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CKC's avatar
CKC
Frequent Visitor
2 years ago
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How do i create a monthly sales report?

Hi, I currently have a report that groups up sales by the month, I have it updating daily as I want the most up to date sales in the current month. Is there a way for power bi to check if the dates value match, then update the sales values?

  • CKC's avatar
    CKC
    2 years ago

    parry2k 

    I ended up changing a different part of my process that fixed the issue. Thanks for your help

     

10 Replies

  • CKC can you share an example of what you are trying to achieve? What to check?

    • CKC's avatar
      CKC
      Frequent Visitor

      Hi parry2k thanks for your response!

       

      This is the table I am working with, it pulls from a sharepoint folder that has new spreadsheets being uploaded to it every day. Instead of the bottom 2 rows having the same date with different sales values, I want it to combine both rows that have the date 2024-04 in it.

       

      Again thanks for your reply.

  • CKC if you put the date column and a measure which is sum it will show sum of all the rows of that date:

     

    Total Sales = SUM ( Table[Sales Column] )
    • CKC's avatar
      CKC
      Frequent Visitor

      parry2k 

       

      That works well, but there is still multiple rows with the date 2024-04 in my  table, would there be a way for power bi to replace the existing row with new values?

  • CKC not sure what you are referring too. Are you seeing multiple rows in the visual or in Power Query or in a Table view? Please be specific.

    • CKC's avatar
      CKC
      Frequent Visitor

      parry2k 

       

      In my Screenshot, the bottom two rows are from the same date, When my report updates a new row is created that includes the date 2024-04. My report updates daily so after 1 week I have multiple rows with the same date value. Is there a way I can replace the older rows with the newers rows that have the same date?

  • CKC I guess I need to understand it better;

     

    file 1: date 2024-01-01 sales = 200

    file 2: date 2024-01-01 sales = 300

     

    so if you are looking for sales for 2024-01-01, it is not sum (200+300) but it will be 300, correcT?

    • CKC's avatar
      CKC
      Frequent Visitor

      parry2k 

       

      That is sort of how it works. It would be like 

       

      file 1: date 2024-01-01 sales = 200

      file 2: date 2024-01-01 sales = 300

       

      But I want file 2 to replace file 1 when the dates match like that.

       

      Thanks!

  • CKC then why do you need to take a backup of the old file, put it in a different folder, and then add a new file to the source folder? What is the purpose of keeping the old data in the Power BI if it is not getting used?

     

     

    • CKC's avatar
      CKC
      Frequent Visitor

      parry2k 

      I ended up changing a different part of my process that fixed the issue. Thanks for your help