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I have a calendar table which is diplayed as a slicer on the report - so the user can choose the reporting period.
I also have data as the follows:
Activtiy Table
Date of Activity | Activity reference | Client reference |
01/02/2022 | 12345 | 98765 |
05/06/2022 | 12356 | 89576 |
06/07/2022 | 12358 | 98765 |
02/01/2022 | 12346 | 45869 |
01/04/2022 | 12349 | 45869 |
03/01/2022 | 12348 | 47589 |
12/02/2022 | 12357 | 47589 |
Client table
Client Reference | Service Start Date | Service End Date |
98765 | 12/12/2021 | 05/08/2022 |
89576 | 02/02/2022 | 07/07/2022 |
45869 | 01/01/2022 | - |
47589 | 24/12/2021 | 02/03/2022 |
A relationship would exsist betweent he client reference on the client table and the client reference on the activtity table.
I want to see how many clients started service in the reporting period (date range selected in slicer) had no activties, 1 activity, or more than one activtiy also in the reporting period. So need to count how many activties each client has had in the reporting period. Categorise each client into a group 'No activity', '1activity','More than one activity', and then filter it down to only include client with a startdate inbetween the start and end date of the date range. So I end up with a table visual like the following:
EDIT: So that expected result is based on data provided. Assume that my reporting period is 15/12/2021-30/03/2022. Client ref 98765 would not be included in the count as their service does not start within the reporting period. When counting the activties of the other clients, client 89576 would come into the 'No Activities' as although they have 1 activtiy recorded this activtiy does not fall in the reporting period. Client 45869 would fall in the '1 activtiy' category as it has only 1 activity logged within the reporting period, and client 47589 will fall into the 'more than one activtity category' as they have more than 1 activtiy logged in the reporting period.
No. Activities in the reporting period for clients who started in the reporting period
Activties | Number of clients |
No Activities | 1 |
1 Activty | 1 |
More than one activity | 1 |
I've tried calculated columns and summaried tables but I can't filter these dynamically using the date slicer
Thanks in advance
Your sample data is inconsistent with the expected result.
Please provide sanitized sample data that fully covers your issue.
Please show the expected outcome based on the sample data you provided.
https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523
You got me confused with your criteria, especially this one
"Client ref 98765 would not be included in the count as their service does not start within the reporting period. "
Anyway, here's what I have so far but it totally doesn't match with your expectations (because I don't understand them)
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