Forum Discussion
Look for updated value in new Table
Hi All,
I’m very new to Power BI, so please forgive the basic questions.Thanks.
Team,
I have Month1 data, where the satge of different deals is different level. I have Month2 Data where the entries of Month1 will be present but with a different Stage Level.
I al working on a logic to figure out the entries in Month1 with any stage , but their stage in Month2 is Deal Won/
For Eg:
ID1 is Final Stage in Month1 but it is Deal Won in Month 2.
| May-18 | ||
| ID | Forecast Category | Stage |
| A1 | Forecast | Final Stage |
| A2 | Forecast | Initial Stage |
| A3 | Not Forecat | Resolutions Of Concers |
| A4 | Not Forecast | Final Stage |
| Jun-18 | ||
| ID | Forecast Category | Stage |
| A1 | Forecast | Deal Won |
| A2 | Forecast | Initial Stage |
| A3 | Not Forecat | Deal Won |
| A4 | Not Forecast | Final Stage |
| A5 | Forecast | Deal WOn |
| A6 | Forecast | Initial Stage |
| A7 | Not Forecat | Deal Won |
| A8 | Not Forecast | Final Stage |
In the Above Sample file- My result Output Will be A1 and A3. Thanks.
Hi Anonymous,
Based on my test, you could refer to below steps:
Create relationship between the two tables:
Create below calculated tables:
Table = CALCULATETABLE('Jun-18',FILTER('Jun-18','Jun-18'[Stage]="Deal Won"&&'Jun-18'[ID]=RELATED('May-18'[ID])))Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
3 Replies
v-danhe-msftMicrosoft Employee
Hi Anonymous,
Based on my test, you could refer to below steps:
Create relationship between the two tables:
Create below calculated tables:
Table = CALCULATETABLE('Jun-18',FILTER('Jun-18','Jun-18'[Stage]="Deal Won"&&'Jun-18'[ID]=RELATED('May-18'[ID])))Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
- parry2k
Super User
Anonymous isn't it a5 and a7 will also be the output. How you define month1? Is use going to pick a month from a slier and then use that as month1?
does month2 is always the following month? Lets say month 1 is May 2018 and deal won happens in August 2018, which is month4 after may 2018, what happens in that case?
Dear Parry,
I can export the data by Fiscal month. The data in each month is carry forwarded. The two ID's in May (A1,A3) changed their stage to Deal Won and I am interested in only these entries, i.e Entries that have changed their stage status from Final to Deal won.
Here in May A1 and A3 changed in June, Similar Way A6 and A8 might have changed in July.
Thanks for the reply. Thanks for Taking time in helping me.
