Enable a slicer to only apply to part of a measure

PaulCo · ‎03-06-2018

Hi There,

I have created a slicer which enables me to see the latest value of an opportunity. The sales team update various fields from Call 1 to Call 7 based on their latest sales call. This is to track the value of the deal over the quarter.

I added a conditional column to find the latest call value for each opportunity. But to enusre that I only pull the latest value I also added a column which states what the latest call is.

So now I have a slicer which allows me to select the latest call and then see the latest call value by filtering out all of the previous call values.

Now I want to do a simple calculation to find out what the latest call value is + the booked deal value.

Both values come from the same table so I need to filter the latest call value by Call Number but then this filters my booking results.

I have created 2 measures:

Current Quarter Bookings:

Current Q Bookings 1 = (CALCULATE(SUM('BI Data - SFDC'[Software Amount]),Dates[Quarters Passed] = 0,'BI Data - SFDC'[Category] = "Booking"))

Latest Call:

Latest Call = CALCULATE(SUM('BI Data - SFDC'[Latest Call]),'BI Data - SFDC'[Category] = "Pipeline")

I then created a Measure adding the 2 together:

Forecast = Latest Call + Current Quarter Bookings

Is it possible to create the Forecast measure where when I select the Call number, the filter only applies to the Latest Call part of the Measure and not the bookings part. Otherwise it filters out data that I need to show and I get a lower number than expected.

So basically, I want to create a measure based on the addition of 2 measures. And have a slicer that applies to only applies to one measure and does not affect the other.

Any ideas?