Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Manual data entry

I'm somewhat of a novice so I apologize ahead of time! 🙂  We are exporting data from our ERP system as it relates to revenue numbers.  I'm then able to import this data into Power BI Desktop and cre...
Need Help
  • v-alq-msft's avatar
    v-alq-msft
    6 years ago

    Hi, Anonymous 

     

    Based on your description, I created some sample data to reproduce your scenario.

    Sheet1(data in Excel):

    Sheet2(static data entered by 'Enter Data'):

     

    Then you may go to 'Query Editor', create an index column for 'Sheet1' and 'Sheet2'.

     

    Then you need to go to 'Home' ribbon, click 'Merge Queries', set as below.

     

     

    Finally you need to expenad the column to get the result. You may remove the index column if you don't want to load it into the model.

     

    Result:

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

DataInsights's avatar
DataInsights
Super User
6 years ago

Seth, you will need to either join sheet 2 to sheet 1 in Power Query, or create relationships that join the tables. It's easier to provide a solution when we can see your data structure. Please upload screenshots if possible.

 

Allan's solution is an alternative to linking a Power BI table to the spreadsheet, but it still requires joining the two tables. The advantage of linking to the spreadsheet (vs. the Enter Data feature) is that you can easily manage the projection data in Excel (with the ability to filter, create formulas, have multiple users maintain the data, etc.). The Power BI grid that allows you to manually enter data is quite limited in functionality, and is best suited for smaller, static data sets.

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Here's a small portion of the 2 sheets.  I'm just trying to add sheet 2 (static data) to sheet 1 (export data).  I'm sure this is simple again I'm very new to Power BI and really appreicate all the assistance!

 

 

 

Sheet1Sheet2

  • v-alq-msft's avatar
    v-alq-msft
    Community Support
    6 years ago

    Hi, Anonymous 

     

    Based on your description, I created some sample data to reproduce your scenario.

    Sheet1(data in Excel):

    Sheet2(static data entered by 'Enter Data'):

     

    Then you may go to 'Query Editor', create an index column for 'Sheet1' and 'Sheet2'.

     

    Then you need to go to 'Home' ribbon, click 'Merge Queries', set as below.

     

     

    Finally you need to expenad the column to get the result. You may remove the index column if you don't want to load it into the model.

     

    Result:

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Thank you, greatly appreciate all your help!