Forum Discussion
Dyanamic Dashboard based on Excel Selection
- 8 months ago
This is a modeling problem, not a dashboard trick. Once the data is shaped correctly, the dashboard part is easy.
What to do (high level):
Stop relying on Excel formulas
Power BI doesn’t work well with formula-based columns across many files.
Bring in only:
Company
Quarter / Period
Particular
Amount
Recreate any logic (A/B/C/D) in Power BI (Power Query or DAX).
Combine all companies + quarters into one fact table
In Power Query:
Load all Excel files (Folder connector)
Add:
Company
Quarter / Period
Append everything into one table
Final grain example:
Company | Period | Particular | AmountCreate dimensions
DimCompany
DimPeriod (Quarter)
(Optional) DimParticular
- 8 months ago
- Extract Company/Quarter from filename/sheet
- Unpivot A,B,C,D columns
- Result: Company | Quarter | Particulars | Amount | CategoryCompany 1 = CALCULATE(SUM(Fact[Amount]), Company[Name] = SELECTEDVALUE(Company[Name]))
Company 2 =
VAR Co1 = SELECTEDVALUE(Company[Name])
VAR Co2 = CALCULATETABLE(VALUES(Company[Name]), Company[Name] <> Co1)
RETURN CALCULATE(SUM(Fact[Amount]), Company[Name] IN Co2)
Difference = [Company 1] - [Company 2]
Hi pankajgurav.,
We would like to confirm if our community members answer resolves your query or if you need further help. If you still have any questions or need more support, please feel free to let us know. We are happy to help you.
danextian, Kedar_Pande& cengizhanarslan, thanks for your prompt response
Thank you for your patience and look forward to hearing from you.
Best Regards,
Prashanth Are
MS Fabric community support