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SalterAU
Regular Visitor

Appending sales data to build 24 month report from a report that only shows moving 13 months

Hi All,

 

I receive a sales report from a wholesaler covering 13 months. Currently the report shows Dec 2020; Jan 2021, Feb 2021 all the way to the current month Jan 2022. Once Jan 2022 is actualised, Dec 2020 will drop off from the report adding Feb 2022 and so on. 

 

I have built a dashboard which is working perfectly for the 13 months BUT I would like to extent the historical view to 24 month. I would like to keep the Dec 2020 sales onwards which the report drops off as we move through 2022. 

 

How do I get around that problem?

2 REPLIES 2
ALLUREAN
Solution Sage
Solution Sage

Hi, @SalterAU 

Would you provide more information about the report (source table/s, data structure, measures) or share sample pbix/excel file not containing sensistive information in order to have a solution?




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Hey @ALLUREAN 

 

Below is an image of the source report.

SalterAU_0-1643508290408.png

The yellow highlighted column updates each week. Then on the first of every month, this column actualises for the full month and the last column in the report (in this case Dec 2020) drops off...giving the 13 months view. I want to keep the last column. I'm thinking that I will need to keep the old reports on file to keep the months that will drop off but then I will have 26 source files. But can't see any other workaround as the original report will always only be 13 month.

 

The data is transformed into three separate reports by unpivoting it. 

SalterAU_1-1643508854394.png

This is the Sales table with the dates now running vertically as I unpivot the source table.

SalterAU_1-1643509344604.png

 

 This is the visual

 

SalterAU_0-1643509265776.png

Hope this gives you more info.

 

 

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