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how to update sales forecast by actual and add new selling product or customer?

Kevincoco
6 - Meteoroid

Hi the alteryx community,

 

I m trying to build a simple sales forecasting (google sheet) where (for simplicity) the sales forecast is based on the last actual sales.

 

I d like to have a workflow that update the customer id & product id of the "sales per store" table (tab of a google sheet) based on a "customer" & "product" table (other tab of the same google sheet) following this format:
- each customer always has all products for sales

 

In the example i show below I d like to have the new product (5) for all customers & the new customer (ebay) with all 5 products

 

Please see screenshot below:
stores.PNGproduct.PNGsales per store.PNG

 

Any idea??

 

4 REPLIES 4
KaneG
Alteryx Alumni (Retired)

What you're looking for here is an Append. That'll give you a complete list of Products x Customers. You can then join that on to your sales and  Union any of the combinations that come out of L/R.

RolandSchubert
16 - Nebula
16 - Nebula

Hi @Kevincoco ,

 

I think, Append Fields, Join and Union should do the job, workflow could look like this: 

2020-11-11_08-16-52.png

 

I've attached a sample workflow, let me know if it works for you.

 

Best,

 

Roland

Kevincoco
6 - Meteoroid

Thanks 🙂

Kevincoco
6 - Meteoroid

Thanks 🙂 that`s the solution i was looking for !!

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