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Don't you wish the people who request these reports walked in your shoes for a day before they ask for crazy azz things to be done in Power BI?
Okay here is report. It is a table report. It is fully dynamic. Meaning the columns are dynamic. I can change the columns to include for example either all 4 quarters and the total or select one quarter and just see the months results for that quarter. (See the slicer which you can use to do this). Every column is a calculation starting from Bench down.
Line and Text are not calculated and just regular ordered columns in a table.
My question is this : Given that I had to use calculated columns to create the dynamic columns, my boss wants to be able to expand the column Text from a Summary view to an Expanded PnL view. I created bookmarks as you can see that show both views. But as you know that is not an ideal solution. Is there a way to do this without using bookmarks?
Here is the Summary view:
Here is the expanded PnL view : (notice how the quarter columns changed with the selection of Q1 in the slicer)
Solved! Go to Solution.
Add another column to table containing the P&L listings. Add 1 for the summary items. 0 for the expanded items. Then use a slicer. Have it selected at 1 for the summary view. Unselect everything for the expanded view.
Hey @Anonymous !
Maybe you can use Matrix visual instead of table visual. Take a look: Create a matrix visual in Power BI - Power BI | Microsoft Learn
Regards,
Marcel
Regards,
Marcel Magalhães
Microsoft Power BI Official Partner
MCT | Certified PL-300 Power BI
I don't think that would work because the columns are dynamic columns. They are all calculations. If I switch from table to matrix in Power BI, it says it ran out of resources and the visual won't display.
Oh, i dind't realize the dinamics column. Well, I can't think in better idea than use bookmarks. It is not an ideal solution, but is a solution....
Regards,
Marcel Magalhães
Microsoft Power BI Official Partner
MCT | Certified PL-300 Power BI
It's not a solution to the management because they want to be able to select something in the slicer, like a product, then be able to expand/collapse the P&L.
They thought the bookmark was pretty cool yesterday but after finding out it just's screenshot of a filter setting, they were not impressed.
Add another column to table containing the P&L listings. Add 1 for the summary items. 0 for the expanded items. Then use a slicer. Have it selected at 1 for the summary view. Unselect everything for the expanded view.