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DK1514's avatar
DK1514
New Member
3 years ago
Solved

Help building a report

I'm a beginner with using PowerBI and have very little experience. What is the easiest way to transform data in an Excel document that has names of expenses and months as the columns into something t...
  • jgeddes's avatar
    3 years ago

    You are going to want to spend some time learning Power Query. It will greatly help transforming your data.

    If you have data that looks similar to the following loaded into Power BI you can use the Transform Data feature to access Power Query

    It should look something like this in Power Query

    I would first deselect the subtotals and total row from the account no column

    Which should get you just the "data" rows

    I would get rid of the total column ( you can create a DAX measure in Power BI later)

    Now you have

    Now you can use "Unpivot Other Columns" from the Transform tab, selecting the first two rows of the table

    Now you have

    Rename the "Attribute" column and change it to date type. change the value column to decimal number type

    You can now Close & Apply this table to load it into Power BI

    You can now create visuals like

    This is just a very quick runthrough of what you could use Powe Query for. Power Query itself is extremely powerful. There are a lot of great resources online to help you out.

    Hope this helps.