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
enorberg
Helper II
Helper II

Showing future dates

I'm trying to understand whether I have a calculation error, or have used Power BI incorrectly.


Here, I don't seem able to show data for past May, even though the filter on the right hand side indicates that there is data for June onwards (2020-06 and so on). I also notice the result is displayed as (blank) in the table, as opposed to 0.0 for 1970-01, for example. Capturetoday.PNG

Is there some glaringly obvious mistake that I've made, or is it likely to be the calculation?

5 REPLIES 5
enorberg
Helper II
Helper II

Thank you both.

The calculation I'm using is:

Weighted CM pipeline step 8 v2 =
(CALCULATE(
    [Current CM Sum],
    'Sales Stage'[Pipeline Step] IN { "8. Verbal Commit" }
) * (DIVIDE
(CALCULATE(DISTINCTCOUNT(Company[companyid]),Company[Funnel step 9]),

CALCULATE(DISTINCTCOUNT(Company[companyid]),Company[Funnel step 8 or higher])

,0)))
 
Basically, it looks at the Contribution Margain (CM) of what's in the sales pipe at a particular stage, and multiplies it by the probability of closing those deals, based on historic data. For some reason, it manages to calculate it for past dates, but not for future ones. If there was a calculation error, I would have expected all dates to be blank.

And how is [Current CM Sum] defined?

It's a measure (SUM) of a column with a set value (calculated at the data source and loaded into Power BI).

I think I've figured out my own mistake, at least partially. I'm wanting to look at deals that are closing at a particular date (e.g. "Sum of CM for all deals closing in October), but when I multiply this with the closing probability, the latter should be unfiltered ("number of deals won out of all deals created in the past"). 

amitchandak
Super User
Super User

@enorberg , something to do with formula, can you share that

Greg_Deckler
Super User
Super User

@enorberg - It's really difficult to say with the information provided but I would guess calculation at this point. 


Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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.