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jibran
Helper II
Helper II

Custom date table to pull data from other table on the daily basis

Hi,

I am creating a report for our operations department where we want to create our own custom table that has daily date field and pull data from other table on the daily basis.custom table.JPG

I want to create above table that has incremental date and No.of Quotes, Save etc it will pull up on daily basis from the other table that is main table has data like this 

 

 

Date CreatedQuote NoCompanyCreated ByDescriptionStatus
04/06/2017121Vehicle ManagementUser 1 Saved
04/06/2017122RYF SolutionsUser 2 Saved
04/06/2017123ABCUser 3 Saved
06/06/2017124Taxi HireUser 1 Converted
07/06/2017125Fleet User 5 Converted
07/06/2017126Management SolutionsUser 6 Converted
08/06/2017127ABCUser 3 Saved
08/06/2017128Fleet User 8 Saved

 

 

So for example on above table I've three quotes on 4th June 2017 the custom table against the 04/06/2017 would display under Save 3, against 06/06/2017 1 etc.

 

Can someone point me to the right direction, I shall be very thankful to you?

 

1 ACCEPTED SOLUTION
v-haibl-msft
Employee
Employee

@jibran

 

You can try to create a summarize table with following formula.

 

Table = 
SUMMARIZECOLUMNS (
    Table1[Date Created],
    "No. of quotes", CALCULATE ( DISTINCTCOUNT ( Table1[Quote No] ) ),
    "Save", CALCULATE ( COUNTROWS ( Table1 ), Table1[Status] = "Saved" )
        + 0,
    "Conversion", CALCULATE ( COUNTROWS ( Table1 ), Table1[Status] = "Converted" )
        + 0
)

Custom date table to pull data from other table on the daily basis_1.jpg

 

Best Regards,

Herbert

View solution in original post

2 REPLIES 2
v-haibl-msft
Employee
Employee

@jibran

 

You can try to create a summarize table with following formula.

 

Table = 
SUMMARIZECOLUMNS (
    Table1[Date Created],
    "No. of quotes", CALCULATE ( DISTINCTCOUNT ( Table1[Quote No] ) ),
    "Save", CALCULATE ( COUNTROWS ( Table1 ), Table1[Status] = "Saved" )
        + 0,
    "Conversion", CALCULATE ( COUNTROWS ( Table1 ), Table1[Status] = "Converted" )
        + 0
)

Custom date table to pull data from other table on the daily basis_1.jpg

 

Best Regards,

Herbert

Hi,

I would like to give you kudos,

How can I give that 

Really amazing work 

 

Thanks alot

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