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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Trending data from multiple multi-dimension tables

I'm definitely new to power BI and was hoping for some direction on how best to trend financial statement data summarized by location over-time.  For example, my data set is something like this:

 

CaptionLocation 1Location 2Location 3
Revenue951932234
Cost of Sales900759200
SG&A25925085

 

I have similar data for multiple periods.  I'm trying to create visualizations for the data so I can see revenue trending for location 1 (or any other combination of locations) over multiple periods.  I've done this previously by making the multi-dimension tables into a single list, like this:

CaptionLocationAmountDate
RevenueLocation 195112/31/2019
Revenue

Location 2

93212/31/2019
RevenueLocation 323412/31/2019

 

I'm then able to summarize my multiple data sets how I want.  However, my current data set has approximately 150 locations and 40 captions, so the process that I've historically done is manual and cumbersome.  So my question:

 

1. Is there a more efficient approach to using multi-dimension table (similar to the first above) without having to convert it to a list?

2. If not, is there a more efficient way to convert the data from the format in table 1 to the format in table 2?

 

I imagine this has been asked before, but I suspect I'm using the wrong words or descriptions when trying to search for the answers, so any direction would be appreciated.

 

 

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Unpivot the Location columns and then use Location in the legend?

    • Anonymous's avatar
      Anonymous
      Not applicable

      Well I'll be damned!  I figured there was some straightforward solution and that does it.