We have a series of opportunities that represent possible deals, and each has an estimated value and an estimated close date. So at any time I can look at the open opportunities, their estimated values and estimated close dates and say "Okay, on June 1st (for example), we should have $234,153 in sales". Then, on June 1st, I can go and look at the actual value of all the opportunities closed and compare the estimated with the actual. The estimated value and the actual value fields are, of course, different fields.
So I need to be able to select two dates (or a date range) and say "Give me the estimated income shown on the first date...and the actual income shown on the second date".
I've been trying to use a date slicer and manually get the first and last dates of the period that the user sets it to and use those as the two dates, but that doesn't work - I can't even work out how to get those dates. And it seems a really cumbersome approach anyway.
What's the best way to do this? I feel like I'm missing something.
Then when you select a date range or a certain date, it should show the sum of estimated value and actual value for all deals(opportunities) ->here i'm not sure it should be all deals or for each deal?
THat's a good example of how the data looks - except that some values won't have 'actual date' at all - meaning they haven't yet closed.
The final figure would be the sum of all deals closed since the first date.
So, for example, if the user chose a first date of 1/5 and a second date of 1/7, then the the value for deal 5 in your table wouldn't be included, because although it has an estimated close date of 1/5, its actual date was 1/3 - outside the period 1/5-1/7.