Backing out from quarterly to monthly
Help me Rhonda! <---Also, not sure if Dax is the right place for this post, so please let me know if I should repost elsewhere. Our organization collects performance measure data from internal program areas via Microsoft Power Apps. That info is stored in about a dozen SharePoint Lists. Data is entered in monthly (sometimes more often but that is because people make mistakes and have to re-enter the data). This shows in the lists pmd_element data. The App was originally designed to report on a quarterly basis, so that info gets rolled up to that time period for what was approved by the manager and shows in the pmd_measure data List. You'll see that the Numerator/Denominator columns are actually references to rows in the pmd_element data List, so they are referencing the entries that were ultimately approved and are legit. How can I back out of this to show the monthly approved entries though? I've been able to do stuff on this quarterly basis, but now leadership wants it monthly and I'm losing my mind. The person who created the App left and I have hardly any experience in that realm. On top of that, I also need to account for the fact there are different types of measures (e.g. percentage of calls taken vs a sum of number of complaints received) and that some measures are cumulative (aggregating for the year) and others non-cumulative (only needing to show for that quarter or other time period). There are other lists like pmd_target and pmd_measure that have columns to help with that aspect, but I'm lost on how to handle those as well. Anyway, what do you think? What can I do? What extra info can I give you to help you help me 🙂
Break out months from a single column and assign to appropriate date format
Hello! I am working with SharePoint lists, where they are capturing performance measure data from different areas at my organization. They currently focus on quarterly data but are wanting to move to looking at it on a monthly basis, when possible. Some groups report monthly, and others quarterly or annually, so the visualization would need to adjust depending on what the reporting requirement is. Monthly data is stored within two indivdidual columns (numeratorIDlist and denominatorIDlist) and separated by commas. Typically this will have three values representing the quarter, but there are also some groups that have monthly performance reporting requirements, and if it is a cumulative measure (shown in the pmd_target SharePoint list) will have more values as the year goes on (e.g. 9 values in the comma by quarter three, because 3 months per quarter for 3 quarters.) The list, pmd_measure, identifies which performance measures are reported on a monthly, quarterly or annual basis (m, q, a). There is a SharePoint list (pmd_fiscal calendar) that has month, quarter and calendarmonth, although I haven't really incorporated that very well into the model so far. This thing is crushing my brain. Any help is greatly appreciated!!!!!
Exporting a Table from PowerBI Service with Dynamic Filters
Hello PBI Community, I have been attempting to create a PowerAutomate flow within my PowerBI report to allow users to select a button to export the table on the report into a SharePoint folder. I have been facing some difficulty with this flow so I was hoping this community could help solve it. For context, I have a published PowerBI report with a normal table visual on it. I am attempting to add the PowerAutomate button to the page with a linked flow that, upon clicking, triggers the export of the current filtered table, with page slicers applied, to a SharePoint folder. The two filters/slicers that are key for the filtering and dynamic exporting are "Asset" and "Work Order Number". I've tried a few different methods, with some success on getting the table exported, but not filtered down to the "sliced" view. Has anyone dealt with something like this before?Filter sharepoint list from source
Hi all, Is there a way to filter the data thats pulled from source (a sharepoint list) by date, i only want the last 6 months, but there is years of history in the list and its crashing my report due to its size. = Source{[Id="dp67579c-3ea7-4f8c-a501-f8528r3fbb5a"]}[Items] I currently have this but i wondered if i could put a date parameter at this stage rather than pulling it all in and then filtering it? Is this possible? Really appreciate any tips
Dividing and applying the value to another
I'm new to Power BI and haven't had any training so apolygises if the answer is obvious. I have a set of data Site Total Miles Site1 1000 Site2 2000 Site3 3000 Site4 5000 The total for Site4 needs to be split between the other 3 sites. The data is being pulled from a SharePoint list so needs to be dynamic as it will constantly be updating as well as being able to be shown on different visulations by site and also by user. I know how I'd do it in SQL but no idea what DAX syntax I need to use. Thanks in advance
