Forum Discussion
Aging Report
Greeting!
I hope everyone is doing well. Basically, I am writing as I am not that good with the PowerBI, I'm freshly new to it and I have some questions which I wish everyone could answer and help me.
First, it is about an aging report. Basically in my company, we used this PowerBi data and exported it to excel to track the current Open and Release status of the product and we wanted to know how long has it been Open and Released. As of now, we are manually doing it in excel by using formulas and all that(as in the picture below). This is time-consuming for us that's why we wanted to build it into a PowerBi dashboard that just shows us the aging directly. And the aging report includes the Document types (Open and Release), Quantity, and Posted Date with the actual Date view on when we do the report. Can u somehow help me explain this one as I am new to the PowerBI and stuff. Your reply and help would be highly appreciated.
This is the data where i extract it and to make it into the table above so that we can track the aging.
Best regards,
Seth
5 Replies
I believe this video will put you well on your way
https://hacksfordataanalysis.com/2020/08/19/group-by-range-2-ways-to-group-data-in-power-bi/Hello Nick. Thank you for your recommended video. It is helpful and I have learned sth new but is there any suggested video that involves linking data from one Power BI to create new data in another BI? As currently, i am doing this to find the aging I need to export data from one BI and manually do it in excel. But right now i want what everything i did in excel to be in a new BI. Your reply would be highly appreciated.
I'm not sure what you mean by this
video that involves linking data from one Power BI to create new data in another BI?
Hi Nick. I'm sorry for this late reply. Basically, the Excel (in the picture) is the data that I export from a PowerBI app, and I wanted to create a new PowerBI dashboard that involves the Aging as I have mentioned above. But it would take me plenty of time just to export a thousand of data to link and re-create it on a new BI. I was trying to ask if there anyway to shorten that procedure? If there a possibility to link like that it would be great or is there any suggestions from you to do it better? Thank you Nick!
What's the reason for not just using the original dataset and building your new report alongside the old ones?
