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Compare two CRM extracts
I have two CRM extracts which each show the status of our opportunities. I've loaded both tables into Power BI one called current one called previous.
I've produced a side by side comparison of the number of opportunties in each stage. see below
I've linked the two tables via an ID which has a 1:1 relationship.
I want to be able to have a table which shows deals that are in Access now, but weren't access last week.
I can successfully create a table showing deals in access and where they where last time, but when I try to filter the previous week status to only show those that weren't in access last time, I end up with data missing
Solved! Go to Solution.
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Thanks for all your comments, I researched some of your suggestions but nothing seemed to fit, so I came up with a workaround.
My CRM extracts where csv files, so I combined them into one table in excel, with a bit of VBA code to automate. Now it treats everythingas one table and filters work perfectly in Power BI
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Hi @RL346 ,
Could you share some sample data and expected result?
Best Regards,
Jay
If this post helps, then please consider Accept it as the solution to help the other members find it.
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Hi,
If there is a Calendar Table with a Week column in that Table, then i can help.
Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
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"I've linked the two tables via an ID which has a 1:1 relationship"
Don't link them. Instead, use TREATAS to transport filters between them.
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Thanks for all your comments, I researched some of your suggestions but nothing seemed to fit, so I came up with a workaround.
My CRM extracts where csv files, so I combined them into one table in excel, with a bit of VBA code to automate. Now it treats everythingas one table and filters work perfectly in Power BI

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