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bhmiller89
Helper V
Helper V

Creating Supplemental Spreadsheet

I'm pulling data from a databse but unfortunately need to create a supplemental spreadsheet to show a couple data points unavailable in the system and I'm having trouble formatting.

 

I have a spreadsheet and I listed in column A the name of every employee. Next, I need to enter how many pre-scheduled holiday and PTO hours requested (Columns B and C).  However, I need to show month/year.

 

How would I indicate month and year so that it would connect in BI? I want historic data so replacing the values monthly is not an option.

 

Does this make sense?

2 REPLIES 2
Anonymous
Not applicable

Hi @bhmiller89,

Could you please post sample data and expected result here? If you need additional date table in Power BI Desktop, you can simply create it using Power Query by following the instructions in this similar blog.



Thanks,
Lydia Zhang

Anonymous
Not applicable

@bhmiller89 If this is just a case of showing a date that you have in your spreadsheet as month/year in Power BI, you can do that after you import your data. Either by using a date table, or just constructing a calculated column in DAX.

In addition, Power BI will automatically give you the ability to aggregate to Year/QTR/Month/Day as options to use.

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