Forum Discussion
Power BI sales report
Hi guys hopefully your are doing well.
I have a scenario please help
I have a data set current year sale 2024 in which I have reference date, old order, total order, actual sales, expected sales, total order
2nd data set is budget 2024 in which I have data of budget 2024 of all months (note data is in column forn from Jan to Dec) no date in this Data
3rd u have Last year sales data 2023( Same column wise from Jan to Dec) no date in this date
Result I want is first table all columns and currentl month budget from budget 2024 and then Last year current month sales in first table and want to do this automatically right now they doing it in excel. Also attaching result I want.
Thanks in advance
Hi Gurpreetsingh1 ,
The screenshot for the expected output is fuzzy, could you please provide it again?
As checked the screenshots your provided, there is a common field Business Unit(BU) among these three tables. You can follow the steps below to get it:
1. Create the measures as below to get the budget and last year sales
Current Year Budget = VAR _bu = SELECTEDVALUE ( 'Sales data 2024'[Business Unit] ) RETURN CALCULATE ( SUM ( 'Budget 2024'[Total] ), FILTER ( 'Budget 2024', 'Budget 2024'[BU] = _bu ) )Last Year sales = VAR _bu = SELECTEDVALUE ( 'Sales data 2024'[Business Unit] ) RETURN CALCULATE ( SUM ( 'LY 2023 sales'[Total] ), FILTER ( 'LY 2023 sales', 'LY 2023 sales'[BU] = _bu ) )2. Create the table visual and put the fields of Sales data 2024 on it. Add the above measures onto the visual.
Best Regards
4 Replies
Hi Gurpreetsingh1 ,
Base on your description, there are 3 tables(two tables for sales data in 2023 and 2024, the left one is budget data) and there is any date field in budget table and 2023 sales table. You want to show all these info in same 'table', am I right? In order to give you a suitable solution, could you please provide the following info?
- Sample data(exclude sensitive data) in the above 3 tables
- Provide the relationship info among these tables if it exists
- Show the expected output with Text format(the screenshot is fuzzy)
How to provide sample data in the Power BI Forum
Best Regards
Sorry unable to upload pbix or table due to some reasons I have attached three sample data ss
1. Sales data 2024
2. Budget 2024
3. LY 2023 sales
