Forum Discussion
jroob
4 years agoFrequent Visitor
Creating a data model to track appointments over time
Hey all, I am looking to reduce the manual reporting effort in Excel using PowerBI instead. I've got a spreadsheet that looks similar to the sample one below with some store information along wit...
- 4 years ago
Hi:
Here is one possible way. Please see link. I guessed about appointment status, but this was more for model design.
I'll attach link for the pbix and excel in case you want to see what data I started with. Model diagram below. I hope this helps gets you going!
https://drive.google.com/file/d/15cPS2lK9ZeEcUhPeq21mDZNTYQYKf0RI/view?usp=sharing
Excel
johnt75
Super User
4 years agoI'd definitely recommend a proper date table with year, month, quarter etc. I've found a week commencing column useful in the past, and you can use that to link the date table to your appointments table. the only downside is you will find it tricky when a week spans 2 months - which month should the appointments be assigned to.