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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Shifting values from multiple rows to one row for Unique ID...

I'm using Power BI connecting to Salesforce to access the Opportunity Field History object (table).  I'd like to end up with each stage an opportunity hits, in order, on a single row so I can then bu...
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parry2k's avatar
parry2k
Icon for Super User rankSuper User
6 years ago

Anonymous you should add another column for stage and then it should be easy

 

Stage =
SWITCH ( Table[Old Value],
"Prospecting", "Stage 1",
"Qualifying", "State 2",
"Estimating", "Stage 3",
"Proposing", "Stage 4",
"Stage 5"
)

 

and use this new column on columns in the matrix visual

 

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  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Not sure that would work due to our lack of restriction.  Unfortunately, our Salesforce team hasn't locked down starting positions, at least not until recently.  So a salesperson could enter an opportunity in the estimating stage and that would technically be Stage 1.  And then from there it moves to Proposing (or wherever) which would be Stage 2 for that opportunity.

     

    Weird, I know.