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I am trying to compare the size of my Sales pipeline that is pulled from a live Sales Force Report query against the snapshots of Salesforce data I am pulling from in a different query. At worst, I would like to compare current data against the previous week timestamp data. At best, I would like to view current against any date I select from the timestamped data. Any suggestions for a novice user will be appreciated.
Hi @julsh,
I would suggest create a new date table that will contain week numbers. Then create several measures and bring the week and the measures in a visual. If you want a detailed solution, please share a dummy sample.
Best Regards,
Dale
So I have one query that is collecting the data in red. From a visual perspective, would like to add the blue "Live Data" to the same visual and then be able to calculate variance to a specified date of a previous report. And the query with historical data will be pulling in new reports each week with the latest timestamped data. I appreciate the help
Report Date | Product 1 Sales Pipeline | Product 2 Sales Pipeline | Total Pipeline | Variance To Current Product 1 | Variance To Current Product 2 | Variance To Current Product 2 |
2-Feb | 38,699,068 | 158,017,993 | 196,717,061 | (23,127) | (20,475,334) | (20,498,461) |
9-Feb | 38,699,068 | 158,954,693 | 197,653,761 | (23,127) | (21,412,034) | (21,435,161) |
16-Feb | 39,327,268 | 158,757,853 | 198,085,121 | (651,327) | (21,215,194) | (21,866,521) |
23-Feb | 38,112,220 | 159,010,328 | 197,122,548 | 563,721 | (21,467,669) | (20,903,948) |
2-Mar | 38,058,220 | 155,368,128 | 193,426,348 | 617,721 | (17,825,469) | (17,207,748) |
9-Mar | 38,048,840 | 139,675,646 | 177,724,486 | 627,101 | (2,132,987) | (1,505,886) |
16-Mar | 38,521,980 | 139,006,346 | 177,528,326 | 153,961 | (1,463,687) | (1,309,726) |
Live Data | 38,675,941 | 137,542,659 | 176,218,600 | - | - | - |
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