I have a sales table with two dates (sold and scheduled), how can i show dashboards based on both?

[david2]

Hi Power BI Community,

I'm quite new to the tool, so would be grateful if someone can help me with the following: 

I have a table with the following columns:

• ID (unique)
• Value
• Sold Date
• Execution Date
• Address
• (many other columns irrelevant for this discussion)

as well as a Date Table with a hierarchy (Year/Month/Date), which has a relationship to Sold Date. This is very useful for creating sales charts.

However, i also want to create a second page with a map which shows where our won projects have to be executed. For this page/dashboard, i would like to create a relationship between the Execution Date and my Date Table. However, i can't seem to get it work as i already have the relationship with Sold Date.

I tried this solution, but can't get it to work.  Anyone know how to fix this?

Thanks! 

David

[Anonymous]

We will need more info on why USERELATIONSHIP() didn't work, as... that's indeed the correct way to handle this.

[david2]

Thanks for the quick reply.

I have defined the following measures:

• RevenueClosed = sum('PipeDrive Export'[Deal - Value])
• RevenueScheduled = calculate([RevenueClosed],userelationship('PipeDrive Export'[Deal - Scheduleddate],DateTable[Date]))

Sold dates run until today, scheduled dates run until the end of the year.

When i plot the measure RevenueScheduled on the map and use ScheduledDate as the slicer, i don't get my date hierarchy. On the other hand, if i use SoldDate in my slicer, the slicer only has options till today, so it uses the SoldDate.

Does that help?

[Anonymous]

In your original post, you referenced "Execution Date" but your most recent most references "PipeDrive Export'[Deal - Scheduleddate]".   Just checking if that is merely a naming thing (ScheduledDate is same as Execution Date?).