I have a data model for a customer metrics type Power BI report. There are tables for Sales (invoices to the customer), Inventory, and “Savings Projects”.
I’m currently adding some “cost savings” reporting, and the data needs to come from multiple sources.
“Savings Projects” are efforts we make to save the customer money, such as “replace this particular tool with a less expensive tool from a different vendor” . This project may have saved, say, 10k. The table has a date, a description, and an amount. We call these “Project Savings”.
Each Sales line also has some savings I need to capture: The invoice record (queried from our ERP system) includes the “benchmark” for each item, and comparing that benchmark to the unit price gives me a savings amount that we call “PPV Savings”.
There are several other potential sources for savings that will probably end up getting added to the model.
What I need to be able to do is grab some records from the Sales table and flag them as "PPV Savings’, some other records from the project table and flag them as “Project Savings”… and then from wherever else management can find to data mine.
If I need to I can requery everything from the sources, but it would rerun the Sales query, which is millions of rows and takes some time.
I’m currently working through the Advanced Transformations course, but wanted to make sure what i need is even possible before I invest all the hours.