Forum Discussion

smather's avatar
smather
Helper III
3 years ago

Dataverse - Dynamics 365, Track Stage Changes

Hi there

 

Would there be a way (preferably in DAX tho if it needs to be done within Power Query, that's fine) to view what stage an oppotunity was in the last 24 hours? EG:

 

A job was at Proposal Stage at 2PM, and was moved to Sales Call at 5PM - could I create some measure that would show me the last stage prior to being moved was "Proposal" by utilizing the 'Modified' timestamp? 

 

Any help would be fab, thank you 🙂 

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi smather ,

    Please try this measure:

    Measure = 
    VAR _MAX_DATETIME = 
    CALCULATE(
        MAX('Table'[DateTime]),
            FILTER(
                'Table',
                'Table'[Job ID]=MAX('Table'[Job ID])
                    &&'Table'[DateTime]>=NOW()-1
                    &&'Table'[DateTime]<=NOW()
            )
    )
    VAR _LAST_STAGE = 
    CALCULATE(
        MAX('Table'[Stage]),
            'Table'[Job ID]=MAX('Table'[Job ID])
                &&'Table'[DateTime]<_MAX_DATETIME
    )
    RETURN
        _LAST_STAGE

    Result:

    Best Regards,
    Gao

    Community Support Team

     

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    • smather's avatar
      smather
      Helper III

      Hi Anonymous 

       

      I tried out your measure, and it doesn't pull back any information, even though I have several jobs that have been modified today/over the weekend. Any other suggestions? 😞 

       

      I tried it both as a measure and as a col in Data