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Anonymous's avatar
Anonymous
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3 years ago
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Selected Filter Date / Column when appending data reports

Hi All   I'm currently building a bi weekly report with data pulled directly from Salesforce that's wrangled in a different system and I'd like to give the viewers an inside look into performance m...
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi Anonymous ,

    1. In Power BI, create a new table with the distinct dates from your data.

    Dates = DISTINCT('Table'[Date])

    Add a slicer to your report and use the new table as the source.

    2. For the first question, create two measures to calculate the sum and average amount by contact as of the selected date:

    SumAmountByContact = 
       CALCULATE(
           SUM('Table'[Amount]),
           'Table'[Date] <= SELECTEDVALUE('Dates'[Date])
       )
    AvgAmountByContact = 
       CALCULATE(
           AVERAGE('Table'[Amount]),
           'Table'[Date] <= SELECTEDVALUE('Dates'[Date])
       )


    3. For the second question, create a measure to count the number of instances a contact had a win as of the selected date:

    CountWinsByContact = 
    CALCULATE(
        DISTINCTCOUNT('YourTableName'[Contact ID]),
        'YourTableName'[Stage (Bucketed)] = "Won",
        'YourTableName'[Date] <= SELECTEDVALUE(Dates[Date])
    )

     

    Best Regards,
    Gao

    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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