Forum Discussion
advice on data
- Anonymous6 years ago
I have created a working example pbx file for you showing step by step how you can take youe excel file and make it work in PowerBI.
Datawise at a minimum I suggest you transpose your data from this
Sale person Jan-19 Feb-19 Mar-19 Apr-19 Peter 2 3 4 5 Alan 1 2 4 5 John 5 7 8 8 To this
Date Peter Alan John Jan-19 2 1 5 Feb-19 3 2 7 Mar-19 4 4 8 Apr-19 5 5 8 You can do this with special paste in excel and select transpose.
Better still you would have
Salesperson Date Value Peter Jan-19 2 Peter Feb-19 3 Once you have your data better set up the powerbi side is easier.
In the example pbx file I also created a seperate date table by merging the salesperson and location tables together, removing everything except the dat and then deleting duplicates.
This allows you to add a date filter that will show all dates that appear in either the sales person or location tables.
Even better would be to create a date dimension but given you are just starting out what I have described above is easier for now.
If you want the example pbx file then just private message me your email address and I will send it over.
Hope this helps.
If so please click the botton to accept this as an answer.
Thanks.
If that isn't a matrix then you may want to consider breaking it across sheets in excel and loading seperately.
Sheet1 for Sales Person,
Sheet 2 for Shop and then pull each sheet in as a seperate table in PowerBI.
If you have another sheet that shows what sales person is in each shop then you could link that aswell..
Hope that helped.