Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Calculate net changes of $$ from 2 date columns

Hello! 

 

I have sales pipeline data and would like to consolidate the net changes (flow) in pipeline by month. Included some sample data but the current file as columns for the Pipeline Created Data (+) and Pipeline Close Date (-). 

 

Null / blank close date means deal is still open. 

 

Thank you in advance! 

Need Help

3 Replies

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

    Hi,

    The technique described in this article will split each ID into as many rows as there are months between the start and end.  This will get your started.

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Appreciate the help. I went about it a different way for now. I created a seperate summarized table for each date column above then created relationship on the dates. The seperate tables had the Amount sums by date. With a few other measures, I found the running totals and determined when quarter end is. Ultimately I want my stakholders to understand the movements from QoQ, I haven't quite gotten to the net changes but I'm not confident my method will work, let's see... 

      • Anonymous's avatar
        Anonymous
        Not applicable
        2 years ago

        Hi  Anonymous,

        Have you solved your problem? If so, can you share your solution here and mark the correct answer as a standard answer to help other members find it faster? Thank you very much for your kind cooperation!

         

         

         

        Best Regards

        Yilong Zhou

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