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Hi Everyone!
Can anyone assist with this?
Looking to find a way to get last month ending numbers per salesperson
as this month's beginning numbers in Power Query Editor
Jan begining numbers come from a customer list (table 1)
Then monthly we add/lose customers (from an addition table (table 2) and a lost table(table 3))
Ending numbers in Jan become Feb starting numbers
Again add/lose customer (table 2 & 3 again)
Feb ending becomes Mar starting and so on
Ex.
Date | Salesperson | Beg Customer Count | Added Customer | Lost Customers | Ending Customers |
1/1/2018 | A | 5 | 1 | -2 | 4 |
1/1/2018 | B | 6 | 2 | -2 | 6 |
1/1/2018 | C | 4 | 3 | -1 | 6 |
2/1/2018 | A | 4 | 3 | -1 | 6 |
2/1/2018 | B | 6 | 1 | -4 | 3 |
2/1/2018 | C | 6 | 2 | -1 | 7 |
3/1/2018 | A | 6 | 5 | -3 | 8 |
3/1/2018 | B | 3 | 2 | -1 | 4 |
3/1/2018 | C | 7 | 2 | -3 | 6 |
Any idea how I can achieve this?
Thanks in advance!!
Solved! Go to Solution.
You may take a look at https://community.powerbi.com/t5/Desktop/M-Function-calculate-running-total/td-p/358212.
You may take a look at https://community.powerbi.com/t5/Desktop/M-Function-calculate-running-total/td-p/358212.
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