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Net_Sec_Alt
Frequent Visitor

New User - Issue Understanding Data Modeling Regarding Dates

Hello BI wizards, brand new user here again… I am having trouble understanding how exactly I am supposed to get a report working as intended in a project I am working on. 

 

In my model, I have one fact table. The rows of my fact table are individual projects, Project A, Project B, and so on. The columns of this table are metrics that pertain to each project. Some examples: Lifetime Budget Amount, Current Year Budget Amount, Lifetime Actual Spend, Current Year Actual Spend, Current Year Allocated Hours, Current Year Spent Hours etc.


The problem I am facing is, in my final report, I  need to be able to select a year in the slicer and the multiple other visuals show "here is the total budget for project A in 2023" or "here are the number of hours spent in Project B for 2024" and so on.

 

As mentioned, I am brand new to PowerBI, but everything I am reading/watching/learning indicates I need to somehow leverage a date table to be able to slice reports this way... but date tables need to be linked to date values, and the values in the examples given are dollar amounts and whole numbers.

 

I am having trouble understanding how to proceed here. Do I just need to change my fact table to have different, better broken out columns, or will a calcluation of some kind do the trick? If so, can someone please give me a high-level example of what this caluclation needs to look like? 

3 REPLIES 3
HotChilli
Super User
Super User

In this state, there's no date, therefore there's nothing to use as a dimension to slice the data. 

The columns which relate to 2024 can be renamed or unpivoted somehow but I'm not sure what your end result is so I can't say how to do that in a way that helps you.

Presumably, if you want to slice by a year, there are going to be other rows/columns with 2023, 2022.  How are they presented in the current data?

Have a think on what the process and end result is.

Net_Sec_Alt
Frequent Visitor

I had to take a minute to redact sensitive into, but here is the source file with junk data inserted. As mentioned, each row is a project, then for example Project Budget PLAN is the budget for the entire project, In year Budget PLAN is the planned budget amount for 2024 and the following columns will eventually populate with the actuals data.

Net_Sec_Alt_0-1707167035755.png

 

Even just starting getting a slicer to show only 2024 data, which is in a column of it's own, there is no date to reference. I can't add a column in that includes year, because each row represents all-time project data, not any given year. I don't know how to go about breaking it out in a way that works.

 

 

 

HotChilli
Super User
Super User

"In my model, I have one fact table" - Is there anything here that references a date?

Please show us a line of sample data.

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