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smayers
Frequent Visitor
Partially syndicated - Outbound

Trying to create one Power BI summary report using multiple fields and multiple counts and filters

Hello,

 

I'm trying to create a summary report in Power BI that involves one data table, but the thing is, there are 3 different date fields (First_Purchase_Customer, First_Purchase_Household, and Order_Date) which all have to be the same, 3 items for counting (Customer IDs, Household IDs, and Order IDs), and the Order IDs involve 2 different T/F filters (Starter and Bunch).  I would like the report (either in table or matrix form) to look like the image seen below.  Can someone please help on how to create this report?  Thanks.

 

 Feb-22Mar-22Apr-22
Count of New Customers75,00095,00088,000
Count of New Households71,25090,25083,600
Count of Orders187,500237,500220,000
Count of Starter Orders3,7504,7504,400
Count of Bunch Orders75,00095,00088,000

 

2 REPLIES 2
v-yanjiang-msft
Community Support
Community Support

Syndicated - Outbound

Hi @smayers ,

Sorry I'm rather vague about your data model, could you please explain more or support a snapshot.

Best Regards,
Community Support Team _ kalyj

amitchandak
Super User
Super User

Syndicated - Outbound

@smayers , Create a common date table having month year, qtr , date etc. Calendar that starts with any Standard Month — Just one variable apart https://medium.com/chandakamit/cheat-sheet-calendar-of-any-standard-month-just-one-variable-apart-5e...

 

Join it with all three dates. You will get one active and rest inactive joins, That you can activate using userelationship

 

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in...

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

 

 

In the display use matrix with Option Show values on row /Show on Row

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