Forum Discussion
Customer Analytics with Sales Data set and Dynamic YTD date range
Thank you for providing the updated dashboard. Unfortunately this still doesnt match the desired output - sales detla from churn, existing customers, and new customers does calculate at the total level, but not at the customer level. This is what I'm seeing:
My solution is to do the analysis in Excel. I pull my data into an excel workbook by using the same PowerQueries as I am using in PBI. Then I'm able to add columns to the right of the data which automatically update. I set my input date into a table in Excel with 1 row to reference in calculations. I can then connect my PBI to the Excel workbook to import the analysis and the current period. This allows me to do significantly more flexible analysis while keeping the formulas simple.
Let me know if you have any suggestions to further refine this process
Thank you for providing the updated dashboard. Unfortunately this still doesnt match the desired output - sales detla from churn, existing customers, and new customers does calculate at the total level, but not at the customer level. This is what I'm seeing:
My solution is to do the analysis in Excel. I pull my data into an excel workbook by using the same PowerQueries as I am using in PBI. Then I'm able to add columns to the right of the data which automatically update. I set my input date into a table in Excel with 1 row to reference in calculations. I can then connect my PBI to the Excel workbook to import the analysis and the current period. This allows me to do significantly more flexible analysis while keeping the formulas simple.
Let me know if you have any suggestions to further refine this process
Community SupportHi kc6859 ,
Your approach also works well with respect to current requirement.
However, you can also do Power BI only approach since Power BI can also be used for analysis.
You can make use of power-query or DAX measures to perform your initial analysis and then build visualizations on top of that.
Thank You