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Anonymous's avatar
Anonymous
Not applicable
8 years ago

Creating single table with different filters and granularity in each section

Hello,

 

I am trying to create the table below from Excel to Power BI. This table is a bit challenging as I need to bring together multiple tables into one and calculate the totals. To be more specific, I need to bring tables Income, Expenses and Loans into one single table in order to calculate the total revenue. However, this needs to filter different attributes in each section (i.e. in expenses I need to filter only expenses data and in loans I need to filter only loans data). Furthermore, in some parts of the table I have different granularities (i.e. in income I need to start from Areas and in Expenses I need to start from Buildings).

 

Is there any way to do this in Power BI? I fnot can you suggest any workarounds?

 

Please see the table in Excel. Any help would be much appraciated.

 

8 Replies

  • Hi Anonymous,

     

    In PBI you can achieve this using the query editor and making use of it's options for merging tables or make use of the relationship models and used different tables and then using measures to make the expected result, as for the different levels of granularities this can also be made if you setup your tables in the correct way using the query editor.

     

    Without any data that you have I cannot give you much more options but created this sample based on your data not sure if this captures the full extent of your model.

     

     

    Se the link for a sample file here.

     

    Regards,

    MFelix

     

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hello and many thanks for your reply, This solution seems to work.

       

      What I understood in this scenario I need to create separated tables for the aggregated table sections (i.e. income, expenses, rows) and then append these in order to create the aggregated one?

       

       

       

       

      • MFelix's avatar
        MFelix
        Icon for Super User rankSuper User

        Hi Anonymous,

         

        As I said I don't know how you have you data setup in this case I did it with separated tables but if your information is all in one it can be made with what you have,

         

        Can you provide a sample?

         

        Regards,

        MFelix