Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

View all the Fabric Data Days sessions on demand. View schedule

Reply
vinoothna9
Frequent Visitor

Excel to Power BI

 

I have a summary page(Table) in Excel which I have to replicate in Power BI. The table has three columns
1. first column is all categories.
2. second column has pipeline amount for each category.
3. third one has the amount received for each category.

categories are manually entered in excel, pipeline amount and Amount received are calculated values (which are taken from different pivot tables) , so each value in these two columns(pipeline amount , amount received) are having unique filters.

It would be really helpful IF someone can help me out with this scenario.

1 ACCEPTED SOLUTION
v-robertq-msft
Community Support
Community Support

Hi, @vinoothna9 

According to your expected result, I think you can achieve this in Power BI through Matrix

I created the test data like this:

v-robertq-msft_0-1608191464951.png

 

Then I created a Matrix and place columns like this, and set the value type to “sum”:

v-robertq-msft_1-1608191464960.png

 

And I guess this is what you want.

You can download my test pbix file here

More info about Matrix in Power BI

 

If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

How to Get Your Question Answered Quickly 

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
v-robertq-msft
Community Support
Community Support

Hi, @vinoothna9 

According to your expected result, I think you can achieve this in Power BI through Matrix

I created the test data like this:

v-robertq-msft_0-1608191464951.png

 

Then I created a Matrix and place columns like this, and set the value type to “sum”:

v-robertq-msft_1-1608191464960.png

 

And I guess this is what you want.

You can download my test pbix file here

More info about Matrix in Power BI

 

If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.

How to Get Your Question Answered Quickly 

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

PaulDBrown
Community Champion
Community Champion

@vinoothna9 

Please share some raw data (in table format; not as an image). Ideally this data should be from the table/source data (on which the pivoted tables are created). In other words, preferably the tabular data and not the pivoted data.

For further clues:

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523 





Did I answer your question? Mark my post as a solution!
In doing so, you are also helping me. Thank you!

Proud to be a Super User!
Paul on Linkedin.






vinoothna9
Frequent Visitor

vinoothna9_0-1608026903039.png

1. Cat 2 - Amount received is a calculated value with certain filters

 

vinoothna9_1-1608026945064.png

2. Cat 3 - Amount received is also a calculated value with different filter.

 

* Each value in the cells are caluculated values with different filters.

 

 I understand we can achieve this view/Table in Excel. How can I replicate the same visual in Power BI ?

 

amitchandak
Super User
Super User

@vinoothna9 ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors