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NZarkad
Regular Visitor

Find missing contributions

Dear all,

 

I have a power bi table where 30 clients/stakeholders report every month in five indicators or categories of data. Some clients delay their contributions from one to many months or they do not report all indications/categories. Although we can easily display those reported how I could find out who has not reported yet per indicator and month ?

 

many thanks for your help

 

Nikos

2 REPLIES 2
pothatlam
New Member

To identify which clients/stakeholders have not reported yet for each indicator and month in your Power BI table, you can follow these steps:

1. **Data Preparation**:
- Ensure your Power BI table contains columns for clients/stakeholders, indicators/categories of data, months, and reported values.

2. **Create a Reference Table for Months**:
- If you don't already have one, create a reference table that lists all the months for which you want to track reporting.

3. **Create a Cross Join between Clients/Stakeholders and Months**:
- Merge or create a cross join between your clients/stakeholders table and the reference table for months. This ensures you have all possible combinations of clients/stakeholders and months.

4. **Merge Data**:
- Merge the combined clients/stakeholders and months table with your original data table based on client/stakeholder and month columns. This will align reported values with each client/stakeholder and month combination.

5. **Identify Missing Reports**:
- Create calculated columns or measures to identify missing reports for each client/stakeholder, indicator, and month combination.
- For example, you could use a calculated column that checks if the reported value is blank or null, indicating a missing report.

6. **Visualize Missing Reports**:
- Use visuals such as tables or matrices to display the missing reports for each indicator and month.
- You can filter the visuals based on indicators/categories to focus on specific data sets.

7. **Set Up Alerts (Optional)**:
- If you want to be notified when reports are missing, you can set up alerts or conditional formatting in Power BI to highlight missing reports.

Here's a simplified example of a DAX expression to create a calculated column indicating missing reports:

```DAX
MissingReportIndicator = IF(ISBLANK([ReportedValue]), 1, 0)
```

You can then use this calculated column to visualize missing reports in your Power BI report.

By following these steps, you can identify which clients/stakeholders have not reported yet for each indicator and month in your Power BI table. This allows you to track reporting gaps and follow up with clients/stakeholders as needed.

Vijay_A_Verma
Super User
Super User

Please post some sample data and explain your problem with respect to that sample data.

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