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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.


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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.


Go to My LinkedIn Page


Thanks! Adding the ALL filter seemed to do the trick

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