I have two tables - one hosts closed deals (Closed) and the other hosts demos ran (Demos). Both tables have their own date column and their own rep column.
I'm leveraging two lookup tables, a calendar table (BasicCalendarUS) and a rep index table (RepIndex). I successfully created three active relationship - Closed to BasicCalendarUS, Closed to RepIndex, and Demos to RepIndex. Trying to link Demos to BasicCalendarUS results in an inactive single direction relationship.
So that's the current setup. My goal is to create a Close Rate measure - Deals with Demos (from the Closed table) over Total Demos (from the Demos table). have the general gist of the formula down - DIVIDE(Deals with Demos, Total Demos) - but when I try use a timeline (MonthName) as my x-axis, the close rate does not change as I want it to. The Deals with Demos piece of the formula alters correctly, but the Total Demos does not budge from the total sum.
I'm guessing this has something to do with the BasicCalendarUS relationships - specifically that I cannot have two active relationships, one from Closed and one from Demos.
I hope I did a decent job of explaining the issue, but please let me know if I can clarify further!