Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Using Salesforce data from the Lead and Opportunity objects/tables. Currently the tables have no defined relationships. I am counting the number of Lead rows that were converted into an Opportunity row where the Opportunity Stage Name field is either Won, Lost, or Open. I get accurate counts, but the counts show up by the Lead record created date and I would like to count based on converted date. There are many date related fields so many are not active so I I am trying to use the USERELATIONSHIP for the inactive relationship to the Calendar[date] table. But it seems it's ignored.
Here is my calculated column:
Solved! Go to Solution.
Ah, I didn't separate a column and a measure in my mind until you mentioned it. The measure you proposed didn't work, it complained that 'Lead'[ConvertedOpportunityId] could not be found. This worked for creating the column, but not the measure. However, after creating the column, I was then able to make a measure and then counta in the new column and use USERELATIONSHIP there in the measure and the data lines up.
I appreciate your reply. It helped me a lot.
@jdogcisco , Why do need userelation in a column , That you need in measure
column like
Count Converted Opportunities Won = CALCULATE(COUNTROWS('Opportunity'), FILTER('Opportunity', Opportunity[Id] = 'Lead'[ConvertedOpportunityId]), Opportunity[StageName] = "Closed Won" )
measure like
Count Converted Opportunities Won = CALCULATE(COUNTROWS('Opportunity'), FILTER('Opportunity', Opportunity[Id] = 'Lead'[ConvertedOpportunityId]), Opportunity[StageName] = "Closed Won", USERELATIONSHIP('Lead'[ConvertedDate], 'Calendar'[Date]))
Ah, I didn't separate a column and a measure in my mind until you mentioned it. The measure you proposed didn't work, it complained that 'Lead'[ConvertedOpportunityId] could not be found. This worked for creating the column, but not the measure. However, after creating the column, I was then able to make a measure and then counta in the new column and use USERELATIONSHIP there in the measure and the data lines up.
I appreciate your reply. It helped me a lot.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
105 | |
105 | |
88 | |
73 | |
66 |
User | Count |
---|---|
124 | |
113 | |
98 | |
81 | |
72 |