topic Re: Running total percentage for last 30 days with inactive relationship not returning results in DAX Commands and Tips

Running total percentage for last 30 days with inactive relationship not returning results

jfbonterra — Wed, 07 Dec 2022 21:43:14 GMT

My formula is to count the number of records over a given period of time divided by a similar figure to get a point in time percentage. No errors with the formula but I don't return any results when I try to use an inactive relationship. Confirmed both fields in the inactive relationship are set up as one to many and both are Date types.

Close Rate =

var ClosedWon =

CALCULATE ( COUNTROWS ( 'Opportunities' ),

USERELATIONSHIP ( Opportunities[Close Date], 'Calendar'[Date] ),

FILTER ( Opportunities, Opportunities[Deal Stage] in {"Closed won" } ),

DATESINPERIOD ( 'Calendar'[Date], MAX ('Calendar'[Date]), -30, DAY ))

var Closed = CALCULATE ( COUNTROWS ( 'Opportunities' ),

USERELATIONSHIP ( Opportunities[Close Date], 'Calendar'[Date] ),

FILTER ( Opportunities, Opportunities[Deal Stage] in {"Closed lost", "Closed won", "Closed – Disqualified (BDR)" } ),

DATESINPERIOD ( 'Calendar'[Date], MAX ('Calendar'[Date]), -30, DAY ) )

var WinRate = DIVIDE ( ClosedWon, Closed )

return WinRate

Any ideas why this isn't working?

Thanks!

Re: Running total percentage for last 30 days with inactive relationship not returning results

Jihwan_Kim — Thu, 08 Dec 2022 04:10:02 GMT

Hi,

I am not sure if I understood your question correctly, but try somethinglike below whether it suits your requirement.

Close Rate = VAR ClosedWon = COUNTROWS ( FILTER ( ALL ( 'Opportunities' ), Opportunities[Deal Stage] IN { "Closed won" } && Opportunities[Close Date] <= MAX ( 'Calendar'[Date] ) && Opportunities[Close Date] >= MAX ( 'Calendar'[Date] ) - 30 ) ) VAR Closed = COUNTROWS ( FILTER ( ALL ( 'Opportunities' ), Opportunities[Deal Stage] IN { "Closed lost", "Closed won", "Closed – Disqualified (BDR)" } && Opportunities[Close Date] <= MAX ( 'Calendar'[Date] ) && Opportunities[Close Date] >= MAX ( 'Calendar'[Date] ) - 30 ) ) VAR WinRate = DIVIDE ( ClosedWon, Closed ) RETURN WinRate

Re: Running total percentage for last 30 days with inactive relationship not returning results

jfbonterra — Thu, 08 Dec 2022 14:15:42 GMT

Thanks! Adding the ALL filter seemed to do the trick