Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Shape the future of the Fabric Community! Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions. Take survey.

Reply
jfbonterra
Frequent Visitor

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

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!
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

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

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

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

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Visit my LinkedIn page by clicking here.


Schedule a meeting with me to discuss further by clicking here.

Thanks! Adding the ALL filter seemed to do the trick

Helpful resources

Announcements
November Carousel

Fabric Community Update - November 2024

Find out what's new and trending in the Fabric Community.

Dec Fabric Community Survey

We want your feedback!

Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.