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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:

 Opportunity Value Created On Closed On Status A 10 7/2/2020 9/3/2020 Closed B 15 8/3/2020 9/12/2020 Closed C 7 8/20/2020 9/15/2020 Closed D 8 9/3/2020 9/23/2020 Closed E 13 9/18/2020 10/6/2020 Closed F 9 10/3/2020 Open G 22 10/12/2020 Open

And I am looking for results like this:

 Month Total Pipeline Value July 10 August 32 September 13 October 31

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
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...

Proud to be a Super User!

2 REPLIES 2
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...

Proud to be a Super User!

Frequent Visitor

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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