Displaying items with no data

[LMorman]

I am trying to create a matrix to display a Sales Person portfolio of clients and who they have met with in person, when and who they have not.

Table 1:  includes the name of the Sales Person and their assigned companies

Table 2: Name of the Sales Person and the companies the have contacted and the date.  There are multiple types of contacts in the table, i.e. e-mail, in person, phone call etc.

My issues is when I filter to show just the in person acticities, I lose the names of the companies where there have been no activities. 

[v-yuezhe-msft]

Hi @LMorman,

Would you please share sample data of  the above two tables and post the expected result? Besides, we need to know that how you filter the table visuals.

Thanks,
Lyida Zhang

[LMorman]

Not sure if this will work...

https://bmo-my.sharepoint.com/personal/laura_morman_bmo_com/_layouts/15/guestaccess.aspx?guestaccess...

[dkay84_PowerBI]

We don't have access to this sharepoint location

[LMorman]

How else can I share data? 

[dkay84_PowerBI]

Just give us a small sample in some format like such:

Column1  Column2  Column3

data1        data2       data3

data4        data5       data6

Or use a file storage service like Box, OneDrive, GoogleDocs etc.

[LMorman]

Sales Pro Name              Company Name              November            December           January            Total

Mary Smith                         Company 1                          1                                                     2                   3

                                            Company 2                                                         2                      2                   4

                                            Company 3                                                                                                      0

The counts represent # of Face to Face calls by the Sales Pro during the month. 

The first table (Entities Table) I use contains the name of the Sales Pro and all of their assigned Entities

The second table Activities Table) contains the Entities where there were activities, the dates of the activities and the Sales Pro name.

The Activities Table contains additional activities, such as e-mail, phone call etc. 

I want to be able to show a Sales Pro's full portfolio and who they have had a face to face call with and who they haven't.

I also need to count how many Companies Mary Smith has not had a Face to Face call with.

[v-yuezhe-msft]

Hi @LMorman,

The above table is your expected result, right? Could you please also post sample data of your source tables?

Thanks,
Lydia Zhang

[LMorman]

Entity Table

Sales Pro Name   Entity Name       

Mary Smith           Company 1

Mary Smith           Company 2

Mary Smith          Company 3

Activity Table

Entity Name      Date of Activity      Activity Type

Company 1               11/1/2015            Face to Face

Company 1                01/02/2016         Face to Face

Company 1               01/10/2016          Face to Face

Company 1               05/01/2016           e-mail

Company 2              12/01/2015           Face to Face

Company 2              12/10/2015           Face to Face

Company 2              01/02/2016           Face to Face

Company 2             01/10/2016            Face to Face

Company 2               05/10/2016          Phone Call 

*Company 3 does not exist in Activity table

[v-yuezhe-msft]

Hi @LMorman,

In your scenario, please create a new column using the following formula, then create a Matrix visual as shown in the first screenshot. Please note that in order to show company 3, you need to right-click Entity field and select “Show items with no data” as shown in the second screenshot. For more details, you can review this attached PBIX file.

Column = CALCULATE(COUNTA(Activity[Activity Type]),Activity[Activity Type]="Face to Face")

Thanks,
Lydia Zhang

[LMorman]

what is the best way to share the data.  I am having issues with copy and paste from Excel into the relply box

[dkay84_PowerBI]

Save workbook to a cloud storage (i.e. OneDrive) and share the link

[dkay84_PowerBI]

When you filter, the data that doesn't have corresponding values for your filter/slicer will not be shown.  That is the point of a filter.  Maybe I am not understanding your question?

[LMorman]

I have a list of Companies assigned to a sales person and a list of activities the sales pro has completed with their assigned companies.  They track activity types such as face to face meetings, e-mails, phone calls etc. 

I want to show the sales pros full list of clients regardless of whether or not they have had an activity and only show the face to face activities ( by activity date)

[Greg_Deckler]

Yes, yes you would.