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Cumulative vs. Monthly Values

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(@gerardo-fernandezdelfosconsulting-ca)
Posts: 1
New Member
Topic starter
 

Hi,

I'm not sure if this can be solved using PQ but, let's see!  🙂

Let's say for the sake of simplifying, I have one monthly report that provides me, one table with YTD values for sales and, for the budget I have monthly values.  So, I'm thinking in having one query for sales with two columns (monthly & cummulative) and, one query for budget with two columns (monthly and cumulative). 

My final intention is to merge these two queries and have budget and sales in the same query so I can run pivot tables/charts from it.

 

My problem is, how do I build/fill the cumulative for the budget and, how, I calculate the monthly from the cumulative for the sales with Power Query....

 

Any ideas?  

 

Thanks!!

 

Gerardo 

 
Posted : 09/01/2019 11:21 pm
(@catalinb)
Posts: 1937
Member Admin
 

Hi Gerardo,

Without sample data, I can only say that it is possible. If you can provide sample data, I'll be able to build the technical solution.

Cheers,

Catalin

 
Posted : 10/01/2019 3:49 am
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