Compare two CRM extracts

[RL346]

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

[Anonymous]

Hi @RL346 ,

Could you share some sample data and expected result?

Best Regards,

Jay

[Ashish_Mathur]

Hi,

If there is a Calendar Table with a Week column in that Table, then i can help.

[lbendlin]

"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 · 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