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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Count filter use relationship

Hello experts, hoping someone can help me.

I have opportunity records that have a primary contact.

I have campaign response records that have a contact.

The opportunity record has a created on date.

The campaign response record has a received on date.

I would like to identify the opportunities, where the primary contact has campaign responses, but the campaign response received on date is before the opportunity created on date, but not more than 1 year before the opportunity was created.

I thought it would be a measure with userrelationship from the opportunity contact to the campaign response contact, but get lost after that.

Any direction is helpful, thanks!
Need Help
  • v-deddai1-msft's avatar
    v-deddai1-msft
    6 years ago

    Hi Anonymous ,

     

    You did not provide sample data, but I did the test based on the data in your previous posts.

     

    Please refer to the dax code for measure:

     

     

    Measure =

CALCULATE (

COUNT ( 'Campaign Responses'[Campaign Name] ),

FILTER (

'Campaign Responses',

YEARFRAC (MAX(Opportunities[Created On]), 'Campaign Responses'[Date] ) >= 0

&& YEARFRAC ( MAX(Opportunities[Created On]), 'Campaign Responses'[Date] ) <= 1

)

,USERELATIONSHIP('Campaign Responses'[Contact Name],Opportunities[Primary Contact Name])

)

     

     

    And you should create an inactive relationship between 'Campaign Responses' and 'Opportunities' for USERELATIONSHIP function :

     

     

    For more details, please refer to pbix file:https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/EfE0_V2UdL1ItePx07JxA7sBwuJoXnbjuoZ2Ydk3TlxuxQ?e=IPmJhg

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

    Best Regards,

    Dedmon Dai

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