Customer Life Cicle Process

Hi romovaro ,

---

 

First problem I have.

I need to see the difference in days. But sometimes the date Task completed is missing...and should be the difference between the Assigned Date until today... With the formula it shows 0 days....but that's wrong

 

Formula I currenly use for the difference in dates:

_DateDiferrence =

VAR

Sum_Date=Calculate(sumx('BMPS LOF Report','BMPS LOF Report'[TASK_COMPLETED_DATE2]-'BMPS LOF Report'[TASK_ASSIGNED_ON2]))

RETURN

if(sum_Date>=0,Sum_Date,0)

 

---

Try this:

_DateDiferrence =
DATEDIFF (
    MAX ( 'BMPS LOF Report'[TASK_ASSIGNED_ON2] ),
    IF (
        ISBLANK ( MAX ( 'BMPS LOF Report'[TASK_COMPLETED_DATE2] ) ),
        TODAY (),
        MAX ( 'BMPS LOF Report'[TASK_COMPLETED_DATE2] )
    ),
    DAY
)

 

Customer Life cycle

 

 The idea is to create something similar to the graph below showing average in days of the different steps of the customer life cycle.

 

With the diff dates I can create the graph with average days but I have issues adding the status i need and showing the steps in the correct order. Any idea how to include a formula that will help me to filter the steps?

 

Steps:

1 . Greenlights checks (status Closed)

2. Pre Engagement Process (status Received)

3. Partner Assignment (status received and closed)

4. IPM hand Off (status Received)

5 . IPM Hand Off (status Closed)

6. Start Partner Engagement (status received and closed)

7. Partner Acknowledgement (status received and closed)

 

Thanks,

 

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For another issue, do you mean you want to rank the "Task" column based on the order you provided? In addition, does it need to group by different "Client Number"?

Best Regards,

Icey

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