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Helper I
Helper I

Matching up data in Power BI

I have an ask to build a report where I need to correlate recent activity with past activity based on customer.

 

Example:  Customer bought a new item in 2020 who also had purchased an item in 2017, 18 or 19.  I have other variables too but if I can solve this basic one, I can figure out the rest.

 

Sounds like a pivot table almost but with all the variables, it's not.  Besides, I'm creating in BI to be refreshable.  

 

Thanks!

1 ACCEPTED SOLUTION

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Helper I
Helper I

Re: Matching up data in Power BI

I appreciate you looking into this.  I don't want to waste any more of your time.

 

I did a simple solve with Excel.

 

Thanks!

View solution in original post

6 REPLIES 6
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Resident Rockstar
Resident Rockstar

Re: Matching up data in Power BI

Hello @Buteaur 

 

Could you send us a sample of the output table you are looking for?

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Helper I
Helper I

Re: Matching up data in Power BI

Thanks for the quick reply.  The matrix table that I'm using has all proprietary information unfortunately.

 

Here's some more details.

 

I have data from 2017 - 2020.  I need to show someone who bought an item in 2020 that bought in previous years.  So, I was assuming I can build an output table that finds the same customer in all years meeting the qualifications of spending more than $1,000 per item, per year.

 

Hope you can help

Highlighted
Super User V
Super User V

Re: Matching up data in Power BI

Hi,

Share a dummy dataset and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
Helper I
Helper I

Re: Matching up data in Power BI

Buteaur_0-1601639240456.png

 

Highlighted
Super User V
Super User V

Re: Matching up data in Power BI

Hi,

Share the link from where i can download your PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
Helper I
Helper I

Re: Matching up data in Power BI

I appreciate you looking into this.  I don't want to waste any more of your time.

 

I did a simple solve with Excel.

 

Thanks!

View solution in original post

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