One to many relationship of products sold with different time periods - pivot-table

Question

I need to track the performance of one brand (store brand) versus all other brands. I believe this requires a one to many relationship.
My data set looks like this:
Date
Type
Product Number
Sales
01.2020
Store Brand
2345
500
01.2020
Brand
1111
400
01.2020
Brand
2222
425
01.2020
Brand
3333
450
02.2020
Brand
1111
300
02.2020
Brand
2222
325
02.2020
Brand
3333
350
03.2020
Store Brand
2346
600
But I need to transform it so that it will look like this:
Year
Month
Store Brand Product Number
Brand Product Number
Store Brand Sales
Brand Sales
2020
1
2345
1111
500
400
2020
1
2345
2222
500
425
2020
1
2345
3333
500
450
2020
2
2345
1111
0
300
2020
2
2345
2222
0
325
2020
2
2345
3333
0
350
2020
3
2346
1112
600
0
2020
3
2346
2223
600
0
2020
3
2346
3332
600
0
I have a mapping table that shows which brand products can be compared with a store brand product. Which looks like this:
Store Brand
Brand
2345
1111
2345
2222
2345
3333
2346
1112
2346
2223
2346
3332
For every time period in the data set all brand products need to be compared to the store brand. If in a certain period no store brand products were sold, then these need to be listed as 0, or as an empty cell. Vice versa, if only store brands were sold in a certain time period, then the comparable brand sales need to be listed as 0, or as an empty cell.
I am using Excel 365, so if possible, please only post answers that I can implement in Excel 365, because I cannot use Power BI Desktop at the moment.
Please let me know if anything is unclear or if I need to add additional information.
Thank you!

