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ThomasSTS's avatar
ThomasSTS
Regular Visitor
7 years ago

Frontlog Visual (Link to Dynamics 365 CRM)

Dear all,

 

I am struggling to visualize the evolution of the Frontlog (= Contract Value in EUR with Status “Open”) during time.

NOTE: I linked Power BI to Dynamics 365 (CRM).

 

We are currently using this measure:

 

We linked the “Date” to the Creation date, which causes the problem that we can’t see declines in our Frontlog (When an open opportunity gets closed, the initial increase and the decline take place at the exact same date, because it is only linked with the Creation Date).

 

Is there a possibility to add the Closure Date to the above measure, so the evolution of the Frontlog is shown correctly?

 

Many thanks in advance,

Thomas

Need Help

3 Replies

    • ThomasSTS's avatar
      ThomasSTS
      Regular Visitor
      7 years ago

       

       

      Hi,

       

      Please find below a screenshot of our current visual:

      The dates we used here are linked with the creation date. So if we add an open opportunity to CRM in July '19, the July '19 bar will increase with the contract value of that specific opportunity.

      If we would close the opportunity in August '19, there wouldn't be a visibe decline in the Aug '19 bar.

      What will happen is a decline in the Jul '19 bar, because our dates are linked to the creation date.

       

      We need to find a way to include the actual close date in the measures, so declines will be visible in the rigt month.

       

      Hope this helps,

      Kind regards,

      Thomas

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi ThomasSTS ,

        Actually, visual graph not helps. I'd like some sample data with table structure and expected result to show your requirement more clearly.
        Regards,

        Xiaoxin Sheng