Forum Discussion
anoomohan
2 years agoHelper III
Need Help
hi all,
I need to create one powerbi report from an excel with columns for 2023 sales, 2024 target, salesman before and salesman after transfer.
The report structure shd be like below with breakup for each month - appreicate your help here.
6 Replies
- Uzi2019Community Champion
- anoomohanHelper III
sorry, i am uanble to insert an excel file here
- anoomohanHelper III
is there a way to send u the excel file with dummy data?
- Uzi2019Community Champion
- anoomohanHelper III
CUST_CODE MASTER_SM_NAME SM_TEAM_NAME_MASTER Jan-23 Feb-23 Mar-23 Jan-24 Feb-24 Mar-24 MARCH SALESMAN APR SALESMAN 070031 KEVIN THOMAS A TEAM 2280 3835 2,470 2,701 2,780 KEVIN THOMAS JOHN MATHEW 070080 JOHN MATHEW A TEAM 3642 9925 8901 5,207 5,693 5,860 JOHN MATHEW TIM BRAT 070129 MATHEW PERRY A TEAM 14748 23849 14082 15,801 17,274 17,782 MATHEW PERRY JOHN MATHEW 070241 VIVEK SHARMA B TEAM 7,896 8,632 8,886 VIVEK SHARMA MATHEW PERRY 070261 VARUN VARMA B TEAM 4475 8550 2570 6,431 7,031 7,237 VARUN VARMA SHAUN RONALD 070295 TIM BRAT C TEAM 15840 1790 22240 9,786 10,699 11,014 TIM BRAT VIVEK SHARMA 070300 SHAUN RONALD C TEAM 31727.75 35098.75 55210 36,170 39,543 40,706 SHAUN RONALD VARUN VARMA 070363 SHAUN RONALD C TEAM 450 1180 792 865 891 SHAUN RONALD KEVIN THOMAS 070364 KEVIN THOMAS A TEAM 1937 4653 4782 3,497 3,823 3,935 KEVIN THOMAS VARUN VARMA
- anoomohanHelper III
above is the data ; i am currently making 2 pivot in excel and then copy pasting manually in below format
FINAL OUTPUT IN REPORT NEEDED SM NAME JAN 2023 BEFORE JAN 2024 AFTER JAN 2023 AFTER TRANSFER JAN 2024 AFTER TRANSFER FEB 2023 BEFORE FEB 2024 AFTER FEB 2023 AFTER TRANSFER FEB 2024 AFTER TRANSFER JOHN MATHEW 3,642 5,207 14,748 18,271 KEVIN THOMAS 1,937 5,967 792 MATHEW PERRY 14,748 15,801 7,896 SHAUN RONALD 31,728 36,962 4,475 6,431 TIM BRAT 15,840 9,786 3,642 5,207 VARUN VARMA 4,475 6,431 33,665 39,667 VIVEK SHARMA 7,896 15,840 9,786 Grand Total 72,370 88,050 72,370 88,050