Make the end user manager code their own expenses to the correct gl code

[djr001]

I have multiple expense reports from different sources and one of the reports comes from an accounting firm that does not include the gl codes for where the expenses were coded. In excel, I would create a drop down data validation table where they can code it to the correct GL and description. 

But with PBI I am uploading the expense report as is but want to still allow the end user to code their own transaction s and match to the correct GL account. 

What is the best way to do this?

Can you create a drop down menu of options in the same column that after I publish, the user can code them and it automatically updates the rest of the accounts? This way we can see where we are over or under spending for that particular gl. 

Please help. 

[v-jiascu-msft · Accepted solution]

Hi @djr001,

Could you please mark the proper answer as the solution?

Best Regards,

Dale

[v-jiascu-msft]

Hi @djr001,

Do you mean you want to change something in the report? I'm afraid you have to change them in the data source or in the Query Editor. Power BI is focusing on visualization, which is different from Excel.

Best Regards,

Dale

[djr001]

Yes my apologies. I want to know if this is a step I can setup in the query editor. I am trying to save the extra step required to prepare the report by adding the column before uploading into the query editor. Is there a way to handle the whole step in query editor or do I have to edit the report before I can upload it? Does this make sense? Should I include examples?

thank you

[v-jiascu-msft]

Hi @djr001,

Yes, you can do it in the Query Editor. Adding a column could be simple task. If you want a special solution, you need to provide a sample. 

Best Regards,

Dale