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JuliaGumina
Frequent Visitor

using date from 1 of joins for the graph

I am moving now reports written in CQL (BigQuery) to Power BI. I am super new in Power Bi so I faced some problems.
I have the table 'Clients' of clients with the info when they have been added to the system and the sales stage related to each client:

 

    Date_of_Creation     |Client_Name    |Sales_Stage|
    --------------------------------------------------
    01.Jan.2018          | John          | S1
    03.Jan.2018          | Jessy         | S1
    02.Jan.2018          | Mary          | S2
    10.Feb.2018          | Jacob         | S3
    15.Feb.2018          | Anna          | S4
    01.March.2018        | Karen         | S1
    15.March.2018        | Dany          | S3
    02.Jun.2018          | Elena         | S4 

  

 

I have four stages, lets call them S1, S2, S3, S4
From the table you can see that only in January and March there are clients with the stage S1.

I wanna plot graph where I will see the following:
If in the particular month there are any clients with the stage S1, I wanna see the amount of all clients at all stages S1,S2,S3 and S4 grouped by stage.
But if there is no clients at Stage S1 for some month, I do not need this month to appear.

So it will be:

 

Month  |Count(S1)      |Count(S2)      |Count(S3)       |Count(S4)
------------------------------------------------------------------ January| 2 | 1 |0 |0 March | 1 | 0 |1 |1

 

February and June do not appear in the graph as there is no S1 clients there.
I tried to create a separate table for 'Clients S1' with the same data but only for S1 clients, to join it to the table 'Clients' on Month_Year and to take the date from there. But it didn't work out.

Can you please help me?
Thank you!

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@JuliaGumina,

 

You may use a matrix visual, drag measure below to visual level filter and set Show items when the value is not blank.

Measure =
IF ( CONTAINS ( Table1, Table1[Sales_Stage], "S1" ), 1 )
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-chuncz-msft
Community Support
Community Support

@JuliaGumina,

 

You may use a matrix visual, drag measure below to visual level filter and set Show items when the value is not blank.

Measure =
IF ( CONTAINS ( Table1, Table1[Sales_Stage], "S1" ), 1 )
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you but it doesn't work.

If I simply check the value being equal to 'S1' and then set a Value Filter to 'True' then it will give me the dates , not the Months.

So I assume I need first to convert the date to the format 'Month_year' and only then apply the filter. Is it correct?

@JuliaGumina,

 

Yes, you may add a calculated column first.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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