How to make line chart to show quarterly count of dates.

[Anonymous]

I'm new to Power BI and i'm having a hard time navigating all the different options. So any help would be appreciated.

I have columns that holds the "client's name" and dates that are split into quarters by year. The date represent when the client's account was worked on. Let's say that there are never more than 1 date in a quarter. 

Ex.

	2017 quarter 1	2017 quarter 2	2017 quarter 3	2017 quarter 4	2018 quarter 1
Tom	1/1/2017	5/2/2017		12/1/2017	2/1/2018
Eric	1/1/2017		7/1/2017	12/1/2017
Sarah	1/1/2017
Lisa	1/1/2017			12/2/2017	1/1/2018

How do i get the line chart to show how many acounts were worked on in a year by the quarter or month?

From the example, 2017 quarter 1 will have a count of 4, quarter 2 will have 1....and so on.

Thanks!

[v-frfei-msft · Accepted solution]

Hi @Anonymous,

I made one sample for your reference.

1. Transform the table in the query editor. M code for your reference.

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCsnPVdJRMtQ31DcyMDQHMk31jWBMBZCMEUIKyrRQitWJVnItykxG1QlSbo7gIutUAGsJTixKzMDUg8AgRT6ZxYnY1QANhDvNEO6UWAA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [#"Client name" = _t, #"2017 quarter 1" = _t, #"2017 quarter 2" = _t, #"2017 quarter 3" = _t, #"2017 quarter 4" = _t, #"2018 quarter 1" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Client name", type text}, {"2017 quarter 1", type date}, {"2017 quarter 2", type date}, {"2017 quarter 3", type date}, {"2017 quarter 4", type date}, {"2018 quarter 1", type date}}),
    #"Demoted Headers" = Table.DemoteHeaders(#"Changed Type"),
    #"Changed Type1" = Table.TransformColumnTypes(#"Demoted Headers",{{"Column1", type text}, {"Column2", type any}, {"Column3", type any}, {"Column4", type any}, {"Column5", type any}, {"Column6", type any}}),
    #"Transposed Table" = Table.Transpose(#"Changed Type1"),
    #"Promoted Headers" = Table.PromoteHeaders(#"Transposed Table", [PromoteAllScalars=true]),
    #"Changed Type2" = Table.TransformColumnTypes(#"Promoted Headers",{{"Client name", type text}, {"Tom", type date}, {"Eric", type date}, {"Sarah", type date}, {"Lisa", type date}})
in
    #"Changed Type2"

2. Create four calculated columns in the fact table.

Tomc = IF(ISBLANK(Table1[Tom]),0,1)

Eri = IF(ISBLANK(Table1[Eric]),0,1)

sar = IF(ISBLANK(Table1[Sarah]),0,1)

Lis = IF(ISBLANK(Table1[Lisa]),0,1)

3. Create a measure to achieve our goal.

Measure = SUM(Table1[Eri])+SUM(Table1[Lis])+SUM(Table1[sar])+SUM(Table1[Tomc])

For more details, please check the pbix as attached.

Regards,

Frank

[Anonymous]

Hello @v-frfei-msft,

Stop the meaure below in step 3, do you know if there is a quicker way to create that if i have 1,000 clients? It'll be okay to type out 4 clients but I don't think typing out 1,000 clients are ideal. Your help would be appreciate!

Thank you,

Nina

[Anonymous]

This is perfect, thank you!