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Anonymous
Not applicable

Not easy Question

Hi all, have a problem,

This is convertion (opportunity/lead) graph as we see there is quite chaotic , but after a minute you can see patterns. 

 

image.png

Then I created a table by employee with convertion (convertion rate) by years by months (table below just January) and with opportynity number (opps_requalification_) to find out is there any person who convert more than convertion average. That can potentially mean that lead# = opportunity# wich is not good for overall convertion.

So, for 2016 there are people who convert with convertion rate 91%, 95%, I want to remove them from my data set. How to do that? Pleeeese help!

 

image.png

 

Convertion rate, 2016 = CALCULATE([Convertion rate_with _requalification], YEAR(Leads[CreatedDate])=2016)

Convertion rate_with _requalification = [opps_from_month_with_requlification]/[Leads Web Robs_with_requalification]

opps_from_month_with_requlification = calculate(countx(leads, Leads[Opps_with requalification]))

Leads Web Robs_with_requalification = calculate(countx(leads, Leads[CreatedDate GSP Leads]), Leads[leads_with_requalification]="iFinance - NonReferred")
1 ACCEPTED SOLUTION

Hi @Anonymous 

You may create a measure to get the correct total,For example:

Measure =
SUMX ( Table, [Measure 27] )

If it is not your case,please share some simplified assumed sample data and expected output which would be helpful to provide an accurate solution.For further,please refer to How to Get Your Question Answered Quickly.

Regards,

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-cherch-msft
Microsoft Employee
Microsoft Employee

Hi @Anonymous 

If you want to show the value 91% and 95% as blank,you may create an IF condition like below:

Measure =
IF (
    TRUNC ( [Convertion rate, 2016], 2 ) IN { 0.91, 0.95 },
    BLANK (),
    [Convertion rate, 2016]
)

Regards,

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

Thank you @v-cherch-msft for reply, but after applying trunc , it does not recalculate overall conversion, I have highlited. Do you know why? and how can I remove those date from overall convertion calculation?

image.png

Hi @Anonymous 

You may create a measure to get the correct total,For example:

Measure =
SUMX ( Table, [Measure 27] )

If it is not your case,please share some simplified assumed sample data and expected output which would be helpful to provide an accurate solution.For further,please refer to How to Get Your Question Answered Quickly.

Regards,

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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