2 Replies Latest reply on Sep 18, 2018 2:47 PM by Andrew Slutzky

# Earliest Contact Date For MQL-Oppty Conversion Calculation

Hello Community,

I wanted to reach out because I had one more question that is driving me crazy!

Question:

How can I calculate the earliest contact associated to an oppty and use that in a MQL-Oppty Conv% calculation?

I've attached an Excel sheet. I know how to do it in Excel, but the LOD Calculation in the formula below isn't working. Essentially, I want the values to be NULL in Minimum Created Date if the Contact Date isn't the Minimum. Then I want to use that in a Calculated Count field that I can use in a Conversion.

Definitely open to any feedback and/or recommendations!

Opptys with Multiple Contact Role IDs

Minimum Created Date

Minimum Contact Count

Excel Minimum Created Date

MQL-Oppty Conv%

• ###### 1. Re: Earliest Contact Date For MQL-Oppty Conversion Calculation

Your screen shots didn't propagate into your post.

But from what you posted you want a calc that looks like this:

{ FIXED [ID (Opportunity)] : MIN([Create Date]) }

For every opportunity, it will load that min date into every row.  For the highlighted example, you would get 2/23/2018 in all rows for that ID.

If you want only that one row to have a value then do:

IF [Create Date] = [MIN Create Date LOD] then [Create Date] END

(If you don't specify an ELSE clause, Tableau loads NULL.)

And for the 1-vs-0 column

IF [Create Date] = [MIN Create Date LOD] then 1 else 0 END

• ###### 2. Re: Earliest Contact Date For MQL-Oppty Conversion Calculation

Thank you Joe! That worked sir:)