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James_Galis1's avatar
James_Galis1
Helper II
3 years ago
Solved

Matching values between 2 tables when using a date slicer

Hello All Hoping for some assistance on the following I have 2 tables. 1, Employee  2. Visits   The employee table is simply a list of all employees and the visit table contains all client visi...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    3 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

James_Galis1's avatar
James_Galis1
Helper II
3 years ago

Apologies Ashish

Here is a small sample size of data from 2 tables

 

 Visit table.

Client IDVisit Start DateVisit Visit IDEmployee ID
AC0008021862023-04-241516014AC001971161
AC0036472892023-04-241609546AC003697811
AC0008655242023-04-241591665AC003388602
AC0000613902023-04-241609253AC000008651
AC0016073532023-04-241442254AC001432971
AC0015700542023-04-241582205AC000002261
AC0010195082023-04-241541569AC001400185
AC0008045862023-04-241540108AC000002251
AC0025122242023-04-241612147AC003649687
AC0007478542023-04-241611079AC000013024
AC0013799822023-04-241610968AC000002293
AC0008086032023-04-241442003AC001971080
AC0000003982023-04-241520678AC002773931
AC0010883332023-04-241443823AC003697811
AC0000002222023-04-241441325AC000002279
AC0008403092023-04-241578925AC001432971
AC0030926212023-04-241449251AC001936818
AC0009983092023-04-241508647AC000012964
AC0022945272023-04-241447635AC000143289

 

Employee table

Employee IDHas VisitJob Title
AC003697811YesCommunity Support Workers
AC003649687YesCommunity Support Workers
AC003388602YesCommunity Support Workers
AC002773931YesCommunity Support Workers
AC001971080YesCommunity Support Workers
AC001971161YesCommunity Support Workers
AC001936818YesCommunity Support Worker
AC001432971YesCommunity Support Workers
AC001400185YesCommunity Support Workers
AC000143289YesCommunity Support Workers
AC000012964YesCommunity Support Workers
AC000013024YesCommunity Support Workers
AC000008651YesCommunity Support Workers
AC000002293YesCommunity Support Workers
AC000002251YesCommunity Support Workers
AC000002239NoCommunity Support Workers
AC000002279YesCommunity Support Workers
AC000002261YesCommunity Support Workers
AC000002243NoCommunity Support Workers
AC000002231NoCommunity Support Workers

 

Note: The " Has Visit" column is entered manually and example of what i hope to acheive when slicing from the visit table.

Obviously this would change when selecting the date range and depending on which empoyee has visit for the selected date range

 

Please let me know if more information is required

 

Thanks in advanced

Ashish_Mathur's avatar
Ashish_Mathur
Super User
3 years ago

Hi,

Your data does not seem reepesentative.  You have taken only 1 date - please take more dates as well.  Also, within the date range selected, what is an employee visited on a certain date and not on another.  In such a scenario, since in the result, the employee ID should appear only once, what should the result be - Yes or No.  As requested, please share a logical/resresentative example and show the expected result on that revised sample.