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I'm having trouble with some DAX, and need some help or pointing in the right direction as it's driving me mad...
I have 3 tables:
1. A "Master" table, of Customers (unique customer code).
2. A table of Customer phone call Start and End date time (related to 1 via the customer code) a customer may have many calls and which employee answered the call
3. A table of Customer work detail changes (related to 1 via the customer code) with the date time and employee. The details may have many modifications for each customer.
Tables 2 and 3 are not joined together directly
I have 2 goals:
1. I want to add a column to the work details (table 3) to flag that this change was a result of a customer call (I want this so I can add a slicer on the Power BI report to filter other performance metrics based on whether it happened from a call or not).
2. I want to be able to count how many work detail changes (in table 3) were during a call (in table 2) and by the same employee, and how many were not related to a call or made by someone else
What's the best method to achieve these goals? I've tried several different ideas using FlLTER and RELATED, but don't seem to get the results I'm expecting!
Any suggestions would be very welcome!
Very difficult to say without sample data to play around with. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
That being said, your second item may be some variation on these quick measure I put together for time intervals:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364
https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Billing/m-p/409365
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