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I am linked to a Dynamics crm and each of our accounts have a rank field.
I want to create a visual to show:
I was wondering if it is possible to add a custom column to the accounts table in power query where I would enter a value of 1 if that accountid appears in the regarding field of any activities in the last 12 months. but I have no idea how to do this! Any help appreciated....
I currently have measures which count each activity - is there maybe an easy way I can do a countif type DAX using my 'Total of 4 activites' measure? i.e. Count 'total 4 activites' if account banking = A+1 or A1?
Yes it's an established report with all tables related and date table etc - this is just a new visualisation I wanted to add.
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