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Anonymous
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6 years ago
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Inception to Date financials

Hi,   I have certain measures stored in the database table that are all inception to date financials at the quarter end. To represent these financials properly, I need to pick the amounts from the ...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    6 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
6 years ago

You are welcome. The unpivoted data form in the best form to maintain data in.

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi Ashish, By unpivoted, you mean storing the measures in separate columns in the dataset right?

 

Thanks,

Vishy

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    6 years ago

    Hi,

    Unpivoting has nothing to do with how "measures are stored".  The way the source data is arranged right now is fine.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Hi Ashish, Right now the way the dataset is , if I bring in the Type and Amount into my table visualization, it will by default sum up all the amounts. 

       

      Since we created specific measures catering to the financials that are stored As-At or Inception to Date like Debit and Debit_Sub, (which are part of Type alongwith other measures), it will not show the correct value in the table since our measures created for Debit and Debi_Sub are separate and not part of Type.

       

      My question is - In the current setup, since we have multiple measures stored under Type, some of which are Inception to Date and rest are not Inception to Date and can be summed up, I was thinking the best way would be to leave the measures as separate columns in the dataset and bring them into the table accordingly. Not sure if there is any other solution for this. 

       

      Thanks,

      Vishy

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Icon for Super User rankSuper User
        6 years ago

        Hi,

        I agree.  Keep seperate columns for each KPI.  We then write measures for each KPI depending upon the aggregation which we want to perform for each KPI - whether 'As at' or 'Sum'.