Order to quote conversion data DAX filter query

[GS_Developer]

I have 2 tables coming from Business Central into Power BI Desktop - Sales Orders and Sales Quotes. Now, we want to get the quote to order conversion data for a specific time duration as per the user for this data. So currently these 2 tables are connected by their creation dates. I need help creating a DAX query that would count the number of sales quotes created within a specific time period - for example last 1 month and divide it up with the number of orders created within the same period. That way I would be able to get the conversion percentage. 

salesOrders have the column orderDate and salesQuotes have documentDate.

Any help with the filter query would be appreciated. Thanks!

[v-xiaotang]

Hi @GS_Developer 

Based on the data structure and desired outcome you shared, I create an example for your reference,

Sample

in the sample, total for Sales Orders=81, total for Sales Quotes=52. so the result= 81/52.

create a measure:

Measure = 
    var _selectYear= VALUE(SELECTEDVALUE(Slicer[Year]))
    var _selectMonth= VALUE(SELECTEDVALUE(Slicer[Month]))
    var _SalesOrders= CALCULATE(SUM('Sales Orders'[value]),FILTER(ALL('Sales Orders'),MONTH('Sales Orders'[creation dates])=_selectMonth && YEAR('Sales Orders'[creation dates])= _selectYear))
    var _salesQuotes= CALCULATE(SUM('Sales Quotes'[value]),FILTER(ALL('Sales Quotes'),MONTH('Sales Quotes'[creation dates])=_selectMonth && YEAR('Sales Quotes'[creation dates])= _selectYear))
return 
    DIVIDE(_SalesOrders,_salesQuotes)

result

Best Regards,

Community Support Team _Tang

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[parry2k]

@GS_Developer you should add a calendar dimension in your model, you can follow my blog post here Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio... to create one.

Have relationship with date dimension to your sales order and quote table, and in visualization use year/month/date from date dimension and count from other two tables and you will get the result

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