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Hello,
I am very new to power bi and trying to create the Power BI dashbaord using PBI Desktop. Can you please guide me how to achive the expected results?
Here is the dataset :
Client ID | Order Date | Item Number | Client Name | Client Request Type | Billing Code | Units |
170003 | 8/1/2024 | AOL123 | Ross Inc | Cancel Order | 6003 | 1 |
150002 | 8/1/2024 | ORT123 | ToysRUs Corporation | Add | 5001 | 1 |
180005 | 8/6/2024 | PAS123 | T-Mobile NJ LLC | Cancel Order | 6003 | 1 |
180005 | 8/6/2024 | PAS124 | T-Mobile NY LLC | Cancel Order | 6003 | 1 |
140001 | 8/21/2024 | ABD123 | Amazon ABC LLC | Add | 5001 | 1 |
222222 | 8/21/2024 | 68562A | Target | Create Order | 80004 | 1 |
212121 | 8/22/2024 | 74432B | Macys | Create Order | 80004 | 1 |
140001 | 8/22/2024 | ABC124 | Amazon XNY LLC | Add | 5001 | 1 |
202020 | 8/26/2024 | 53620A | Lowes | Create Order | 80004 | 1 |
202020 | 8/27/2024 | 40058F | Home Depot | Create Order | 80004 | 1
|
Expected Results:
The main focus is adding the sub total of UNITS by "Client Request Type" and sort the table by "Client Request Type" asc, "Order Date" asc
Client ID | Order Date | Item Number | Client Name | Client Request Type | Billing Code | Units |
140001 | 8/21/2024 | ABD123 | Amazon ABC LLC | Add | 5001 | 1 |
140001 | 8/22/2024 | ABC124 | Amazon XNY LLC | Add | 5001 | 1 |
150002 | 8/1/2024 | ORT123 | ToysRUs Corporation | Add | 5001 | 1 |
Add Total | 3 | |||||
170003 | 8/1/2024 | AOL123 | Ross Inc | Cancel Order | 6003 | 1 |
180005 | 8/6/2024 | PAS123 | T-Mobile NJ LLC | Cancel Order | 6003 | 1 |
180005 | 8/6/2024 | PAS124 | T-Mobile NY LLC | Cancel Order | 6003 | 1 |
Cancel Order Total | 3 | |||||
202020 | 8/26/2024 | PLO123 | Lowes | Create Order | 80004 | 1 |
202020 | 8/27/2024 | WWE12 | Home Depot | Create Order | 80004 | 1 |
212121 | 8/22/2024 | EOS123 | Macys | Create Order | 80004 | 1 |
222222 | 8/21/2024 | QQER11 | Target | Create Order | 80004 | 1 |
Create Order Total | 4 | |||||
Grand Total | 10 |
Thank you in advanced !
Solved! Go to Solution.
Hi @RP101 ,
Please create a matrix with the following steps:
1. Create a matrix dragging fields into rows and values in the following order.
2. Change layout to tabular and turn on "Repeat row headers".
3. Turns off all "Show subtotal" option at all row levels except Client Request Type and Client ID.
4. Result:
Best Regards,
Zhu
Community Support Team
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @RP101 ,
Please create a matrix with the following steps:
1. Create a matrix dragging fields into rows and values in the following order.
2. Change layout to tabular and turn on "Repeat row headers".
3. Turns off all "Show subtotal" option at all row levels except Client Request Type and Client ID.
4. Result:
Best Regards,
Zhu
Community Support Team
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you Zhu
Appriciate your Reply !
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