Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Anonymous
Not applicable

Matrix View based on Month

Prabhu_J04_0-1727693188235.pngPrabhu_J04_1-1727693206835.png

Hi ,

i have Customer Master List in Table 1 and Customer Visit date wise in Table 2.

I need to calculate

1. No of visit met customer

2. Balance Visit

3. Missed Customer List and count

4. Reach (Total No.of Customer Met > 0 / Total No.of Customer ) based on Month or QTR in Slicer

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , Create common customer and Date table (with Qtr, Qtr Year etc) and then

 

1. No of visit met customer = count(Visits[Customer ID])

2. Balance Visit = Sum(Target[Quartely Target]) -  count(Visits[Customer ID]) 

3. Missed Customer List and count = Countx(Values(Customer[Customer ID]) , if(isblank([No of visit met customer]), [Customer ID] , blank() ) )  //Plot with customer dim

4. Reach (Total No.of Customer Met > 0 / Total No.of Customer ) based on Month or QTR in Slicer  = Divide(count(Visits[Customer ID]) , count(Customer[Customer ID]) )

 

When I asked you to create common tables: https://youtu.be/PqfGW6pl1Sw

 

When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-solution-8e3eccb41bda

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@Anonymous , Create common customer and Date table (with Qtr, Qtr Year etc) and then

 

1. No of visit met customer = count(Visits[Customer ID])

2. Balance Visit = Sum(Target[Quartely Target]) -  count(Visits[Customer ID]) 

3. Missed Customer List and count = Countx(Values(Customer[Customer ID]) , if(isblank([No of visit met customer]), [Customer ID] , blank() ) )  //Plot with customer dim

4. Reach (Total No.of Customer Met > 0 / Total No.of Customer ) based on Month or QTR in Slicer  = Divide(count(Visits[Customer ID]) , count(Customer[Customer ID]) )

 

When I asked you to create common tables: https://youtu.be/PqfGW6pl1Sw

 

When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-solution-8e3eccb41bda

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.