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I'm building a sales Dashboared out of a report that I'm getting from Servicetitan.com my Saas CRM. The report has 3 columns that are interesting me but is missing one that I need and can be calculated. The colums are:
[opportunity #] Not unique in this report it can contains groups of Estimates.
[Estmate #] This # is unique in this report.
[Estimate Date] this is the date an estimate was created. Estimates on the same opportunity can have different dates.
<MISSING>
[Oppertunity Date] I could use the earliest [Edtimate Date] assoated with the [oppotunity #] as the [Opportunity Date]. Is there a funstion for this?
EXAMPLE: My data look like this and I want to calculate the last column. For all of the Estimate in Opportunity 001 I need to see them on the date the oppertunity was created.
[opportunity #] [Estmate #] [Estimate Date] Calculated [Oppertunity Date]
001 001 1/1/2016 1/1/2016
002 002 1/1/2016 1/1/2016
001 003 1/2/2016 1/1/2016
003 004 1/5/2016 1/5/2006
004 005 1/7/2016 1/7/2016
001 006 1/7/2016 1/1/2016
Thank you for the help.
Solved! Go to Solution.
New calculated column:
Opportunity-Date = CALCULATE ( MIN ( Opportunities[Estimate Date] ); ALLEXCEPT ( Opportunities; Opportunities[Opportunity#] ) )
New calculated column:
Opportunity-Date = CALCULATE ( MIN ( Opportunities[Estimate Date] ); ALLEXCEPT ( Opportunities; Opportunities[Opportunity#] ) )
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