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engradnansw Frequent Visitor
Frequent Visitor

Client not charged with start date Power Bi

Hi need help to find Active Clients which are not charged in particular week and start date should be before or equal to selected week. i am attaching  data and in data i have mentioned each table on separate sheet, Client sheet is for Client Table and Charge Sheet is for Charges table and  3rd sheet is for expected output.

Charges table only holds those clients which are charged. 

Click to Download file

 

Thanks in Advance

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Client not charged with start date Power Bi

@engradnansw ,

According to your description, my understanding is that you want to filter the data of the Client which are not charged after the Start Date based on the week.

In this scenario, we can first create a calculated column “Weekn = WEEKNUM(Client[Start Date])” for the client to get the week number of Start Date. Then, we can create a measure like below, this measure will mark these rows which meet the requirement as 1, else as 0.

Measure = var test = CALCULATETABLE(VALUES(Charges[Clinet ID]),FILTER(Charges,Charges[Week]=SELECTEDVALUE(WeekSlicer[Week])))
Return IF(not MIN(Client[Client ID]) in test && MIN(Client[Weekn])<=SELECTEDVALUE(WeekSlicer[Week]),1,0)

After that, we can create a table visual with Client[ClientID] and Client[Name], then drag the above measure to filters of the table visual, set this measure greater than 0.
1.png

 

Please refer to attached pbix file.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 REPLY 1
Moderator v-yuezhe-msft
Moderator

Re: Client not charged with start date Power Bi

@engradnansw ,

According to your description, my understanding is that you want to filter the data of the Client which are not charged after the Start Date based on the week.

In this scenario, we can first create a calculated column “Weekn = WEEKNUM(Client[Start Date])” for the client to get the week number of Start Date. Then, we can create a measure like below, this measure will mark these rows which meet the requirement as 1, else as 0.

Measure = var test = CALCULATETABLE(VALUES(Charges[Clinet ID]),FILTER(Charges,Charges[Week]=SELECTEDVALUE(WeekSlicer[Week])))
Return IF(not MIN(Client[Client ID]) in test && MIN(Client[Weekn])<=SELECTEDVALUE(WeekSlicer[Week]),1,0)

After that, we can create a table visual with Client[ClientID] and Client[Name], then drag the above measure to filters of the table visual, set this measure greater than 0.
1.png

 

Please refer to attached pbix file.

Regards,
Lydia

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