Filter Count created, closed, closed on time, past due tickets on a date sumarry table by Location

[Adri1]

Hi everyone,

I'm strugeling to came with a solution to build a report that shows trend of incidents and actions over time and behing able to filter this report by location. I'm able to get the results I want by creating a Summary Table and few measures but my problem is that I can't filter that Summary Table based on the Location Table. Here is the example.

I've 3 Tables linked together through Location ID:

1. Action Table
2. Location Table
3. Incident Table

Since there are not necessarely Actions or Incidents for each months, I'm generating an additonal Table name Summary Table which will allows me to display the trend of the different caluclation over each period even for month where there are no incidents nor Actions. My issue is how to filter this Summary Table results by the Location.

 Here are my measures used in Summary Table:

Thanks in advance for your support

Adrien

[parry2k · Accepted solution]

@Adri1 you are missing a date dimension table which is key to all this. As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

Although you provided a lot of information, it will be easier if you throw some sample data or pbix with sample data and your expected output, it will help to provide a solution.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[v-alq-msft · Accepted solution]

Hi, @Adri1 

You may a date table as below. The pbix file is attached in the end.

Calendar = CALENDARAUTO()

Then you can create measures as below.

Start Period = MIN('Calendar'[Date])

End Period = MAX('Calendar'[Date])

Incident = 
var startperiod = [Start Period]
var endperiod = [End Period]
var result = 
CALCULATE(
    DISTINCTCOUNT(Incident[Incident ID]),
    FILTER(
        ALLSELECTED(Incident),
        Incident[Created On]>=startperiod&&
        Incident[Created On]<=endperiod
    )
)
return
IF(
    ISBLANK(result),
    0,
    result
)

Created Action = 
var startperiod = [Start Period]
var endperiod = [End Period]
var result = 
CALCULATE(
    DISTINCTCOUNT('Action'[Action ID]),
    FILTER(
            ALLSELECTED('Action'),
            'Action'[Created On]>=startperiod&&
            'Action'[Created On]<=endperiod
    )
)
return
IF(
    ISBLANK(result),
    0,
    result
)

Closed Action = 
var startperiod = [Start Period]
var endperiod = [End Period]
var result =  
CALCULATE(
    DISTINCTCOUNT('Action'[Action ID]),
    FILTER(
        ALLSELECTED('Action'),
        'Action'[Closed On]>=startperiod&&
        'Action'[Closed On]<=endperiod
    )
)
return
IF(
    ISBLANK(result),
    0,
    result
)

Closed On Time Action = 
var startperiod = [Start Period]
var endperiod = [End Period]
var result = 
CALCULATE(
    DISTINCTCOUNT('Action'[Action ID]),
    FILTER(
        ALLSELECTED('Action'),
        'Action'[Closed On]>=startperiod&&
        'Action'[Closed On]<=endperiod&&
        'Action'[Due On]>endperiod
    )
)
return
IF(
    ISBLANK(result),
    0,
    result
)

Past Due Action = 
var startperiod = [Start Period]
var endperiod = [End Period]
var result = 
CALCULATE(
    DISTINCTCOUNT('Action'[Action ID]),
    FILTER(
        ALLSELECTED('Action'),
        'Action'[Created On]>=startperiod&&
        'Action'[Calc Closed On]>endperiod&&
        'Action'[Due On]<endperiod
    )
)
return
IF(
    ISBLANK(result),
    0,
    result
)

Result:

Best Regards

Allan

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Adri1 , You need to create a date table and it will join with all dates in two tables. Only one relation will be active in each table.

The use userelation to activate.

Refer my blog on similar topics

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

[parry2k · Accepted solution]

@Adri1 you are missing a date dimension table which is key to all this. As a best practice, add date dimension in your model and use it for and time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools.

https://perytus.com/2020/05/22/create-a-basic-date-table-in-your-data-model-for-time-intelligence-ca...

Although you provided a lot of information, it will be easier if you throw some sample data or pbix with sample data and your expected output, it will help to provide a solution.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[Adri1]

Thank you it works now