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Paulyeo11
Impactful Individual
Impactful Individual

Case 968 How to make sales and target amount for same month appear at same row ?

Hi All

My Target Table :-

Pls notice that the target only one row , and the date alway start 1st of the month.

Paulyeo11_0-1604354813602.png

My sales Table :-

Paulyeo11_1-1604354851871.png

 

My Result Now :-

 

Paulyeo11_2-1604354899560.png

 

My expected result :-

Paulyeo11_3-1604355014384.png

 

My Raw data and PBI file :-

https://www.dropbox.com/sh/21b67fxn4nijq39/AABehihfheuoEFfZdIWVFQVba?dl=0

 

Paul Yeo

 

1 ACCEPTED SOLUTION

Hi,

The only way to do that is to replace Date with Month names.  In the Calendar Table, write a calculated column formula to extract Month name and drag that inside the visual.  Drag Date out of the visual.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi Ash 

thank you for sharing , but my requirement is to make the sales and target amount for each month appear at single row.

Paul

Hi,

The only way to do that is to replace Date with Month names.  In the Calendar Table, write a calculated column formula to extract Month name and drag that inside the visual.  Drag Date out of the visual.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

@Paulyeo11 , In place of date you can use month-year or month start date or end date and combine

In your date table have columns

Month year = format([Date], "MMM YYYY")

Month year sort= format([Date], "YYYYMM") //sort month year on this

 

Month End date = eomonth([Date],0)

Month start date = eomonth([Date],-1)+1

 

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