Scenario: The client needs to know how many vendors are created and among that how many of them are approved within this fiscal year.
That is the Conversion rate = Total number of approved vendors within this fiscal year (21)/ Total number of vendors created in this fiscal year(140).
For that, I have created a dataset with relevant columns.
The internal ID counts will be considered as the total number of vendors created in the current fiscal year.
To get the approved vendors I have created a formula, Approved vendors: CASE WHEN ({vendor.custentity_charity_status#display} = ‘Approved – Active’) THEN 1 END
After creating the dataset, We created the workbook and selected the chart type.
To get the conversion rate, I have created a calculated measure.
Conversion rate = 21/140 = 0.15
