Forum Discussion
Need Help with DAX expression - Opportunity Pipeline - Point in Time
Anonymous , refer if this can help
AntrikshSharma Can you try please uploading the modified file one more time? I am not able to see any changes to the file I uploaded.
Thanks again for your help.
George Ponnatt
Community Championhttps://drive.google.com/file/d/1RRFPHf6Y3yq87jGJnec-Vgo9fWcuHy1p/view?usp=sharing
AntrikshSharma Unfortunately the calculation below is wrong. It is not a straigtforward SUM()
For example: During Jan 2020, the followings Opps are in Stage 1 : OP1, OP2, OP4, OP5,OP6
Take OP1; it entered Stage1 Date on 12/15/2019. But it continues in that Stage till 2/10/2020, till it enters Stage2. So OP1 is in Stage1 on Jan 2020.
So Stage 1 - Jan would be 900. And Stage 3 -Jan should be 250. In Jan, only OP4 was in Stage 3.
ie.. Stage dates show what date the opportunity entered a stage, and it remains in that stage till it enters Next stage.
Appreciate the attempt.
- AntrikshSharmaCan you define the lower boundaries and upper boundaries of each stages, maybe that could help, worth trying.
AntrikshSharma Stage boundaries of each opportunity is implied within the above opportunity data itself. Each opportunity starts at Stage1, then moves on to Stage 2 and so on.
Ex:
OP1 (Current Stage is Stage2)
Stage1 12/15/2019 - 2/9/2020
Stage2 2/10/2020 - Current
OP2 (Current Stage isStage1)
Stage1 12/1/2019 - Current
OP3 (Current stage is Stage3)
Stage1 2/1/2020 - 3/14/2020
Stage2 3/15/2020 - 6/1/2020
Stage3 6/1/2020 - Current