sales force data edit

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Sales force data edit

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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

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)

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

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

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.

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

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!

RE: Sales force data edit

Hi Akane,

I'm glad to hear you have sorted it out

Kind regards
Martin

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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