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Background
I have two tables.
Table 1 - called Pipeline - which is raw data extracted from another database showing the forecast revenue of several projects accross a number of months from current month to 12 months in the future.
Opportunity ID# | Revenue Month1 | Revenue Month2 | Revenue Month3 | Revenue Month4 | Revenue Month5 | Revenue Month6 | Revenue Month7 | Revenue Month8 | Revenue Month9 | Revenue Month10 | Revenue Month11 | Revenue Month12 |
OPP-1209404 | 0 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 | 25143 |
OPP-1216857 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2500 | 2500 | 2500 | 2500 |
OPP-976759 | 0 | 0 | 0 | 33083 | 33083 | 33083 | 33083 | 33083 | 33083 | 33083 | 33083 | 33083 |
OPP-1029933 | 0 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 | 6268 |
OPP-1240588 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 563 | 563 | 563 |
OPP-1240590 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
OPP-1137808 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
OPP-1256376 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2625 | 2625 | 2625 | 2625 |
OPP-1236171 | 0 | 0 | 0 | 0 | 0 | 0 | 9697 | 9697 | 9697 | 9697 | 9697 | 9697 |
OPP-1126581 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
OPP-841384 | 0 | 0 | 0 | 0 | 5357 | 5357 | 5357 | 5357 | 5357 | 5357 | 5357 | 5357 |
OPP-996073 | 0 | 0 | 0 | 0 | 6250 | 6250 | 6250 | 6250 | 6250 | 6250 | 6250 | 6250 |
OPP-1254549 | 0 | 18375 | 18375 | 18375 | 18375 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
OPP-1237515 | 0 | 119 | 119 | 119 | 119 | 119 | 119 | 119 | 119 | 119 | 119 | 119 |
OPP-1233047 | 0 | 8357 | 8357 | 8357 | 8357 | 8357 | 8357 | 8357 | 0 | 0 | 0 | 0 |
Table 2 - called Cashflow - has two columns "Month" which identifies the current month (today).
For the other column - "Forecast Cashflow" I want it to return the sum of each of the months across all projects. {the problem}
ie
Mar sum (revenue month 1)
Apr Sum (revenue month 2)
May Sum(revenue month 3) etc...
Month Forecast Cashflow
Mar | |
Apr | |
May | |
Jun | |
Jul | |
Aug | |
Sep | |
Oct | |
Nov | |
Dec | |
Jan | |
Feb |
From there I create a dynamic column chart based off various slicers.
Getting the summed monthly revenues transposed into the Cashflow table is where I'm stumped.
Appreciate any suggestions
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