Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Filtering one visual using a date from another visual

I'm doing reporting from Salesforce.   In my model I have Campaign and Opportunity.   Campaign has a start date and represents a marketing campaign.   Opportunity has a start date.   When I s...
Need Help
  • v-huizhn-msft's avatar
    v-huizhn-msft
    8 years ago

    Hi Anonymous,

    Please create a measure using the formula below and check if it works fine.

    Measure =
IF (
    FIRSTNONBLANK ( opportunit[startdate], opportunit[startdate] )
        > SELECTEDVALUE ( Campaign[start date] ),
    "True",
    "Flase"
)


    Please feel free to ask if you have any other issue.

    Best Regards,
    Angelia


Anonymous's avatar
Anonymous
Not applicable
8 years ago

The relations are working, when I click on a campaign I see all opportunities, the only issue is that that's all historical opportunities for the campaign attached to the account.

 

I don't know how to get that data into Excel. If this were a database I'd make a table of CampaignID, OpportunityID, and a function that showed true if the campaign.startdata < opportunity.startdate but I don't know how to do that in PowerBI.

v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
8 years ago

Hi Anonymous,

Please create a measure using the formula below and check if it works fine.

Measure =
IF (
    FIRSTNONBLANK ( opportunit[startdate], opportunit[startdate] )
        > SELECTEDVALUE ( Campaign[start date] ),
    "True",
    "Flase"
)


Please feel free to ask if you have any other issue.

Best Regards,
Angelia