Finding Opportunities impacted by Marketing Campaigns based on multiple criterias

[tnikav093]

HI Everyone, 

I would appreciate your help and guidance on solving the following problem: I would like to identify opportunities that were impacted by marketing  campaigns  based on the following 4 conditions:

1.Opportunity Created Date to be at least 60 days before contact engaged time or maximum 60 days after contact engaged time

2.Opportunity EndDate to be after contact engaged time

3. product sold from sales table to be equal to product advertised in marketing table

4.company name from sales table to be equal to company name  in marketing table

My goal is to tag opportunities sales table that fulfill all 4 criterias twith the corresponding campaign name.

Please see Campaign and Sales tables linked based on company id field:

Many thanks in advance.

Veronica

I tried adding a pbix file however the format is not supported .

[V-lianl-msft]

Hi @tnikav093 ,

The picture is not clear,please share the sample pbix and the results you expect.

You have to upload your file to a cloud storage (like OneDrive, Dropbox, Google Drive or Wetransfer for example) and paste the link to that storage location in the post. (Please remove sensitive data)

Best Regards,
Liang
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