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nataliesmiy1357
Helper IV
Helper IV
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Best way to input data

Hello!  I am trying to create a report to show the trend of our companies data.  I'm not sure the best way to go about creating a database/excel sheet to input into PowerBI in the best way.  

 

This is currently how we have the data in our excel sheets for each year (each year has a different tab with the same format)

nataliesmiy1357_0-1699991834061.png

We want to report on Planned OR and Line result for each month, number (column A) and letter (column B).  But when I input this into PowerBI, It's not receptive to combine all of the previous years together.  

 

Hope this makes sense, and if not, I can help answer more questions!  Thanks in advance

4 REPLIES 4
Ashish_Mathur
Super User
Super User

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Hi,

This data needs a lot of cleaning up.  Share the download link of the MS Excel file with 3 tabs - one for each year.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
PhilipTreacy
Super User
Super User

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Hi @nataliesmiy1357 

 

What you are trying to do has 2 different distinct parts, data preparation and data presentation.  3 parts if you need do any data modelling I guess.

 

Your initial question was how to get the data into Power BI and that is by formatting your data into tabular format.

 

To then model or present the data in a report is different thing and requires knowing how to use PBI to do this.  I'm not sure how much you know about doing this?

 

Looking at your screenshot you could try using a matrix to present the data.

 

Regards

 

Phil

 



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PhilipTreacy
Super User
Super User

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Hi @nataliesmiy1357 

 

Tabular data format is what you need

 

Excel Tabular Data • My Online Training Hub

 

regards

 

Phil



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So I just need to put the Excel document in a table format?  What about all of the other months/year data? How can I get in PowerBI all of 2023 Planned data?

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