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TheCaputoGroup
Frequent Visitor

Trying to chart sales data with dates and clients

I am trying to create a chart with monthly or weekly sales data across multiple clients. Previously when I did this with yearly data I created a unique row for each year and client and had columns which had the year listed. Then I assigned the yearly data to the appropriate cell under the correct column and left the other cells empty. It looked something like this: 

 

Company                   2017             2018           2019

 

ABC Company          550k

ABC Company                                590k

ABC Company                                                  500k

 

 

I have a CSV file which has each client and the sales data across dates like this:

 

 

Company                   1/1/19              2/1/19                  3/1/19              4/1/19

ABC Company           45k                      32k                      60k                     47k

 

I would like to transform this data to create the same kind of chart I did with the above sheet where it show sales data across the selected dates and I can choose to label the client's or just aggregate the data. Is there a way to do this without creating separate rows for each date? It seems like there would be an easier way than the way I chose but I am new to Power BI so I am not sure how I would go about this. 

2 REPLIES 2
v-yuta-msft
Community Support
Community Support

@TheCaputoGroup ,

 

If the above table is the raw table you need to achieve, you need to add rows manually in power bi, or in database. 

 

Regards,

Jimmy Tao

I am curious if I must create new rows for each sales month or if I can use one client row with the sales data for all dates or I must have separate rows for each sales date.

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