Hi
I’ve adapted the Aged Receivables Days Left scenario as per the video however my issue is that the value that I need to be split by the groups does not exist at the top level
eg
Opportunity can have multiple quotes but only 1 can be flagged as the preferred quote. The value of the opportunity is then calculated based on the value of the preferred quote.
There is a random value field on the opportunity called [Total Revenue] (this field isn’t what I want to use) and when I use this in the dynamic group pattern it puts the values into the buckets as I would expect .
Pipeline per group =
CALCULATE( [Total Revenue],
FILTER( opportunities,
COUNTROWS(
FILTER( ‘Aged Pipeline Groups’,
[Days Left] >= ‘Aged Pipeline Groups’[Min] &&
[Days Left] <= ‘Aged Pipeline Groups’[Max] ) ) >0))
However If I change this to use the calculation based on the preferred quote ie
Base Opp Value = CALCULATE( SUM(quotedetails[extendedamount_Yr1]) , FILTER(quotes,quotes[new_preferredquote]=true))
Pipeline per group =
CALCULATE( Base Opp Value],
FILTER( opportunities,
COUNTROWS(
FILTER( ‘Aged Pipeline Groups’,
[Days Left] >= ‘Aged Pipeline Groups’[Min] &&
[Days Left] <= ‘Aged Pipeline Groups’[Max] ) ) >0))
nothing gets grouped. I’ve tried changing the opportunities table to both quotes and quotedetails without success
How can I adapt this pattern to take into account the correct value measure
Do I have to create a virtual table somehow so that the value I need for the calculation appears in the actual table I’m iterating through. If yes, could you point me in the right direction please. If no, what should I be doing?
Thanks
