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Maria45
Regular Visitor

Queries vs single data sheet

Hi all!

I am completely new in the management of this tool; I have been watching tutorials and reading, but in my case I have a single datasheet with all the invoices from 2014 to 2018. I can not connect Power BI because my SQL server is old so the only way that I have to upload the data is by a database from excel. In that way, in the datasheet I have the following items:

1. Invoice code

2. ZIP code

3. Proguct family

4. Product code

5. Quantity of profucts

6. Price of product

7. Total amount of the Invoice

 

My objective is to create a report which would allow me to watch the profit (Total amount of the Invoice) by product family  YTD and YTY. And also to include the objectives.

I was wondering if I should create different queries with all the infomation of the products, dates, zones, and invoices and it would be easer tu manage my DATA. 

 

Thank you, 

1 ACCEPTED SOLUTION
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @Maria45,

 

I would suggest you create many dimensional queries for each item. That would be easy to manage data. Please refer to power-bi-data-modeling-best-practices/

 

Best Regards,

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @Maria45,

 

I would suggest you create many dimensional queries for each item. That would be easy to manage data. Please refer to power-bi-data-modeling-best-practices/

 

Best Regards,

Dale

Community Support Team _ Dale
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hello @v-jiascu-msft

 

I was so good hearing from you. Your help give me the opportunity to begin to develop my sales dashboard.

 

I feel supported, thank you so much.

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