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Forum home » Delegate support and help forum » Microsoft Power BI training and help » Sales force data edit
Sales force data edit
Resolved · Urgent Priority · Version 365
Fri 4 Aug 2023, 09:30Delegate Akane said...
Akane has attended:
Power BI Modelling, Visualisation and Publishing course
Sales force data edit
Hi,
I need to add or edit Sales force forecast pipleline sales.
For example if Forecast is Pipeline = Sales forecast amount x 20%. I believe I can't edit data source so should I add extra excel or add formula to create forecast sales amount?
Kind Regards,
Akane
Fri 4 Aug 2023, 16:11Trainer Martin said...
RE: Sales force data edit
Hi Akane,
Thankyou for your forum question.
If you want to create a Salesforce forecast x 20%, you can use a DAX measure to achieve this:
Salesforce 20% = SUM(Tablename[SalesAmount])*0.2
I hope this helps
Kind regards
Martin
(IT trainer)
Mon 7 Aug 2023, 16:37Delegate Akane said...
RE: Sales force data edit
Thank you for your reply Martin.
We have few forecast category. If Forecast category is Pipeline = Sales * 20%. If Forecast category if Best case = Sales *50%.
In excel, what I do, I just filter Pipeline or Best case and add another sales colum and add *20% or *50% formula.
Could you please advise what to do for SFDC Data?
Kind Regards,
Akane
Wed 9 Aug 2023, 16:17Trainer Martin said...
RE: Sales force data edit
Hi Akane,
Thankyou for your reply.
You can create calculated columns in the Query Editor to multiply your Sales by different percentages just like with Pivot Tables.
1. In Power BI desktop, open the Query Editor
2. Select the field name for Sales and go to ADD COLUMN > STANDARD (from 'Number Group') > MULTIPLY
3. Enter 0.2 and click OK
4. Rename new field as 'Sales*20%'
5. Repeat steps 2-4 except do this for 50% (or 0.5)
6. Go to HOME > CLOSE & APPLY
7. In the data view, check the new columns have been added
Hope this helps with your enquiry. Please let me know how it goes
Kind regards
Martin
IT Trainer
Tue 22 Aug 2023, 09:46Delegate Akane said...
RE: Sales force data edit
Hi Martin,
Thank you for your reply and I am very sorry for late response.
I think this is SFDC data therefore, there is no adding column.
I have choice for adding Custom columns.
If I do below all the forecast category's sales will be *20%.
2. Select the field name for Sales and go to ADD COLUMN > STANDARD (from 'Number Group') > MULTIPLY
3. Enter 0.2 and click OK
4. Rename new field as 'Sales*20%'
I think it's best way to create new measure like below formula but this is wrong for Power BI DAX.
Could you please advise what is correct DAX?
Weighted ACV GP Best Case = LOOKUPVALUE('Forecast category'[Forecast Category], Best case ] x 50%
As I only need to x50 % for forecast category best case sales.
I hope my explanation is clear for you.
Wed 23 Aug 2023, 10:36Trainer Martin said...
RE: Sales force data edit
Hi Akane,
Thankyou for your follow up question.
Have you considered using a parameter table and slicer to create different scenarios for 20%, 50% (like What-If scenarios in Excel). You attended my Power BI course a few weeks ago and I demonstrated this when you asked me a similar question to the one you have asked in the forum.
If not, is it possible to send a sample of your data in Power BI (either a screenshot or actual Power BI file) to info@stl-training.co.uk so that I can understand your question more fully?
Kind regards
Martin
IT Trainer
Wed 6 Sep 2023, 15:49Delegate Akane said...
RE: Sales force data edit
Hi Martin,
I finally figured out issues and everything has been sorted out.
Thank you very much for your support!
Fri 8 Sep 2023, 09:49Trainer Martin said...
RE: Sales force data edit
Hi Akane,
I'm glad to hear you have sorted it out
Kind regards
Martin
Fri 8 Sep 2023, 09:49Trainer Martin said...
RE: Sales force data edit
Hi Akane,
I'm glad to hear you have sorted it out
Kind regards
Martin
Fri 15 Sep 2023: Automatically marked as resolved.
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