Forum Discussion
Helper IHistory Table on Monthly Report
I created a report that has a series of measures reporting # of errors and percentage in different categories. This report is refreshed monthly. I'd like to create a table that stores this data only on a monthly basis and can show the report users the previous numbers. I would also like to be able to filter on project manager. In essence, save the whole report to view. What's the easiest way to do this?
5 Replies
- JoeBarry
Solution Sage
Hi deeave
You can use Incremental refresh to store old data.
Regarding the Project manager, is there a column with Project manager info in it? Use this column as a slicer in your report to filter the data
Thanks
Joe
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deeaveHi JoeBarry - Will the incremental refresh store by month? I need the whole report stored monthly for lookback purposes. My thought is to have a place to store the whole report for lookback by month. Right now, I'm saving individual reports for each month until I can figure out how to do this.
v-zhangtiCommunity Support
Hi, deeave
One way to do this would be to create a new sheet in your spreadsheet and use formulas to pull in the monthly data from your report. Then, you can use filters to sort the data by project manager.
Here are the general steps:
- 1. Create a new sheet in your spreadsheet and name it something like "Monthly Report Data".
- 2. In the first row of the new sheet, create column headers for each of the measures you want to track (e.g. "Number of Errors", "Percentage of Errors", etc.).
- 3. In the second row of the new sheet, use formulas to pull in the data for each measure from your report. For example, if the number of errors for a particular category is in cell A2 of your report, you could use the formula "=Sheet1!A2" (assuming your report is on Sheet1) to pull that data into the new sheet.
- 4. Once you have all the monthly data in the new sheet, you can use the filter function to sort the data by project manager. To do this, click on the "Data" menu and select "Filter views". Then, create a new filter view and select the column that contains the project manager names.
The above operations can be done on Power bi Desktop.
Best Regards,
Community Support Team _Charlotte
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