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anoomohan
Helper III
Helper III

Need Help

‎03-29-2024 02:54 AM

hi all,

 

I need to create one powerbi report from an excel with columns for 2023 sales, 2024 target, salesman before and salesman after transfer. 

 

The report structure shd be like below with breakup for each month - appreicate your help here. 

 

anoomohan_0-1711706058964.png

 

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anoomohan
Helper III
Helper III

‎03-29-2024 04:24 AM

above is the data ; i am currently making 2 pivot in excel and then copy pasting manually in below format

 

FINAL OUTPUT IN REPORT NEEDED        
SM NAMEJAN 2023 BEFOREJAN 2024 AFTERJAN 2023 AFTER TRANSFERJAN 2024 AFTER TRANSFERFEB 2023 BEFOREFEB 2024 AFTERFEB 2023 AFTER TRANSFERFEB 2024 AFTER TRANSFER 
JOHN MATHEW3,6425,20714,74818,271     
KEVIN THOMAS1,9375,967 792     
MATHEW PERRY14,74815,801 7,896     
SHAUN RONALD31,72836,9624,4756,431     
TIM BRAT15,8409,7863,6425,207     
VARUN VARMA4,4756,43133,66539,667     
VIVEK SHARMA 7,89615,8409,786     
Grand Total72,37088,05072,37088,050     
Message 7 of 7
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anoomohan
Helper III
Helper III

‎03-29-2024 03:48 AM

is there a way to send u the excel file with dummy data?

Message 4 of 7
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anoomohan
Helper III
Helper III
In response to anoomohan

‎03-29-2024 04:24 AM
CUST_CODEMASTER_SM_NAMESM_TEAM_NAME_MASTERJan-23Feb-23Mar-23Jan-24Feb-24Mar-24MARCH SALESMANAPR SALESMAN
070031KEVIN THOMASA TEAM  228038352,4702,7012,780KEVIN THOMASJOHN MATHEW
070080JOHN MATHEWA TEAM 3642992589015,2075,6935,860JOHN MATHEWTIM BRAT
070129MATHEW PERRYA TEAM 14748238491408215,80117,27417,782MATHEW PERRYJOHN MATHEW
070241VIVEK SHARMAB TEAM   7,8968,6328,886VIVEK SHARMAMATHEW PERRY
070261VARUN VARMAB TEAM4475855025706,4317,0317,237VARUN VARMASHAUN RONALD
070295TIM BRATC TEAM 158401790222409,78610,69911,014TIM BRATVIVEK SHARMA
070300SHAUN RONALDC TEAM 31727.7535098.755521036,17039,54340,706SHAUN RONALDVARUN VARMA
070363SHAUN RONALDC TEAM  4501180792865891SHAUN RONALDKEVIN THOMAS
070364KEVIN THOMASA TEAM 1937465347823,4973,8233,935KEVIN THOMASVARUN VARMA
Message 6 of 7
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Uzi2019
Super User
Super User
In response to anoomohan

‎03-29-2024 03:49 AM

Hi @anoomohan 
You can just copy and paste directly from excel to here in chat.

 

 

Don't forget to give thumbs up and accept this as a solution if it helped you!!!
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anoomohan
Helper III
Helper III

‎03-29-2024 03:48 AM

sorry, i am uanble to insert an excel file here

Message 3 of 7
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Uzi2019
Super User
Super User

‎03-29-2024 03:25 AM

Hi @anoomohan 

 

Can you share the sample data and expected output values with column name??

 

 

Don't forget to give thumbs up and accept this as a solution if it helped you!!!
Message 2 of 7
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