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qs314159
Regular Visitor

Count Number of Overdue/Past Due Follow Up Calls

‎04-10-2019 06:09 PM

Hi!

 

I'm working on my first sales dashboard, and I'd like to display the number of overdue follow up calls. I have the the date an employee should follow up, but I'm not sure how to write DAX to count the number of accounts with a followup date before today.

 

Also, it'd be nice to be able to filter by sales agent or show how many overdue calls each sales agent has. 

 

Any help would be greatly appreaciated. Thanks!

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parry2k
Super User
Super User
In response to qs314159

‎04-13-2019 07:11 AM

@qs314159 you can fitler those out

 

Overdue Followup Calls =
CALCULATE( COUNTROWS( YourTable ),
 YourTable[FollowupDate Coloumn] < TODAY() ,
NOT ISBLANK( YourTable[FollowupDate Coloumn])
)


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parry2k
Super User
Super User

‎04-10-2019 07:19 PM

@qs314159 add new measure as below, you can slicer it by sales agent as matter of fact any other column in your table.

 

Overdue Followup Calls =
CALCULATE( COUNTROWS( YourTable ),
 YourTable[FollowupDate Coloumn] < TODAY() 
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Message 2 of 5
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qs314159
Regular Visitor
In response to parry2k

‎04-12-2019 09:36 PM

Thank you so much for the quick reply, @parry2k! I tried the formula, but it's also counting rows without any data in the Follow Up Date field. How can I exclude empty cells?

Message 3 of 5
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0
parry2k
Super User
Super User
In response to qs314159

‎04-13-2019 07:11 AM

@qs314159 you can fitler those out

 

Overdue Followup Calls =
CALCULATE( COUNTROWS( YourTable ),
 YourTable[FollowupDate Coloumn] < TODAY() ,
NOT ISBLANK( YourTable[FollowupDate Coloumn])
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Message 4 of 5
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qs314159
Regular Visitor
In response to parry2k

‎04-13-2019 04:01 PM
Perfect! Thank you so much, @parry2k!
Message 5 of 5
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