Forum Discussion
rcopenhagen
7 years agoFrequent Visitor
Creating a Calendar for Each Account ID with Revenue Calculation per Account at Point in Time
Hi folks, I am hoping to get some advice on creating the following structure. Today I have a table which has all of my accounts. I have another table which has all of the opportunities associ...
- 7 years ago
Take a look at the GENERATE command.
Greg_Deckler
7 years agoCommunity Champion
Take a look at the GENERATE command.
rcopenhagen
7 years agoFrequent Visitor
Worked like a charm. Ended up with the following formulas for the table and to summarize ARR for each line.
Customer Monitoring =
GENERATE (
'Calendar',
SUMMARIZE (
FILTER (
'Account For Opps',
'Account For Opps'[HasOpp] = TRUE
),
'Account For Opps'[Id]
)
)ARR =
CALCULATE (
SUM ( Opportunity[Amount (ARR (USD))] ),
FILTER (
Opportunity,
Opportunity[Type] = "New Business"
|| Opportunity[Type] = "New Business Crossell"
|| Opportunity[Type] = "Add-On"
|| Opportunity[Type] = "Upgrade"
|| Opportunity[Type] = "Existing Business"
|| Opportunity[Type] = "Downgrade"
|| Opportunity[Type] = "Churn"
),
FILTER (
Opportunity,
Opportunity[Mapped Stage] = "Won"
|| Opportunity[Mapped Stage] = "Won (Downgrade)"
),
FILTER (
Opportunity,
Opportunity[CloseDate] <= 'Customer Monitoring'[FullDateAlternateKey]
),
FILTER (
Opportunity,
Opportunity[AccountId] = EARLIER('Customer Monitoring'[Id])
)
)