New table

New tableFollow
Klaus T
Klaus TMar 28, 2023 09:12 AM
Hi I have a table from a CRM system where sales opportunities are registered. It looks like this: …
1. New table

Klaus T
Posted Mar 28, 2023 09:12 AM
Edited by Klaus T Mar 28, 2023 09:16 AM
Hi

I have a table from a CRM system where sales opportunities are registered. It looks like this:

Customer Stage Value
A 1 10
B 1 30
A 2 100
C 2 300
I want to create a new table which collects data from the CRM table once a day. It must contain

Date Stage Number of cases Total value
280323 1 2 40
280323 2 2 400
And next day a new data.

Can it be solved?

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Klaus T

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2. RE: New table

Bronze Contributor
James Watts
Posted Mar 29, 2023 04:17 AM
I think your best solution is to implement a job in the source database that each day extracts the required data and appends it to a table, then query that table from Power BI. As a rule, pushing calculations and processing back to source systems makes Power BI much simpler, plus it means the data is available to any other system or dashboard.

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James Watts
Business Intelligence Analyst
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