Display a trend of Sales between months period in Power BI

[Nun]

In power BI I use a a file excel as source to get the sales information of the previous month (31.08).

In excel I created a worksheet "Trend", were I collect the previous sales months (31.07,31.06... in excel copy and paste the values of the last column 31.07 in a new column because in the last period there is a formula that call the data of the last period coming from another worksheet "Sales". The creation of the column 31.07 is created before to refresh the data of the another worksheet "Sales" )

Is it possible to have in Power BI a table with the trend?

Practically

the trend table should refresh the information of the column "customers"," customer numbers" from the excel report. I should have the column 31.05-31.06-31.07 coming of the previous reports and in certain way "blocked", not refreshed. The last month from the file excel where there are the sales information of 31.08 refreshing an existing column called "31.08" in "Trend" table.

Hope I was clear.

Thanks!

[amitchandak]

@Nun , You can add data incrementally, the same table

https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-...

https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

Append or Aggregate data and append

https://radacad.com/append-vs-merge-in-power-bi-and-power-query

aggregated

https://radacad.com/power-bi-aggregation-step-1-create-the-aggregated-table

[Greg_Deckler]

@Nun - Sorry, not clear. Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[Nun]

@Greg_Deckler @amitchandak 

my sincere apologies for not being clear enough.
I have an excel file with a worksheet called "Sales". Here I update the sales data of the previous month every early month. In September the data as at 31 August. An exasmple.

Table1

CustName  Cust. number  Sales  Date

Test                1                            190      31.08.2020

Test1             2                             200     31.08.2020

Test2             3                             300     31.08.2020

I would like to create a table with the following information

Cust Name Cust. number are  are columns created ( I created with the measure SELECTCOLUMNS('table1';"CustName";[CustName]..) and updated from table 1 every month

Table2

Columns:CustName -  Cust. number -  31.08.2020  (this column 31.08.2020 is created with the measure: (CALCULATE (FIRSTNONBLANK ( 'Table1'[Sales]; 1 );FILTER(ALL('Table1'); 'Table1'[Date] = (DATE(2020;08;31))))

So Table 2 is

CustName Cust num          31.08.2020     30.09.2020     31.10.2020   .........

Test                1                            190     

Test1             2                            200    

Test2             3                            300   

 Let's think that in October I update the Table1

Custname  Cust nun          Sales     Date

Test                1                            200       30.09.2020   

Test1             2                             500       30.09.2020   

Test2             3                             100       30.09.2020

In Table 2 the new column 30.09.2020 with the same measure showed for column 31.08.2020, but different date (2020;09;30)

I get this result

CustName Cust num           31.08.2020  30.09.2020      

  Test                1                                                            200

Test1               2                                                            500

Test2              3                                                             100

Colum 31.08.2020       will be empty because from Table 1 the information for date 31.08.2020 are not anymore available.

Thanks a lot for supporting!