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Helper II
Helper II

calculate quantities at a moment in time

Hello,
I am attempting to calculate Total Quotes at a moment in time.  I have an ID, close date and quote date columns.  What I wish to do in the 2nd table is to calculate how many opps had previously become quotes before the end of the month and had not closed before that month.  I also have a Close date Year filter on this report set to 2017.  I've tried several different filters on measures, to no success.

 Sample TableSample Table

 

0load.JPG

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: calculate quantities at a moment in time

Hi @cthurston ,

I'm not quite sure what you want. If I understand you correctly, you can create a measure like so:

Measure =
CALCULATE (
    COUNTROWS ( 'Table' ) + 0,
    FILTER (
        'Table',
        'Table'[QualProspectToQuote Date] <> BLANK ()
            && MONTH ( 'Table'[QualProspectToQuote Date] ) <= MONTH ( MAX ( 'Date'[Date] ) )
            && MONTH ( 'Table'[Close Date Actual] ) > MONTH ( MAX ( 'Date'[Date] ) )
    )
)

opp.PNG

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Highlighted
Community Support
Community Support

Re: calculate quantities at a moment in time

Hi @cthurston ,

I'm not quite sure what you want. If I understand you correctly, you can create a measure like so:

Measure =
CALCULATE (
    COUNTROWS ( 'Table' ) + 0,
    FILTER (
        'Table',
        'Table'[QualProspectToQuote Date] <> BLANK ()
            && MONTH ( 'Table'[QualProspectToQuote Date] ) <= MONTH ( MAX ( 'Date'[Date] ) )
            && MONTH ( 'Table'[Close Date Actual] ) > MONTH ( MAX ( 'Date'[Date] ) )
    )
)

opp.PNG

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Helper II
Helper II

Re: calculate quantities at a moment in time

Is Date[Date] related to your fact table in this case?  This looks like what I initially tried but maybe in my fustration I missed and operator.

Highlighted
Community Support
Community Support

Re: calculate quantities at a moment in time

Hi @cthurston ,

No relationship between the two tables.

relationship.PNG

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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