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RL346's avatar
RL346
New Member
5 years ago
Solved

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 t...
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  • RL346's avatar
    RL346
    5 years ago

    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

lbendlin's avatar
lbendlin
Icon for Super User rankSuper User
5 years ago

"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.

  • RL346's avatar
    RL346
    New Member
    5 years ago

    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