Importing your data with Power Query is simple. Maybe it only takes an hour a month to do, but it’s pretty mindless work that’s not enjoyable and takes away from time you can actually spend analyzing the data and producing meaningful insight. Now you can summarize the data by category. You create another column using the LEFT function to get the first 4 digits of the product code, then use a VLOOKUP on this to get the product category. You also need to link the product ID to the product category but only the first 4 digits of the product code relate to the product category. Then you need to summarize the sales by salesperson and calculate the commission to pay out. The system only outputs the sales person’s ID, so you need to add a new column to the data and use a VLOOKUP to get the salesperson associated with each ID. You then use the text to column feature to split out the data into new columns. Imagine you get a sales report in a text file from your system on a monthly basis that looks like this.Įvery month you need to go to the folder where the file is uploaded and open the file and copy the contents into Excel.
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