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kpangelinan's avatar
kpangelinan
Helper I
9 years ago
Solved

Win Rate

I am trying to calculate a win rate. I have two Columns (1) OldValue and (2) is Opportunity.IsWon.

 

The OldValue column contains Stages (i.e. stage 1, stage 2, stage 3). The Opportunity.IsWin column contains either True or False.

I want to be able to calculate the Grand Total of Opps where the old value is Stage1. Let's say, for example, that it comes out to 100 total opps.

I then need to calculate how many of those opps had an Opportunity.IsWon as True. And finally with that I want to calculate the % of wins based on how many opps were true / the total opps.

 

Thank you for your help!

Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    I'll do this with 3 measures.

     Grand Total of Opps = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1"
)
     Opps had an Opportunity = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1",
	'YourTable'[Opportunity.IsWon]
)
    WinRate = DIVIDE(
	[Opps had an Opportunity],
	[Grand Total of Opps]
)


    Assumptions:
    - Your field Opportunity.IsWin is of type boolean, rather than text

    - You wanted to hardcode "Stage 1" into your measure.

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    I'll do this with 3 measures.

     Grand Total of Opps = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1"
)
     Opps had an Opportunity = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1",
	'YourTable'[Opportunity.IsWon]
)
    WinRate = DIVIDE(
	[Opps had an Opportunity],
	[Grand Total of Opps]
)


    Assumptions:
    - Your field Opportunity.IsWin is of type boolean, rather than text

    - You wanted to hardcode "Stage 1" into your measure.

     

    • kpangelinan's avatar
      kpangelinan
      Helper I
      9 years ago

      Anonymous Thank you so much for the quick response and providing the breakdown. This worked.