Use Power Query to Identify 2 Consecutive Months of Underperformance

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If performance is below standards for 2 consecutive months, something bad is going to happen!

Highlighting periods like that are challenging in Power Query because PQ forces us to think in terms of whole columns or whole tables. We can’t easily compare a range of cells against each other and pluck out the offenders.

This is based on a real project where a client could not bill for periods where they fell short of their promise for 2 consecutive months.

In this video I show a solution that includes merging tables, Unpivot, adding custom columns, and adding conditional columns. As an extra step, I make the threshold variable by using Power Query’s Drill Down and a little massagin

For an intro to Get & Transform (Power Query) try my Lynda/LinkedIn course:
https://www.linkedin.com/learning/instructors/oz-du-soleil?trk=insiders_28299411_learning
Website: https://ozdusoleil.com

My book: Guerrilla Data Analysis 2nd Edition
http://www.amazon.com/Guerrilla-Analysis-Using-Microsoft-Excel/dp/1615470336
My old blog: http://datascopic.net/blog-2-2