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I'm trying to create a lead scoring measure or a conditonal column based on specific interactions in my table. How would I go about dynamically adding/substracting points?
Lead Scoring Logic
Interaction | Score (points) |
Submit Form | 1 |
Click Email | 2 |
Start Application | 7 |
Bounced Email Address | 0 |
I would like to associate a score with each lead. For example, this is how I would like my data table to look:
Lead Name | Score | Interactions Taken |
A | 7 | Started aplication |
B | 3 | Submitted Form & Clicked Email |
C | 10 | Submitted Form, Clicked Email, and Started Application |
D | 1 | Submitted Form |
E | 0 | Bounced email |
Solved! Go to Solution.
Hi @blackhall8 ,
Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.
Here I create a measure based on the filtered table Lead Scoring Logic.
Taken = VAR sumsc = CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) ) RETURN IF ( sumsc = MAX ( 'data table'[Score] ), CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" ) )
Hello @blackhall8 this is an interesting problem. However, I need a clarification.
I assume that in the following table the values in the column called Score can dervie from the addition of different combinations of Score from the previous table.
Lead Name | Score | Interactions Taken |
A | 7 | Started aplication |
B | 3 | Submitted Form & Clicked Email |
C | 10 | Submitted Form, Clicked Email, and Started Application |
D | 1 | Submitted Form |
E | 0 | Bounced email |
If that is the case, for all possible addition values, how would you define the values that have count>1. For example, what would the interaction be for addition value 1, will it be =>1 - Submit Form or =>1+0 - Bounced Email Address+Submit Form. The table below represents value of addition from all possible arrangments of 0,1,2,7 (dervided through coding and not manually derived at all).
Addition values | Addition Count | Vector arrangement | Corresponding Interaction arrangement |
0 | 1 | 0 | Bounced Email Address |
1 | 2 | 1 | Submit Form |
1 | 2 | 1+0 | Bounced Email Address+Submit Form |
2 | 2 | 2 | Click Email |
2 | 2 | 2+0 | Bounced Email Address+Click Email |
7 | 2 | 7 | Start Application |
7 | 2 | 7+0 | Bounced Email Address+Start Application |
3 | 2 | 2+1 | Submit Form+Click Email |
3 | 2 | 2+1+0 | Bounced Email Address+Submit Form+Click Email |
8 | 2 | 7+1 | Submit Form+Start Application |
8 | 2 | 7+1+0 | Bounced Email Address+Submit Form+Start Application |
9 | 2 | 7+2 | Click Email+Start Application |
9 | 2 | 7+2+0 | Bounced Email Address+Click Email+Start Application |
10 | 2 | 7+2+1 | Submit Form+Click Email+Start Application |
10 | 2 | 7+2+1+0 | Bounced Email Address+Submit Form+Click Email+Start Application |
Hi @blackhall8 ,
Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.
Here I create a measure based on the filtered table Lead Scoring Logic.
Taken = VAR sumsc = CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) ) RETURN IF ( sumsc = MAX ( 'data table'[Score] ), CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" ) )
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