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Hello,
I hope you all can help!
I have sales opportunity data pulled from Salesforce and am trying to calculate net orders by quarter for the current year. However, the problem I run into is when we have a customer order and cancellation in the same year. Any measures I create would only capture the cancellation becuase the signup and cancellation is one opportunity. Our data looks something like this:
ID Name Model Stage Name IsWon Signup Date Cancellation Date
1 Cust. A Model A Closed Won True 1/15/2020
2 Cust. B Model B Cancelled False 1/15/2020 9/30/2020
3 Cust. C Model B Closed Won True 1/15/2020
I would like to create a table visual that looks like the below, and captures sign-ups and cancellations
1Q 2Q 3Q 4Q Total
Model A 1 0 0 0 1
Model B 2 0 -1 0 1
Total 3 0 -1 0 2
Solved! Go to Solution.
@ericci solution is attached, you can take it from here and tweak as per your need.
Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi,
You may download my PBI file from here.
Hope this helps.
@Ashish_Mathur Thank you for your response. Unfortunately, our company is still working with a prior version of PowerBI (October release), and I cannot open the file to verify the solution yet. Is there a workaround you are aware of that will allow me to open the file? I've also emailed my internal IT department for assistance.
@ericci solution is attached, you can take it from here and tweak as per your need.
Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@parry2kThank you for your response. Unfortunately, our company is still working with a prior version of PowerBI (October release), and I cannot open the file to verify the solution yet. Is there a workaround you are aware of that will allow me to open the file? I've also emailed my internal IT department for assistance.
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