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dfeeney
New Member

Compare reports over time

I have a number of excel reports that are generated every fortnight.  They detail all the positions in my organisation as well as the pay rate, job title, occupants etc...

 

Our finance team are taking a greater interest in these and would like to be able to report on significant changes between any two reports for magical finance reasons.

 

I would like the capacity to have a Power BI dashboard that allows them to select any two dates of these reports and show each position that is new, or has had a change to either title and cost centre in comparison to the previous report.  Conversly this could work backwards and show positions that WERE in the old report, but are not in the new report.

 

I can figure out how to do this by uploading each excel document seperately but I'd rather have a mechanism that means I can combine all the docs in the folder and work from one long table.

 

Any thoughts?

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@dfeeney , You can append two reports with dates in power query and can then use two date slicer and measures to compare data

Power BI How to use/compare two Date/Period slicers: https://youtu.be/WSeZr_-MiTg

 

You can use calculation groups to reduce measures

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@dfeeney , You can append two reports with dates in power query and can then use two date slicer and measures to compare data

Power BI How to use/compare two Date/Period slicers: https://youtu.be/WSeZr_-MiTg

 

You can use calculation groups to reduce measures

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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