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Fraistan
Helper I
Helper I

Keep deal status every month until changed

Hi, 

I want to visualise how our Deal Pipeline is going, preferably in a Ribbon Chart / Area Chart. 

In my table DataDates I have these columns:
Date (X-axis) that is connected to a DimDate-table
Status (Legend)
Deal Name (Count deals)

The Date registrers everytime a new change has been made, it usually takes months before changes occur. 
If no change occurs between the months, I want to use the last registrered status change. 

2024-01-19_11-53-44.png
I found these formula(s), but this is not working. Not sure what "ABCDEFG" is doing in below formula:

Count = COUNTROWS(FILTER(ADDCOLUMNS(VALUES(LimeDeals[Deal Name]),"ABCDEFG",CALCULATE([Last review],CALCULATETABLE(VALUES(LimeDeals[Deal Name])))),COUNTROWS(FILTER(DealOrder,[abcdefg]=DealOrder[Deal Status]))>0))

 

Date of last review = CALCULATE(MAX(LimeDates[Date]),DATESBETWEEN('DimDate'[Date],MINX(ALL('DimDate'),'DimDate'[Date]),MAX('DimDate'[Date])))

Last review = CALCULATE(MAX(LimeDates[Status]),DATESBETWEEN('DimDate'[Date],[Date of last review],[Date of last review]))

Number of equipment = DISTINCTCOUNT(LimeDates[Deal Name])

Thanks
9 REPLIES 9
Daniel29195
Super User
Super User

Hello @Fraistan 

 

is it possible to show the output that you want  ? 

it would help alot

 

best regards

Thanks for replying :)!

Fraistan_3-1706006852703.png

 

 

 

I want every month to be populated by the latest Status change and "todays" month.
Where I have made an strikethrough, is the data I'm missing today and want help with. 

@Fraistan 

 

assuming you have in your table visual the following : 
deal name   realdate 

 

and you want to get the latest status change 

 

you can simply add the column ,  and set the aggregation to last . 

 

im not sure if this would help . 

 

if not, please if you can share your power bi file so i can take look, that would be amazing . 

 

if you cant, can you share the model of the tables you are using, ( only the ones you are working on for this reqirement, how they are linked together ) and the visual table.  

 

I'm trying to use this visual: 

Fraistan_0-1706022642224.pngFraistan_1-1706022693564.png

 

Here is a link for PBI example: 

Gdrive

Daniel29195_1-1706083232503.png

it sems that i cant open the file .

 

no problem !  can you tell me again,  exactly what is the measure that we need,

the logic , the visual structure  , 

 

 

best regards 

@Fraistan 

can you please share it as anyone with the link can access the file ? 

Daniel29195_0-1706081962017.png

 

Can you try now :)?

I've updated my example Pbi

Gdrive

 

My data => todays data
My dream data => what I want, to be able to visualise

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