Answer 1

let
_mapping =
let
Source = Web.BrowserContents(
"https://stackoverflow.com/questions/68349163/one-to-many-relationship-of-products-sold-with-different-time-periods?noredirect=1#comment120797753_68349163"
),
#"Extracted Table From Html" = Html.Table(
Source,
{
{"Column1", "DIV.s-table-container:nth-child(6) > TABLE.s-table > * > TR > :nth-child(1)"},
{"Column2", "DIV.s-table-container:nth-child(6) > TABLE.s-table > * > TR > :nth-child(2)"}
},
[RowSelector = "DIV.s-table-container:nth-child(6) > TABLE.s-table > * > TR"]
),
#"Promoted Headers" = Table.PromoteHeaders(
#"Extracted Table From Html",
[PromoteAllScalars = true]
),
#"Changed Type" = Table.TransformColumnTypes(
#"Promoted Headers",
{{"Store Brand", Int64.Type}, {"Brand", Int64.Type}}
)
in
#"Changed Type",
_fact =
let
Source = Web.BrowserContents(
"https://stackoverflow.com/questions/68349163/one-to-many-relationship-of-products-sold-with-different-time-periods?noredirect=1#comment120797753_68349163"
),
#"Extracted Table From Html" = Html.Table(
Source,
{
{"Column1", "DIV.s-table-container:nth-child(2) > TABLE.s-table > * > TR > :nth-child(1)"},
{"Column2", "DIV.s-table-container:nth-child(2) > TABLE.s-table > * > TR > :nth-child(2)"},
{"Column3", "DIV.s-table-container:nth-child(2) > TABLE.s-table > * > TR > :nth-child(3)"},
{"Column4", "DIV.s-table-container:nth-child(2) > TABLE.s-table > * > TR > :nth-child(4)"}
},
[RowSelector = "DIV.s-table-container:nth-child(2) > TABLE.s-table > * > TR"]
),
#"Promoted Headers" = Table.PromoteHeaders(
#"Extracted Table From Html",
[PromoteAllScalars = true]
),
#"Changed Type" = Table.TransformColumnTypes(
#"Promoted Headers",
{
{"Date", type text},
{"Type", type text},
{"Product Number", Int64.Type},
{"Sales", Int64.Type}
}
)
in
#"Changed Type",
#"Added Index" = Table.AddIndexColumn(_fact, "Index", 1, 1, Int64.Type),
#"Split Column by Delimiter" = Table.SplitColumn(
#"Added Index",
"Date",
Splitter.SplitTextByDelimiter(".", QuoteStyle.Csv),
{"month", "year"}
),
#"Changed Type" = Table.TransformColumnTypes(
#"Split Column by Delimiter",
{{"month", Int64.Type}, {"year", Int64.Type}}
),
#"Reordered Columns" = Table.ReorderColumns(
#"Changed Type",
{"Index", "month", "year", "Type", "Product Number", "Sales"}
),
#"Grouped Rows" = Table.Group(
#"Reordered Columns",
{"year", "month"},
{
{
"ad",
each _,
type table [
Index = number,
month = nullable number,
year = nullable number,
Type = nullable text,
Product Number = nullable number,
Sales = nullable number
]
}
}
),
#"Added Custom" = Table.AddColumn(
#"Grouped Rows",
"Custom",
each
let
x = [ad],
#"Sorted Rows" = Table.Sort(x, {{"Type", Order.Descending}}),
#"Added Custom" = Table.AddColumn(
#"Sorted Rows",
"Brand Sales",
each if [Type] <> "Store Brand" then [Sales] else null
),
#"Added Custom1" = Table.AddColumn(
#"Added Custom",
"Store Brand Product Number",
each if [Type] = "Store Brand" then [Product Number] else null
),
#"Filled Down" = Table.FillDown(#"Added Custom1", {"Store Brand Product Number"}),
#"Added Custom2" = Table.AddColumn(
#"Filled Down",
"Store Brand Sales",
each if [Type] = "Store Brand" then [Sales] else null
),
#"Filled Down1" = Table.FillDown(#"Added Custom2", {"Store Brand Sales"}),
#"Filtered Rows" = Table.SelectRows(#"Filled Down1", each ([Type] = "Brand")),
#"Reordered Columns1" = Table.ReorderColumns(
#"Filtered Rows",
{
"Index",
"year",
"month",
"Type",
"Product Number",
"Sales",
"Brand Sales",
"Store Brand Product Number",
"Store Brand Sales"
}
),
#"Renamed Columns" = Table.RenameColumns(
#"Reordered Columns1",
{{"Product Number", "Brand Product Number"}}
),
#"Removed Columns" = Table.RemoveColumns(#"Renamed Columns", {"Type", "Sales"}),
#"Reordered Columns2" = Table.ReorderColumns(
#"Removed Columns",
{
"Index",
"year",
"month",
"Store Brand Product Number",
"Brand Product Number",
"Store Brand Sales",
"Brand Sales"
}
)
in
#"Reordered Columns2"
),
#"Added Custom1" = Table.AddColumn(
#"Added Custom",
"Custom.1",
each
if Table.IsEmpty([Custom]) = true then
let
x = [ad],
#"Merged Queries" = Table.NestedJoin(
x,
{"Product Number"},
_mapping,
{"Store Brand"},
"_mapping",
JoinKind.LeftOuter
),
#"Expanded _mapping" = Table.ExpandTableColumn(
#"Merged Queries",
"_mapping",
{"Brand"},
{"Brand"}
),
#"Removed Columns1" = Table.RemoveColumns(#"Expanded _mapping", {"Type"}),
#"Reordered Columns3" = Table.ReorderColumns(
#"Removed Columns1",
{"Index", "year", "month", "Product Number", "Sales", "Brand"}
),
#"Renamed Columns1" = Table.RenameColumns(
#"Reordered Columns3",
{
{"Product Number", "Store Brand Product Number"},
{"Sales", "Store Brand Sales"},
{"Brand", "Brand Product Number"}
}
),
#"Added Custom3" = Table.AddColumn(#"Renamed Columns1", "Brand Sales", each 0),
#"Reordered Columns4" = Table.ReorderColumns(
#"Added Custom3",
{
"Index",
"year",
"month",
"Store Brand Product Number",
"Brand Product Number",
"Store Brand Sales",
"Brand Sales"
}
)
in
#"Reordered Columns4"
else
[Custom]
),
#"Removed Other Columns" = Table.SelectColumns(#"Added Custom1", {"Custom.1"}),
#"Expanded Custom.1" = Table.ExpandTableColumn(
#"Removed Other Columns",
"Custom.1",
{
"Index",
"year",
"month",
"Store Brand Product Number",
"Brand Product Number",
"Store Brand Sales",
"Brand Sales"
},
{
"Index",
"year",
"month",
"Store Brand Product Number",
"Brand Product Number",
"Store Brand Sales",
"Brand Sales"
}
),
#"Sorted Rows" = Table.Sort(#"Expanded Custom.1", {{"Index", Order.Ascending}}),
#"Filtered Rows" = Table.SelectRows(#"Sorted Rows", each ([Index] <> null)),
#"Filled Down" = Table.FillDown(#"Filtered Rows", {"Store Brand Product Number"}),
#"Replaced Value" = Table.ReplaceValue(
#"Filled Down",
null,
0,
Replacer.ReplaceValue,
{"Store Brand Sales"}
)
in
#"Replaced Value"