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Emilienybo's avatar
Emilienybo
Frequent Visitor
2 years ago

Counting leads by created on date

Hello, 

 

I want to build a Power BI where we can track our generated leads. 

Im getting my data from Dynamics 365 CRM and have an individual line for each generated lead. 

 

I have the created date and want to make a cumultative graph, over the last three years, so we can see if we're generating more leads each year. 


Does anybody have a solution to how i can make this?

 

Thank you in advance, 

Emilie 🙂

7 Replies

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    2 years ago

    Have a look at Quick Measures - they have templates for this.

     

    Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

    Do not include sensitive information or anything not related to the issue or question.

    If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

    Please show the expected outcome based on the sample data you provided.

    Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

  • Emilienybo's avatar
    Emilienybo
    Frequent Visitor
    2 years ago

    Hello lbendlin, 

     

    Thank you for your answer!

    Unfortunatly i cannot provide a direct PBIX file, as all the data is sensitive. But i have made a table, that shows the type of data i am working with, with made up data 🙂 

    LeadCreated onStatus
    Name 1     1/1/2023Open
    Name 27/6/2023Qualified
    Name 33/8/2023Disqualified
    Name 410/10/2023

    Open

    The purpose of the visualisation would be to show all open leads on the specific month (no matter what date they are created - hence the accumulated). I think my issue is, that i keep making data that are connected to the "Created on" date, and therefore it will not show the total amount of open leads on the month......

    Is the provided example enough?

     

    - Emilie 

    • lbendlin's avatar
      lbendlin
      Icon for Super User rankSuper User
      2 years ago

      You need to indicate the date of the status change.

      • Emilienybo's avatar
        Emilienybo
        Frequent Visitor
        2 years ago

        lbendlin okay, do you know how i would do that?

        Is it possible to make a calculated colum to do this? ðŸ¤”

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Emilienybo 

     

    I added an extra line to your sample data to see the effect of the formula more clearly.

     

    I've added a new date table for Slicer.

     

    I created several measures as follow.

    Measure = IF(
                MONTH(SELECTEDVALUE('Table'[Created on])) = MONTH(SELECTEDVALUE('Month'[Month])) 
                && SELECTEDVALUE('Table'[Status]) = "Open", 
                1, 
                0
)

     

    count = COUNTX(FILTER('Table', [Measure] = 1), 'Table'[Status])

     

    And I put the measure into the filter so that the visual only shows data where the measure is equal to 1.

     

    Is this the result you expect?

     

    If I've misunderstood you, please provide the results you are hoping for. Show it as a screenshot or excel. Please remove any sensitive data in advance.

     

    Best Regards,

    Community Support Team _Yuliax

     

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

    • Emilienybo's avatar
      Emilienybo
      Frequent Visitor
      2 years ago

      Thank you for your reply!
      I wanted something, that looks like this

      But my issue is, that my data is bound by "Created on" date, so these numbers are created on and not the total of leads with the status "Open" for the month. 

      Do you know how i can create som date data, so i can get this visualization but with the total numbers of open leads?

       

      Thank you in advance, 

      Emilie