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peter warburton
@peterwarburton
Eminent Member
Joined: Jan 8, 2021
Topics: 7 / Replies: 10
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RE: How and where to calculate an order backlog history

Thank you for your offer Anders but the data is confidential so I would have to create a synthetic replica for you to look at. I've partially solved t...

2 years ago
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RE: How and where to calculate an order backlog history

Hi, I've partially solved it. I put this calculated column in my Date Calendar: Backlog = CALCULATE(SUM('Order Summary'[Order Amount]),FILTER(...

2 years ago
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RE: How and where to calculate an order backlog history

Hello Anders, That would only give the backlog for today and only for orders that haven't shipped. What I am trying to achieve is a view of the ...

2 years ago
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Replies: 1
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RE: rolling 12mth sales history month-to-month

Solved it: =calculate([Total Orders $],DATESBETWEEN(Dates[Date],LASTDATE(Dates[Date])-364,LASTDATE(Dates[Date]))) Peter

4 years ago
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RE: rolling 12mth sales history month-to-month

oops, looks like I was getting ahead of myself. I've just started Time intelligence functions chapter in PowerQuery and see the PREVIOUSYEAR function....

4 years ago
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RE: rolling 12mth sales history month-to-month

Hi again, Attached is the excel equivalent of what I am trying to achieve in a pivot table for rolling and trailing annual performance Rega...

4 years ago
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RE: rolling 12mth sales history month-to-month

Hi Mynda, I want each month column to contain the sum of the preceding 12mths, so January 2021 would contain the sum of Feb 2020 to MTD Jan 2021, F...

4 years ago
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Replies: 5
Views: 80
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RE: how to not repetitively load and process data that has not and will not change over time

Thanks Mynda! I'll go through my PQ steps and put query foldable ones first. I haven't got onto my Power BI course yet, so I'll check out increment...

4 years ago
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RE: lookup information in a dimension table about companies in a query and add a column containing that information to the query

Hi Mynda, Thanks for your prompt responses! 1) I have successfully used the merge function in PowerQuery (see 2 below) and then replaced the nu...

4 years ago
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RE: lookup information in a dimension table about companies in a query and add a column containing that information to the query

Two follow-on questions: 1) Could you explain the pros and cons (or elegance) of the merge method versus just connecting in the data model the comp...

4 years ago
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