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Sannat
Helper I
Helper I

Conversion rates

Hi everyone, hope you can help.

 

I have two datasets, leads and sales and need to create the conversion rate for 23/24 fiscal year.  As the two sets have different date filters (created on for leads & actual close date for sales), when creating the 22/23 report I added 2 new referenced tables and filtered the dates in power query before creating the dax measure in the report to get the conversion rate.  However, now I need to create 23/24 and have a similar date filter issue.  I can copy the reference tables and filter the dates again for 23/24 but doing it this way I'm going to end up with a lot of referenced datasets as the years go by.

 

Is there a more efficient way for me to do this?  We connect from Dynamics via Dataflows.

 

Thanks in advance.

 

 

2 REPLIES 2
Anonymous
Not applicable

Can you send Power BI file

I'm afraid not, company confidentiality. 

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