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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Power BI with Data Sou...
Customer experience | Sales, Customer Insights,...
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Power BI with Data Source CRM

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Posted on by Sid Desh 25
Hi
I have few questions for the Power BI report and Data Source is Dynamics CRM 
 ---------------First is "$ requests from "Case Stage A" to "Case Stage B" Conversion". Ratio calculation Total $ in "Case Stage B" divided by total $ in Case Stage A.
-----------------second is "# of requests from "Case Stage A" to "Case Stage B" Conversion". Ratio calculation should be the total # of requests in "Case Stage B" divided by the total # of requests in "Case Stage A". 
Is This Possible; These two Case Stages are in One field(Option Set). they are not in separate columns.
How can I achieve it? Please help me Thank You
  • Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... Microsoft Employee on at

    Hi, can you provide more details like screenshots or else?

  • Sid Desh Profile Picture
    Sid Desh 25 on at

    Thank You for responding.

    1)  I have a case Stage field (Option Set)

    2) I also have a request amount field

    3) Total cases

    I would like to know how much it changes in the Dollar request amount from Case Stage A to Case Stage B.

    If case stage A has 6 M or (could be any number) dollars in total; by Case stage B it came to 4 M dollars (Request amount in total, we are counting all cases and summing their amounts )

    And same for total cases in Case stage A and in whats the ratio changed till Case stage B

    How to find the ratio from Case Stage A to Case stage B

    I hope you understand this

  • Sid Desh Profile Picture
    Sid Desh 25 on at

    Hi

    Hope you are doing well

    Is it achievable? Have read the information I shared it

    Is that enough info? Please let me know. Thank You

  • Verified answer
    Marcel Lathouwers Profile Picture
    Marcel Lathouwers 175 on at

    Hi it looks like you want to report on changing values, but your dataverse record only shows you the current value. So you need to extract old values from somewhere else.

    You could try to get these values from the audit trail, but that’s not an easy table to get to.

    You could create a history table that saves the stage and amount every time it changes. This can be done with a classic or modern workflow. That way you have a historic snapshot that you can you in your report.

    We use it for calculating the duration between stage changes.

  • Sid Desh Profile Picture
    Sid Desh 25 on at

    Thank you so much for your answer and I will try implementing it your way. 

    Thanks Again

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