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RL346
New Member

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

RL346_0-1628784085218.png

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

1 ACCEPTED SOLUTION

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

View solution in original post

4 REPLIES 4
v-jayw-msft
Community Support
Community Support

Hi @RL346 ,

 

Could you share some sample data and expected result?

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.
Ashish_Mathur
Super User
Super User

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/
lbendlin
Super User
Super User

"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.

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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