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eilidh3
Frequent Visitor

Dax Count number of bids submitted filtered by status

Hi all,

 

I think this is a fairly simple one but I must have something slightly off.... or maybe I'm way off!!

 

I'm looking to create a hit rate... I have my bids submitted number (which only includes bids with a submitted date) but would like to create a measure of successful bids submitted.  

 

Successful bids = Pipeline Status = Preferred Bidder OR Contract Award OR Status = Won.  

 

The below isnt working.... 

 

No of Bids Successful = Calculate(
COUNTA(Opportunities[Bid Submitted Date]),
FILTER(Opportunities, Opportunities[ID_Pipeline Reporting Status] = "Preferred Bidder" || Opportunities[ID_Pipeline Reporting Status] = "Contract Award))

 

Opportunity NameBid submitted datePipeline StatusStatus
Opportunity 117/01/2022Preferred BidderOpen
Opportunity 218/01/2022Contract AwardWon
Opportunity 3 Preferred BidderOpen
Opportunity 419/01/2022Bid SubmittedOpen

 

Any help much appreciated as always 🙂  

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @eilidh3 ,

 

Did some edits based on tamerj1's formula.

 

No of Bids Successful =
COUNTROWS (
    FILTER (
        Opportunities,
        Opportunities[Bid submitted date] <> BLANK ()
            && ( Opportunities[ID_Pipeline Reporting Status] = "Preferred Bidder"
            || Opportunities[ID_Pipeline Reporting Status] = "Contract Award"
            || Opportunities[Status] = "Won" )
    )
)

vcgaomsft_0-1659939149148.png

 

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @eilidh3 ,

 

Did some edits based on tamerj1's formula.

 

No of Bids Successful =
COUNTROWS (
    FILTER (
        Opportunities,
        Opportunities[Bid submitted date] <> BLANK ()
            && ( Opportunities[ID_Pipeline Reporting Status] = "Preferred Bidder"
            || Opportunities[ID_Pipeline Reporting Status] = "Contract Award"
            || Opportunities[Status] = "Won" )
    )
)

vcgaomsft_0-1659939149148.png

 

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data

tamerj1
Super User
Super User

Hi @eilidh3 

your code assumes unique opportunity names therefore I assume the same. Please try

No of Bids Successful =
COUNTROWS (
    FILTER (
        Opportunities,
        Opportunities[Bid submitted date] <> BLANK ()
            && OR (
                Opportunities[ID_Pipeline Reporting Status] = "Preferred Bidder",
                Opportunities[ID_Pipeline Reporting Status] = "Contract Award"
            )
    )
)

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