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Hello
I need to create a formula counting for CID....How many contains Task "Partner Acknowledgement....." and have a schedule date
Tried with this one.... but
| CLIENT_NAME | CID | INSTANCE_NUMBER | TASK | TASK_STATUS | SCHEDULED |
| Client A | 380249 | 1042784 | Partner Acknowledgement - 991342 - 380249BE01 | Received | 04-jul-22 |
| Client B | 11942 | 1182224 | Partner Acknowledgement - 1182411 - 381229 | Received | 31-ene-22 |
| Client C | 380310 | 1122325 | Partner Acknowledgement - 1107560 - 380310GB01 | Received | 01-mar-22 |
| Client E | 11021 | 1186659 | Partner Acknowledgement - 1186229 - 381236 | Received | |
| Client D | 1000248 | 1163652 | Partner Acknowledgement - 1160101 - 1000248FR01 | Received | |
| Client D | 1000248 | 1164153 | Partner Acknowledgement - 1160101 - 1000248DE01 | Closed | 02-may-22 |
| Client D | 1000248 | 1164154 | Partner Acknowledgement - 1160101 - 1000248GB01 | Closed | 02-may-22 |
Thanks
Solved! Go to Solution.
Hi @romovaro ,
You can try below code:-
Tasks with GLD & Closed =
CALCULATE (
COUNTA ( CELERGO_12062021V1[SCHEDULED] ),
CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" )
&& CELERGO_12062021V1[TASK_STATUS] = "Closed"
)
Thanks,
Samarth
Best Regards,
Samarth
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@romovaro , Just small correction it should be like this:-
Total Tasks =
CALCULATE (
COUNTA ( CELERGO_12062021V1[TASK] ),
CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" )
)
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
If you want to include in same code then you can use this code:-
Tasks Pre Engagement Received =
VAR result =
CALCULATE (
COUNT ( CELERGO_12062021V1[CLIENT_NAME] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK]
IN { "Pre Engagement Process", "IPM HandOff" }
&& CELERGO_12062021V1[TASK_STATUS] IN { "Closed", "Open" }
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
and if you need seperate one then below would be the code:-
Tasks Pre Engagement Received =
VAR result =
CALCULATE (
COUNT ( CELERGO_12062021V1[CLIENT_NAME] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK] = "IPM HandOff"
&& CELERGO_12062021V1[TASK_STATUS] = "Open"
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
@romovaro You can ask as many question you want. 🙂
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
HI Samarth,
Thanks a lot. I just had a meeting with management and below the final requirements...
I need to use the 3 formulas you gave me before but add an extra filter (Task = "IPM HandOff) and Task Status Closed
1) - Total Tasks = CALCULATE ( COUNTA ( CELERGO_12062021V1[TASK] ), CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" ) )+Extra filter
Showing Total of tasks that contains the string “Partner Acknowledgement” and have task “IPM HandOff” closed.
2) - Partner Acknowledgment with GLD = CALCULATE ( COUNTA ( CELERGO_12062021V1[SCHEDULED] ), CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" )) + Extra Filter
Showing Total of tasks that contains the string “Partner Acknowledgement” , have a schedule date and have task “IPM HandOff” closed.
Showing Total of tasks that contains the string “Partner Acknowledgement” and task status Closed, have a schedule date and have task “IPM HandOff” closed.
Checked some previous forums and tried with your formulas but something is not working.
and last one (is it possible?)
I need to count all the tasks that have Task= Pre engagement process (Closed & received) and the IPM Handoff task (in the same column) Received...or missing (sometimes, the field IPM Handoff is not appearing...)
Pre Engagment needs to show all....and IPM HandOFF only the ones with Task_status Received...but sometimes the IPM HandOff is missing...any idea how to calculate that?
Final requirements... Thanks for everything
Robert
Hi Samarth
last question for today
If I want to calculate the ones that are
Task = Pre Engagement Process & Task Status = Closed
and the ones that are:
task = IPM HandOff and Task Status = Open
If you want to include in same code then you can use this code:-
Tasks Pre Engagement Received =
VAR result =
CALCULATE (
COUNT ( CELERGO_12062021V1[CLIENT_NAME] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK]
IN { "Pre Engagement Process", "IPM HandOff" }
&& CELERGO_12062021V1[TASK_STATUS] IN { "Closed", "Open" }
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
and if you need seperate one then below would be the code:-
Tasks Pre Engagement Received =
VAR result =
CALCULATE (
COUNT ( CELERGO_12062021V1[CLIENT_NAME] ),
FILTER (
CELERGO_12062021V1,
CELERGO_12062021V1[TASK] = "IPM HandOff"
&& CELERGO_12062021V1[TASK_STATUS] = "Open"
)
)
RETURN
IF ( ISBLANK ( result ), 0, result )
@romovaro You can ask as many question you want. 🙂
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
Thanks 🙂
Hi @romovaro ,
You can try below code:-
Tasks with GLD & Closed =
CALCULATE (
COUNTA ( CELERGO_12062021V1[SCHEDULED] ),
CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" )
&& CELERGO_12062021V1[TASK_STATUS] = "Closed"
)
Thanks,
Samarth
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
HI Samarth,,
And if I just want to count all Partner Acknowledgment (No mather if a Schedule or not): Just to get the total of tasks.
Tring the Contain formula with count.... :s
@romovaro , Just small correction it should be like this:-
Total Tasks =
CALCULATE (
COUNTA ( CELERGO_12062021V1[TASK] ),
CONTAINSSTRING ( CELERGO_12062021V1[TASK], "Partner Acknowledgement" )
)
Best Regards,
Samarth
If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin
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