Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

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 metrics for a given report pull date (ie 7/31 vs 8/31). I have added example data but I have a couple dax measures using Calculate, distinct, sumx, countx for example. Posted below... 

 

I will be appending the data in one report and am wondering how I can give my viewers the ability to look at the data based on the pulled date of the report (ie. a slicer to choose between 7/31 vs 8/31). 

 

Thanks!!!

 

 

What I'd like to answer: 

 

1. Calculate sum and avg amount by contact as of [date]

2. Count the number of instances a count had a win as of [date] (dax below)

 
Dax Example:
 
CALCULATE(DISTINCTCOUNT('Opportunity Detail'[Contact ID (18)]), 'Opportunity Detail'[Stage (Bucketed)] = "Won")
General Comment
Need Help
  • 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!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    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!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum