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PCNReports
New Member

Generating Monthly reports with changing dataset

Hello everyone,

 

I have trawled through this forum looking for similar queries, and I haven't quite found the answer. So I do apologise if I haven't the question has been asked before. Power BI is fairly new to me. 

 

What I do: (Example data)

I work in a health care setting and I run a monthly report with figures showing key healthcare indicators followed by changing figures for patient population, population of patients achieved, achievement percentage, number of patients required to hit target, etc. See below.

PCNReports_1-1700825707068.png

I have then used this data set to create a report via power bi that niceley displays with filters etc. Again see below

 

PCNReports_2-1700825816125.png

 

What I need:

The excel spreadsheet changes month on month and the figures go up and down fair drastically. I want to be able to generate a report like the one above in power bi each month and compare it with the previous month. Is there an easy way of duplicating the report format and pointing it at the next months data? I find I am basically having to rebuild it from scratch every month and this is just not workable.  

 

I hope that makes sense. I can clarify any further details that you may need.

1 REPLY 1
lbendlin
Super User
Super User

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.

If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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