Forum Discussion
Basic Excel Formatting for Loading into Power BI
Hello, I'm trying to load an excel file into PowerBI, and when it loads, it does not bring in the left-most column header names. The file is a basic P&L statement for an apartment building. When I import into PowerBI, it gives me only 4 SUM columns to work with and ignores the names of each expense category.
2 Replies
- amitchandak
Super User
drogersdk , Open Power Query, and use Fiest Row As Header
Power BI: Power Query Functions one must know
: https://www.youtube.com/watch?v=cN8AO3_vmlY&t=36407s
Power BI - Cheat Sheet: Power Query Functions one must know
https://amitchandak.medium.com/cheat-sheet-power-query-functions-one-must-know-a8531b6e321aHello, I've already done that to have the "Expenses" and "2020" "2021" etc as the column headers. I thought if I put my data as it is into Power BI that I could sort and sum by expense category. For example, in excel, I can just create a "total expenses" column all the way to the right. I'd rather do this in Power BI but can't get past this first step. I've watched some Youtube videos on financial statements and they are all very complicated and use coding specific to Power BI. Any suggestions for a more basic tutorial that is finance or P&L specific?
