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Jsh721's avatar
Jsh721
New Member
2 years ago
Solved

Setting up excel spreadsheet for Power BI

I have beautiful Excel based report that I inherited. Need to set it up for BI. My issue. I have cells that are like the folliwing

owner A.  30%
owner B.   40%
owner C.   10%

the remaining company ownership for that property is in a seperate column. 

This happens multiple times  across the rows with other types of data 

 

the only calculated field I can see is some totals on specific columns,     Most of the data is text based not financial or number based. 

how do I set this up so I can create it in bi and ultimately to a summary dashboard that is not just a find across the entire spreadsheet. Which is fairly large 

 

 

thank you.

 

 

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2 Replies

  • PhilipTreacy's avatar
    PhilipTreacy
    Super User
    2 years ago

    Hi Jsh721 

     

    Your description of the Excel workbook is lacking in detail and examples so it's hard to give you any advice other than to say your data should be in tabular format.  This is the ideal format for any kind of analysis using PBI, Pivot Tables etc

     

    Regards

     

    Phil

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Thanks PhilipTreacy 

    Hi, Jsh721 

    You'll need to format each column in Excel to make sure it's correctly recognized by Power BI. You can refer to the article below to prepare your Excel data sheet for Power BI:

    Get data from Excel workbook files - Power BI | Microsoft Learn

     

     

     

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