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Hi all,
I'm new to Power Query and looking for a solution to solve a small issue I have with my report.
I'm looking into sales data. My goal to is to get data from two different sources (Selection of weekly products & Daily Sales) - I do it by automatically import data from given folders - and create a moving dashboard on excel with powerpivot.
My two sources are built like this
Selection of weekly products
| WEEK | Upload date | Product No. | Brand | Category |
| 32 | 09.08.2020 | P001 | Gucci | shoes |
| 32 | 09.08.2020 | P002 | Saint Laurent | bags |
| 32 | 09.08.2020 | P003 | Gucci | clothing |
| WEEK | Upload date | Product No. | Brand | Category |
| 33 | 16.08.2020 | P009 | Gucci | shoes |
| 33 | 16.08.2020 | P010 | Valentino | bags |
| 33 | 16.08.2020 | P011 | Gucci | clothing |
Daily Sales
| Sale Date | No. | QTY | Revenue |
| 10.08.2020 | P001 | 1 | 100 |
| 10.08.2020 | P003 | 4 | 250 |
| Sale Date | No. | QTY | Revenue |
| 16.08.2020 | P001 | 2 | 200 |
| 16.08.2020 | P010 | 3 | 600 |
What I want to achieve on my pivot in excel - by creating connections - is that when I filter by i.e. WEEK 32 I get sale numbers only from that week and not from the next weeks (since the product will still be sold even after those days - but I'm only interested in the sales of the first week). The problem is occurring mainly due to the fact that I'm not able to create bridge tables because from one source I get the Weeknum and from the other one I get the Sale Date.
Please let me know if something is unclear. I thank you in advace for your help!
Best,
Lorenzo
Hi @edhans
How would this help? The date we have in the Products table is always in the first week because that's the upload date.
My concerns are on the connection between the Products Table and the Sales Table. I don't know how to manage the data so that the pivot, when filtering by week, only takes the first week sales data from the Sales Table.
Let's say this what I have currently from Power Query
Procuts Lists
| Week | Product No. | Brand | Category | Upload date |
30 | P001 | ... | ... | 26.07.2020 |
| 31 | P002 | 02.08.2020 | ||
| 31 | P003 | 02.08.2020 | ||
| 31 | P004 | 02.08.2020 | ||
| 32 | P005 | 09.08.2020 | ||
| 32 | P006 | 09.08.2020 |
Sales
| Product No. | QTY | Revenue | Sale Date |
| P001 | 1 | 100 | 26.07.2020 |
| P001 | 2 | 200 | 27.07.2020 |
| P001 | 4 | 400 | 03.08.2020 |
| P003 | 2 | 300 | 10.08.2020 |
| P006 | 1 | 50 | 10.08.2020 |
So, in this case for example, in my pivot table if I filter now by CW30 I'll should be seeing the following
| Product No. | QTY | Revenue |
| P001 | 3 | 300 |
And not
| Product No. | QTY | Revenue |
| P001 | 7 | 700 |
Again, if I filter by CW32 I should be seeing
| Product No. | QTY | Revenue |
| P006 | 1 | 50 |
Is this clear for you? Sorry but I really can't find a solution for this...
Thanks a lot!
Lorenzo
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