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JoaoPGomes's avatar
JoaoPGomes
Frequent Visitor
6 years ago
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I need to see the differences between updates of data

Hi everyone,   someone knows how can I see the different between updates? I have this problem in my forecast file, I try predict the invoice in march but sometimes I fail and need to change for apr...
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  • edhans's avatar
    edhans
    6 years ago

    Just merge the 2nd file to the 1st file, then calculate the difference with a Custom Column in Power Query.

     

    1. use the Merge button on the home ribbon then configure as shown below:
    2. Expand the 2nd column, Invoice column only:
    3. Add a custom column with the calculation you need.
    4. end result:
  • JoaoPGomes's avatar
    JoaoPGomes
    Frequent Visitor
    6 years ago

    I Greg thank you for the quick answer. 

     

    So this is an example of what I pretend to do.  In first file from one drive, sharepoint or just a excel I predict the invoice of the month for person.

    First previson of invoice for january
    Name jan/20
    Peter                       500.00 €
    Jack                       750.00 €
    Amanda                    1 000.00 €
     

    In the end of the month I have a second file, with the really invoices of each one of them. This file can be a update of the first one, because i dont want to have 12 queries ( one for each month). The best way is to read the differences between update's.

    Realize in january
    Name jan/20
    Peter                       400.00 €
    Jack                       500.00 €
    Amanda                    1 000.00 €
     

    For this case I need a report that see the differences between files and give me this.

    Differences between them
    Name jan/20
    Peter-                     100.00 €
    Jack-                     250.00 €
    Amanda                                -   €
    • edhans's avatar
      edhans
      Icon for Community Champion rankCommunity Champion
      6 years ago

      Just merge the 2nd file to the 1st file, then calculate the difference with a Custom Column in Power Query.

       

      1. use the Merge button on the home ribbon then configure as shown below:
      2. Expand the 2nd column, Invoice column only:
      3. Add a custom column with the calculation you need.
      4. end result:
      • JoaoPGomes's avatar
        JoaoPGomes
        Frequent Visitor
        6 years ago

        Hi edhans 

         

        Thank you for your help. I don't get in one thing.

         

        In this case I need to have 12 files one for month to compare him, right? Is not possible compare the historic with the new one and show the differences?