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Anonymous
Not applicable

Modifying Excel Created Forecast to fit Power BI

This should and may have a simple solution, but it's hard to wrap my mind around so forgive me if this is child's play. 

 

I've created a sales forecast in excel that has many different listed vendors in column A and column B-AA are month names that have all the different forecasted sales dollars. I have a different sheet that also forecasts units in this same format. 

 

What is the simplest way I can bring this forecast report into power bi without completely dismantling the whole thing or creating a headache? 

 

In power bi I have historically sales and unit data for each of these vendors as well that I would like to compare with. Does this mean I need an ID in my sales forecasting sheet to make a connection once in pbi? 

 

 

1 ACCEPTED SOLUTION

@Anonymous,

 

It is easy and would be better to use matrix visual.

https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-3-6-create-tables-matrixes/

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Capture.PNG

Here is an example of what I mean. There are also total lines dispersed throughout and grand total lines.

 

@Anonymous,

 

It is easy and would be better to use matrix visual.

https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-3-6-create-tables-matrixes/

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

Yes, working through this ended up being easier than I thought. Just had to work through the mechanics, thank you. 

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