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ShabnamKhan's avatar
ShabnamKhan
Frequent Visitor
3 years ago
Solved

Isolate users missing an activity during a filtered time frame

Greetings! 
I have always found this forum to be super helpful and I am returning for more!

 

My first table is a list of subscribers with various activities aggregated on a monthly level. For each subscriber there is a record with emails, social posts, blog post, greeting cards post and events activity per month.

 

Data sample

subscriber dateemailssocialblogeventsgreeting cards sent
A1/1/202251506
A2/1/202245204
A3/1/202210859
A4/1/202256320
A5/1/202225035
A6/1/202200546
A7/1/202205520
A8/1/202201110
A9/1/202251506
A10/1/202245204
A11/1/202210859
A12/1/202251506
A1/1/202345204
A2/1/202310859
A3/1/202356320
B1/1/202225035
B2/1/202200546
B3/1/202205520
B4/1/202201110
B5/1/202251506
B6/1/202245204
B7/1/202210859
B8/1/202251506
B9/1/202245204
B10/1/202210859
B11/1/202256320
B12/1/202225035
B1/1/202300546
B2/1/202305520
B3/1/202301110
C1/1/202251506
C2/1/202245204
C3/1/202210859
C4/1/202251506
C5/1/202245204
C6/1/202210859
C7/1/202256320
C8/1/202225035
C9/1/202200546
C10/1/202205520
C11/1/202201110
C12/1/202251506
C1/1/202345204
C2/1/202310859

I have a date dimension table marked as the date table and connected to the first table via a date key. The requirement is to be able to identify users that perform (or didn't perform) an individual activity during the filtered time frame.

 

Approach taken, I created five indicator columns with values “yes” and “no” based on the individual activity like below.

Sent Emails? =   IF([AllEmailsCount]>0, "Yes", "No")

Then, I brought those columns as slicers in my report as shown below.

 

It is not working properly, meaning it’s still listing users who had activity in the timeframe when filtered. That is because in that selected time frame the users have activities in some months and not other months. That’s why the user is still showing up as not having an activity whereas he/she has activity in the actual dataset.


I followed the same approach using a running total to see if this will help but it's not helping either. Can anyone please help?

Ashish_Mathur you helped me last time, how about this time?

Thank you so much!

  • Hi,

    Is this the result you are expecting?  You may download the PBI file from here.

9 Replies

  • SivaMani's avatar
    SivaMani
    Resident Rockstar

    ShabnamKhan, I would suggest you use UNPIVOT COLUMNS option in Power Query. It will help you to meet your requirement,

     

    You can use the Attribute column in Slicer and create measures filtering this column.

     

    I hope this helps!

     

  • ShabnamKhan's avatar
    ShabnamKhan
    Frequent Visitor

    SivaMani 
    Thank you for your quick response. The issue still persists. After pivoting the table, I brought in the attribute values as slicer and when I select all the activities except emalis it lists customer 5452. However, this customer in fact had email sent activities in that date range as shown in the second image.

     

    Hope we are able to find an appropriate solution. Let me know if you have any quesiton, thanks!

  • Hi,

    Based on the data that you have shared, show the expected result very clearly..

    • ShabnamKhan's avatar
      ShabnamKhan
      Frequent Visitor

      Thank you for looking into my problem. I do not have a specific format to return the result. I am open to ideas here. We want to find users who have missed a certain activities for a selected time frame. So, if user "A" has sent emails but did not send a blog post on October 2022, when selected that date range and deselect activity type "blog post" we should not see user A. But, currently I am being unable to do so (see image). Here, I have selected all but emails but I am still showing the customer because he has sent emails in that time frame. The expected result should not even return him. I hope this makes sense, please let me know otherwise. Thanks so much!

       

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        Hi,

        For the selected time period, do you want the table to show those rows which correspond to users:

        1. who did not engage in the selected activities; or
        2. who engaged in the selected activities

        Please clarify.  Share the download link of the PBI file.

        1.