Forum Discussion
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.
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:
Then I created a Matrix and place columns like this, and set the value type to “sum”:
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.
4 Replies
- amitchandak
Super User
vinoothna9 ,Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
1. Cat 2 - Amount received is a calculated value with certain filters
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 ?
PaulDBrownCommunity Champion
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
- v-robertq-msft
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:
Then I created a Matrix and place columns like this, and set the value type to “sum”:
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.
