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Frequent Visitor

## Determine sales lead status at time of sending an email

Hi,

I have two tables.

Table 1 tracks the lead status of a customer throughout that customers lifecycle.

 CustomerId Date LeadStatus 1 01/11/2021 Prospective 1 10/11/2021 Active 1 14/11/2021 Pending cancellation 1 16/11/2021 Cancelled

Table 2 tracks system generated emails that have been sent to that customer.

 CustomerId EmailSent LeadStatusAtTime 1 02/11/2021 xx 1 15/11/2021 xx 1 16/11/2021 xx

I would like to work out what the lead status was at the time the email was sent and any help would be greatly appreciated 🙂

Many thanks

1 ACCEPTED SOLUTION
Super User

@harrisonalnwick , Create a new column in Table 2

New column =
var _max = maxx(filter(Table1, Table1[CustomerId] = Table2[CustomerId] && Table1[Date]<= Table2[EmailSent]), Table1[Date])
return
maxx(filter(Table1, Table1[CustomerId] = Table2[CustomerId] && Table1[Date]=_max ), Table1[LeadStatus])

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3 REPLIES 3
Frequent Visitor

@amitchandak  Many thanks

As a follow on question, in addition to working out the lead status that the time the email was sent, how could I work out how long the lead has been in that lead status at the time that the email was sent?

Frequent Visitor

Thank you 🙂

Super User

@harrisonalnwick , Create a new column in Table 2

New column =
var _max = maxx(filter(Table1, Table1[CustomerId] = Table2[CustomerId] && Table1[Date]<= Table2[EmailSent]), Table1[Date])
return
maxx(filter(Table1, Table1[CustomerId] = Table2[CustomerId] && Table1[Date]=_max ), Table1[LeadStatus])

Dashboard of My Blogs !! Connect on Linkedin
Want To Learn Power BI
Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
!! Subscribe to my youtube Channel !!

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