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GS_Developer's avatar
GS_Developer
New Member
4 years ago

Order to quote conversion data DAX filter query

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!

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2 Replies

  • parry2k's avatar
    parry2k
    Super User
    4 years ago

    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 Solutions 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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  • v-xiaotang's avatar
    v-xiaotang
    Community Support
    4 years ago

    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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