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Anonymous's avatar
Anonymous
Not applicable
1 year ago
Solved

Question on filtered measures

Hello all,

 

I'm trying to create a measure that calculates the count filtered by a column with three different criteria. I created measures if I'm filtering by 1 criteria (see below), but need to filter by an additional three criteria within the same column. For example, I need to calculate the # of leads if they have a status of "Qualified" AND if their lead source is Marketing Event, HubSpot - Leadscore, or HubSpot - Talk-to-Sales. I'm getting an error when trying to add additional columns. Any help would be greatly appreciated. Thank you!

  • Anonymous's avatar
    Anonymous
    1 year ago

    Nevermind, I was able to validate it. I got the same number with the below measure using the format in the article you shared. Thank you!

     

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Nevermind, I was able to validate it. I got the same number with the below measure using the format in the article you shared. Thank you!

     

  • Hi Anonymous 

    From what you've described, this is how I would write the updated measure:

    # sales qualified leads modified =
    CALCULATE (
        DISTINCTCOUNT ( dv_lead_to_opty[lead_id] ),
        dv_lead_to_opty[lead_status] = "Qualified",
        dv_lead_to_opty[lead_source]
            IN { "Marketing Event", "HubSpot - Leadscore", "Hubspot - Talk-to-Sales" }
    )

    Generally it's best practice to include multiple filters with "and" conditions as separate arguments within CALCULATE.

    See this article for some examples/discussion:

    https://www.sqlbi.com/articles/specifying-multiple-filter-conditions-in-calculate/

     

    Does something like the above measure give the expected result?

     

    Regards

  • Anonymous's avatar
    Anonymous
    Not applicable

    Thank you, OwenAuger !

     

    I have multiple measures I need to create and will use the above you provided. However, I'm seeing a discrepancy when validating these measures. 

     

    I'm getting 1,376 leads when using the below measure:

     

    I'm using this measure and slicer filter for the column "lead_source" to check the above. I'm getting a discrepancy of 11 contacts. Do you know why this might be?

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    In case this is also helpful, this is what I'm seeing: