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menpra
New Member
2 years ago
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Creating a Financial Report in Power BI with calculated columns that can be altered by another field

I am mostly writing this message to see if some of the ideas I have been wrapping my head around are even possible within power bi. I have been tasked with migrating a financial report from excel to power bi for the purposes of better visuals and future automation. 

 

The way this report works is that it has financial data for numerous hospitals in a given hospital network. Many of the fields are calculated using the previous fields. At the top, there is a metric called "Staffing Percent" that users can input whatever percentage they want and see how the financial report data changes.

 

I have done all the necessary calculations for all of the fields in SQL then pull this final calculated column into Power BI.

 

The issue I am having is making this report dynamic. For example, if I change my metric "Staffing Percentage" by 1% how would this change all the other metrics that depend on "Staffing Percentage", what about 2%? This is ultimately what the end users want to be able to see/do. I imagine that I would have to begin by calculating all the columns in power bi rather than SQL. Outside of that, I am a bit lost. Is there an option to create a "slicer" for something like "Staffing Percent" where I can input any value and see how the rest of my report changes?

 

Any tips on how to go about this would be immensely appreciated. Is this even possible in power bi? Are there any examples of this that individuals have seen before? Thank you!