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I have a project table which contains informations about opportunities at different stated : Closed/won, qualified, In conclusion.
Then i want to have the pipeline (actual and futur) and the margin (actual and futur). I aboslutely don't know how to do do the future margin and the future pipeline.
What i tried for future margin:
actual margin = sum(Timesheet[$_Customer_invoice])- sum(Timesheet[Total_cost_Customer])
margin this year = if(YEAR(NOW())=2017, actual margin,0
margin last year = if(previousyear(now())=2016,actual margin,0)
future margin = margin this year - margin last year
The future margin doesnt work at all. I have no information on my visualizations.
What i tried for future pipeline:
I just choosed my $_opportunity and in the filter i choosed 3 stages (closed/won, qualified and in conclusion)
Then how can i predict the $_opportunities in the future ?
I don't know what i did not correctly ? Ned some help and advices please.
Thank you!
You need to provide the detail structure of your table, so that we can make further analysis.
We have TOTALYTD function and SAMEPERIODLASTYEAR function to compare this year and last year value.
TOTALYTD evaluates the year-to-date value of the expression in the current context.
https://msdn.microsoft.com/en-us/library/ee634400.aspx
SAMEPERIODLASTYEAR eturns a table that contains a column of dates shifted one year back in time from the dates in the specified dates column, in the current context.
https://msdn.microsoft.com/en-us/library/ee634972.aspx
Regards,
Charlie Liao
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