Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
EddyW
Frequent Visitor

Create Executive Summary Report From Various Data

Hello Everyone,

 

Recently, i got task from management to create Dashboard which include sales, Non Performing loan (NPL), Total Profit, and etc. For simplicity, assume there's only sales and NPL. Actually, my company had created the Database for Sales and NPL. Of course these data are quite different in nature.

 

Generally, 'Sales' data consist of the total Amount and Details of each product

While the 'NPL' Data consist of outstanding of Receivables and Aging Type.

 

When i do these things in excel, i can simply copy the link and put it in the 'summary' sheet. But how can i do these in PowerBI?

Beside that, i can only think of the solution like this one:

  • Create SQL database that do summarize
  • Create Connection in Excel and download the Summarized DB

Here is the link to the sample file

 

Combine data into one Table.xlsx 

 

Best Regards,

Eddy W.

1 ACCEPTED SOLUTION
BA_Pete
Super User
Super User

Hi Eddy,

 

I think this can be achieved by creating a calendar table that aligns the common date dimensions of your two tables.

See attached at the bottom of this post a PBIX that demonstrates how to relate your tables to a common date dimension, and use matrix visuals to combine the different metrics from each table:

BA_Pete_0-1675261458720.png

 

 

Pete



Now accepting Kudos! If my post helped you, why not give it a thumbs-up?

Proud to be a Datanaut!




View solution in original post

2 REPLIES 2
EddyW
Frequent Visitor

Hi @BA_Pete,

 

Sorry for the late reply.

 

It works on me.

 

Thanks for the help

 

Best Regards,

Eddy W.

BA_Pete
Super User
Super User

Hi Eddy,

 

I think this can be achieved by creating a calendar table that aligns the common date dimensions of your two tables.

See attached at the bottom of this post a PBIX that demonstrates how to relate your tables to a common date dimension, and use matrix visuals to combine the different metrics from each table:

BA_Pete_0-1675261458720.png

 

 

Pete



Now accepting Kudos! If my post helped you, why not give it a thumbs-up?

Proud to be a Datanaut!




Helpful resources

Announcements
Europe Fabric Conference

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

Top Solution Authors
Top Kudoed Authors