Forum Discussion
Creating monthly sales reports
Hi everyone,
I have a sheet with 4 different products (a,b,c,d), and month of purchase
the different columns is aligned like this:
[year][month][name of product][product A][Product B][Product C][Product D]
Would it be possible to create a calculated column that summarizes sales per product per month?
Each row only has one input. Needs to be filtering by the name of the product, month and year.
Example:
[year][month][name of product][product A][Product B][Product C][Product D]
2019 Jan A 90 0 0 0
2019 Feb B 0 80 0 0
In advance, Thanks!
3 Replies
- AlB
Community Champion
Hey Anonymous whats up?
You mean this?
NewColumn = Table1[productA]+Table1[ProductB]+Table1[ProductC]+Table1[ProductD]
It assumes that the only non-zero column in each row is that of the product (as it happens in your sample data).
You'll get something like this:
You could later eliminate the 'Product A' ... 'Product D' columns since they would be redundant. For instance by creating a new calculated table based on the one above:
Table2 = ALL ( Table1[year], Table1[month], Table1[name of product], Table1[NewColumn] )
The two steps above could also be carried out in only one step combining ADDCOLUMNS and SELECTCOLUMNS
All of this can also be done the query editor.
- AnonymousNot applicable
Hey AIB, all good here still learning, and you?
I agree that i could use that as a possible solution. However, the point of this column is to provide a monthly sales total per product so that I can compare that towards forecasts. I could easily do this with graphics by sorting per month, but i need to ceate a number so I can use it at a later stage.
How would you approach it filtering by month, year and product?
Cheers,
- AlB
Community Champion
Anonymous
Why don't you show an example with sample data that covers all the cases that you require? That would help as I'm not sure I understand what you need.
Do you mean there are for Product A for instance several rows for Jan 2019 and you want to add them all?
I need an illustrative example so that we can proceed. A complete one :smileyhappy: