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AlAlawiAlawi's avatar
AlAlawiAlawi
Helper I
8 years ago
Solved

Multiple Dates for funnel-ish!

Hello Everyone;   I am frustrated with this and waiting for super geek to hit me on the head. The screen shot says it all, first part is te sample data, Then usually what most look at are if the ...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi AlAlawiAlawi,

     

    Data1 has been auto generated by using Power Query.  So the end user will maintain data the way you uploaded it.  The internal process will create Data1 and get your desired result.  The end result is much simpler DAX Formulas as compared to my first solution.

     

Ashish_Mathur's avatar
Ashish_Mathur
Super User
8 years ago

Hi AlAlawiAlawi,

 

How have you calculated the Count of Client ID.  Why should that show 1 for all months?

  • AlAlawiAlawi's avatar
    AlAlawiAlawi
    Helper I
    8 years ago

    Ideally, For a KPI; All activities count.

     

    So if a executive had been active and had recieved an Inbound for XYZ in January but an order in Jun, then both activies counts.

    It just needs to be segmented as such.

    I am using a Distinct Count anyway so the YTD Should Flush the Duplicates of Customers by ID.

     

    Thanks for your reply

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User
      8 years ago

      Hi AlAlawiAlawi,

       

      If you are doing a YTD count, then the number of customers for each of those months should be 2.  Isn't that correct?

      • AlAlawiAlawi's avatar
        AlAlawiAlawi
        Helper I
        8 years ago

        Absolutely true, Even if they had 3 activities registered (Inbound/Order/Invoice) .. the distinct count shouldn't be affected and should show only 2 clients in 2017.

        How ever it should show 2 in Jan, 1 in Jun, 1 in July, 1 in Nov, 1 in Dec as in the initial example.

         

        Edit: I just noticed my initial example was a sum of the total months and showing 5 ...

        You are however correct and it should have been 2 (Good Eye)