Doing a simple comparison between 2021 sales data by customer and 2022 to determine which customers are decreasing in sales. Created a difference column but cannot sort largest to smallest on this column. Any advice appreciated.
Screenshot 2022-11-16 at 12.07.17 PM.png
Hi there.
A picture is worth 1,000 words. An Excel sheet is worth 1,000 non-editable pictures.
Please read the yellow banner about sample worksheets, at the top of the screen. Act on its guidelines and post a SMALL sample sheet complete with an explanation and some expected results.
Glenn
None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU
For Excel Forum.xlsx
Makes sense - small example attached. When sorting it defaults to the sales total instead of the difference in sales yr/yr
Power Query soltuion
Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").
Please Login or Register to view this content.
It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.
- Follow this link to learn how to install Power Query in Excel 2010 / 2013.
- Follow this link for an introduction to Power Query functionality.
- Follow this link for a video which demonstrates how to use Power Query code provided.
Alan עַם יִשְׂרָאֵל חַי
Change an Ugly Report with Power Query
Database Normalization
Complete Guide to Power Query
Man's Mind Stretched to New Dimensions Never Returns to Its Original Form
Thank you Alan - I am certain what you provided is an excellent solution however for users like me who know much more than a novice but are not programmers is there something more intuitive / point and click that can be done? I am open to PowerPivot although have not used in the past. This challenge seems like it would be very common need for biz analysis.
A simple process for finding customers who are trending down in sales...
thanks in advance
pm
What I gave you is the result of Point and Click in Power Query. Similar to Recording a Macro. Suggest you look at the links I provided. You will find that it is very easy to follow and extremely powerful.
Thank you Alan - I checked out links and can see that Power Query could be very powerful. In the spirit of keeping things more streamlined, can you think of any other way to skin the cat w/out modifying the base data; instead manipulating w/in standard pivot tables to accomplish same result?
many thanks - PM
Cannot. Tried to build a DAX measure in Power Pivot but was unsuccessful.
There are currently 1 users browsing this thread. (0 members and 1 guests)
Posting Permissions
LinkBack URL
About LinkBacks
Register To Reply
Bookmarks