Count rows in another unrelated table

[IanR]

I am working in CRM. I would like to create a measure that counts rows in the leads table that contain a particular contact ID from the contacts table. The leads and contacts tables do not have a relationship. When I try to set one up Power BI complains that this would create ambiguity with another table that both are already related to.

I have created a calculated column in the contacts table:

Contact Lead Count = 
CALCULATE (
    COUNTROWS ( LeadSet ),
    FILTER ( LeadSet, LeadSet[ParentContactId.Id] = ContactSet[ContactId] )
)

This is useful but I cannot use this to ask questions relating to milestones in the selling process, such as ‘how many leads were there between first contact and first purchase?’.

Is there a way to do this? The code for the calculated column does not work in a measure, which I understand.

Thanks
Ian

[BILASolution]

Hi @IanR

As an alternative you can try this calculated measure.

Total Contacts = 

var cont = FIRSTNONBLANK(Contacts[ContactID];1)

return 

COUNTX
(
	FILTER(LeadSet;LeadSet[ParentContactID.Id] = cont);
	LeadSet[ParentContactID.Id]
)

The result is...(In my case)

I hope this helps

Regards

BILASolution

[IanR]

Hi BILASolution,

First impressipns are that your code seems to work. I'll test it a bit more then mark it as the solution.

Although first of all I'll have to try to understand it! Is it a standard solution? Are there any explanatory articles out there?

Thanks

Ian

[IanR]

Hi,

The solution that BILASolution has posted works for individual contacts but I can't get it to work for a group of contacts. For example, if I want to see the average number of leads sent to contacts who purchased in a specific date rang. When I try to include this measure in an average I get an error saying "Column 'Contact Lead Count Measure' cannot be found or may not be used in this expression". Just in case I have created the measure incorrectly I've included the code below. If I don't use average it just gives me the count for the first contact in the group.

Is there a way to get a measure that can be used to count matching instances of a value in another, unrelated table, that can also be used again in sum and average measures? In this instance that's counting leads related to contacts in Dynamics CRM?

This code works for indicvidual contacts:

Contact Lead Count (Measure) = 
	VAR cont =
    	FIRSTNONBLANK ( ContactSet[ContactId], 1 )
	RETURN
    	COUNTX (
        	FILTER ( LeadSet, LeadSet[ParentContactID.Id] = cont ),
        	LeadSet[ParentContactID.Id]
    		)

Thanks

Ian

[Greg_Deckler]

I would look at adjusting your table relationships so that you can create the necessary relationship. Generally this means adjusting the direction of your relationships. Can you post a picture of your relationships?