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HR6776
New Member

Adding Data from Excel into Existing Table with no Relationship

This is my first post asking for help and would really appreciate any advice or info that will help me achieve what I need to do!  I'll try and explain as best I can what the problem I am having is:

 

Current table - I have a table of support cases which include a created date (dd/mm/yyyy) of these cases and the data comes from one of our SF orgs.  To get a total case count (per year, per quarter, per month and per day) is easy and this is already done and is working fine.  The case count is done through a SWITCH formula, which ensures true case count worked per global region.

 

Additional table (excel SS) - I have now been tasked to pull in support case count only for another area, but this doesn't come with created dates as due to cross border data protection I cannot pull any other details apart from a case count, so all I have is a spreadsheet with the month and case count (number of cases).

 

I am trying to work out how to include the case count from the spreadsheet into the current table at year, quarter, month and day level, but I cannot see a way to do this as there is no relationship or anyway to make a relationship. 

 

I'm really struggling with this and I really hope that someone has some ideas or help to offer me to be able to achieve this!

 

 

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @HR6776 ,

 

If both your tables (current + Excel) have dates then you can use a calendar table has a dimension to make the relationship between both tables then you can make a sum of the current with the count of the excel table.

 

Since you only have the month on the excel you need to assume for the start of the month or the end of the month has a date for those excel cases and then  you have  a way of getting your information to the month level, and even day however the Excel ones will be on a specific data on the month that you need to consider in your assumptions.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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1 REPLY 1
MFelix
Super User
Super User

Hi @HR6776 ,

 

If both your tables (current + Excel) have dates then you can use a calendar table has a dimension to make the relationship between both tables then you can make a sum of the current with the count of the excel table.

 

Since you only have the month on the excel you need to assume for the start of the month or the end of the month has a date for those excel cases and then  you have  a way of getting your information to the month level, and even day however the Excel ones will be on a specific data on the month that you need to consider in your assumptions.


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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