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Anonymous
Not applicable

% of conversions by number of months

Hi,

 

I have this visual that I would like to create, but can't seem to wrap my head around how to do this exactly. 

This is some sample dummy data:

StageClientdatedays since last stagemonth  time
First11/1/202001 month
First21/2/202001 month
First31/3/202001 month
First41/4/202001 month
First51/5/202001 month
First61/6/202001 month
First71/7/202001 month
Second11/8/202071 month
Second41/9/202051 month
Second21/10/202081 month
Third11/11/2020101 month
Third21/12/2020101 month
Fourth21/14/2020121 month
Fourth11/15/2020141 month
Win11/16/2020151 month
Lost21/17/2020151 month
Second62/4/2020291 month
Third63/1/2020552 month
Fourth63/23/2020773 month
Lost64/1/2020863 month

 

I would like to create a visual that has the number of months on the x axis and then the conversion rate for each stage from the first as values. 

 

Time of conversion.PNG

 

Thanks!

 

6 REPLIES 6
Fowmy
Super User
Super User

@Anonymous 

Not enough information to understand how you want to visualize your data. 
Refer to this video, https://www.youtube.com/watch?v=HXQCV0N4KWg

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Anonymous
Not applicable

@Fowmy 

 

Thanks for sending that link, helped with the first part of my problem. Unfortunately the video is using one measure with a legend. I would like to use multiple measures without a legend. Can't seem to get any of my measures to work with that. I have linked the pbix file in a previous reply.

amitchandak
Super User
Super User

@Anonymous , do you have sequence number for these stages in this table of some other table

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Anonymous
Not applicable

Hi @amitchandak ,

 

No reference to other tables ( except for calendar) as of right now. That could definitely be created.

the secuence of stages is:

1. First

2. Second

3. Third

4. Fourth

5. Either 'Win' or 'Lost'

@Anonymous , just give them number using switch or if and then try formula like this (New colum)

new column =
var _maxStf = maxx(filter(table, client =earlier([client]) && [stage] <earlier([stage No])),[stage No])
return
quotient(datediff( maxx(filter(table, client =earlier([client]) && [stage No] = _maxStf),[date]) ,[date],day),30)+1

 

You can append a month at the end

Stage No=

Switch([Stage],

"First",1,
"Second",2,
"Third",3,
"Fourth",4,
"Win",5,
"Lost",5)

 

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Anonymous
Not applicable

Can't seem to get that to work.

I think my issue lies in that I have multiple measures that I would like to add in and neither works with this. Trying to get the percentage by time(number of months) of the conversion from first to second, third, fourth and Win. These measures are simply a divide by the number of rows for each stage.

 

This is a link to a pbix file where i have tried to do this unsuccessfully. The bottom graph is where I have included the measures.

 

https://ufile.io/kwlvp4n6

 

Thanks!

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