Quotes Summary (W+M) - Revision history

Hendry.mwamburi: /* Calculations */

2025-11-28T06:21:11Z

Calculations

← Older revision		Revision as of 08:21, 28 November 2025
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	\| Origin destination		\| Origin destination
	pair		pair
	\|<pre> ~~each~~ [~~origin~~] & " - " & [~~destination~~]</pre>\|\| ~~The formula concatenate origin column and destination column~~		\|<pre>if [product] = 0 then "AA"
			else if [product] = 1 then "AD"
			else if [product] = 2 then "DA"
			else if [product] = 3 then "DD"
			else "Unknown")</pre>\|\| This rule assigns a product category code based on the numeric value stored in the '''<code>product</code>''' field. It standardizes product identifiers into readable, business-friendly labels.

	\|}		\|}

Hendry.mwamburi: /* Calculations */

2025-11-28T06:13:23Z

Calculations

← Older revision		Revision as of 08:13, 28 November 2025
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	NOT ISBLANK(Quotation[quoted_at]),		NOT ISBLANK(Quotation[quoted_at]),
	Quotation[type] =8),0)</pre>\|\| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.		Quotation[type] =8),0)</pre>\|\| This measure calculates the number of unique <code>Origin _ Destination</code> entries from the <code>Quotation</code> table where a quotation has been provided (<code>quoted_at</code> is not blank) and the quotation <code>type</code> equals 8. If no such entries exist, the measure returns 0.
			\|-
			\| Origin destination
			pair
			\|<pre> each [origin] & " - " & [destination]</pre>\|\| The formula concatenate origin column and destination column
	\|-		\|-
	\| Origin destination		\| Origin destination

Hendry.mwamburi: /* Calculations */

2025-11-28T06:12:15Z

Calculations

← Older revision		Revision as of 08:12, 28 November 2025
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	\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.		\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
	\|-		\|-
	\| Total Sell Rate LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_sell rate</pre>\|\| <code>~~site_currency_sell_total~~</code> represents the '''~~total~~ selling ~~amount of a~~ quotation in the original site (local) currency'''. ~~This value~~ is ~~pulled~~ directly from the reporting database without ~~transformation~~, ensuring ~~consistency~~ with the ~~source~~ quoting system.		\| Total Sell Rate LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_sell rate</pre>\|\| <code>site_sell_rate</code> represents the '''selling rate applied to the quotation in the original site (local) currency'''. The field is sourced directly from the reporting database without modification, ensuring alignment with the values entered in the quoting system
	\|-		\|-
	\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =

Hendry.mwamburi: /* Calculations */

2025-11-28T06:10:46Z

Calculations

← Older revision		Revision as of 08:10, 28 November 2025
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	\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.		\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
	\|-		\|-
	\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: ~~site_currency_sell_total~~</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.		\| Total Sell Rate LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_sell rate</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
	\|-		\|-
	\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =

Hendry.mwamburi: /* Calculations */

2025-11-28T06:07:11Z

Calculations

← Older revision		Revision as of 08:07, 28 November 2025
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	\|-		\|-
	\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.		\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
			\|-
			\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
	\|-		\|-
	\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =

Hendry.mwamburi: /* Calculations */

2025-11-28T06:06:27Z

Calculations

← Older revision		Revision as of 08:06, 28 November 2025
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	0)</pre>\|\| This measure calculates the total gross profit, expressed in euros, for all quotations issued from '''1 January 2024''' onward. Only quotations with a valid quotation date are included. It standardizes gross profit values by converting them from the customer’s invoice currency into EUR using each quotation’s specific exchange rate.		0)</pre>\|\| This measure calculates the total gross profit, expressed in euros, for all quotations issued from '''1 January 2024''' onward. Only quotations with a valid quotation date are included. It standardizes gross profit values by converting them from the customer’s invoice currency into EUR using each quotation’s specific exchange rate.
	\|-		\|-
	\| Total ~~Margin%~~ \|\|<pre>~~Margin (%) =~~		\| Total Sell LCY(quoted) \|\|<pre>Direct connection to the reporting database for the quote field: site_currency_sell_total</pre>\|\| <code>site_currency_sell_total</code> represents the '''total selling amount of a quotation in the original site (local) currency'''. This value is pulled directly from the reporting database without transformation, ensuring consistency with the source quoting system.
	~~DIVIDE(~~
	~~[Total Revenue (EUR Booked or Confirmed)] - [Total Cost (EUR booked or confirmed)],~~
	~~[Total Revenue (EUR Booked or Confirmed)],~~
	0
	) </pre>\|\| <code>~~Margin (%)~~</code> ~~calculates~~ the ~~profitability percentage~~ of ~~booked or confirmed jobs by comparing revenue against cost~~.
	\|-		\|-
	\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =		\| Routes (o +D) \|\|<pre>Origin_dest_Coount quoted =

