Forum Discussion
Summing up files extracted from SharePoint folder
Super UserAnonymous so if I understood correctly all the excel files are appended together with the file name as source column, correct? So what is not working? What you are trying to achieve?
parry2k - Yes, that is correct.
The goal is to compare beginning of the month forecast, with end of the month forecast, and see what changed. And do this for each month, over the year.
- parry2k
Anonymous so file name tells which is for beginning of the month and which is the last date of the month or there is a date column that identifies start and end of the month
parry2k I do not have a start or end date column (although that was suggested in the tutorial I got the idea from).
https://spr.com/power-bi-quick-tips-dealing-with-snapshot-data/
To use my examples, the 1-6-20 is the date that someone extracted data from our CRM system (i.e. the beginning of the month).
The 1-27-20 data was the last time they ran the same report at the end of January. The goal is to compare what changed between those two files (relative to only the month of January...because each of those files actually has forecast data for the entire year...but I'm only interested in what each forecast snapshot says relative to the month the report was ran. Unfortunately we don't have a good automated way to do this.
parry2k Sorry, I don't think I answered your "what's not working" question.
As I mentioned, right now that formula only works if, after the = sign, the formula refernces a particular file (in source.name column).
I'm trying to get it to where I don't have to specifically mention a particular file, but can acheive getting to a particular result by using filters/slicers. So, to use the two tables in my original post. I would put two card visuals on the table, with the same measure, and just filter the measure differently for each visual.