Forum Discussion

BertP's avatar
BertP
New Member
3 years ago

Multi Table Excel spreadsheet - is it possible?

Our company contains multiple operating units and produces an overall report of these operating units in an Excel spreadsheet format every quarter.

 

These reports have the same column headings at the top, but are broken into separate tables in the spreadsheet containing data for each operating unit as well as a brief summary of that data (interim totals) at the bottom of those tables

 

At the very bottom of the entire spreadsheet, it has grand totals for all the intervening tables of each operating unit.

 

I guess, conceptually, this means the report contains separate tables for each (filtered) operating unit. These have totals underneath them. But each table follows sequentially on the same spreadsheet, and at the very bottom, has grand totals for all the tables of the intervening operating units.

 

Is it possible to produce a single spreadsheet like this in Power BI? Or at least something similar?

8 Replies

  • ppm1's avatar
    ppm1
    Solution Sage

    Yes. Normally, you would add a single table visual with a slicer to allow the consumer to filter by each business unit. In your case, you could create a matrix visual that has your business unit as the parent/outer dimension on rows to get subtotals and a grand total.

     

    Not recommended - However, you could add multiple tables to the report page, each filtered to a different business unit (and then have a visual at the end for the grand total.

     

    Pat

    • BertP's avatar
      BertP
      New Member

      Thanks so much ppm1 

       

      I played around with the matrix visual & while it doesn't do exactly what I wanted, it gives us some options to work with.

       

      It would be ideal if I could have multiple table columns listed on a single matrix "row," without creating a massive "tree," but I don't think that's possible right?

       

      Thx!

      • ppm1's avatar
        ppm1
        Solution Sage

        Have you tried the option to switch to show measures on rows?

         

         

        Pat