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thorn1831's avatar
thorn1831
Regular Visitor
6 years ago
Solved

Project Conversion %

Hey all,   Having some issues converting an old Excel report into PowerBI. I have 6 project stages (Initial Meetings, Feasibility Study, Feasibility Delivered, RFPRFQ, Selected, Contract Executed)....
  • MFelix's avatar
    MFelix
    6 years ago

    Hi  thorn1831 ,

     

    you need to create the following measures:

     

    Feasability deliver =
    DIVIDE (
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Feasibility Delivered] = TRUE ()
        );
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Feasibility Study] = TRUE ()
        )
    )
    
    
    Feasability Study =
    DIVIDE (
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Feasibility Study] = TRUE ()
        );
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Initial Meetings] = TRUE ()
        )
    )
    
    
    Selected/ In IGA =
    DIVIDE (
        CALCULATE ( COUNT ( Projects[ProjectID] ); Projects[Selected] = TRUE () );
        CALCULATE ( COUNT ( Projects[ProjectID] ); Projects[RFPRFQ] = TRUE () )
    )
    
    
    Sold/Closed =
    DIVIDE (
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Contract Executed] = TRUE ()
        );
        CALCULATE ( COUNT ( Projects[ProjectID] ); Projects[Selected] = TRUE () )
    )
    
    Turned into RFP/RFQ =
    DIVIDE (
        CALCULATE ( COUNT ( Projects[ProjectID] ); Projects[RFPRFQ] = TRUE () );
        CALCULATE (
            COUNT ( Projects[ProjectID] );
            Projects[Feasibility Delivered] = TRUE ()
        )
    )

     

    Format measure as % and place them on a visualization of your choice, be aware that this being a measure will calculate at the level you are on the visualization so if you add state it will show state level if there is no level (as Ihave in the PBIX file) it show full data values.

    Check PBIX file attach.