Hi everyone,
I have a snapshot of opportunity data taken on the first of each month. I would like a chart to show the revenue from opportunities signed in each snapshot month (Opportunity Signed Date = Snapshot Date), but display the revenue value of the most recent snapshot, since data can be updated/changed. The reason I need this is shown in the graph below. You notice the large spike in 2019-April. There was an opportunity that was signed in April, but the revenue was not entered correctly (it should have only been .6M). It has since been corrected, so I would need that peak in 2019-April to show what current revenue value is (which would be the most recent (max) snapshot date, the this case 2019-Dec).
This is how I get the chart below:
sum({$<Status={'Signed'},DateCheck={'1'}>}[Revenue])
(DateCheck = 1 says that the Signed Date = SnapShot Date)
Any ideas how to have the revenue of December show for each Signed Opportunity by SnapShot Month? I'm stuck!
Thank you in advance!