Forum Discussion

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.

     

AlAlawiAlawi's avatar
AlAlawiAlawi
Helper I
8 years ago

Hi Ashish_Mathur

 

Thank you for that spread sheet, it magic to me. Break it to me Gently =D ...

 

There is no Month Column in the calendar table ... and it seems that we are linking the column to itself.

 

The most interesting part then is all that formula.... What is ABCD.

 

Number of clients = if(HASONEVALUE('calendar'[Month]),

CALCULATE(DISTINCTCOUNT(Data[Client ID]),USERELATIONSHIP(Data[Inboud date],'calendar'[Date])) +CALCULATE(DISTINCTCOUNT(Data[Client ID]),USERELATIONSHIP(Data[Order Date],'calendar'[Date]))

+DISTINCTCOUNT(Data[Client ID]),MAXX(SUMMARIZE('calendar','calendar'[Month],"ABCD",

CALCULATE(DISTINCTCOUNT(Data[Client ID]),USERELATIONSHIP(Data[Inboud date],'calendar'[Date])) +CALCULATE(DISTINCTCOUNT(Data[Client ID]),USERELATIONSHIP(Data[Order Date],'calendar'[Date]))

+DISTINCTCOUNT(Data[Client ID])),[ABCD]))

 

 

Ashish THANK YOU for your time ... that was very generous from you.

 

I'll work on this more now and come back, for more as I still cant get my head around the logic. I could figure out the code reading it more than once but not sure about the relationship ....

 

The additional table that I now need to create would be the month order table to try it out.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
8 years ago

Hi AlAlawiAlawi,

 

You are welcome.  In the calendar table, there is a month column which i have calculated using the FORMAT() function.  The relationship shown in your screenshot below is needed because i need to bring over the Order column from the Month_order table to the Calendar table.  This is required to use the "Sort by column" feature in the Calendar Table so that the months in the visual appear in proper order.

 

ABCD is the heading of a virtual column that i have created in the SUMMARIZE() function.

 

If my reply helped, please mark it as Answer.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    8 years ago

    Hi AlAlawiAlawi,

     

    Refer to the result1 worksheets.  The link remains the same.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    8 years ago

    Hi,

     

    Why not?  The change is structure is happening at the backend.

  • AlAlawiAlawi's avatar
    AlAlawiAlawi
    Helper I
    8 years ago

    Hi Ashish_Mathur

    I think the query summary is missing something,

    Please check the result after adding the last line from the table below.

    Client ID Inboud date Order Date Amount Invoice Date
    1212            01-12-17    15-12-17     100         31-12-17

    The clients gets counted as 3 in December if you add the above line.

  • AlAlawiAlawi's avatar
    AlAlawiAlawi
    Helper I
    8 years ago

    Hi Ashish_Mathur;

     

    The data structure change wouldn't be possible, as in the current excel suggestion,

    Although it would be much easier to get that result and much less formula's.

  • AlAlawiAlawi's avatar
    AlAlawiAlawi
    Helper I
    8 years ago

    Pardon my limited understanding,

     

    1. Do you mean that the Data1 is automatically created using some formula ?

    or

    2. Create a New Data Source / Table with the suggested data structure ?

     

    With changing the data structure and adding a new table,

    I would require to link it to the current table that has over 60 Columns worth of Data and Growing.

     

    This would ultimately affect the processing speed and load time for Maps on the BI +++ and never ming the refesh time.

    Mind you the current data source is a .csv

     

    This is why I had hit the wall on this issue and need a formula to grab those results without changing the structure.

     

    I had been researching google for a couple of days now however this is not your typical {index/match how to video} .. haha

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    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.

     

  • AlAlawiAlawi's avatar
    AlAlawiAlawi
    Helper I
    8 years ago

    Good Day Ashish_Mathur

     

    First!

     

    Thank You very much for the time spent on this topic and the effort included ...

    You are a blessing for this forum / community and I can't express how your hint had broadend my view with unpivoting tables ...

     

    This took me a while to go around and re-structure new measures to accomodate to pre-existing dashboards which was a much bigger pain. This re-structure of new tables columns measures truely allowed a more dynamic approach to how I could segment things which weren't possible due to my limited sight of the unpivot option.

     

    You havent answered only my question but also took me to a new learning curve that will help me moving forward.

     

    Thank You

    Alawi

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    8 years ago

    Hi,

     

    Thank you for your kind words.  Glad to help.