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ec0014
Helper I
Helper I

How to link tables of annual interventions and use them as one

Hi there.

I need help configuring my data tables to be able to produce my reports in bi.

I have three excel tables that list the annual interventions. So I have one table per year. I would like to create reports using the cumulative values in these three sources (ie over the three years).
for example, I would like to be able to filter the data of the three tables, etc.

 

How should I link these tables? I tried using creating a calendar type table and linking the dates of interventions with the date in the calendar table but it does not work.

 

maybe you have a link to a tutorial or an explanation to help me understand how to do it?

1 ACCEPTED SOLUTION

Hi! @ec0014 

I connected to your data, merged them into 1 table, and applied group by on your data.

I am sharing back the pbix file for your reference.

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

View solution in original post

13 REPLIES 13
ec0014
Helper I
Helper I

OK, but how do I all do this

Hi! @ec0014 

 

Ahh, can you share some sample data in a pbix and your expected solution? I can try giving you the solution over the weekend.

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

Hi! @ec0014 

 

Can you please have a look at it and let me know if you are expecting a result like this?

 

AnkitKukreja_0-1665686933256.png

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

I would say yes. You created a single table with the 3 sheets, is that it?

Hi! @ec0014 

I connected to your data, merged them into 1 table, and applied group by on your data.

I am sharing back the pbix file for your reference.

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

Snag_114311.png

I can't open the file

Hi! @ec0014 

 

Please check it here Link tables of annual interventions.pbix

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

There is a problem with privacy labels. could you put the pbix file by disabling the ssvp labels

Hi! @ec0014 

 

Apologies. Please, check again Link tables of annual interventions.pbix.

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904
AnkitKukreja
Super User
Super User

Hi! @ec0014 

 

You can connect to your data source, append the 3 tables into 1 and create a relationship with a date table. So you can visualize the data as per your needs.

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

Thanks @AnkitKukreja 

 

You have to create 1 table by merging the 3 others, that's good ?

 

I just tried to create an example from an excel to understand but I can't find how to attach a file on the forum

 

Hi! @ec0014 

 

Either upload the data to one drive or drop box and share the link or connect to your data in a pbix file and attach it here. You would see an attachment option just below when you reply.

 

AnkitKukreja_0-1665475336415.png

 

If my response has successfully addressed your question or concern, I kindly request that you mark this post as resolved. Additionally, if you found my assistance helpful, a thumbs-up would be greatly appreciated.
Thanks,
Ankit Kukreja
www.linkedin.com/in/ankit-kukreja1904

Here is the link to a file. each excel sheet corresponds to an annual data table.

I want to merge with power query and not with excel

In fact I would like to be able to have power bi indicators that count over all 3 years with each year = a different data source

 

Snag_b7356d.png

 

https://we.tl/t-TN2XigmIIm 

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