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H_insight
Helper V
Helper V

Help with Financial Layout

Hello,

 

I am combining multiple tables, and I want to reflect the same financial layout in power bi. I tried building a custom map in excel to load in PQ, but not sure if it works. any help is greatly appreciated.

 

The sample file looks like the below:

H_insight_0-1657606768050.png

 

Sample data

 

@Vijay_A_Verma  Any chance you can help please?

7 REPLIES 7
H_insight
Helper V
Helper V

Many thanks for the prompt response @Vijay_A_Verma 👍

The expected Outcome is:

H_insight_0-1657618849890.png

 

Vijay_A_Verma
Most Valuable Professional
Most Valuable Professional

What values to populate in these rows - Total Performance, Total Customer, Total Risk, Total Priorities, Total Summary

Will these be blanks?

@Vijay_A_Verma Today I got the usual email from Microsoft to say "Did you get the answer you needed?". Do you have any updates? if you can't help, no problem and thanks for your time. In the end, this is a voluntarily help, but it's good to set expectations.

Hi @Vijay_A_Verma , Do you need any additional information from my side?

Values should be the total of Parents like below:

H_insight_0-1657637375278.png

If that is extra work, please ignore it.

Vijay_A_Verma
Most Valuable Professional
Most Valuable Professional

What is the layout of output expected?

@Vijay_A_Verma Would it be easier if I upload the expected outcome in excel?

 

Here is the file

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