Get certified in Microsoft Fabric—for free! For a limited time, the Microsoft Fabric Community team will be offering free DP-600 exam vouchers. Prepare now
Hi community,
This is a tricky one and I could really use the help.
So, I have this Excel file where I have several lines per day. It's exported from Salesforce every day (hence, 'Date' is the export day) and show what Opportunities were present, their number, and their value. I already have about 20 days in.
E.g.:
Date | Initial / Final | Opp ID | Opp Value |
01-05-19 | 111 | 100 | |
01-05-19 | 222 | 200 | |
01-05-19 | 333 | 300 | |
02-05-19 | Initial | 222 | 200 |
02-05-19 | Initial | 333 | 300 |
02-05-19 | Initial | 444 | 400 |
03-05-19 | Final | 444 | 400 |
03-05-19 | Final | 555 | 500 |
Now, my users want to see what changes occured between two dates (hence the column 'Initial / Final'). This column is the one I manually change.
Consequently, I've developed a beautiful Power BI report with lots of cool measures and columns to show them just that. They all revolve around the 'Initial / Final' column.
At the moment, I have a pretty low tech solution: in the exported file, I manually add the word 'Initial' to one date and 'Final' to the other date.
The said users, after the initial happiness with the report, would like something more. Namely, for them to be able to select, in the report, the 'Initial' and 'Final' dates, and thus allow them to compare different dates.
Is there a way to make this happen?
Thank you!
Alice
Solved! Go to Solution.
this would depend on how all of your report is set up.
at the moment your Inital/final is a static colunm. however if you wish to make this dinamic it will need to be replaced with measure as all colunms are genarated at load so do not change based on slicers and filters.
i would create two calculated tables one for your inital date and one for your Final date.
(Go to modeling and click New table enter the formula below in the formula bar replace with your table and date field)
Proud to be a Super User!
Hi @AliceW ,
Have you tried to use a slicer to show different data in your table?
Regards,
Daniel He
Hi Daniel,
My issue is that I want the users to be able to allocate 'Initial' to a given date (the same for 'Final').
Now, based on the manual addition in the Excel file, 'Initial' is 02-May. I'd love for the user to somehow click on a slicer, select a date, say 01-May, and then this date becomes the new 'Initial'.
Not sure if possible though.
this would depend on how all of your report is set up.
at the moment your Inital/final is a static colunm. however if you wish to make this dinamic it will need to be replaced with measure as all colunms are genarated at load so do not change based on slicers and filters.
i would create two calculated tables one for your inital date and one for your Final date.
(Go to modeling and click New table enter the formula below in the formula bar replace with your table and date field)
Proud to be a Super User!
Sorry for the late reply, as this were hectic at work.
Your solution works!!!!! THANK YOU SO MUCH!!!
Follow up question: do you know any good tutorials on variables?
Sorry been on leave so havent been looking at posts
i dont no any specifically for Veriables
i subscribe to a you tube channel called Guy in a Cube they give some really good guides on power bi
do a search in the channel for Dax and you will find loads of videos on dax veriables.
Proud to be a Super User!
Check out the October 2024 Power BI update to learn about new features.
Learn from experts, get hands-on experience, and win awesome prizes.
User | Count |
---|---|
115 | |
112 | |
105 | |
95 | |
58 |
User | Count |
---|---|
174 | |
147 | |
136 | |
102 | |
82 |