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leibowjb Frequent Visitor
Frequent Visitor

Column label output within date ranges

I am working with a data set where I need to have a new column created that labels customers as "walk-ins" should they come into my business within a given time frame.

 

On my dashboard, I have a slicer based on a "lead submitted date". This is the date where a customer submits a contact form and it enters into my CRM. However, when a customr actually walks into my business, there are 2 additional fields that are taken into account to classify them as a "walk-in". These would be the "prospect be-back date" and the "prospect first visit date"

 

Here is the challenge. I would like to keep my slicer as the "lead submitted date" so I know how many contact forms I had submitted within a given time frame. However, I would also like to have a calculated metric for "walk-ins" which would take into account anyone who has a "prospect be-back date" or a "prospect first visit date" contained within the time frame of the "lead submitted date"

 

Thank you!

1 REPLY 1
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v-ljerr-msft Super Contributor
Super Contributor

Re: Column label output within date ranges

Hi @leibowjb,

 

Could you post your table structures with just some sample/mock data, and the expected result? So that we can better assist on this issue. It's even better to share a sample pbix file. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. Smiley Happy

 

Regards

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