Need Help Creating a Dashboard displaying Email results

[reprise785]

Hi All, 

I'm very new to PowerBi and have watched quite a few of the training videos. I'm struggling to display email data effectively. 

Goal:

Be able to have an Excel worksheet template that I can add monthly email data to each month. 

Feed this data into PowerBi to create dashboards to compare, track and understand trends in the engagement of the email content. This includes total engagement numbers of the email themselves, but then also engagement numbers of the different categories of content with the emails. 

There needs to be basic formulas (ie, number of 'unique clicks' compared to the total number of 'emails sent') dispalyed. However I dont know if I should put the formula details into the excel spreadsheet, or to run those via power BI. 

Problem: 

I am not sure what format is the best to build out my excel spreadsheet. Each time I put something together I can never get it to display how I want via Power BI.

I have a couple of screen shots below of 2 months worth of examples. 

As you'll see, there are many components within each email itself and I can't work out how to set it up properly to correctly group them together in PowerBI

Please please help with any suggestions or any video's that may exist already solving this problem. 

Thank You!

[v-yulgu-msft]

Hi @reprise785,

What is the source data? If the first image shows the source data, I don't think it is achievable to create a more readable dashboard in Power BI based on such a table structure. You may need to sort out it to make it looks like a normal dataset.

If the table in second image is also existing in your Excel sheet, why not directly import into Power BI desktop? Then, you can use a Table Visual to display it.

Regards,

Yuliana Gu

[prihana]

Start with normalising the data set. Seperate them based on their attributes then link within powerbi using a column like date as the key.

[reprise785]

Would you have an example?

Not all the columns are going to be relevant. Ie, some emails have more/different content. 

Thansk for the reply 🙂

[prihana]

Please share a sample file. I can have a look.