Category: PowerBI desktop

Determine latest condition of each equipment and show a month wise count

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There are 100 machines in a factory.  Every machine has different test frequency. In a given month, not every machine is tested but we still have the last known rating (from some previous month) of that machine.  We have to show the latest rating of each machine for each month in a stacked column chart. […]

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Show Balance outstanding everyday even if data for everyday is not available

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In this simple 3 column dataset, there are 2 accounts – Konto 1 and Konto 2.  Each account has a balance outstanding as on a certain date.  However, if you notice carefully, there is no balance for any account on January 4-5,9-10 2020. The objective is show the balance outstanding every day.  For days which […]

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Analyse membership changes from year to year

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Assume a simple 4 column dataset as shown below.  This data shows which ID had which type of subscription in which year.  So ID A, which started as a “Free” subscriber in 2018 switched to a “Premium” subscriber in 2019 and then churned out in 2020.  Likewise, ID D which started as a “Pro” subscriber […]

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Show text entries in the value area section of a Pivot Table after meeting certain conditions

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In the value area section of a normal Pivot Table one can only show the result of aggregation functions such as SUM(), COUNT(), AVERAGE() etc.  Even if one drags a text field to the value area section of a Pivot Table, one cannot show those text fields because they automatically get counted. Consider the following […]

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Count tasks by status

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Assume a simple 3 column dataset as shown below – the date of each task and the status of that task. The objective is to get the status wise count of tasks by the last time stamp.  So for the Status “To-do”, the count should be 2 – Task ABC and DEF.  Only these two […]

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Calculate rolling sum for the past week by ignoring blank cells

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Assume a simple dataset as shown in the image below (the input data is in columns A and B only.  The desired outcome is in columns C and D). The objective is to calculate the 7 days rolling sum and average (as shown in columns C and D) ignoring blank cells.  So in cell C8, […]

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Summarise data by most recent status

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Here’s a simple 3 column dataset showing Date, ID and Status – the status of each ID by Date. So, the narrative for ID A is: It was “New” on Jan 1 It remained “New” until Jan 14 On Jan 15, the status changed to “Open” It remained “Open” till Jan 31 and the status […]

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Segment customers into dynamic buckets

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Consider a 4 column table – Respondent ID, Device ID, App Name and Category.  So this dataset shows which apps are installed on which device ID by which user and which category do the apps fall into.  It is a small dataset with only 4 columns and 2,000 rows. The question on this dataset is […]

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Customer analysis by Country and time period

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Here is a Sales dataset of 8 columns and 29 rows.  It basically details the revenue earned and cash collected by service type, Customer, Country and Period.  For a selected Country and time period, there could be customers availing of both services or of any 1 service. There are 2 broad questions that one may […]

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Identify Customers that Organisations can upsell or cross sell their products to

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Here’s a simple Sales data of a retail Store which sells Apple Products.  Since a customer can transact multiple times, there will be repetitions in the Cust ID column.  While Cust ID 123 and 782 purchased multiple products from the same Store in one transaction, Cust ID 53 purchased multiple products from different stores (Store […]

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