Forum Discussion
Monthly CSV Report
Hi QuintinC ,
I have tried some transformation from the excel file you shared and attacg .pbix file here. I made a copy with just one change of 'Date report generated' to change to June.
Key things I could accomplish are:
1. Merge both file from Folder.
2. Retrieve date of report generation to a new column. A custom column is added and fill down function copies date to null rows.
I have put comments on key transformation steps, just hover the mouse and you will see it.
Finally, made a sample visual to show you how the data look like.
This may not be the exact transformation needed by you, but it would show you power of power query in such transoformation. Thing is, we need to find transform logic based on our use case and try to use relevant functions available.
https://drive.google.com/drive/folders/1C3NfpE-rvX9HQN4ejSp7Jhkpa2H3B9K3?usp=sharing
Hope it helps.
Solution SageHi QuintinC ,
I have tried some transformation from the excel file you shared and attacg .pbix file here. I made a copy with just one change of 'Date report generated' to change to June.
Key things I could accomplish are:
1. Merge both file from Folder.
2. Retrieve date of report generation to a new column. A custom column is added and fill down function copies date to null rows.
I have put comments on key transformation steps, just hover the mouse and you will see it.
Finally, made a sample visual to show you how the data look like.
This may not be the exact transformation needed by you, but it would show you power of power query in such transoformation. Thing is, we need to find transform logic based on our use case and try to use relevant functions available.
https://drive.google.com/drive/folders/1C3NfpE-rvX9HQN4ejSp7Jhkpa2H3B9K3?usp=sharing
Hope it helps.
I have managed a lot of progress. I have been able to insert 3 years with of data and it all works well. Now on the visual side I am struggling. The image below describes my problem for all of my visuals. I should never be anywhere over 10,000 for any of my grand totals ever. As an example 1023 had 51 one month and then 51 the the next meaning thy still have 51. The entire purpose of my project is to be able to show growth trends of different groups based on Number, Group, and type.