Forum Discussion

amcmackin's avatar
amcmackin
Frequent Visitor
7 years ago
Solved

DAX Help

I am trying to calculate the most recent close date for Salesforce opportunities that are grouped first by account number and then by the product that the client is using. However, I need to do this ...
  • Vvelarde's avatar
    Vvelarde
    7 years ago

    amcmackin

     

    Hi, try with this calculated column:

     

    Column = 
IF (
    Table1[Stage] IN { "Sale Won"; "Sale Lost" },
    CALCULATE (
        LASTDATE ( Table1[Close Date] ),
        FILTER (
            Table1,
            Table1[Account] = EARLIER ( Table1[Account] )
                && Table1[Product] = EARLIER ( Table1[Product] )
                && Table1[Stage] IN { "Sale Won"; "Sale Lost" }
        )
    )
)

     

    Or a measure:

     

    Measure =
VAR Account =
    SELECTEDVALUE ( Table1[Account] )
VAR Product =
    SELECTEDVALUE ( Table1[Product] )
RETURN
    IF (
        SELECTEDVALUE ( Table1[Stage] ) IN { "Sale Won"; "Sale Lost" },
        CALCULATE (
            LASTDATE ( Table1[Close Date] ),
            FILTER (
                Table1,
                Table1[Account] = Account
                    && Table1[Product] = Product
                    && Table1[Stage] IN { "Sale Won"; "Sale Lost" }
            )
        )
    )

     

    Regards

     

    Victor

v-danhe-msft's avatar
v-danhe-msft
Microsoft Employee
7 years ago

Hi amcmackin,

I could not understand what you want, if the [State] is either 'Sale Won' nor 'Sale Lost', what do you want to show? Could you please post your desired result like the picture you have posted before?

 

Regards,

Daniel He

amcmackin's avatar
amcmackin
Frequent Visitor
7 years ago

Hi v-danhe-msft

 

For each Account, then for each Product within that Account find the most recent close date that has either the stage Sale Won or Sale Lost. If the stage is not Sale Won or Lost, make it blank. I have expanded the example from before to hopeful provide some more claification.

 

AccountProductStageClose DateMost Recent Close Date
1234ABCDASale Won1/1/20151/1/2017
1234ABCDASale Lost1/1/20161/1/2017
1234ABCDASale Won1/1/20171/1/2017
1234ABCDBSale Won1/1/20151/1/2015
1234ABCDBRenewal1/1/2016 
1234ABCDBQualified 1/1/2017 
WXYZ5678ASale Won1/1/20151/1/2015
WXYZ5678BSale Won1/1/20151/1/2016
WXYZ5678BSale Lost1/1/20161/1/2016
WXYZ5678CRenewal1/1/2015 
WXYZ5678CSale Won1/1/20161/1/2016
WXYZ5678CQualified 1/1/2017 

 

Please let me know if this is still unclear and I can try to elaborate some more.

 

Thanks,

Andrew

  • Vvelarde's avatar
    Vvelarde
    Community Champion
    7 years ago

    amcmackin

     

    Hi, try with this calculated column:

     

    Column = 
IF (
    Table1[Stage] IN { "Sale Won"; "Sale Lost" },
    CALCULATE (
        LASTDATE ( Table1[Close Date] ),
        FILTER (
            Table1,
            Table1[Account] = EARLIER ( Table1[Account] )
                && Table1[Product] = EARLIER ( Table1[Product] )
                && Table1[Stage] IN { "Sale Won"; "Sale Lost" }
        )
    )
)

     

    Or a measure:

     

    Measure =
VAR Account =
    SELECTEDVALUE ( Table1[Account] )
VAR Product =
    SELECTEDVALUE ( Table1[Product] )
RETURN
    IF (
        SELECTEDVALUE ( Table1[Stage] ) IN { "Sale Won"; "Sale Lost" },
        CALCULATE (
            LASTDATE ( Table1[Close Date] ),
            FILTER (
                Table1,
                Table1[Account] = Account
                    && Table1[Product] = Product
                    && Table1[Stage] IN { "Sale Won"; "Sale Lost" }
            )
        )
    )

     

    Regards

     

    Victor

    • amcmackin's avatar
      amcmackin
      Frequent Visitor
      7 years ago

      Hi Vvelarde

       

      That worked. Thanks for your help everyone.