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Anonymous
Not applicable

Yet another difficult Power BI question

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: 

 

skang_0-1692818885423.png

 

Here is the expanded PnL view : (notice how the quarter columns changed with the selection of Q1 in the slicer)

 

skang_2-1692819236505.png

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

 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. 

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5 REPLIES 5
marcelsmaglhaes
Super User
Super User

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

If I've helped, don't forget to mark my post as a solution!



Anonymous
Not applicable

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

If I've helped, don't forget to mark my post as a solution!



Anonymous
Not applicable

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.   

Anonymous
Not applicable

 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. 

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