Hi all,
So I am currently working on creating an automated dashboard that updated every time a new file is added to the source folder. I have been able to successfully get excel to update the new data every time a file is loaded.
I have a 'date' column so I can extract, day of the week, year and everything else necessary! *NOTE: I am using POWERQUERY to automate.
The next step is to find a way to automatically calculate and update the following:
Week-to-date: "Sum of Sales for Week #X in Month 2" COMPARED TO "Sum of sales for Week #X in Month 1" (OUTPUT SHOULD BE A %)
Month-to-date: "Sum of Sales for Month#X in Year 2" COMPARED TO "Sum of sales in Month#X in Year 1"
Year-to-date: "Sum of Sales in Year #2" COMPARED TO "Sum of sales in Year#1"
So I am currently working on creating an automated dashboard that updated every time a new file is added to the source folder. I have been able to successfully get excel to update the new data every time a file is loaded.
I have a 'date' column so I can extract, day of the week, year and everything else necessary! *NOTE: I am using POWERQUERY to automate.
The next step is to find a way to automatically calculate and update the following:
Week-to-date: "Sum of Sales for Week #X in Month 2" COMPARED TO "Sum of sales for Week #X in Month 1" (OUTPUT SHOULD BE A %)
Month-to-date: "Sum of Sales for Month#X in Year 2" COMPARED TO "Sum of sales in Month#X in Year 1"
Year-to-date: "Sum of Sales in Year #2" COMPARED TO "Sum of sales in Year#1"
