modification, go to the report, create a matrix and slicer visuals.
Best Regards,
Qiuyun Yu
