Forum Discussion
Modeling excel data without time series
Hello everyone: I need to do data modeling by viewing goals, indicators, and accumulated by quarter and year, from an excel file that doesn't have the data organized by date, it only has year tab...
Best approach would be to create surrogate dates from your existing fields. For example "2020" can be translated to either 2020-01-01 or 2020-12-31 (whatever your preference). Quarters can be pegged to the first day of the quarter, months to the first day of the month etc.
Once that is in place you can use the regular time intelligence functions.
What you show there is not a data model. Data models do not have bidirectional search filters between all tables. Keep in mind that Power BI works based on the concept of expanded tables. Your approach will pretty much guarantee that Power BI will fail you.