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jakoblerche
New Member

Combine month only data with daily data

I'm not really sure how to describe this the best. I have to combine two data sources and then compare them YoY and QoQ, one is our historic data that will be imported as a csv file with data in months format, ie "July 2020, sales $xxx, clients xxx", but we have recently switched to Salesforce and our newer data is therefor salesforce objects showing each sale with a data and sales amount. I can work out how to use the new data to show monthly data, but how do I combine it with the old data the best?

1 ACCEPTED SOLUTION
Migasuke
Memorable Member
Memorable Member

Hi @jakoblerche ,

I think you have two options:
1. Either create some conditional column, which would have a logic like "If contains January then put 01.01....If contains February then put 01.02.... etc"
Then you can combine your new "months" with the year from old column.
2. Create a sort of Bridge table, where you have Dates and column with old formating. So on one row you will find January 2020 and also 1.1.2020.

Let me know if it helped!



If my answer was helpful please give me a Kudos or even accept as a Solution.

Let's connect on LinkedIn!

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2 REPLIES 2
jakoblerche
New Member

You got me thinking about it the right way, I ended up creating a new table that calculates each month from the main table based on new column that sums up year and month. Thanks!

Migasuke
Memorable Member
Memorable Member

Hi @jakoblerche ,

I think you have two options:
1. Either create some conditional column, which would have a logic like "If contains January then put 01.01....If contains February then put 01.02.... etc"
Then you can combine your new "months" with the year from old column.
2. Create a sort of Bridge table, where you have Dates and column with old formating. So on one row you will find January 2020 and also 1.1.2020.

Let me know if it helped!



If my answer was helpful please give me a Kudos or even accept as a Solution.

Let's connect on LinkedIn!

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