Use X-axis values as condition in an aggregation inequality

[OwenA]

Hi,

I have three columns of data: salesmanID, clientID, and signingDate. I'd like to build a line graph that shows total number of clients by month. There will be a slicer for the salesmanID so each salemans client population can shown. 

What ways could I aggregate the client populaton given the above information? 

Thoughts I had: Use the displayed month in the horizaontal axis as part of an inequality that checks if the signingDate is less than that month, then have PowerBI count the number of true inequalities. 

Thanks in Advance. 

[Anonymous]

Hi @OwenA ,

To create a line graph showing the total number of clients by month with a slicer for salesmanID, you can follow these steps:

1. Create a new Date table with a column for each month. You can use the CALENDAR function in DAX to create a date range.
2. Create a relationship between the Date table and your original data table using the signingDate column.
3. Create a measure to count the number of clients. You can use the COUNT function in DAX to count the number of clientID entries.
4. Add a line chart visual to your report. Drag the Month column from the Date table to the Axis field, and the measure you created in step 3 to the Values field.
5. Add a slicer visual to your report and drag the salesmanID column to the Field section of the slicer.

Here's an example of the DAX measure to count clients:

Client Count = COUNT('YourDataTable'[clientID])

Replace 'YourDataTable' with the name of your data table.

Best Regards,

Stephen Tao

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[ToddChitt]

I would do a CLUSTERED COLUMN chart. Put MONTH(Signing Date) on the X azis. Put Salesman ID as the Legend (that groups all salesman together in one Monthly cluster. Then for the Y Axis do a COUNT(CleintID).

Do you have sample data you can share?