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MichaelHearst13
Regular Visitor

Calculate difference between summarized data column and static table

Hi all,

 

I have actual sales data synched and summarized (date hierarchy -- month) from my SQL server (let's call this Ledger), and a static table that I created with monthly sales targets (let's call this Sales Projections). I want to calculate Ledger - Sales Projections.

 

I've tried to calculate the the results of numers solutions for taking the difference between columns without any luck.

 

Does anyone have any ideas on how I may calculate the difference?

 

Thanks in advance!

 

 

5 REPLIES 5
parry2k
Super User
Super User

Can you share how those tables are connected and what the columns in those tableS?



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table 1)Ledger table 2)Calendar/Date Table table 3)Sales Projection 
          
 trans_dateSales DateMonthNameLong MonthSls/DaySales (forecasted)
 1/1/2017500 1/1/2017January January68215000
 .. .. February65013000
 .... .... March….
 2/1/2017480 2/1/2017February    

Based on what i see, you need to have date in sales projection instead of month and link that date with calendare date table, also ledger will have relation on trans date to date column in calendar table and it should be straight forward from there. let me know if you already tried this.



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sales.PNG

 

 

and you will get something like this and can be further enhanced as needed



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Sure --

Below is a rough example:

Ledger has hundreds of thousands of lines, connected (green) to a calendar table by each date

Calendar table connects (pink) to a summary Sales Projection table.

PBI_Sls.PNG

 

 

 

 

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