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Georgia94's avatar
Georgia94
Regular Visitor
9 years ago

Help Power BI and insightly

I'm trying to run reports for insightly. I'm currently using Power BI online. But there are several issues regarding functionality. 

 

1) currency shows up as $ even though all our insightly data is in £.

2) I want to be able to run a report that shows revenue per quarter over x amount of years, that I can then focus in on a specific time frame. I think this is called a time slicer? But I can't seem to create one. 

Need Help
Tutorial Requests

1 Reply

  • v-caliao-msft's avatar
    v-caliao-msft
    Microsoft Employee
    9 years ago

    Hi Georgia94,

     

    For the report on Power BI online, you can download the pbix file and open it by using Power BI desktop. In the model, on the Modeling tab, highlight the column or measure and in the ribbon in the Formatting area, use the $ drop down to change the format.

     

    For the time slicer, it is a graphical date range selector used as a filtering component in Power BI. We can use this visual by add a date column into it. Or you can download a cusomt timeline visual from the link below.
    https://app.powerbi.com/visuals/

     

    Regards,

    Charlie Liao