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ESB2023
Regular Visitor

Calculate running total of sales data with different start dates for each store

I'm paraphrasing this issue to make it more relatable. 

 

I have a number of organisations (30) - lets call them stores, these stores, over the course of a year were gradually transferred to a new parent company, and at different points of a 12 month period.

 

I have 3 years of historic sales data for each store - published monthly 

 

I would like to perform a calculation that would return a running total of the sales, but only counting the sales data from each store at the point at which the ownership transferred to the new company, the sales that happened before ownership transfer is not important -

 

I've mocked up an example below - I need the cumulative sales to only count the months covered by the yellow cells in the diagram below. 

 

ESB2023_0-1700154367025.png

 

5 REPLIES 5
ESB2023
Regular Visitor

Sample data uploaded

 

Orgs and Onboarding date - these are the 'stores' plus the date onboarded

 

Sales Data - 12 months of sales data

 

Desired outputs - example of the type of visualisation required - where the sales data is totalled based upon the onboarding date. 

 

https://docs.google.com/spreadsheets/d/1wr4QPdov-DoKL0mSuHhgNm9crBK4RMUh/edit?usp=drive_link&ouid=10... 

link requires access

Updated access - should work now

lbendlin_0-1700574685129.png

Note:  You will want to add a proper calendar table to your data model at some point.

 

lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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