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Data selection & blocked period


I have two tables:
the first includes: code, CA, date, quote no....
the second includes: business, code, name, State, segment...

the State column includes: customer, Prospect, inactive

How to view in a histogram names of prospects and devise the same CA: ?

The goal is to obtain for example, the amount of the estimate for all of the prospects for a given month .

How can I present these same graphics by freezing it for a quarter?

Thank you for your help