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Gopal_PV
Helper III
Helper III

How to build unpivot and detail report from view table

Hi Folks,

I have a view from snowflake datamart source. i have requirement create a unpivot columns and details table to display those units. do i need to load a duplicate view the different name  or How to achive the output with below intput data. can you please help me in this.

 

Inputdata:

    Units View       
YEARMONTHACCOUNTIDNAMEBEGINNING_OF_PERIOD_UNITSNEW_UNITSEXPANSION_UNITSCONTRACTION_UNITSCHURNEND_OF_PERIOD_UNITSDISCREPANCY
2020513Netflix0300030 
2020514Hotstar0000000 
2020613Prime301600190 
2020614Voot0000000 
2020713Youtube190000190 
2020714Sony0000000 
2020813Aha190100200 
2020814Mx Player0000000 

 

 

Output Repot Needed in Power BI Desktop: I have unpivot below columns and Values

One Matrix View: Beging of Period,New,Expansion,Contraction, Churn, EoP

Gopal_PV_0-1753387384146.png

Account Name Wise  Beging of Period,New,Expansion,Contraction, Churn, EoP

I have loaded another same view with other name to use in below . is this correct way to do this to load same view. 

is there any other way to achive this.

Gopal_PV_1-1753387709829.png

 

 

3 REPLIES 3
v-agajavelly
Community Support
Community Support

Hi @Gopal_PV ,


Just checking in were you able to implement the steps shared by super user  and test the model changes? Did the visuals start showing the correct year-wise counts once aligned with the Date table? Let us know how it went, and we can help fine-tune further if you still see gaps.

Regards,
Akhil.



v-agajavelly
Community Support
Community Support

Hi @Gopal_PV ,


Thanks a lot, @speedramps  for your detailed and insightful solution – really appreciate the way you've broken it down. @Gopal_PV  the steps shared by the Super User should work in this way. [Briefly summarize how the solution works – e.g., "By restructuring your data model and aligning it with the Date table, you’ll get the correct year-wise customer counts across your visuals."]. Please try implementing it as guided above. Let us know if this worked on your side or if you're still seeing any issues, happy to help further if needed.

Thanks,
Akhil.

speedramps
Super User
Super User

Hi @Gopal_PV 

 

Power BI is 10 years old today.  Happy Birthday !

 

Try this ....

 

Import your data and edit it In Power Query

speedramps_0-1753391150799.png

 

Add a Date column

Date = Text.Combine({"01/0", Text.From([MONTH], "en-GB"), "/", Text.From([YEAR], "en-GB")})

 

Remove unneeded columns

speedramps_1-1753391250784.png

 

speedramps_4-1753391419856.png

 

Click on the Date column and in the Transform menu > Unpivot >Unpivot other columns

 

speedramps_2-1753391307113.png

 

Create a matrix visual

speedramps_3-1753391381360.png

 

I assume that you then have the basic skills to rename the columns and make the report pretty

 

Please click thumbs up and [accept solution].  Thank you ! 😎

 

 

 

 

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