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dwatson Frequent Visitor
Frequent Visitor

Creating a measure to meet three specific conditions for Quarter pipeline metric.

Trying to figure out what the best method to create a metric used for my pipeline report. I'm looking at Opportunites that has to satisfy three rules: 1) create date < current quarter start data, 2) close date is >= current quarter start date, and 3) close date is <= current quarter close date. There's currently a slicer being used on the page FYI. So I feel that it would have to be built into the measure.

2 REPLIES 2
Nathaniel_C Super Contributor
Super Contributor

Re: Creating a measure to meet three specific conditions for Quarter pipeline metric.

Hi @dwatson ,

Perhaps something like this:


Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos are nice too.
Nathaniel

 

 

 

 

 

Opportunity = var CreateDate= Date< current quarter start date
                       var CloseDate >=Date <current quarter start date && Date <= current quarter end date

 Final = CALCULATE(measure), FILTER(ALL(Table),Table[Col] = CreateDate,Table[Col2] = CloseDate))

return Final

 

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dwatson Frequent Visitor
Frequent Visitor

Re: Creating a measure to meet three specific conditions for Quarter pipeline metric.

I had a little trouble. I was able to get the following to work -

 

Test Pipeline = CALCULATE(SUM(OpportunityFORREPORTING[opportunity.Net_New_Sales__c]), OpportunityFORREPORTING[opportunity.CreatedDate] <DATE(2019,10,01), AND(OpportunityFORREPORTING[opportunity.CloseDate] >=DATE(2019,10,01), OpportunityFORREPORTING[opportunity.CloseDate] <=DATE(2020,01,01)))
 
However, I need this to be dynamic and right now it's static.
 

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