Hello,
I will try to explain my issue as clear as possible. Apologies if there are hiccups at the beginning.
My goal: I am trying to analyze trends in my salesforce.com reports overtime.
Saleforce.com reports take a snapshot of certain characteristics of my pipeline. For instance name of opportunity, KAM, value, etc...
I have created a PowerQuery (PQ) that shows all the relevant data that I have, which is perfect. However I want to star analyzing KPIs overtime, for instance how many accounts my KAM has created in a period of time.
The issue I have is that my reports only take snapshots, if I do PQ I only get the current information, and I do not track the progress.
Is there any way I could automate the updating of the data at the same time I can track trend overtime?
For instance, I can summarize the Order Promised amount per KAM in a given time, but can I summarize it in a given period e.g. per month?
As I write this message I am starting to realize that I guess is a matter of creating some calculated fields in my PQ...
Any help is highly appreciated it
Hi Marc,
It sounds like you need to take these snapshots at regular intervals (daily, weekly, monthly, whatever frequency you want) and add that data to a table/Power Pivot, or even accumulate it within the query.
You can then use the data to track trends over time. Note: be careful not to add up each snapshot's figures since each snapshot repesents the balance at a point in time, as opposed to the transactions for a period.
I hope that helps. Let me know if you have any other questions.
Mynda
I'm not familiar with the PQ you're talking about and also not with the snapshots you make, but one thing came in mind when reading your case.
Is it possible to add only one field to the data of your snapshot with the date (and time) at that moment? (so every line has a field with the same 'snapshotdate'.
And do you save your file each time?
Then you'll have all the data for seeing the progress between certain dates, don't you?
