Forum Discussion
Net Order Calculation
Hello,
I hope you all can help!
I have sales opportunity data pulled from Salesforce and am trying to calculate net orders by quarter for the current year. However, the problem I run into is when we have a customer order and cancellation in the same year. Any measures I create would only capture the cancellation becuase the signup and cancellation is one opportunity. Our data looks something like this:
ID Name Model Stage Name IsWon Signup Date Cancellation Date
1 Cust. A Model A Closed Won True 1/15/2020
2 Cust. B Model B Cancelled False 1/15/2020 9/30/2020
3 Cust. C Model B Closed Won True 1/15/2020
I would like to create a table visual that looks like the below, and captures sign-ups and cancellations
1Q 2Q 3Q 4Q Total
Model A 1 0 0 0 1
Model B 2 0 -1 0 1
Total 3 0 -1 0 2
ericci solution is attached, you can take it from here and tweak as per your need.
Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
4 Replies
ericci solution is attached, you can take it from here and tweak as per your need.
Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
parry2kThank you for your response. Unfortunately, our company is still working with a prior version of PowerBI (October release), and I cannot open the file to verify the solution yet. Is there a workaround you are aware of that will allow me to open the file? I've also emailed my internal IT department for assistance.
Ashish_Mathur Thank you for your response. Unfortunately, our company is still working with a prior version of PowerBI (October release), and I cannot open the file to verify the solution yet. Is there a workaround you are aware of that will allow me to open the file? I've also emailed my internal IT department for assistance.
