Design of the sales data report

peter8848

Board Regular
Joined
Oct 7, 2018
Messages
112
Hi,

I am designing a report for the sales team and there could be 400k rows and about 20 columns (sales information like Qty, $, class, state etc by weeks), what they need is to compare X number of the weeks from year to year, What would be the best way to complete this?

The easiest i am thinking about using Pivot table with a timeline on the top to select the week numbers say (Week 1, 2,6 etc) and compare by different years

Just a bit to concern about the size of the file so is it better to prepare it in power BI or using access to hold the data?

Also for visualization should i use Power BI too?

Cheers,

Peter
 

Excel Facts

How to total the visible cells?
From the first blank cell below a filtered data set, press Alt+=. Instead of SUM, you will get SUBTOTAL(9,)
I use Access to sum the weeks and show the comparison.
XL pivot can sum by the timeframe (weeks/Month/year) , but I don't like FILTERing on 1 timeframe at a time.
I use Access to build all timeframes at once.

Power BI is great for the visualization.
 
Last edited:
Upvote 0
Hi Ranman256,

I am not very good at access so how would yu do the weeks sum in it? Also I am thinking about power pivot to do this as it has bigger data size limit? Would you think that would work?

Cheers,

Peter
 
Upvote 0

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