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

      • renquism's avatar
        renquism
        Regular Visitor
        8 years ago

        Hi,

         

        How were you able to connect directly to the insightly API?  I am currently trying to do this and am really struggling.  I'm receiving constant errors and there does not seem to be an easy way to do this.  My skills are very limited when it comes to connecting, so if you have any step by step or specific documentation on how you did this I would really appreciate it.  I have tried just about every solution found online but still can't come up with anything.