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Hi guys, I want to build a dax measure that essentially allows me to calculuate the Stage Name & Amount of a sales opportunity in my pipeline historically. I have both CreatedDate and systemmodstamp which essentially tracks the recency of these values but my measures unfortuantely my measures always sum the totals when the same createddate is shown as shown below. Any ideas on which function to use?
NVM Amit, I manged to get the correct totals using sumx ! My bad. Pretty easy fix. I am just starting out but I have 1 issue I cannot wrap my head around shown below: My formula should retrieve just 1 last historic stage but in this instance it retrieves multiple? Why is that ? I am thinking it is due to my formula but could you help me fix this issue to only retrieve 1 historic stage with its correct amount ? It cannot have multiple stages as it will skew the measures
Hi Amit,
I cannot share my file but perhaps I can make it much clearer for you. Below is an example from my file.
Essentially, I set my date filter so be sometime in the past. Now if I select an Opportunity, ( Academic Renewal), below I get their respective stage history. My measures I built out correctly retrieve the last value for both its historic stage and amount which was on March 3rd 2021 as it is the lastnonblank date within the date filters applied. My measure fpr historical amount is below.
My issue is how do I correctly sum each respect opportunity lastnonblank historical amount when these date filters are applied? As of now I am not getting the correct result as shown below . The total value is super low. My question is how do i essentially sum up all these lastnonblank values up for a correct total amount?
@cdawidow2 , the expected output is not clear
Try
lastnonblankvalue(CreatedDate , Sum(Table[Amount]) // Or use Amount Measure
lastnonblankvalue(systemmodstamp , Sum(Table[Amount]) // Or use Amount Measure
or
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
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