Help with dynamic lists being 'locked down'

Technically, this is Excel but Power Query all the same, it will be used in PBI as well.

I've made a sample (It is a similar concept but in reality the trackers and applications all come from different sources.) but I can't see anywhere to attach it? Do I have to have been an active member for a certain amount of time?

Not sure about implementing the logic in the data source as they are all separate dynamic lists of calls or applications etc. Although, I was wondering if I could do 3 merges, latest calls and applications in the past rolling year, the rolling year before that and again before that- and then append them all afterwards so we have the last 3 years separately?

It does let me add photos, so I can try and explain my sample set a bit without attaching it. The data on the trackers holds each call made and has a unique company reg # per company and the date of the call, the applications also has the date of application and that company reg#, so the issue I am having is that if someone calls company X in 2020 and converts them, and then someone else calls them in 2021 and converts them, it changes the 2020 conversion. In reality, these applications could come in twice in a year or within different months of new years, so it is too simple for me to sort them by year.

All 3 applications for company 888 are showing as Tester3

Tester 3 called them in 2021 only

Tester 2 called them in 2020 but this is lost due to the 2021 call by Tester2