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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Comparing two excel sheets without merging

Hello,   I'm dealing with two warehouses that use different systems for item tracking. I receive weekly reports from each warehouse, and I just need to set up a dashboard that shows the differences...
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  • PaulDBrown's avatar
    PaulDBrown
    5 years ago

    You have to filter out the rows containing "in transit":

    try:

    Table differences =
VAR receiving1 =
    SUMMARIZE (
        Receiving,
        Receiving[ItemID],
        Receiving[Description],
        Receiving[Item Type],
        "QT", SUM ( Receiving[Quantity])
    )
VAR sending1 =
    SUMMARIZE (
        FILTER(
        Sending, Sending[Status] <> "In transit"),
        Sending[ItemID],
        Sending[Description],
        Sending[Item Type],
        "QT", SUM ( Sending[Quantity (all)] )
    )
VAR OnlyRec =
    ADDCOLUMNS ( EXCEPT ( receiving1, sending1 ), "From table", "Receiving" )
VAR OnlySend =
    ADDCOLUMNS ( EXCEPT ( sending1, receiving1 ), "From table", "Sending" )
RETURN
    UNION ( OnlyRec, OnlySend )
Anonymous's avatar
Anonymous
Not applicable
5 years ago

Thanks PaulDBrown 


This is truly impressive. You've really shown your expertise on PBI. 

 

However, in my test, I found if in the receiving table they recorded 1 item per 1 line (they have done that sometimes), the difference table considers this as only 1 in quantity. See below, the item actually appears in 7 different lines in the receiving table, so technically it shouldn't appear on this table at all (There are 7 items with the ID 6908 in both tables).

 

When I show the QT column as a sum, the table shows the correct number, but this item shouldn't be here at all. See below:

 

 

Any suggestions?

 

Thanks, 

PaulDBrown's avatar
PaulDBrown
Icon for Community Champion rankCommunity Champion
5 years ago

In that case you need the SUMMARIZE function in the first VAR too.

 

 

Table differences =
VAR receiving1 =
    SUMMARIZE (
        Receiving,
        Receiving[ItemID],
        Receiving[Description],
        Receiving[Item Type],
        "QT", SUM ( Receiving[Quantity])
    )
VAR sending1 =
    SUMMARIZE (
        Sending,
        Sending[ItemID],
        Sending[Description],
        Sending[Item Type],
        "QT", SUM ( Sending[Quantity (all)] )
    )
VAR OnlyRec =
    ADDCOLUMNS ( EXCEPT ( receiving1, sending1 ), "From table", "Receiving" )
VAR OnlySend =
    ADDCOLUMNS ( EXCEPT ( sending1, receiving1 ), "From table", "Sending" )
RETURN
    UNION ( OnlyRec, OnlySend )

 

 

try that and see if it works.

 

BTW, since this is table, you can create measures for example to calculate the balance by row as a summary

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Amazing! Thanks PaulDBrown 

    One final question, in my sending table I have a "Status" column that shows the item's current status. Do you have a recommendation for me to integrate it to this table differences, so it ignores items that has the status "In transit"?

    Thanks, 

    • PaulDBrown's avatar
      PaulDBrown
      Icon for Community Champion rankCommunity Champion
      5 years ago

      You have to filter out the rows containing "in transit":

      try:

      Table differences =
VAR receiving1 =
    SUMMARIZE (
        Receiving,
        Receiving[ItemID],
        Receiving[Description],
        Receiving[Item Type],
        "QT", SUM ( Receiving[Quantity])
    )
VAR sending1 =
    SUMMARIZE (
        FILTER(
        Sending, Sending[Status] <> "In transit"),
        Sending[ItemID],
        Sending[Description],
        Sending[Item Type],
        "QT", SUM ( Sending[Quantity (all)] )
    )
VAR OnlyRec =
    ADDCOLUMNS ( EXCEPT ( receiving1, sending1 ), "From table", "Receiving" )
VAR OnlySend =
    ADDCOLUMNS ( EXCEPT ( sending1, receiving1 ), "From table", "Sending" )
RETURN
    UNION ( OnlyRec, OnlySend )
      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Awesome! Thanks PaulDBrown It works marvelously! 


        I hate to be that guy, but do you have a more elegant solution than what I have, regarding the differences per item? I created 3 measures and used a matrix viz to show difference per item, so it shows 1 and -1 for the below two rows:

         

        Here are the measures: 

        Sum Sending = CALCULATE(SUM('Table differences'[Quantity]), 'Table differences'[Source] = "Sending")

Sum Receiving= CALCULATE(SUM('Table differences'[Quantity]), 'Table differences'[Source] = "Receiving")

Sum Differnece = [Sum Sending] - [Sum Receiving]

         

        Obviously when I do that, I get an annoyingly ugly result:

         

         

        If you have a better solution, I would be happy to learn.

        Thanks,