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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!
Solved! Go to Solution.
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 )
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 )
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?
Yes, you may add a calculated column first.
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