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Help please!
I'm still fairly new to Power BI and am trying to replace null values in my data with the average of the previous 3 months with some conditions.
I have simplified the 2 tables to demonstrate my scenario:
- Units Sold table: shows the number of units sold by a particular employee in a particular month
- Employee Details table: shows if the employee is still employed with the company or has left (and the date their employment ended)
In my Units Sold table, i want to replace all the null values with the average from the previous 3 months data for that particular person, even if one month in the previous 3 is also a calculated average (see desired value for Jessica in 1/05/2021). Before calculating this average, i would need to be able to check the Employee Details table to ensure the person is still employed - any null values after the Emp. End date should remain null.
Employee | Date | Units Sold | Expected Value |
Jessica | 1/01/2021 | 2875 | |
Jessica | 1/02/2021 | 3452 | |
Jessica | 1/03/2021 | 1217 | |
Jessica | 1/04/2021 | null | 2515 |
Jessica | 1/05/2021 | null | 2395 |
Jessica | 1/06/2021 | 5816 | |
Jessica | 1/07/2021 | 1056 | |
Jessica | 1/08/2021 | null | 3089 |
Jessica | 1/09/2021 | 4956 | |
Jessica | 1/10/2021 | 2534 | |
Jessica | 1/11/2021 | 7512 | |
Jessica | 1/12/2021 | 3185 | |
Abigail | 1/01/2021 | 5672 | |
Abigail | 1/02/2021 | 8495 | |
Abigail | 1/03/2021 | 2356 | |
Abigail | 1/04/2021 | null | 5508 |
Abigail | 1/05/2021 | 4675 | |
Abigail | 1/06/2021 | 1523 | |
Abigail | 1/07/2021 | null | null |
Abigail | 1/08/2021 | null | null |
Abigail | 1/09/2021 | null | null |
Abigail | 1/10/2021 | null | null |
Abigail | 1/11/2021 | null | null |
Abigail | 1/12/2021 | null | null |
Employee | Employment Status | Emp. End date |
Jessica | Employed | |
Abigail | Resigned | 29/06/2021 |
Any help on the best way to tackle this in power query would be greatly appreciated!
= #table(Table.ColumnNames(UnitsSold),List.Accumulate(Table.ToRows(UnitsSold),{{},{},""},(x,y)=>let a=EmployeeDetails{[Employee=y{0},Employment Status="Resigned"]}?[#"Emp. End date"]? ??DateTime.LocalNow(),b=List.Average(List.LastN(x{1},3)) in if y{1}>=a then {x{0}&{y},{},y{0}} else if y{0}<>x{2} then {x{0}&{y},{y{2}},y{0}} else if y{2}<> null then {x{0}&{y},x{1}&{y{2}},y{0}} else {x{0}&{List.FirstN(y,2)&{b}},x{1}&{b},y{0}}){0})
Thanks for your response @wdx223_Daniel . Would you mind sharing the code for your first 2 steps (UnitsSold & EmployeeDetails)? I have pulled these two tables into power query as 2 separate tables, so not sure how you are referencing EmployeeDetails within the same table
let
UnitsSold = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
EmployeeDetails = Table.Buffer(Excel.CurrentWorkbook(){[Name="Table2"]}[Content]),
Custom1 = #table(
Table.ColumnNames(UnitsSold),
List.Accumulate(
Table.ToRows(UnitsSold),
{{},{},""},
(x,y)=>let
a=EmployeeDetails{[Employee=y{0},Employment Status="Resigned"]}?[#"Emp. End date"]? ??DateTime.LocalNow(),
b=List.Average(List.LastN(x{1},3))
in
if y{1}>=a then {x{0}&{y},{},y{0}} else
if y{0}<>x{2} then {x{0}&{y},{y{2}},y{0}} else
if y{2}<> null then {x{0}&{y},x{1}&{y{2}},y{0}}
else {x{0}&{List.FirstN(y,2)&{b}},x{1}&{b},y{0}}
){0}
)
in
Custom1
Would you still happen to have this file and can attach? I still can't seem to replicate the result, and i also don't fully understand the code in laymans terms to be able to troubleshoot exactly where i'm going wrong
wrote this code in a temp workbook without saving. sorry for that
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