Forum Discussion
Merging between Two excel files
Hi Anonymous
Not sure how you want to display data in the report. Let's take a table visual as an example. If you want the table to display only data from file A or only data from file B, you can add two table visuals to hold those data separately. Then use bookmarks and buttons to hide/show a table at a time. Bookmarks and Buttons: Making Power BI Charts Even More Interactive - RADACAD
If you want a more complex result, we may need to create some DAX calculations to get the result. We may also need to transform the data in advance before doing any calculation. However in this scenario it's difficult to give a detailed example as it may be affected by several conditions. Can you provide some sample data and the expected output so that we can try to provide a more detailed solution?
Best Regards,
Jing
If this post helps, please Accept it as Solution to help other members find it. Appreciate your Kudos!
Hey Anonymous
Thank you for reaching me quickly. Sure, I´ll try to explain better the situation and what I desire my outcome to be.
Just like before, the first sheet will be called A and second will be file B. As you may see, they are different having 2 categories in common (Clients e Officer).
A:
Category Product Client Officer Date PL B:
Client Officer AuC Clients in file A are around 40. Those exactly 40 clients are in file B as well, with an additional 20 new clients.
My main goal with this dash is:
In ONE dash (not a dash per sheet), with a Slicer, I should choose the Officer name. Then it should come with his own clients list.
After that, I reckon it is easier. I will create 5 cards to present data (5 remaining categories from both sheets) based in my choice of client.
The problem with all this is feeding the first slicer to dictate the whole dash itself. The fact that I could just use some Excel like -> Sum (File A + File B) and it would merge those files, could be way easier.
Anyway, will be looking forward to your reply!
Thank you!