Distribute values and pivot with two tables

henrik2h

Board Regular
Joined
Aug 25, 2008
Messages
158
Office Version
  1. 365
  2. 2021
Platform
  1. Windows
Hi, first time ever tried PowerPivot and PowerQuery so bare with me. Tried to read up but don't really grasp it.

I have two tables, invoiced costs (Table 2) and forecast of remaining costs (Table 1). The user should enter forecast into Table 1 and estimate over which period this would take place. After that a pivot table should present all historical and remaining costs together where cost items are on the "y-axis" and periods on the "x-axis".

First problem, I got the impression I could use PowerQuery to first transform the data in Table 1 like below so that I can use it in my pivot table. Am I right and how would I go about doing that?

Second, how do I use the result together with Table 2 to make my new pivot table?

Remaining costs (Table 1)
Cost itemTotal remaining costStart periodEnd periodCost/period
Permits101110
Construction20021022
Finishing25111213
"Transformation" remaining costs
Cost itemPeriodCost
Permits110
Construction222
Construction322
Construction422
Construction522
Construction622
Construction722
Construction822
Construction922
Construction1022
Finishing1113
Finishing1213
Already invoiced costs (Table 2)
Cost itemPeriodCost
Land purchase1100
Ground work215
 

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