Forum Discussion
Salesman's Table Change
- 4 years ago
Hi, RajP
Have you considered using the append query function in power query? It can combine tables with the same data form. If there is no date column in your tables, you can create them yourself, so that you can filter the data according to the date.
Did I answer your question? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.
Best Regards,
Community Support Team _ Janey
An example would be
Salesman A belonged to Team 1, reporting to Manager X, Effective 1st February, he's moved to Team 2 reporting to Manager Z. When I look at my Sales Dashboard, if I select January, I need this Salesman to be in Team 1 under Manager X, but if I select February onwards, he needs to be in Team 2 under Manager Z's figures. Does this make sense?
Hi, RajP
Have you considered using the append query function in power query? It can combine tables with the same data form. If there is no date column in your tables, you can create them yourself, so that you can filter the data according to the date.
Did I answer your question? Please mark my reply as solution. Thank you very much.
If not, please feel free to ask me.
Best Regards,
Community Support Team _ Janey