⚙ Operations Hub

IBalta
Membro

PowerBi Reporting

resolver

Hi All, 

 

I am trying to pull our data into a PowerBi dashboard, via datawarehouse.io connector, but I am having troubles seeing the MQLs and the SQLs by month and by brand. 

The issue is that there is a low fidelity between the data fields and I cannot match  them, could you please advise?

0 Avaliação positiva
1 Solução aceita
GreyHamilton
Solução
Participante | Parceiro Elite
Participante | Parceiro Elite

PowerBi Reporting

resolver

Hey @IBalta,

 

That should be the hs_date_entered_marketingqualifiedlead and hs_date_entered_salesqualifiedlead fields with the connector.

 

If you're using SQL you could get the month a contact entered into MQL or SQL stages with this.

  • CONVERT(varchar(7), hs_date_entered_marketingqualifiedlead, 126)
  • CONVERT(varchar(7), hs_date_entered_salesqualifiedlead, 126) 

You could then group by the brand or use the brand as the breakdown field in your graphs.

 

If your trying to get the counts of both in one graph you'll likely need to utilize a PBI custom date table since you're trying to reference two different dates in one visual.

 

Did this post help solve your problem? If so, please mark it as a solution.

Grey Hamilton, Sr. Technical Consultant
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn

Exibir solução no post original

2 Respostas 2
GreyHamilton
Solução
Participante | Parceiro Elite
Participante | Parceiro Elite

PowerBi Reporting

resolver

Hey @IBalta,

 

That should be the hs_date_entered_marketingqualifiedlead and hs_date_entered_salesqualifiedlead fields with the connector.

 

If you're using SQL you could get the month a contact entered into MQL or SQL stages with this.

  • CONVERT(varchar(7), hs_date_entered_marketingqualifiedlead, 126)
  • CONVERT(varchar(7), hs_date_entered_salesqualifiedlead, 126) 

You could then group by the brand or use the brand as the breakdown field in your graphs.

 

If your trying to get the counts of both in one graph you'll likely need to utilize a PBI custom date table since you're trying to reference two different dates in one visual.

 

Did this post help solve your problem? If so, please mark it as a solution.

Grey Hamilton, Sr. Technical Consultant
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn
johnelmer
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

PowerBi Reporting

resolver

@IBalta  I am asking @GreyHamilton who knows Power BI to see if he can assist.

Did this post help solve your problem? If so, please mark it as a solution.






John Elmer, CEO
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn