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Almantas32
Helper II
Helper II

Dynamic Tracking of Open Orders by Date

Dear Cummunity inhabitats, 

 

I'm sure there is an answer for this somewhere, but I can't seem to google it correctly. 

 

Annotation 2020-05-14 091228.png

We have a measure of Open orders Calculate(COUNT(Deals[ID]); Deals[Won Status] = "open"

The Deals Tabel has a Creation Date Column, and A Closing Date when the Order is closed, and won status changes to "won" or "lost".

Open orders measure is not connected to any date column, but just a show how many open orders are there Today. We want to have a history of Open orders by day:

 
 

, but our CRM does not store history of open orders.

 

Is there a way how to store daily results of Open Orders with Power Bi? Or should I develop this on our CRM?

 

Thanks!

4 REPLIES 4
dax
Community Support
Community Support

Hi @Almantas32 , 

I am not clear about your requirement, if possible could you please inform me more detailed information(such as your expected output and your sample data (by OneDrive for Business))? Then I will help you more correctly.

Please do mask sensitive data before uploading.

Thanks for your understanding and support.
Best Regards,
Zoe Zhi

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

Thank you very mutch for the reply. I narrowed down my question to this: 

 

If I calculate something in Power Bi, can I save a particular days result and use it for dynamic reporting?

 

I. e. Every day I make a calculation of Open Orders on that day (but it is not connected to any date column). Can Power Bi save and store today's result to use for later dynamic analytics? 

 

I heard that you can do something like that with R code if I am not mistaken.

You can calculate and store your results for each in a calculated table.  See link below.  You can then make this table part of your data model for use in all your report pages.

 

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-calculated-tables

 

If this solution works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat

 





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Mariusz
Community Champion
Community Champion

Hi @Almantas32 

 

Sure you can expand dates between like in the video below also please see the attached for reference.

https://www.youtube.com/watch?v=7kbNHz6SZHY

 

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
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