I am looking for some support in visualisng my monthly snapshot reports that are connected to my SharePoint folder.
I have provided a set of snapshot Excel files and I am seeking someone's help to pull this together into Power BI and visualise it in this way (and if possible sending back the pbix file for reference) / or a step by step tutorial would be helpful.
I am looking to visualise this roughly (but open to suggestions) in the format below:
1) A date slicer so that I can filter between any 2 days and see the changes that have occured (Snapshots taken once a month).
For example if date rages are Oct-22 - Dec-22 there will be approx 3 report versions within the 3 months and I would like to see Report 1 > Report 2 > Report 3. All 3 changes from the entire report. If I end up having 10 reports and all date ranges for all 10 reports I want to see changed across the whole date range selected and so on.
If there are no changes = show blank.
2) Be able to filter by 'Portfolio Name' 'Programme Name' 'Project Name' using the filters on the left (approx 80% of data is linked to Projects)
2.1) 'Portfolio Name' can be found in the Portfolios table. 'Programme Name' can be found in the programmes table. 'Project Name' can be found in the overview table.
3) Filter by the table name using the filters on the bottom left of the page (these are also the tables shown in the Excel files linked)
My Excel files are captured in SharePoint folder in the format below:
A bit of context about the relationsip between Portfolios, Programmes, Projects in the screenshot below
These files can be found here: https://we.tl/t-MooX7SGKRV
I have changed the data in each file so that the changes can be visualised for demonstration purposes.
Would anyone be helpful enough and visualise this for me?
If anyone has any better ideas to show historic data using a date slicer please also drop your suggestions!
This work is quite urgent for me so would appreciate any fast answerers 🙂
If you need any further clarification please let me know here or DM.
If you could show me an example of how it would look that would be great:)
I believe the second one.
I would like to be able to select any 2 date ranges (if the file created falls within that range) I want it to show me all the records of change.
I then want to be able to filter by table as well as "Portfolio" "programme" "project" as per the above screenshot
These columns are linked to most columns via foreign keys
Did you mean these records has multiple date fields? If that is the case, you can refer to the Greg’s blog ‘start date’, ‘end date’ parts to know how to analyze records across multiple date fields:
What type of effect are you wanted? Filter on the excel file create date or the detailed records that stored in different files?
If you mean the first one, you can import the create/update datetime field to power bi side, then you can use it as source of slicer to filter records.
If you mean the second one, you may need to do merge with these files (add a custom field to remark the records source file), then you can use the merged date field as source of slicer to filter records.
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