Compare yearly sales against lead list

[adamnimmo]

Hi All,

I am working with a filled map and trying to create a sales heatmap of sorts. What I am trying to accomplish is slicing my yearly sales data and compare against specific regions for opportunity percentages. My problem is when I slice my yearly data it is also somehow slicing my lead list and not returning full results.

I believe I need to use a filter to include my lead data but leave my sales filtered. Filters have not been my strong suit so I would appreciate any help.

Data structure example

Sales Data

Date     |     Company     |     Sales     |     Region

Lead Data

Prospect     |     Opportunity     |     Region     |     Industry

DateKey

Date     |     Year

[v-yuezhe-msft]

@adamnimmo,

Could you please share dummy data of the Sales Table and Lead table? Also please post expected result here based on the dummy data.

Besides, you create relationship using Region field between Sales Table and Lead Table, right?

Regards,
Lydia