Introduction
Tables, tables, tables…Love them, or hate them, we, Power BI developers, can’t live without them. Our users too. However, who says that we must provide our users with “normal”, old-fashioned tables? This week, with little creativity and magic, we will push table visual experience to a whole new level!
The report below shows data about the customers who signed up for our service through the referral program. We’re also collecting data if and when these customers made their first money deposit, so we want to follow up in case that customers signed up but haven’t made a deposit. Our Customer Support department can contact those customers and check if they faced any issues after signing up.
Requirements
- Import data from Excel file to Power BI Desktop
- In Power Query Editor, create a new column to calculate number of days between the Signup Date and today’s date
- In Power Query Editor, create a new column to calculate the number of days between the Signup Date and First Deposit date
- Create DAX calculated column to wrap the number of days since signup with corresponding text. Watch out on singular vs plural (day vs days)!
- Create DAX calculated column to keep track if the customer deposited or not, with 3 levels of distinction:
- Customers who made a deposit, no matter when
- Customers who signed up in previous 2 days, but haven’t made a deposit yet
- Customers who signed up more than 2 days ago and still haven’t made a deposit
- This last group of customers is our target group and should be easily identified by Customer Support agents
- Format table to look like in the original report (hint: use Sparse Style in Format paneJ)
- Apply Conditional formatting to Signup column, and set gradual background color
- Apply Conditional formatting to Deposit Info column, and set proper icon for each customer: green symbol means that the customer made a deposit; Yellow exclamation mark signals that the customer is yet to make a deposit, but they signed up in the previous 2 days; Red symbol marks the customer that signed up a while ago, but still hasn’t deposited
- Add slicer to filter the data, based on the number of days since the customer signed up
- Add slicer to filter the data, based on the number of days between signup date and deposit date
Dataset
Share
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I love these challenges! They are small and take a reasonable period of time but I learn so much!
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