Hi,
I am running a sales team and have regional spreadsheets tracking deals all in the same format, for simplicity let's say we have 6 Columns: Area, Region, Sub-region, Country, Value, Status.
I would like to be able to aggregate these into PowerBI, so I can report at various levels, i.e country, Sub-Region, Region, Area.
Each country has their own spreadsheet monitoring the status of the deals.
I would like to use the waterfall visual and therefore have each stage in a section of the waterfall and the current value of all the deals within that chart.
Then I would be able to filter, on country. Could see the waterfall and have a view at that level, then change to Sub-region and so on and so forth.
The main problem I have is being able to link the spreadsheets in a way that would allow that.
Any ideas of how I can begin this?
Thanks,
Christian
I am running a sales team and have regional spreadsheets tracking deals all in the same format, for simplicity let's say we have 6 Columns: Area, Region, Sub-region, Country, Value, Status.
I would like to be able to aggregate these into PowerBI, so I can report at various levels, i.e country, Sub-Region, Region, Area.
Each country has their own spreadsheet monitoring the status of the deals.
I would like to use the waterfall visual and therefore have each stage in a section of the waterfall and the current value of all the deals within that chart.
Then I would be able to filter, on country. Could see the waterfall and have a view at that level, then change to Sub-region and so on and so forth.
The main problem I have is being able to link the spreadsheets in a way that would allow that.
Any ideas of how I can begin this?
Thanks,
Christian
