With some help on a previous topic I was able to create a daily summary table with the formula: (I hope the formatting is ok, still new to DAX - feel free to comment if it's off)
DailySummaryTable = ADDCOLUMNS( SUMMARIZE( Broker, Broker[LeadDate] ), "Leads", COUNTX( FILTER( Broker, Broker[LeadDate]=EARLIER(Broker[LeadDate]) ), Broker[LeadDate] ), "Sales", COUNTX( FILTER( Broker, Broker[SaleDate]=EARLIER(Broker[LeadDate]) ), Broker[SaleDate] )
)
This gives me a great daily summary, however how would I set about including some other columns from my main table?
For example, what if I want to see a breakdown of [category1] per day. How do I introduce this without breaking the daily counts?
So my current table output is
Origin Date | Status 1 Count | Status 2 Count | etc
date1 | 10 | 20
date2 | 5| 30
etc
My desired output is:
Origin Date | Category | Status 1 Count | Status 2 Count
date1 | category1 | 5 | 15
date1 | category2 | 5 | 5
date2 | category1 | 1 | 10
date2 | category2 | 2 | 10
date2 | category3 | 3 | 10
My problem is that if I simply add another column to my SUMMARIZE statement then it assigns the daily value to each item in that new column. And if I add an additional filter to my COUNTX statement the numbers don't quite add up. My attempted code that doesn't work correct is:
DailySummaryTable = ADDCOLUMNS( SUMMARIZE( Broker, Broker[LeadDate], Broker[category1] ), "Leads", COUNTX( FILTER( Broker, Broker[LeadDate]=EARLIER(Broker[LeadDate]), Broker[category1]=EARLIER(Broker[category1]) ), Broker[LeadDate] ) )
Your help is much appreciated.
Regards
Cobus