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I am new to PowerBI. I am trying to build my first Report in PowerBI. I have the report working in Excel but cannot see how to do similar build with Dax. The portion of the current Excel report looks like this:
The first few lines are Pivot Table. The NOI% is simply taking the NOI for a month and dividing by the Revenue for that month.
The base data has been transformed in Power Query. It is a General Ledger report of all transactions that has been grouped at Company, Business Unit, Account Number, and MonthYear summing the amount. Each account number is allocated to a Revenue, Expense or Other category. That output is then used for the report. The pivot is simply grabbing the Revenue or Expense by month and putting out the report. Here is a piece of the summary data after Power Query:
The differences of Excel to PowerBI are that the current report uses Pivot Tables whereas Matrix reports are different and then that the NOI% is just a basic Excel formula that has been placed right under the Pivot table. I am trying to figure out the Dax formulas that can be displayed by month and company. (I have a slicer that allows the company to be chosen). Later on in the report I get to do similar reports of cost by resident and and expense by employee (all pulling in data from the HRIS and the front end database).
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