Forum Discussion
Power BI solution for replacing separate SharePoint Folders
- Anonymous2 years ago
Thanks for the reply fromMFelix,, please allow me to provide another insight:
Hi,Graemess
Have your problems been solved? If you find a solution, feel free to share it with us, which will help other community members with the same problem find a solution faster.
Regarding the issue you raised, my solution is as follows:
Depending on your needs, you can try using the date column as a slicer and using the directquery storage mode to store the data.
1.First you can create a date table using the following calculation table:
main Table = CALENDAR(DATE(2024,3,19),TODAY())Select the date hierarchy you want as the slicer.
Here is the relevant documentation:
Select the date hierarchy you want as the slicer.
Here is the relevant documentation:
Auto date/time in Power BI Desktop - Power BI | Microsoft Learn
Slicers in Power BI - Power BI | Microsoft Learn
2.Next, establish relationships with the tables you need to control:
Here is the relevant documentation:
Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn
This makes it possible to use only the data selected by the slicer.
3.Here are the final results:
Can you share sample data and sample output in tabular format if I am misunderstanding? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.
Please find the attached pbix relevant to the case.
Best Regards,
Leroy Lu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you MFelix,
I probably have not articulated this very well. We are not really distributing invoices but providing Monthly Excel Summary and Detail statements to the entities for download.
What I was thinking was:
1) replacing all the 60 entity folders and subfolders with a single front end.
2) The front end would be a PowerBI dashboard.
3) All of the users would have a view restricted to the entity that they belonged to.
4) They could download the Excel statement file.
5) There could be a bar chart that had the previous months totals.
6) They could access any of the the previous month's statements by clicking on the bar chart.
Thanks for the reply fromMFelix,, please allow me to provide another insight:
Hi,Graemess
Have your problems been solved? If you find a solution, feel free to share it with us, which will help other community members with the same problem find a solution faster.
Regarding the issue you raised, my solution is as follows:
Depending on your needs, you can try using the date column as a slicer and using the directquery storage mode to store the data.
1.First you can create a date table using the following calculation table:
main Table = CALENDAR(DATE(2024,3,19),TODAY())
Select the date hierarchy you want as the slicer.
Here is the relevant documentation:
Select the date hierarchy you want as the slicer.
Here is the relevant documentation:
Auto date/time in Power BI Desktop - Power BI | Microsoft Learn
Slicers in Power BI - Power BI | Microsoft Learn
2.Next, establish relationships with the tables you need to control:
Here is the relevant documentation:
Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn
This makes it possible to use only the data selected by the slicer.
3.Here are the final results:
Can you share sample data and sample output in tabular format if I am misunderstanding? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.
Please find the attached pbix relevant to the case.
Best Regards,
Leroy Lu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Graemess2 years agoFrequent Visitor
Thank you so much for your reply and proposed solution v-linyulu-msft!
I am sorry I missed your original reply and the follow up for some reason.
I only get a small window to go back and experiment with Power BI as my bosses are so risk averse they will not entertain any solution that requires tool from this century.
I have not got time to go back to this right now but I hope to test the proposal before the end of next week.
My apologies for the delay. If I don't get time to look into it would it be better to accept the solution and ask another question later of leave it open?