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MJT03's avatar
MJT03
Frequent Visitor
3 years ago

Maintaining Week Over Week Historical Data

Hi there. Relatively new-ish to PBI & looking for assistance on how to automate week over week reporting inPowerBI.    We currently have teams recording work units in various Jira ticket fields. Th...
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MJT03's avatar
MJT03
Frequent Visitor
3 years ago

This is so helpful and straighforward, thank you! Can you elaborate on Step 4 and provide insight on how to begin that work? That seems to be the missing link for me. Thank you again!

rubayatyasmin's avatar
rubayatyasmin
Community Champion
3 years ago

Happy to help. Kudos will be more appreciated. 

Sure. Elaborating the steps. though it will be a long process trying to give you an idea. 

 

  1. In Power BI Desktop, open the Power Query Editor.
  2. Select the query that retrieves the data from Jira.
  3. Apply necessary transformations (e.g., remove columns, change data types, filter rows).
  4. Ensure you have a date column for work unit records.
  5. Create a new column for the week number using the Date.WeekOfYear function.
  6. Group the data by week number and calculate the sum of work units.
  7. Append the transformed data from each week.
  8. Close and apply the changes to load the data into your report.

 

NOTE: 

Check the tutorial for PQ. https://learn.microsoft.com/en-us/power-query/power-query-ui

 

also you can look for youtube for basic tutorial for Power Query in Power BI.