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I am trying to calculate the most recent close date for Salesforce opportunities that are grouped first by account number and then by the product that the client is using. However, I need to do this only for items tagged as "Sale Won" or "Sale Lost". I am using the below formula which seems to work most of the time but not all of the time.
MR Stage Date = if(or(Opportunity[Stage]= "Sale Won",Opportunity[Stage]= "Sale Lost"),
CALCULATE(MAX(Opportunity[Close Date].[Date]),FILTER(Opportunity,Opportunity[Account ID]=EARLIER(Opportunity[Account ID])),FILTER(Opportunity,Opportunity[Product]=EARLIER(Opportunity[Product])),FILTER(Opportunity,or(Opportunity[Stage]= "Sale Won",Opportunity[Stage]= "Sale Lost"))),BLANK())
Here is a sample of the results that should be produced
Client ID | Product | Stage | Close Date | Most Recent Close Date |
1234ABCD | A | Sale Won | 1/1/2016 | 1/1/2018 |
1234ABCD | A | Sale Won | 1/1/2017 | 1/1/2018 |
1234ABCD | A | Sale Won | 1/1/2018 | 1/1/2018 |
1234ABCD | B | Sale Lost | 1/1/2016 | 1/1/2017 |
1234ABCD | B | Sale Lost | 1/1/2017 | 1/1/2017 |
1234ABCD | B | Renewal | 1/1/2018 |
Any help here is greatly appreciated!
Thanks
Solved! Go to Solution.
Hi, try with this calculated column:
Column = IF ( Table1[Stage] IN { "Sale Won"; "Sale Lost" }, CALCULATE ( LASTDATE ( Table1[Close Date] ), FILTER ( Table1, Table1[Account] = EARLIER ( Table1[Account] ) && Table1[Product] = EARLIER ( Table1[Product] ) && Table1[Stage] IN { "Sale Won"; "Sale Lost" } ) ) )
Or a measure:
Measure = VAR Account = SELECTEDVALUE ( Table1[Account] ) VAR Product = SELECTEDVALUE ( Table1[Product] ) RETURN IF ( SELECTEDVALUE ( Table1[Stage] ) IN { "Sale Won"; "Sale Lost" }, CALCULATE ( LASTDATE ( Table1[Close Date] ), FILTER ( Table1, Table1[Account] = Account && Table1[Product] = Product && Table1[Stage] IN { "Sale Won"; "Sale Lost" } ) ) )
Regards
Victor
Hi @amcmackin,
Why not use a slicer for Opportunity[Stage] in the report and select both "Sale Won" and "Sale Lost". It gives more clarity to the users as well when they select MR Stage Date, they know that they are only looking for Sales won / lost and not all categories.
Hi @Anonymous,
So I am actually using this field to help calculate another field. I am interested in tracking ARR, but only the most recent value and if the most recent value is sale lost make it 0. I was using the MR date to find the date and then say if MR Date = Close Date for that record, pull that ARR.
Thanks,
Andrew
Hi @amcmackin,
Based on my test, you could refer to below formula:
MR Date = IF('Opportunity'[Stage]="Sale Won"||Opportunity[Stage]="Sale Lost",CALCULATE(MAX('Opportunity'[Close Date]),FILTER('Opportunity','Opportunity'[Product]=EARLIER(Opportunity[Product])&&'Opportunity'[Stage]="Sale Won"||Opportunity[Stage]="Sale Lost")))
Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
Hi @v-danhe-msft,
Thanks for your help here. There still seems to be an issue here. I have filtered my data to show one account and the data is pulling in a date that isnt in this account. Below are the results that I am getting. All items are either sale won or sale lost and the duplicate dates in the close date feild a
Close Date
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Thursday, September 29, 2016 |
Thursday, September 29, 2016 |
Tuesday, September 29, 2015 |
Tuesday, September 29, 2015 |
Tuesday, September 29, 2015 |
MR Date
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
8/14/2019 12:00:00 AM |
Expected Result
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Thursday, August 31, 2017 |
Tuesday, September 29, 2015 |
*Bottom is a new product
Hopefully this helps clairify the issue im having.
Thanks,
Andrew
Hi @amcmackin,
I could not understand what you want, if the [State] is either 'Sale Won' nor 'Sale Lost', what do you want to show? Could you please post your desired result like the picture you have posted before?
Regards,
Daniel He
For each Account, then for each Product within that Account find the most recent close date that has either the stage Sale Won or Sale Lost. If the stage is not Sale Won or Lost, make it blank. I have expanded the example from before to hopeful provide some more claification.
Account | Product | Stage | Close Date | Most Recent Close Date |
1234ABCD | A | Sale Won | 1/1/2015 | 1/1/2017 |
1234ABCD | A | Sale Lost | 1/1/2016 | 1/1/2017 |
1234ABCD | A | Sale Won | 1/1/2017 | 1/1/2017 |
1234ABCD | B | Sale Won | 1/1/2015 | 1/1/2015 |
1234ABCD | B | Renewal | 1/1/2016 | |
1234ABCD | B | Qualified | 1/1/2017 | |
WXYZ5678 | A | Sale Won | 1/1/2015 | 1/1/2015 |
WXYZ5678 | B | Sale Won | 1/1/2015 | 1/1/2016 |
WXYZ5678 | B | Sale Lost | 1/1/2016 | 1/1/2016 |
WXYZ5678 | C | Renewal | 1/1/2015 | |
WXYZ5678 | C | Sale Won | 1/1/2016 | 1/1/2016 |
WXYZ5678 | C | Qualified | 1/1/2017 |
Please let me know if this is still unclear and I can try to elaborate some more.
Thanks,
Andrew
Hi, try with this calculated column:
Column = IF ( Table1[Stage] IN { "Sale Won"; "Sale Lost" }, CALCULATE ( LASTDATE ( Table1[Close Date] ), FILTER ( Table1, Table1[Account] = EARLIER ( Table1[Account] ) && Table1[Product] = EARLIER ( Table1[Product] ) && Table1[Stage] IN { "Sale Won"; "Sale Lost" } ) ) )
Or a measure:
Measure = VAR Account = SELECTEDVALUE ( Table1[Account] ) VAR Product = SELECTEDVALUE ( Table1[Product] ) RETURN IF ( SELECTEDVALUE ( Table1[Stage] ) IN { "Sale Won"; "Sale Lost" }, CALCULATE ( LASTDATE ( Table1[Close Date] ), FILTER ( Table1, Table1[Account] = Account && Table1[Product] = Product && Table1[Stage] IN { "Sale Won"; "Sale Lost" } ) ) )
Regards
Victor
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