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HabibAdil's avatar
HabibAdil
Helper IV
6 years ago
Solved

Quote to Sales Conversion Analyses

Hi Everyone, Please can you help me with the following? I am trying to do quote conversion analyses. I want to know how many of the quotes we sent were converted into Sales Orders (SO) (I will also...
Need Help
  • v-lionel-msft's avatar
    v-lionel-msft
    6 years ago

    Hi HabibAdil ，

     

    I created a model like this:

    Then, I created a meassure:

     

    Q_V = 
CALCULATE(
    MAX(Quotes[Quote Version]),
    FILTER(
        SO,
        SO[SO_NO] <> BLANK()
    )
)

     

    Then, I got "Quick loaded outcome wanted":

     

    But for "Not Quick loaded outcome wanted", you can't get the correct result from the model:

    So you need to create a new data model, like this:

    Then, I created a measure:

     

    Measure = 
VAR x = 
CALCULATE(
   DISTINCTCOUNT('Quotes (2)'[SO_NO]),
    ALLEXCEPT(
        'Quotes (2)',
        'Quotes (2)'[Quote No]
    ),
    ALL('SO (2)')
)
RETURN 
IF(
    x = 1 && MAX('Quotes (2)'[Opportunity_GUID]) = MAX('SO (2)'[Opportunity_GUID]) && MAX('Quotes (2)'[Opportunity_GUID]) <> BLANK(),
    MAX('Quotes (2)'[Quote Version]),
    BLANK()
)

     

    Then, added a filter and you could get the result:

     

    Best regards,
    Lionel Chen

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

     

v-lionel-msft's avatar
v-lionel-msft
Community Support
6 years ago

Hi HabibAdil ,

 

"The issue I have is, I have many versions of the same quote. One version of the same quote might have been quick loaded while the other one not or connected to SO through opportunity. ..."

Please give a more specific example data, maybe we can use DAX to solve your problem.

 

Best regards,
Lionel Chen

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

HabibAdil's avatar
HabibAdil
Helper IV
6 years ago

Hi v-lionel-msft 

 

Thank you for your response. Please find below a sample data. 

  • v-lionel-msft's avatar
    v-lionel-msft
    Community Support
    6 years ago

    Hi HabibAdil ，

     

    I created a model like this:

    Then, I created a meassure:

     

    Q_V = 
CALCULATE(
    MAX(Quotes[Quote Version]),
    FILTER(
        SO,
        SO[SO_NO] <> BLANK()
    )
)

     

    Then, I got "Quick loaded outcome wanted":

     

    But for "Not Quick loaded outcome wanted", you can't get the correct result from the model:

    So you need to create a new data model, like this:

    Then, I created a measure:

     

    Measure = 
VAR x = 
CALCULATE(
   DISTINCTCOUNT('Quotes (2)'[SO_NO]),
    ALLEXCEPT(
        'Quotes (2)',
        'Quotes (2)'[Quote No]
    ),
    ALL('SO (2)')
)
RETURN 
IF(
    x = 1 && MAX('Quotes (2)'[Opportunity_GUID]) = MAX('SO (2)'[Opportunity_GUID]) && MAX('Quotes (2)'[Opportunity_GUID]) <> BLANK(),
    MAX('Quotes (2)'[Quote Version]),
    BLANK()
)

     

    Then, added a filter and you could get the result:

     

    Best regards,
    Lionel Chen

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