Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
texmexdragon2
Helper V
Helper V

Historical CRM table....determining what the stage of an opportunity was when it converted

Hello Community  -  Our SF opportunity history table looks like the following.   We can see the progress of two distinct opportunities...both of which ended converting to a win  (100% - Closed).   And we can see that the probability stage it was at just prior to converting to 100% (i.e. closed won) was 80%.   

 

Of course not all opportunities convert at 80%.   Some can convert at 60, 70, etc.    No matter what, whatever the probability stage was just before the max createddate is the value we are looking for.   Our goal is to be able to report the frequency of "won" conversions by each particular stage (probability).   So the number of "Won" opportunities that converted at 30%....the number that converted at 40%, etc etc.   Any help is appreciated!

 

texmexdragon2_0-1663978964175.png      

 

1 ACCEPTED SOLUTION

Hi,

Download the revised PBI file from here.  I have pasted the additional rows below the rows which i had in the table of the V2 file.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

23 REPLIES 23

Edit the IF calculated formula yourself to make it work.  DIY.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

@Ashish_Mathur   Yes, trying to figure it out.   Thanks for all the help Ashish.  

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.