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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.
Can you send Power BI file
I'm afraid not, company confidentiality.