Forum Discussion
Tracking Growth on Changing Exchange Data
Greetings all,
I am pretty new to Power BI, and I was looking for assistance with a solution we developed for a client. They were looking for a way to track Exchange meeting categories for employee professional development. Basically, they want visualizations and data about how many of their meetings were categorized in a certain way. I achieved this by importing data from Exchange including the Category column, and creating a Duration column by subtracting the End from the Start.
If it matters, I also added two measures, one for a sum of the categorized meetings, and one for that sum to be subtracted from the number of hours in a work week or month, so that they could compare time spent in those categories versus time not spent in those categories.
The client is additionally looking for a way to track this data longitudinally. Keep in mind, this needs to be a relatively simple solution since we are asking their employees to do it for themselves, but this is a pbix file that they will refresh and re-filter each month, so I'm not sure of the best way to be able to track and show that data.
Including a screenshot of the sample visualizations and the Power Query table, filtered to show just this month. Please let me know if I need to provide more information - as I said, I'm new to this - and I appreciate any assistance in advance!
Hi lshelton ,
Based on your description, you need to create a disconnected calendar table as a slicer, and then create a measure to show the differences of the previous months.
Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
10 Replies
Hi lshelton - what do you mean by "track this data longitudinally"?
Being able to look at data from January, February, March etc. even though in general this is a dashboard that is getting updated with just that month or week's data. They want to be able to see growth or change month by month.
My suggestion would be (instead of doing all of the work in Power Query) to bring the raw/detail/transactional data all the way into the Power BI model and do the calculations/groupings with measures. Since each "transaction" should have a date on it, you can connect to a calendar table and show values plotted against the month/year.
Hope this helps
David
Hi lshelton ,
Based on your description, you need to create a disconnected calendar table as a slicer, and then create a measure to show the differences of the previous months.
Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.OMG after some extra tweaking and with your sample file, I finally got what I was looking for! Thank you so much, I couldn't have done it without you!
