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SLONG0718's avatar
SLONG0718
Frequent Visitor
2 years ago

Restructuring Data with Lookup values - Help & Suggestions Needed

I currently have the following data set up from a query from Salesforce and I need the data restrured by year as every project has a three year projection but all projects combined do not maintain the same three years.  The data in grey is from the query and I need it restructed so it would appear similar to the values in white in order to pull consolidated reporting and look at yearly trends and I was approaching this by using lookup values in Power BI.  I am open to other suggestions on finding the best way to achieve this.

Any help is greatly appreciated

 

 

2 Replies

    • SLONG0718's avatar
      SLONG0718
      Frequent Visitor

      Thank you!  this has been very helpful.  Now I am struggling to combine the "Year 1", "Year 2" columns and ensuring that they populate in the correct corresponding year now that i have created a calendar table and created the relationship.

       

      In the image below the "AHN Institute" should have the $16,800,000.00 value in 2020 and not be an additional column under 2019.  Any suggestions?