Power BI Data Shaping

[mikep7521]

Hello,

I'm havnig an issue creating a metric in Power Bi. Im trying to capture when two fields are blank and the Est. Close date was in 2017. I tried to accomplish this by creating a new column, my current formula is:

2017 Total # of Processed Files = COUNTBLANK(Installment[Pool__c]) & COUNTBLANK(Installment[Portfolio__c]) & Installment[Est_Close_Date__c].[Date] < DATE(2018,1,1)

What am I doing wrong here? Should I be using a different tool than creating a column?

Thanks!

[Anonymous]

Hi @mikep7521

since teher is no sample data/ expected result is given, am making a best guess and something like this may help you.

2017 Total # of Processed Files = CALCULATE( COUNTROWS(Installment) , FILTER (Installment, ISBLANK(Installment[Pool__c]) && ISBLANK(Installment[Portfolio__c]) && RELATED (Installment[Est_Close_Date__c].[Date]) < DATE(2018,1,1)

Thanks
Raj

[mikep7521]

There is sample data in the comment above

[mikep7521]

Hello,

I have tried posting the sample data and expected result but it keeps getting flagged as spam and is removed from the feed for some reason.

I'm now recieving the below error using the formula you suggested:

The column 'Installment[Est_Close_Date__c].[Date]' either doesn't exist or doesn't have a relationship to any table available in the current context.

There is a field for Est. Close Date but not a column. Do I need to create a column?

[Anonymous]

What do you mean by field? The assumption is all elements you have used in the formula's are existing as columns in your table.

Thanks

Raj

[mikep7521]

As in a Salesforce field. I'm pulling my data from a Salesforce org.

[parry2k]

@mikep7521it will be great help to provide the solution if you can share sample data and also expected result.

[mikep7521]

I'm trying to replicate this chart in Power Bi. The data is being pulled from our company's Salesforce org.