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bzeeblitz
Helper IV
Helper IV

Powerbi reports

I have report1 which has some report count and everyday Data gets refreshed and the count also gets refreshed.datasourcebis some excel Data,

I have another report2 which has sharepoint list and it has below rows in the report

Date ponumber status

Jan1 199           noaction

Jan2  199          noaction

Jan3   200        Completed 

 

So now I need to bring the daily count into new report

 

So new report looks like below//we are combining both the reports to bring below structure

Report3 which is new report

Date  Total ponumber  newcount  completed  noaction  

 

Kindly suggest 

 

 

 

1 ACCEPTED SOLUTION
Akash_Varuna
Super User
Super User

Hi @bzeeblitz Could you follow these please 

  1. Load Data:

    • Import Report1 (Excel with counts) and Report2 (SharePoint list).
  2. Transform Data:

    • Ensure Date columns match format.
  3. Merge Queries:

    • Use Power Query to merge datasets on Date (Left Outer Join).
  4. Add Measures:

    • Total PO Number: 

 

COUNTROWS('Report2')​

 

  • New Count: 

 

SUM('Report1'[CountColumn])​

 

  • Completed: 

 

COUNTROWS(FILTER('Report2', [Status] = "Completed"))​

 

  • No Action: 

 

COUNTROWS(FILTER('Report2', [Status] = "NoAction"))​

 

  • Build Report:

    • Create a table visual with Date, Total PONumber, New Count, Completed, and No Action.

  • Refresh:

    • Schedule data refresh for Excel and SharePoint in Power BI Service.

View solution in original post

3 REPLIES 3
Akash_Varuna
Super User
Super User

Hi @bzeeblitz Could you follow these please 

  1. Load Data:

    • Import Report1 (Excel with counts) and Report2 (SharePoint list).
  2. Transform Data:

    • Ensure Date columns match format.
  3. Merge Queries:

    • Use Power Query to merge datasets on Date (Left Outer Join).
  4. Add Measures:

    • Total PO Number: 

 

COUNTROWS('Report2')​

 

  • New Count: 

 

SUM('Report1'[CountColumn])​

 

  • Completed: 

 

COUNTROWS(FILTER('Report2', [Status] = "Completed"))​

 

  • No Action: 

 

COUNTROWS(FILTER('Report2', [Status] = "NoAction"))​

 

  • Build Report:

    • Create a table visual with Date, Total PONumber, New Count, Completed, and No Action.

  • Refresh:

    • Schedule data refresh for Excel and SharePoint in Power BI Service.

Actually existing power bi we have created this formula in the visualization report so that's the count we need to take from that dashboard 

Bridgetable=Filter(Distinct('po[item:#]),Not(Isblank('po'[Item:#])))

I already developed report for report1 which is fetching data from multiple tabls from excel which was stored in SharePoint folder and next SharePoint list I added into the same power bi existing report so sharepoint list data is stored as table and visualization I'm trying to do for this SharePoint list data  so now I'm creating measure for  complete but I'm getting error fetching data for this visual. Kindly help

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