New field for identifying clients (Salesforce)

[simonGIS]

Working with Salesforce Objects.

I would like to have a new field to define accounts that are considered clients of ours.

• Definition of a client is an account with at least one opportunity that is closed won.
• Account and Opportunity tables has a 1:M join
• Opportunity table has a IsWon field which is either True or False

I want to create a new field in Account to check if there is any related opportunities where IsWon = True, and return a true/false response.

I am new to DAX, and currently doing some reading through other posts, but if someone could give me a few pointers, would really appreicate it.

[Is this account a client] = IF Opportunities.IsWon + True, return True

[ZunzunUOC · Accepted solution]

Hi @simonGIS , assume that these are your data, you can create the next calculated column on your Customer table:

IsCustomer = 
var IdCustomer=Accounts[ACCOUNT]
return
IF(CALCULATE(COUNTROWS(Opportunities);FILTER(Opportunities;Opportunities[Account]=IdCustomer && Opportunities[IsWon]=True))>0;"TRUE";"FALSE")

Best Regards,
Miguel

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

[simonGIS]

Thanks.
Can you help me understand the best practise to apply this.

• New measure under the Data View
• New column under the Data View
• Edit Queries view - add column - new column 

My feeling is that for the entire report, I will only care about the identified clients, so perhaps makes sense to do this in the edit queries section?  However this would require converting the DAX to M language, any chance you can provide some pointers on what that might look like?

I had an issue trying to apply this as a new measure:

Creating a new column in Account table from Data View, initially fails when I use ;

But if I change these to , then it executes.

Any reason?  I saw another post that suggests ; is preferred.

"assume that these are your data"

I am using the Salesforce connector to grab the data using my credentials.

[ZunzunUOC]

Hi, on the first hand, you must change my "," per ";".

I have used just a calculated column and when I talked about data, it was just a example (you can use your connector without problems).

Try again and talk me about the results.