Data on purchases and withdrawals

[Courtb86]

I am looking to create a visual that shows a 1 for 1 for purchases into an account and then withdrawals (if any) that occurred from that account during certain times. 

[Anonymous]

Hi @Courtb86 ,

I'd be happy to help you with creating a graph in Power BI that shows the 1 for 1 relationship between purchases and withdrawals from an account. Here's a step-by-step guide on how you can achieve this:

1. Import your Excel spreadsheet into Power BI: - Open Power BI Desktop. - Click on "Get Data" in the Home tab. - Select "Excel" and choose your spreadsheet file. - Follow the prompts to import the data into Power BI.

2. Create a relationship between the purchase and withdrawal tables: - In the "Fields" pane on the right, select the "Relationships" view. - Drag and drop the common field (e.g., account number) from both the purchase and withdrawal tables onto the canvas. - Power BI will automatically detect the relationship and create a link between the tables.

3. Create a visual to show the 1 for 1 relationship: - Go to the "Report" view in Power BI. - Select the "Visualizations" pane on the right. - Choose the type of visual you want to use (e.g., bar chart, line chart, etc.). - Drag and drop the relevant fields (e.g., purchase date, withdrawal date) onto the visual. - You can also add additional fields to the visual, such as the amount of each transaction.

4. Customize the visual as needed: - Use the formatting options in the "Visualizations" pane to customize the appearance of the visual. - You can change the colors, labels, axes, and other properties to make the graph more visually appealing.

Once you've completed these steps, you should have a graph in Power BI that shows the 1 for 1 relationship between purchases and withdrawals from your account. You can further refine the visual by adding filters, slicers, or other elements to provide more insights into your data.

Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn

Add visualizations to a Power BI report (part 1) - Power BI | Microsoft Learn

Add a filter to a report in Power BI - Power BI | Microsoft Learn

Hope that helps.

Best Regards,

Stephen Tao

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[Courtb86]

Thanks, all the customers are on 1 column in the excel sheet, its basically a column of customer, amount, transaction (purchase and withdrawal on same column), and date. I basically just want to remove the ones that are not a 1 for 1. So for example, if a customer only purchases, I want to remove them completely. That is basically all I need help on, the rest I can do. 

[Anonymous]

You should be able to just import your excel workbook and transform it how you like. Once imported you can copy the workbook/ now table and move stuff around as needed. If you need help figuring something more in detail out you should post some example data with all sensitive information removed.

[Courtb86]

Thanks. Basically I want a one for one for customers that purchase and withdrew and omit customers that did not do both. The data I have has all. I am having a brain fart on how to omit the ones that did not do both.