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kousar99
Helper I
Helper I

Reports For LEIs renewal for total and month & year

Hi ,

As I was confused about what kinda reports or charts can be used for leis renewal summary for total and month & year on bi desktop. below is the output.

 

    Total Year_Month
  21352020-07
  19682020-09
  14682020-08

 

Thanks in Advance

1 ACCEPTED SOLUTION

Hi @kousar99 ,

Based on the information you provided it seems that the data source you are connecting to is SQL Server, you can refer to the official documentation below to connect to your SQL Server data source in Power BI Desktop.

Connect to SQL Server database from Power Query Desktop

yingyinr_4-1650351888769.png

yingyinr_3-1650351791032.png

After successfully connecting to your sql server data source, you can refer to the following steps to get the year-month and total values. Please find the details in the attachment.
1. Create the following calculated column to get the year-month

Year_Month = FORMAT('Table'[nextrenewaldate],"YYYY-MM")

yingyinr_1-1650351718010.png

2. Create the following measure to get the total

Total = 
CALCULATE (
    COUNT ( 'Table'[item] ),
    FILTER (
        'Table',
        'Table'[managingglou] = "EVK05KS7XY1DEII"
            && 'Table'[initialregistrationdate] < DATE ( 2019, 07, 01 )
            && 'Table'[Year_Month] IN { "2020-07", "2020-08", "2020-09" }
    )
)

yingyinr_0-1650351679340.png

Best Regards

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

View solution in original post

3 REPLIES 3
kousar99
Helper I
Helper I

Hi,

for the below tabled output i have written the query and i need to make report for the query

given with output and build reprt in power bi desktop.

If possible could you help me how can i write dax for the respective query

 

select count(*) as Total,substr(nextrenewaldate,1,7) as year_month

from lei_user.gleif_leis_v21

where managingglou='EVK05KS7XY1DEII'

AND substr(initialregistrationdate,1,7)<'2019-07'

AND substr(nextrenewaldate,1,7) IN('2020-07','2020-08','2020-09')

Group by substr(nextrenewaldate,1,7);

 

    Total Year_Month
  21352020-07
  19682020-09
  14682020-08

 

Hi @kousar99 ,

Based on the information you provided it seems that the data source you are connecting to is SQL Server, you can refer to the official documentation below to connect to your SQL Server data source in Power BI Desktop.

Connect to SQL Server database from Power Query Desktop

yingyinr_4-1650351888769.png

yingyinr_3-1650351791032.png

After successfully connecting to your sql server data source, you can refer to the following steps to get the year-month and total values. Please find the details in the attachment.
1. Create the following calculated column to get the year-month

Year_Month = FORMAT('Table'[nextrenewaldate],"YYYY-MM")

yingyinr_1-1650351718010.png

2. Create the following measure to get the total

Total = 
CALCULATE (
    COUNT ( 'Table'[item] ),
    FILTER (
        'Table',
        'Table'[managingglou] = "EVK05KS7XY1DEII"
            && 'Table'[initialregistrationdate] < DATE ( 2019, 07, 01 )
            && 'Table'[Year_Month] IN { "2020-07", "2020-08", "2020-09" }
    )
)

yingyinr_0-1650351679340.png

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

@kousar99 , Your need is not clear. You can use Bar, Line, Pie, Table to Matrix visual

 

The information you have provided is not making the problem clear to me. Can you please explain with an example.

Appreciate your Kudos.

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