March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early bird discount ends December 31.
Register NowBe one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now
I am attempting to do a sumx in an opportunity table in salesforce. I want to multiply each $ value in bookings column by its corresponding conversion rate based on the stage the opportunity is in. Here is how I calculate the conversion rates for qualified and negotiating. There is also tech select and evaluation
Closed Won Opportunity Count =
COUNTROWS(
FILTER(
Opportunity,
CONTAINSSTRING(Opportunity[StageName], "Closed Won")
)
)
Qualified Opportunity Count =
COUNTROWS(
FILTER(
Opportunity,
NOT(ISBLANK(Opportunity[Date_Moved_to_Qualified__c])) ||
NOT(ISBLANK(Opportunity[Date_Moved_to_Evaluation__c])) ||
NOT(ISBLANK(Opportunity[Date_Moved_to_Tech_Select__c])) ||
NOT(ISBLANK(Opportunity[Date_Moved_to_Negotiating__c])) ||
NOT(ISBLANK(Opportunity[Date_Moved_to_Submit_for_Processing__c])) ||
CONTAINSSTRING(Opportunity[StageName], "Closed Won")
)
)
Qualified Conversion =
DIVIDE([Closed Won Opportunity Count],[Qualified Opportunity Count])
Negotiating Opportunity Count =
COUNTROWS(
FILTER(
Opportunity,
NOT(ISBLANK(Opportunity[Date_Moved_to_Negotiating__c])) ||
NOT(ISBLANK(Opportunity[Date_Moved_to_Submit_for_Processing__c])) ||
CONTAINSSTRING(Opportunity[StageName], "Closed Won")
)
)
Negotiating Conversion =
DIVIDE([Closed Won Opportunity Count],[Negotiating Opportunity Count])
Every stage conversion rate follows this logic. The rates are calculating correctly in filter logic
I have made a bucket column where all closed wons stages are now
"in hand". I want to do a sumx that iterates through the opportunity table and forecasts bookings. This is the formula I made.
Forecasted Bookings =
SUMX(
Opportunity,
SWITCH(
TRUE(),
Opportunity[Stage] = "Qualified", Opportunity[Bookings__c] * [Qualified Conversion],
Opportunity[Stage] = "Tech Select", Opportunity[Bookings__c] * [Tech Select Conversion],
Opportunity[Stage] = "Negotiating", Opportunity[Bookings__c] * [Negotiating Conversion],
Opportunity[Stage] = "Evaluation", Opportunity[Bookings__c] * [Evaluation Conversion],
Opportunity[Stage] = "In Hand", Opportunity[Bookings__c],
Opportunity[Stage] = "Closed Lost", 0,
BLANK() // Default case if none of the conditions match
)
)
However when I iterate whenever the stage is one that needs to be multiplied by a rate. it returns a blank.
Why is this what can I do?
Hi @Anonymous share file via Office 365 or dropbox, google drive link or try to put each measure as variable so replace measure with variable
Proud to be a Super User!
Hi
in part Forecasted Bookings =
check part
Opportunity[Stage] = "In Hand", Opportunity[Bookings__c],
seems that after comma, definition is not finished?
@Anonymous
Proud to be a Super User!
it is saying if it is in hand then give the regular bookings without multiplying
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.
Arun Ulag shares exciting details about the Microsoft Fabric Conference 2025, which will be held in Las Vegas, NV.
User | Count |
---|---|
133 | |
90 | |
88 | |
64 | |
58 |
User | Count |
---|---|
203 | |
141 | |
107 | |
73 | |
70 |