DAX - How to list appointments that have resulted in sales

[gingerclaire]

We have a power BI report linking our dynamics CRM activities and our 'sales' data (and obviously a date table).

I want to find a way of listing in a table appointments from CRM which have resulted in a sale.

Our sales data comes in monthly on around 16th of the month. I would like to list appointments where there has been a sale in that next month of sales data. So maybe sales in the 30 days following an appointment?

Is this possible. What would be the best way to handle this pls?

[Anonymous]

Hi @gingerclaire ,

Not really understanding your question. Perhaps you could describe it in more detail? For example, provide some sample data and the desired effect you want to achieve.

Best regards,

Community Support Team Selina zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[gingerclaire]

I would like to find a dax formula that could measure sales made in the 30 (?) days following the date on an appointment.

So I imagine it looking like a table with columns for Outlet name, Date of appointment, Sales made in the 30 days after that specific appointment date.

I could then filter out any with no sales in the 30 days after an appointment date and be left with a list of appointments which had led to a sale.