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See Microsoft Fabric totals by region or month in one question
For sales leaders who want grouped Fabric figures, such as revenue by region this quarter, by asking their AI assistant instead of waiting for a report.
On this page
Connector
Connect Microsoft Fabric, pick your AI tool and paste the prompt.
The problem
Transaction tables, but you need totals
A sales lead wants revenue by region this quarter against last, but the Fabric tables hold individual transactions. Getting totals means a new report or a pivot from a large export, and by then the question has moved on.
Without PopdockAI
- Request a new report from the data team
- Or export a large table and build a pivot
- Rebuild it for every new period or territory
- Email the spreadsheet around for discussion
With PopdockAI
- A summary list groups the Fabric table by month, region, product or rep
- You ask for the totals you need, filtered to a period or territory
- The AI compares and explains the changes
- The same breakdown is available as an Excel file
Who it's for
One answer, three teams that use it
Sales leaders
Compare regions quarter on quarter
Get revenue by region against last quarter in one answer, ready for the pipeline meeting.
Show revenue by region from Fabric for Q3 against Q2 and explain the biggest change.
Product managers
See which products are growing
Totals by product and month show trends without building a pivot.
Give me monthly units sold by product line from Fabric for the last six months.
Sales managers
Track each rep's numbers
Totals by rep for a period give you the figures for one-to-ones, and you can share them as a spreadsheet.
Show bookings by rep from Fabric for October as an Excel file.
How it works
What PopdockAI does when you ask
Your admin sets up a grouped summary over the Fabric table once, then you ask your AI for the totals you need. It returns the figures and explains the changes.
01
Ask
You ask for totals by month, region, product or rep, for a period.
02
Read
It reads the grouped Fabric summary your admin set up, with your filters.
03
Compare
The AI lays out the totals and explains the changes, or returns an Excel file.
04
The outcome
Grouped Fabric totals in one question
Related use cases
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