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cbritton
Frequent Visitor

How can I allow users to override table data within a report to perform what-if analysis?

I would like to enable users to override table data within a report so that they can perform what-if analysis on table data directly in order to simulate the impact on the measures. The measure formulas themselves should be identical; the goal is to have the measures applied to a modified set of input data (e.g., what if customer A purchased 6 products instead of 3?). I haven't been able to find an out-of-the-box way to meet this requirement other than creating an external source of duplicate data such as an Excel workbook and allowing users to directly edit this workbook without affecting the true source which is a SharePoint list. Thanks!

3 REPLIES 3
cbritton
Frequent Visitor

Hi everyone, thanks for your responses! What I am referring to here is the ability to modify a single value for a single column of a single row. For example, what would have been the impact on our total sales if customer A had purchased X products instead of Y? I guess, ultimately, I would like to be able to compare the orignal dataset/table with a modified dataset/table that represents an alternative set of historical data.

christinepayton
Super User
Super User

It depends on how complex you are trying to get. If you're just trying to multiply a value by a number (say, they order double the quantity for the filtered rows), you can get by with what-if parameters. If you're trying to say what if customer x purchased 6 of product 1 and 3 of product 2, that would be more of a Power App visual sort of thing, where it writes that back somewhere and your report then queries it. If you want that to be "instant", you'd have to use a source that supports direct query, which will trigger Power Apps premium for your users. 

MFelix
Super User
Super User

Hi @cbritton ,

 

Believe this depends on the level of changes you need, if you are only talking about one column (like you refer purchase products) you can use the Parameters options to do that  (https://learn.microsoft.com/en-us/power-bi/transform-model/desktop-what-if) this will create a new table and a new measure that then you can use to make any calculations and based on a slicer the values will be calculated.

 

If you are talking about changing all your columns, then has you refer this may need to pass to a more complex way of working.

 

Can you elaborate on what are the use cases you refer Purchased products but is there more options you need to overwrite? Is this to be applied to all the values or only to specific ones?


Regards

Miguel Félix


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