Forum Discussion
Values in calculated column do not filter according to date selected - Need Help
- 1 year ago
Hi AmeenVanakar.,
Here is my solution.
Hi Anonymous & _AAndrade
Many thanks for helping with my issue so far.
Unfortunately, this still does not solve the problem.
I tried to replicate the expected outcome in Excel & found anomalies. Here is a scenario
1. Customer 334434424566 has 3 unique bills between 1st Sep 2024 to 30th Sept 2024. however, these 3 bills are all on the same day & not different days. Hence the visit filter should show "1 Visit" but instead it's showing "3 visits"
2. During these 3 visits, the customer had different bill values matching different "bill range" criteria. Hence when we filter for visits + bill range the numbers don't show accurate display of the data.
Solution required:
1. Is there a way to group these 3 bills from customer 334434424566 & show as a sum within the same date?
2. The sum of bill numbers should be dynamic & change according to the date period & visits range selected.
3. Visit range should combine all bills within the same day as one & show as "1 visit" as on that day. This should also be dynamic & show a sum of all visits when a larger time period is selcted & link to visits filter.
Here is the link to excel file & the updated .pbix report shared by _AAndrade .
Excel File Customer Billing Data_workings.xlsx
.pbix file Analysis_DinRange.pbix
- _AAndrade1 year ago
Resident Rockstar
Hi AmeenVanakar,
I did some changes on my first pbix file and I think now is working as you want. For example, on 04/05/2023 we have 3 rows without customer number so the old dax formula will count 3 visits but with the new one is counting only one visit.
Take a look at my new pbix file.- AmeenVanakar1 year ago
Advocate II
Hi _AAndrade ,
The calculations work very well with the measures you've created 👍. However, we need to bring this all together in a column format along with bill range (bill value) so we can use it as a filter at the dashboard level, only then will we be able to run the analysis accurately.
Is there a way to use the measures as filters?
- _AAndrade1 year ago
Resident Rockstar
I didn't understand your point.
What is wrong on my pbix file? I have one filter with visits and have your first filter with bill classification.
What is not working properly?