PBI - quotation model

Hi Anonymous ,

This is a pretty huge question and almost impossible to answer fully as so much will depend on your data structure, common columns etc. etc.

However, here's a steer on a couple of the larger points:

Re: Handling mutliple quotes over time.

I would split the data up into a 'ProjectHeader' table and a 'QuoteDetail' table. ProjectHeader contains a single row per 'Project', with stuff like Project ID, Project Desc, Client, Lead Engineer, etc. QuoteDetail then contains a row for each new quote, along with Project ID, Quote Date, Quote ID, Quote Desc, etc. You can relate the two tables together on Project ID and this will give you a very versatile model platform to report from. You can obviously add further ~Detail tables off the ProjectHeader table as well if you find other elements of the project change over time.

You can additionally create a QuoteItemDetail table that you can relate back to the QuoteDetail table on Quote ID, listing the different materials/labour quantities and costs etc. per quote, and so on, and so on.

Re: End user interactivity.

For this one, I think you should look into What-If Parameters. They are designed for exactly the scenario you describe:

Use parameters to visualize variables - Power BI | Microsoft Learn

Pete