Forum Discussion
Data from previous years not appearing when filtering
My issue is the data is inaccurate when I filter by date.
Context:
The report shows:
The total won projects (This is based on dealstage = "Closed - Won")
Total quotes submitted (I'm using the original quote date to stamp that the project has been through the quote stage. The projects move out of the quote stage and update, so using "Dealstage" will be inaccurate)
Then I'm dividing both to get a conversion rate.
I've tried using the original quote date for filtering but there's project's quoted in 2023 that aren't appearing in the won projects measure.
When I filter by close date, it only shows me a total of projects that have a close date and original quote date, either won or lost.
My goal is to display a conversion rate and total projects won each year while displaying projects we've won even if they've been quoted in 2023.
Here's my measures:
06 - Total Win =
CALCULATE(COUNTROWS('result_deals'),
'result_deals'[dealstage] = "Closed - Won"
)
03 - ConversionRate =
DIVIDE(
[06 - Total Win], [20 - Total_QS]
)
20 - Total_QS =
CALCULATE(
COUNTROWS('result_deals'),
NOT(ISBLANK('result_deals'[original_quote_date])) || result_deals[dealstage] = "Quote Submitted"
)What can I do differently?
Thanks
I managed to solve the issue.
I create a new column that will chose the relevant date. If the project has been closed - won, it will take the date from closedate column otherwise use original_quote_date.Relevant_Date = IF('result_deals'[dealstage] = "Closed - Won", 'result_deals'[closedate], 'result_deals'[original_quote_date] )
I'm using the above column for filtering and using the relevant date column as the date slicer.
5 Replies
- Sahir_Maharaj
Super User
Hello Kacper3,
Can you please try this:
06 - Total Win = CALCULATE( COUNTROWS('result_deals'), 'result_deals'[dealstage] = "Closed - Won" ) 20 - Total_QS = CALCULATE( COUNTROWS('result_deals'), OR( NOT(ISBLANK('result_deals'[original_quote_date])), 'result_deals'[dealstage] = "Quote Submitted" ) ) 03 - ConversionRate = DIVIDE( CALCULATE( [06 - Total Win], 'result_deals'[CloseYear] = SELECTEDVALUE('Calendar'[Year]) ), CALCULATE( [20 - Total_QS], 'result_deals'[QuoteYear] = SELECTEDVALUE('Calendar'[Year]) ) ) QuoteYear = YEAR('result_deals'[original_quote_date]) CloseYear = YEAR('result_deals'[close_date]) - Ashish_Mathur
Super User
Hi,
Share some data to work with and show the expected result. Share data in a format that can be pasted in an MS Excel file.
- danextian
Super User
Hi Kacper3
While measures can contain aggregates outside the selected range, the way filters from a related or the same table work is that it shows only the rows based on what's been selected such that if you select 2024, it will show just all 2024rows. You can either change the numeric slicer to before and reference the max year in your measure or use a disconnected table to show even those that are not from the current year using still by referencing it in a measure.
- Kacper3New Member
Sahir_Maharaj danextian Ashish_Mathur
I've tried both solutions but they still don't seem to work.
I've tried creating a centralized date table and making the active relationship to original quote date but it's still not working.
Due to data privacy and working with real information, below is sample of my data (it's not allowing me upload a CSV file)I have highlighted project 12 an example.
The goal is to create a conversion rate of quotes submitted to projects won. Then, in a line graph display and card visual show the total projects won and projects quoted. Finally, use a date slicer to narrow down and see the total project won and quoted in a set period (Year, QTR, and Month)
ProjectName deal_currency_code createdate Country CO# closed_lost_reason closedate dealstage del_start order_due original_quote_date Sum of unit_amount project 2 EUR 16/04/2024 12:51 IRE 29373323412 14/11/2024 15:15 Closed - Won 01/04/2025 00:00 01/01/2025 00:00 07/05/2024 00:00 65 project 3 EUR 27/09/2024 09:52 IRE 29382040502 29/11/2024 12:33 Closed - Won 03/03/2025 00:00 04/11/2024 00:00 18/10/2024 00:00 461 project 4 EUR 17/06/2024 12:58 IRE 29385007545 29/11/2024 15:06 Closed - Won 01/05/2025 00:00 01/11/2024 00:00 09/07/2024 00:00 146 project 5 GBP 29/01/2024 09:12 UK 29343585074 Project Cancelled 12/12/2024 12:01 Closed - Lost 19/02/2024 00:00 271 project 6 GBP 04/03/2024 09:01 UK 29363593221 Project Went Traditional 12/12/2024 15:26 Closed - Lost 25/03/2024 00:00 111 project 7 EUR 03/12/2024 15:53 IRE 29794206393 Waiting Response 23/02/2023 00:00 154 project 8 GBP 01/02/2023 12:26 UK 29355474285 Quote Submitted 23/02/2023 00:00 272 project 9 GBP 03/02/2023 12:05 UK 29700203912 Quote Submitted 24/02/2023 00:00 645 project 10 EUR 04/02/2023 12:55 IRE 29377504819 Quote Submitted 25/02/2023 00:00 164 project 11 GBP 08/01/2024 14:56 UK 30231210568 Competitors 01/02/2024 14:56 Closed - Lost 25/01/2024 00:00 333 project 12 EUR 20/11/2023 16:11 IRE 30362596895 28/02/2024 16:14 Closed - Won 03/06/2024 00:00 11/12/2023 00:00 689 project 13 EUR 08/04/2024 10:41 IRE 29762598472 Project Went Traditional 30/04/2024 15:03 Closed - Lost 02/09/2024 00:00 29/04/2024 00:00 538 project 14 EUR 01/02/2024 10:47 IRE 29675180097 31/05/2024 12:29 Closed - Won 02/09/2024 00:00 22/02/2024 00:00 107 project 15 EUR 22/08/2024 12:45 IRE 29679128651 15/06/2024 12:26 Closed - Won 03/06/2024 00:00 12/09/2024 00:00 213 project 16 GBP 09/04/2024 10:47 UK 29674186626 01/07/2024 12:18 Closed - Won 03/03/2025 00:00 30/04/2024 00:00 207 project 17 EUR 14/05/2024 10:36 IRE 29675181415 25/09/2024 15:14 Closed - Won 01/05/2025 00:00 04/06/2024 00:00 183 project 18 EUR 09/05/2024 12:45 IRE 29679125549 08/10/2024 15:16 Closed - Won 01/10/2024 00:00 30/05/2024 00:00 173 - Kacper3New Member
I managed to solve the issue.
I create a new column that will chose the relevant date. If the project has been closed - won, it will take the date from closedate column otherwise use original_quote_date.Relevant_Date = IF('result_deals'[dealstage] = "Closed - Won", 'result_deals'[closedate], 'result_deals'[original_quote_date] )
I'm using the above column for filtering and using the relevant date column as the date slicer.