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anoomohan's avatar
anoomohan
Helper III
2 years ago

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

  • Uzi2019's avatar
    Uzi2019
    Community Champion

    Hi anoomohan 

     

    Can you share the sample data and expected output values with column name??

     

     

    • Uzi2019's avatar
      Uzi2019
      Community Champion

      Hi anoomohan 
      You can just copy and paste directly from excel to here in chat.

       

       

    • anoomohan's avatar
      anoomohan
      Helper III
      CUST_CODEMASTER_SM_NAMESM_TEAM_NAME_MASTERJan-23Feb-23Mar-23Jan-24Feb-24Mar-24MARCH SALESMANAPR SALESMAN
      070031KEVIN THOMASA TEAM  228038352,4702,7012,780KEVIN THOMASJOHN MATHEW
      070080JOHN MATHEWA TEAM 3642992589015,2075,6935,860JOHN MATHEWTIM BRAT
      070129MATHEW PERRYA TEAM 14748238491408215,80117,27417,782MATHEW PERRYJOHN MATHEW
      070241VIVEK SHARMAB TEAM   7,8968,6328,886VIVEK SHARMAMATHEW PERRY
      070261VARUN VARMAB TEAM4475855025706,4317,0317,237VARUN VARMASHAUN RONALD
      070295TIM BRATC TEAM 158401790222409,78610,69911,014TIM BRATVIVEK SHARMA
      070300SHAUN RONALDC TEAM 31727.7535098.755521036,17039,54340,706SHAUN RONALDVARUN VARMA
      070363SHAUN RONALDC TEAM  4501180792865891SHAUN RONALDKEVIN THOMAS
      070364KEVIN THOMASA TEAM 1937465347823,4973,8233,935KEVIN THOMASVARUN VARMA
  • 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 NAMEJAN 2023 BEFOREJAN 2024 AFTERJAN 2023 AFTER TRANSFERJAN 2024 AFTER TRANSFERFEB 2023 BEFOREFEB 2024 AFTERFEB 2023 AFTER TRANSFERFEB 2024 AFTER TRANSFER 
    JOHN MATHEW3,6425,20714,74818,271     
    KEVIN THOMAS1,9375,967 792     
    MATHEW PERRY14,74815,801 7,896     
    SHAUN RONALD31,72836,9624,4756,431     
    TIM BRAT15,8409,7863,6425,207     
    VARUN VARMA4,4756,43133,66539,667     
    VIVEK SHARMA 7,89615,8409,786     
    Grand Total72,37088,05072,37088,050