custome journey

[powerbiexpert22]

how to represent below data in the form of chart as customer journey which shows all touch points of customer from lead to service in auto dealership company example toyota

[v-jtian-msft · Accepted solution]

Hi,@powerbiexpert22 .
I am glad to help you.

According to your description, you want to summarize the contents of the table in power BI, if I understand you correctly, you can refer to my suggestion below.

You can use narrative in Power BI Desktop to achieve the result you want.

In Power BI, narrative is a visual type that uses artificial intelligence to automatically generate a text summary to summarize the charts and data in a report. You can quickly understand the data based on the generated text summaries, highlighting key points and trends

Similarly you can manually edit some of the generalized summaries yourself.

Here are my test results

You can make a separate visual of the data you want to analyze (this is more conducive to intelligent analysis)
like this :

You can also create a Narrative directly and select the corresponding visual to summarize it.

Of course, if you want to customize the summary you can also choose to insert a Text.
like this:

Unfortunately I have not found a solution for placing the summarized data generated by narrative visual into Table visual, if you want to display the dynamic content of the summarized data into table, you can do it by creating a measure of the corresponding data (because the measure will change according to the computing environment), and turning them into text by string splicing.

You can create the corresponding data measure (because the measure will change according to the computing environment), through the string splicing way to turn them into text to display in the table.
like this :

new Measure=
"The Measure1 value is " &Measure1 & "The Measure2 value is " & Measure2 & "  The Measure2 value is " & Measure3

Measure = "The value of the invonice amount where Touchpoint='service is' "&[a_1]

But measure will be calculated according to the current computing environment, if you put it alone in an empty table
There is no result with the measure.

Above all, I recommend you to use narrative visual, it is very convenient and smart!

Here are some official documents and videos on how to use narrative, hopefully they will inspire you!
URL:How to use smart narrative with Power BI (youtube.com)
URL:Create smart narrative summaries - Power BI | Microsoft Learn

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

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