Skip to Content
0
Apr 30, 2020 at 05:56 AM

Follow changes of records

62 Views

Hello to everyone

I'm pretty new in BI4.2 and I have an issue that I can't solve. I present you the context

We use SalesForce for our commercial activity and the business opportunities.

We make a weekly extraction (on mondays) of all opportunities we have in our pipeline and also a monthly extraction (on 1st days of the month) of the same opportunities.

Problem is the amount of data and I would like to filter only on the opportunities that have had a change on some of their objects (% of probability to conclude the deal or previsional turnover or Stage of opportunity etc.) since the week (or month, even quarter) before..

I have in my reports multiple times the opportunity (each time with a different historical date/time and i don't kown from which end I should take the problem. If anybody has an idea to help me. Which function to use, type of formula to use ? etc...


Thanks in advance for your help