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dynamic dates with a direct query

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Hi All, 

 

Just a few questions. I'm relatively new to powerbi so bare with me Smiley Happy 

 

1) I've got two tables from a mssql database that im direct querying against - sales and product. both have an "account manager" column. when i create visual displays, i have to click each account manager individually rather than powerbi recognise that "john smith" in both columns is the one and the same john smith.. how do i go about telling powerbi they are the same value essentially? 

 

2) similar to the above, how can i get my powerbi reports to dynamically show sales for this month, next month and the next when direct querying.. or do i need to change to import mode? 

 

I'm currently using powerbi desktop, if that helps. 


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