cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
SalterAU
Regular Visitor

Appending sales data to build 24 month report from a report that only shows moving 13 months

Hi All,

 

I receive a sales report from a wholesaler covering 13 months. Currently the report shows Dec 2020; Jan 2021, Feb 2021 all the way to the current month Jan 2022. Once Jan 2022 is actualised, Dec 2020 will drop off from the report adding Feb 2022 and so on. 

 

I have built a dashboard which is working perfectly for the 13 months BUT I would like to extent the historical view to 24 month. I would like to keep the Dec 2020 sales onwards which the report drops off as we move through 2022. 

 

How do I get around that problem?

2 REPLIES 2
ALLUREAN
Super User
Super User

Hi, @SalterAU 

Would you provide more information about the report (source table/s, data structure, measures) or share sample pbix/excel file not containing sensistive information in order to have a solution?




Did I answer your question? Mark my post as a solution!


https://allure-analytics.com/
https://www.youtube.com/channel/UCndD_QZVNB_JWYLEmP6KrpA
https://www.linkedin.com/company/77757292/

Proud to be a Super User!




Hey @ALLUREAN 

 

Below is an image of the source report.

SalterAU_0-1643508290408.png

The yellow highlighted column updates each week. Then on the first of every month, this column actualises for the full month and the last column in the report (in this case Dec 2020) drops off...giving the 13 months view. I want to keep the last column. I'm thinking that I will need to keep the old reports on file to keep the months that will drop off but then I will have 26 source files. But can't see any other workaround as the original report will always only be 13 month.

 

The data is transformed into three separate reports by unpivoting it. 

SalterAU_1-1643508854394.png

This is the Sales table with the dates now running vertically as I unpivot the source table.

SalterAU_1-1643509344604.png

 

 This is the visual

 

SalterAU_0-1643509265776.png

Hope this gives you more info.

 

 

Helpful resources

Announcements
August 2022 update 768x460.jpg

Check it Out!

Click here to learn more about the August 2022 updates!

August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors