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Frequent Visitor

Calculating Past Pipeline by open and close dates

Hi all,

 

I am trying to calculate what our past pipeline looked like. To do this, I need to sum the value of any opportunity that

  • was created before or during the month in question
  • either closed after that month or is still open

 

My data looks like this:

OpportunityValueCreated OnClosed OnStatus

A

107/2/20209/3/2020Closed
B158/3/20209/12/2020Closed
C78/20/20209/15/2020Closed
D89/3/20209/23/2020Closed
E139/18/202010/6/2020Closed
F910/3/2020 Open
G2210/12/2020 Open

 

And I am looking for results like this:

MonthTotal Pipeline Value
July10
August32
September13
October31

 

July would be the sum of Opportunity A, since it's the only one that was created in or before July and it didn't close until August. August would be the sum of A, B, and C, because all of them have a Created On date that is before the end of August and a Closed date after August. And so forth.

 

I've been playing around with this for a while and can't figure it out, and I wasn't able to find anything similar on here via search.

I'd appreciate any help. Thanks!

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User IV
Super User IV

@emmawbarker , I have HR blog on similar lines. See if that can help

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

 



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View solution in original post

2 REPLIES 2
Highlighted
Super User IV
Super User IV

@emmawbarker , I have HR blog on similar lines. See if that can help

https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...

 



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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Thank you @amitchandak ! That's exactly what I was trying to do.

 

I had forgotten about the USERELATIONSHIP function - that was the piece I was missing 🙂

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