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Hi there! I'm brand new to powerbi and have been doing my best to learn as I go - this is likely very easy but I can't wrap my head around the correct DAX expression.
I have 3 tables (TABLE A + TABLE B + TABLE C - each is sourced from its own Sharepoint data set), each of the 3 tables have the following common columns:
- status
- final date
I'm looking to make a visual that counts all tasks across the 3 tables and then identifies how many tasks are outstanding based on the 'final date' and ideally also by 'status'. I hope you don't mind I tagged a few people I noticed helped with simialr situations! @Ritaf1983 @Sean @parry2k @tamerj1
Any help would be greatly appreciated!
@powerbinewbie26 sorry not clear what you are trying to achieve, I would recommend putting sample data of each table in an excel sheet and adding another sheet with the expected output. Share it using one drive/google drive.
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@powerbinewbie26 it will have no impact on refresh, every time refresh happens, it will get the latest data from the source (Sharepoint in your case). Cheers!
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@parry2k Each of the tables are large data sets and appending them make it a bit complicated to sort through - could there be an easier way than appending?
If appending is still the best solution, I'm trying to create a conditional(custom) column to label each row with the appended types of data set i.e., there's 300 rows of data with all 3, some rows belong to Table A - "ID Number", others to Table B "Notes" and others to Table C "Colour" data sets. I have done conditional column to say
Column Name: Data Source
If column 'ID Number' >= 1 then label "ID Number"
If column "Notes" is not blank then "Notes"
If coloumn "Colour" is not blank then "Colour"
Without having a clear data source for each row, it makes working with the data a bit more complicated - any help would be greatly apprecaited!
@powerbinewbie26 the best approach will be to append these tables in Power Query as a new table, and turn off enable load on original tables. Now everything should be super simple. You have one table to visualize the data from.
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I would ❤ Kudos if my solution helped. If you can spend time posting the question, you can also make an effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@parry2k thank you so much for the quick response! the data for these tables is from sharepoint live documents and will need to be refreshed frequently, will turning off 'enable load' on the original tables affect the refresh capability?