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alanphamvistra4
Frequent Visitor

How to Manipulate Data Already Loaded to Create Calculated Data from Original Data

I am trying to manipulate data that had been already loaded into Power BI to create new calculated data  to be referenced to build a visual in my report. I also want my loaded data to automatically adjust based on the current date.

 

For context, I have a list of exceptions that I had filtered out by Status (Active and Expired). I want to create a seperate table from this filtered data that seperates the filtered data into three categories from original two (Active, Expiring (<30 Days from Expiring), and Expired).

These will be calculated using the equivalent of using the SumIf function in excel based on a changing current date.

 

Here is what I'm trying to accomplish based on an example in excel.

alanphamvistra4_0-1673979333284.png

 

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Share the download link of that MS Excel file with 2 tabs - Source data and the Pivot Table.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-yiruan-msft
Community Support
Community Support

Hi @alanphamvistra4 ,

Assume that the field [Status] is already created in your table, you can create a table visual and drag the field [Status] and [Exception ID] with aggregation function Count(Distinct) just as below screenshot to get it. Please find the details in the attachment.

yingyinr_0-1674008269718.png

Best Regards

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

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