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GEN3Electric
Regular Visitor

Help With DAX Query (I'm hoping this is a simple function but I can't find it. )

I'm building a sales Dashboared out of a report that I'm getting from Servicetitan.com my Saas CRM. The report has 3 columns that are interesting me but is missing one that I need and can be calculated. The colums are:

 

[opportunity #] Not unique in this report it can contains groups of Estimates. 

[Estmate #] This # is unique in this report. 

[Estimate Date] this is the date an estimate was created. Estimates on the same opportunity can have different dates. 

 

<MISSING> 

[Oppertunity Date] I could use the earliest [Edtimate Date] assoated with the [oppotunity #] as the [Opportunity Date]. Is there a funstion for this?

 

EXAMPLE: My data look like this and I want to calculate the last column. For all of the  Estimate in Opportunity  001 I need to see them on the date the oppertunity was created.  

 

[opportunity #]            [Estmate #]                    [Estimate Date]             Calculated [Oppertunity Date]

001                                     001                              1/1/2016                         1/1/2016

002                                     002                              1/1/2016                         1/1/2016

001                                     003                              1/2/2016                         1/1/2016

003                                     004                              1/5/2016                         1/5/2006

004                                     005                              1/7/2016                         1/7/2016

001                                     006                              1/7/2016                         1/1/2016

 

Thank you for the help. 

1 ACCEPTED SOLUTION
Vvelarde
Community Champion
Community Champion

hi @GEN3Electric

 

New calculated column:

 

Opportunity-Date =
CALCULATE (
    MIN ( Opportunities[Estimate Date] );
    ALLEXCEPT ( Opportunities; Opportunities[Opportunity#] )
)



Lima - Peru

View solution in original post

1 REPLY 1
Vvelarde
Community Champion
Community Champion

hi @GEN3Electric

 

New calculated column:

 

Opportunity-Date =
CALCULATE (
    MIN ( Opportunities[Estimate Date] );
    ALLEXCEPT ( Opportunities; Opportunities[Opportunity#] )
)



Lima - Peru

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