Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago

PowerBI: Summary Table like Solution

I am trying to create a visual that tracks a manager's progress toward a goal of 45 connections per quarter. I have a column called meeting type, which within has several different values. Three of the values within this column are classified as "connections" and are what I am attempting to track. I also have my column for manager name. I am unable to just divide the column by 45 to get my percentage toward goal since there are other values within the column that I am not concerned about. I thought about just creating a summary table in R to accomplish this, but thought maybe there is a solution in PowerBI?

Need Help
Tips and Tricks

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi, Anonymous 

    Based on your description, you cannot get the percentage by dividing the column by 45 because there is also data in this column that you don't need. The Filter function is provided in Power BI to filter the data you need. I created the following sample data:

    In Power BI, you can obtain a meeting type summary table through the summarize and filter methods:

    Table 2 = SUMMARIZE('Table',"sss",CALCULATE(VALUES('Table'[meeting type]),FILTER('Table','Table'[meeting type]="connection")))

     

     

     

     

    How to Get Your Question Answered Quickly

    Best Regards

    Jianpeng Li

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.