Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Measuring pipeline over time

Hello experts, hoping someone can help me. I'd like to be able to create a chart that shows the pipelines total value over time. 

 

For example, using the data below I woul expect...

January 31 = 200 (Opp1+Opp2)

February 29= 300 (Opp2+Opp3+Opp4)

March 31=  300 (Opp3+Opp4+Opp5)

April 30= 200 (Opp4+Opp5)

May 31= 100 (Opp5 since it hasn't closed yet)

 

IDValueCreated DateClosed Date
opp11001-Jan10-Feb
opp210015-Jan10-Mar
opp31001-Feb10-Apr
opp410015-Feb10-May
opp51001-Mar 

 

Thanks in advanced!

10 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks for the suggestion, but it doesn't seem to work for my data, and upon review that solution the numbers don't seem to add up to me unless I am counting incorrectly.

  • v-yuta-msft's avatar
    v-yuta-msft
    Community Support

    Anonymous ,

     

    Could you please clarify the logic why February 29= 200 (Opp2+Opp3), not February 29= 300 (Opp2+Opp3+Opp4)?

     

    Regards,

    Jimmy Tao

    • Anonymous's avatar
      Anonymous
      Not applicable

      Sorry, my mistake, you're correct.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Playing with this a little bit more I seem to have found a solution, but it's very slow and I am sure not the right way to go about this.

     

    What I did was create a measure for pipeline cumulative total by created date and another measure for pipeline cumultive total by closed date. Then I created another measure that subtracts the measures. It seems to work, but is pretty slow to calculate, so I am assumig it's not the "right" way to go about this.

  • v-yuta-msft's avatar
    v-yuta-msft
    Community Support

    Anonymous ,

     

    Suppose the date is selected from another table, you can create a measure using dax below:

    Result = CALCULATE(SUM('Table'[Value]), FILTER('Table', 'Table'[Created Date] <= SELECTEDVALUE('Date'[Date]) && ('Table'[Closed Date] >= SELECTEDVALUE('Date'[Date]) || 'Table'[Closed Date] = BLANK())))

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks for the reply! I can't seem to get this to work when I apply it to my actual data. I thinkit may have something to do with the fact that I have my opportunity table connected to a date table via the opportunities created on date? Thoughts?

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        Hi,

        I am not sure whom you are replying to.  Have you tried my solution?