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Anonymous
Not applicable

Filtering one visual using a date from another visual

I'm doing reporting from Salesforce.

 

In my model I have Campaign and Opportunity.

 

Campaign has a start date and represents a marketing campaign.

 

Opportunity has a start date.

 

When I select a Campaign from a table, I want the table of Opportunities to filter on that Campaign, *IF* the start date of the opportunity is after the start date of the campaign.

1 ACCEPTED SOLUTION

Hi @Anonymous,

Please create a measure using the formula below and check if it works fine.

Measure =
IF (
    FIRSTNONBLANK ( opportunit[startdate], opportunit[startdate] )
        > SELECTEDVALUE ( Campaign[start date] ),
    "True",
    "Flase"
)


Please feel free to ask if you have any other issue.

Best Regards,
Angelia


View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

Does these tables have relations? Can you share sample data in excel?



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Anonymous
Not applicable

The relations are working, when I click on a campaign I see all opportunities, the only issue is that that's all historical opportunities for the campaign attached to the account.

 

I don't know how to get that data into Excel. If this were a database I'd make a table of CampaignID, OpportunityID, and a function that showed true if the campaign.startdata < opportunity.startdate but I don't know how to do that in PowerBI.

Hi @Anonymous,

Please create a measure using the formula below and check if it works fine.

Measure =
IF (
    FIRSTNONBLANK ( opportunit[startdate], opportunit[startdate] )
        > SELECTEDVALUE ( Campaign[start date] ),
    "True",
    "Flase"
)


Please feel free to ask if you have any other issue.

Best Regards,
Angelia


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