Forum Discussion
Migrating from Tableau to Power BI - Need help
Power BI Data Source - Attachment 3
Tableau Dashboard (Attachment 2)
Tableau Data Source (Attachment 1)
Hi Team,
Need some help guidance to help me get started into Power BI.
I have built a basic dashboad in Tableau for my business to view Member counts belonging to certain policy.
I extracted original data source and added two colums to it.
Start Date Conversion =
IF UPPER([Report Start Date])="TODAY" THEN TODAY()
ELSE DATE([Report Start Date])
END
Start Date Within Cov Range =
[Cov Eff Dt]<=[Start Date Conversion] and [Start Date Conversion]<=[Cov Canc Dt]
Finally my datasource looks like this Attachment 1 : Tableau Data source
Top Half of my Dashboard:
Rows : PVRC
Columns : REL CD and COV TYP CD
Bottom Half of my dashboard :
Rows : PVRC and LGCY PRDT CD
Columns : REL CD
Measure : COUNT (DISTINCT (SRC CDB XREF ID))
Filters :
REPORT START DATE (User will input this value in yyyy-mm-dd else Default (Today))
LGCY CUST NBR (Drop Down)
LGCY POL NBR (Drop Down)
I have attached final format of Tableau Dashboard (Attachment 2)
I have unloaded Power BI desktop and extracted my datasource (Attachment 3)
I need some help in creating replicating above dashboard.
Issues am facing :
1) Should i create separate Date table to get user input date or can i create a new column in existsing table to acheieve the same ?
2) If i create new Date table how can i acheive "Start Date Conversion" and " Start Date Within Cov Range" field logic by linking it to main table.
3) How to perform multi row or multi column filter in Power BI ?
4) by Default SRC CDb XREF ID (the measure i wanted to create is having sum function associated with it but i need distinct of that value when filter gets applied.
5) Am sorry if am asking most basic questions but please help me explore power BI, i have watched few training videos but none of them covered these points, hence posting it in this community.
Thanks
RagulRaja
1 Reply
- v-xicai
Community Support
Hi Anonymous ,
For your question1 and question2, it is not supported to create calculated column or new table when using Tableau mode in Power BI Desktop currently.
For your question3 and question4, could you clarify what is your desired output or show sample data in screenshots for further analysis? Do mask sensitive data before uploading.
Best Regards,
Amy