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Hello Everyone,
I just started using Power Bi but I have some experience with it, not as much as id like. I built out a dynamics CRM for sales and I decided to make weekly sales reports in Power Bi rather than SSRS-BIDS SQL reporting.
I have created a sample page where I have 3 tables stacked on top of each other. It reads like:
Opportunities Closing in the Next 30 Days
Opportunities Closing in the Next 60 Days
Opportuntites Closing in the Next 90 Days
I am using the following fields in each table
[Topic] [Account] [Est. Close Date] [Pipeline Phase] [Owner] [Date of Last Activity] [Est Revenue]
I want each table to show Opportunities without the duplicates. Sort of like binning data.
Im looking to display opportunities closing in (0-30)(31-60)(61-90) days not (0-30)(0-60)(0-90) with three different tables.
Where do I start? Do I need to do this with code since the filters in power bi don't give me ability to select [est. close date] after X days and before Y days?
It seems like this should be relatively easy.
Thank you so much for your help.
All the best,
Josh
Update: I pulled all the data into Power BI Desktop with the entities I wanted from the XRM Toolkit using the Power Query BI app. I then added a calendar entity to my data set using the help of this guide. I then took the concept discussed in this youtube video to make a "Relative Day Filter".
My Code for the custom column is...
Relative day filter =
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