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Get prev 8 month and prev 3 months sales next to each stockcode|Power Query|Excel Forum|My Online Training Hub

You are here: Home / Get prev 8 month and prev 3 months sales next to each stockcode|Power Query|Excel Forum|My Online Training Hub
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sp_CrumbsHome HomeExcel ForumPower QueryGet prev 8 month and prev 3 months …
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Get prev 8 month and prev 3 months sales next to each stockcode
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Jeff Sararas

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September 21, 2019 - 6:47 am
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Hi Mynda, I'm learning in bits and pieces and still trying to wrap my head around the utility of Power Query.

I have a table of sales 'SalesMovements'. And I have table of stockcodes 'InventoryMaster'. I just want to list sales for 2 different periods next to each stockcode and then do some math to calculate weekly averages:

SKU | Prev 8 Mo Sales Weekly Avg | Prev 3 Mo Sales Weekly Avg

I could easily accomplish this by creating two query tables (one for 8 months of sales and one for 3 months of sales by stockcode) and then using SUMIFS in my Inventory sheet over each table. But I really want to utilize PQ and the data model - and especially the extensive Date functions in M - to calculate these totals and populate my Inventory worksheet. I've learned a bit about custom functions, value types, lists, etc, but I can't yet see how it all hangs together in order to find a starting point.

What would you suggest?

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Mynda Treacy
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September 21, 2019 - 9:22 am
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Hi Jeff,

Welcome to our forum!

It's difficult to say without seeing the structure of your source data and an example of the desired result. Can you share a sample Excel file with the query you've built so far and how you'd like the end result to appear?

Mynda

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Jeff Sararas

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September 25, 2019 - 6:48 am
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Thanks Mynda, I'm working on formulating more specifics.

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