03-06-2018 01:15 PM
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 = 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.
03-06-2018 03:07 PM
Maybe try checking SELECTEDVALUE and applying a different condition if there is a filter.