Forum Discussion
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
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
4 Replies
"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
Hi,
If there is a Calendar Table with a Week column in that Table, then i can help.