Hendry.mwamburi: /* Calculations */

2025-11-28T05:57:11Z

Calculations

← Older revision		Revision as of 07:57, 28 November 2025
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	NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.		NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.
	\|-		\|-
	\| ~~Quoted~~ Gross ~~profit~~ euro \|\|<pre>~~Margin~~ (%) =		\| Won Gross Profit euro \|\|<pre>Won Gross Profit (EUR) =
	~~DIVIDE~~(		COALESCE(
	[~~Total Revenue~~ (~~EUR Booked or Confirmed~~)] - [~~Total Cost (EUR booked or confirmed~~)],		SUMX(
	~~[Total Revenue (EUR Booked or Confirmed~~)],		FILTER(
	0		'Dimreporting_db quotation_totals',
	) </pre>\|\| ~~<code>Margin (%)</code>~~ calculates the ~~profitability percentage of~~ booked ~~or confirmed jobs by comparing revenue against cost~~.		'Dimreporting_db quotation_totals'[created_at] >= DATE(2024, 1, 1)
			&& NOT ISBLANK('Dimreporting_db quotation_totals'[quoted_at])
			&& NOT ISBLANK('Dimreporting_db quotation_totals'[booked_at])
			),
			('Dimreporting_db quotation_totals'[customer_invoice_currency_sell_total]
			- 'Dimreporting_db quotation_totals'[customer_invoice_currency_cost_total])
			/ 'Dimreporting_db quotation_totals'[booked_customer_invoice_currency_to_euro_exchange_rate]
			),
			0)</pre>\|\| This measure calculates the total gross profit, in euros, for all quotations that have progressed to a '''won/booked''' status. It includes only quotations created from '''1 January 2024''' onward and ensures that both quotation and booking dates are present. Gross profit is converted to EUR using each transaction’s booking exchange rate.
	\|-		\|-
	\| Quoted Gross profit euro \|\|<pre>Quoted Gross Profit (EUR) =		\| Quoted Gross profit euro \|\|<pre>Quoted Gross Profit (EUR) =

Hendry.mwamburi: /* Calculations */

2025-11-28T05:53:41Z

Calculations

← Older revision		Revision as of 07:53, 28 November 2025
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	) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.		) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.
	\|-		\|-
	\| ~~Total Margin%~~ \|\|<pre>Quoted Gross Profit (EUR) =		\| Quoted Gross profit euro \|\|<pre>Quoted Gross Profit (EUR) =
	COALESCE(		COALESCE(
	SUMX(		SUMX(

Hendry.mwamburi: /* Calculations */

2025-11-28T05:52:43Z

Calculations

← Older revision		Revision as of 07:52, 28 November 2025
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	NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.		NOT ISBLANK(Quotation[quoted_at])),0)</pre>\|\| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.
	\|-		\|-
	\| ~~Total Margin%~~ \|\|<pre>Margin (%) =		\| Quoted Gross profit euro \|\|<pre>Margin (%) =
	DIVIDE(		DIVIDE(
	[Total Revenue (EUR Booked or Confirmed)] - [Total Cost (EUR booked or confirmed)],		[Total Revenue (EUR Booked or Confirmed)] - [Total Cost (EUR booked or confirmed)],
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	) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.		) </pre>\|\| <code>Margin (%)</code> calculates the profitability percentage of booked or confirmed jobs by comparing revenue against cost.
	\|-		\|-
	\| Total Margin% \|\|<pre>~~Margin~~ (%) =		\| Total Margin% \|\|<pre>Quoted Gross Profit (EUR) =
	~~DIVIDE~~(		COALESCE(
	[~~Total Revenue~~ (~~EUR Booked or Confirmed~~)] - [~~Total Cost (EUR booked or confirmed~~)],		SUMX(
	~~[Total Revenue (EUR Booked or Confirmed~~)],		FILTER(
	0		'Dimreporting_db quotation_totals',
	) </pre>\|\| ~~<code>Margin (%)</code>~~ calculates the ~~profitability percentage of booked or confirmed jobs~~ by ~~comparing revenue against cost~~.		'Dimreporting_db quotation_totals'[created_at] >= DATE(2024, 1, 1)
			&& NOT ISBLANK('Dimreporting_db quotation_totals'[quoted_at])
			),
			('Dimreporting_db quotation_totals'[customer_invoice_currency_sell_total]
			- 'Dimreporting_db quotation_totals'[customer_invoice_currency_cost_total])
			/ 'Dimreporting_db quotation_totals'[quoted_customer_invoice_currency_to_euro_exchange_rate]
			),
			0)</pre>\|\| This measure calculates the total gross profit, expressed in euros, for all quotations issued from '''1 January 2024''' onward. Only quotations with a valid quotation date are included. It standardizes gross profit values by converting them from the customer’s invoice currency into EUR using each quotation’s specific exchange rate.
	\|-		\|-
	\| Total Margin% \|\|<pre>Margin (%) =		\| Total Margin% \|\|<pre>Margin (%) =

Hendry.mwamburi: /* Calculations */

2025-11-28T05:47:31Z

Calculations

@@ Line 204: / Line 204: @@
      SUM('Quotation'[reporting_db quote_revenue.Quoted_customer_invoice_currency_sell_total_Euro]),
      NOT ISBLANK(Quotation[quoted_at])),0)</pre>|| <code>Revenue Quoted (EUR)</code> calculates the total quoted revenue in euros for all valid quotes.
 |-
 | Total Margin% ||<pre>Margin (%) =