Forum Discussion

istvan_gorgey's avatar
istvan_gorgey
Frequent Visitor
8 years ago

Insightly with Power BI Desktop

Dear Forum Members,   I'm suffering a bit with Insightly data connection. I've added PowerBI data source using the Insightly connector and now I have the possibility to define measured values. Ot...
v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
8 years ago

Hi istvan_gorgey,

 

Based on my understanding, 'VALUE' is a measure, 'PROBABILITY' is a column, now you want to create a measure whose value is PROBABILITY*VALUE, right?

 

If so, you have to use an aggregation function to wrap 'PROBABILITY'. As it is not supported to refer to a column that contains multiple values in a measure.

 

You could try this, when you add the measure to table visual, you will get the correct product.

New Measure=SUM('TableName'[PROBABILITY])*[VALUE]

 

Regards,

Yuliana Gu

  • istvan_gorgey's avatar
    istvan_gorgey
    Frequent Visitor
    8 years ago

    Hi Yuliana,

     

    Thanks for the quick feedback. Yeah I tried it but it will sum all of the probability values which should be a weight instead of sum function. 

     

    So somehow I should use a cycle or of statements to have all the value as a weight.

     

    If you have any idea please help me.

    Thanks in advance!

    BR, IStván

     

    • tonyinsightly's avatar
      tonyinsightly
      New Member
      8 years ago

      Hi istvan_gorgey,

       

      Insightly includes a weighted value field [OPPORTUNITY_VALUE_WEIGHTED], so the calculation is already done for you. Drop that into your report, and you should be all set.

       

      Cheers,

       

      Tony J. Roma
      Senior UX Technical Writer at Insightly

       

       

       

       

       

       

       

       

       

       

       

       

      • istvan_gorgey's avatar
        istvan_gorgey
        Frequent Visitor
        8 years ago

        Thanks but I can not calculate with that either. The problem is that I have USD and EUR values in Insightly and for those I need to calculate the exact amount.

         

        I decided to connect to Insightly API directly from PowerBI Desktop. This will be the easiest solution so we can close this topic.

         

        Thanks.

        BR, István