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dd88's avatar
dd88
Post Patron
3 years ago
Solved

Help with Model design from datasource Excel Spreadsheet with multiple tabs with same column layout

I need to create a PowerBI report

 

The datasource is an Excel Spreadsheet

 

The Excel spreadsheet is a in a central location all deparments can access to update the spreadsheet.

 

The Excel spreadsheet contains 6 Tabs.

Each tab is for a different department.

Each tab is the same layout and contains the same columns.  The data is specific to the department. The tabs are column fields are are:

 

Tab =  Department 1

Date

Issue

Priority Status

Status

 

 

Tab =  Department 2

Date

Issue

Priority Status

Status

 

Tab =  Department 3

Date

Issue

Priority Status

Status

 

 

Tab =  Department 4

Date

Issue

Priority Status

Status

 

Etc

 

 

I Import the Excel spreadsheet.

In Model, each tab (deparment) is a query/ table.

 

There are no relationships with the tables eg

 

 

 

At the end of each month, each department will update their status in the Excel spreadsheet.

 

The goal is the PowerBi will dynamically & automatically update with the currnet data set.

 

I will add Total Counts for example for Total Issues, Total count for Status’s of High, Medium, Low,  Totals by Deparments and Issues

 

 

My question is, in PowerBi, how do I design so there is a relationship between the tables?

Or  can I merge all data into one table, and add a new column field ‘Deparment Type’ And how would I do that? eg 

 

1 table with Column fields

Department

Date

Issue

Priority Status

Status

 

 

And would this allow the Excel data to dynamically update, so I am not having to edit the PowerBi report each month.

TIA

 

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi

     

    yes you can do it in Power query using the function Append.

    Just be sure that all tables get same columns names and add on each table a column Dpt with the name of the dpt.

    You will have everything in 1 table.

    • dd88's avatar
      dd88
      Post Patron

      Thank you all, thats great.

       

      Append workd.

       

      With the Append, I now have 1 table containing all data.  I still have the other 6 seperate tables, What do I do with the other 6 tables? delete the tables. I noticed my PowerBi desktop is starting to get slow in performance. 

       

      TIA