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PS_78
Helper II
Joined 3 years ago
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Re: Beginning Balance Rollforward
Hello v-sgandrathi - Appreciate your follow-up on this to understand if I needed further support. But I really could not spend time to look into this as I am stuck up with additional high priority tasks. I will take it up in a week or 10 days. Shall definitely update you once I start working on this. Thanks, PSRe: Beginning Balance Rollforward
Hello DataNinja777 - Thanks for the detailed steps. I will work on this and get back to you. I just tried this. It created table from 2023 only. Does this scan my dataset and creates the entries by scanning all date columns in all datasets in my PBIX file? Calendar = ADDCOLUMNS ( CALENDARAUTO(), "Year", YEAR ( [Date] ), "Month", FORMAT ( [Date], "mmm" ), "MonthNumber", MONTH ( [Date] ) ) Thanks, PhaniRe: Beginning Balance Rollforward
Thanks lbendlin . I would need to show Beginning Balance only once, which should be the balance from prior years. This should be followed by "Debits", "Consumption" and "Balance" for each month in the current year or year selected in slicer. Formula for Balance should be (for the first month in the current year, Beginning Balance - difference between "Debits and Consumption". Subsequent months it should be Prior Months balance - difference between that months "Debits and Consumption".). If the Beginning Balance / Balance for a specific combination of PO, Supplier and WBS is 0, Balance for that month should be just the difference between Debits and Consumption for that specific month. If it's not possible to show Beginning Balance only once, that is okay. I can exclude Beginning Balance but show only Debits, Consumption and Balance. Thanks, PhaniBeginning Balance Rollforward
Hello Team - I have a requirement to show "Beginning Balance" Roll forward in a Power BI visual. Given below the sample data and expected output. Can you help me if this is achievable in Power BI? RAW Data: Supplier Name Purchasing Document Posting Year Posting Period WBS Payment Posting - Debits Consumption ABC PO1 2024 Dec WBS1 $ 250,000.00 $ 150,000.00 ABC PO1 2024 Dec WBS2 $ 120,000.00 $ 40,000.00 DEF PO2 2024 Dec WBS3 $ 150,000.00 $ 75,000.00 XYZ PO3 2024 Dec $ 320,000.00 $ 210,000.00 ABC PO1 2025 Jan WBS1 $ 25,000.00 $ 15,000.00 XYZ PO3 2025 Jan $ - ABC PO1 2025 Feb WBS2 $ 30,000.00 $ 45,000.00 DEF PO2 2025 Mar WBS3 $ 75,000.00 Expected Result: --> The Balance shown for each month should be "Beginning Balance (Sum of all prior year "Debits" - "Consumptions") " - ("Debits" for the specific month - "Consumption" for the same month). For example: January Balance should be "Beginning Balance" - ("Debits" for Jan - "Consumption" for Jan). February Balance should be January Balance - ("Debits" for Feb - "Consumption" for Feb). If Beginning Balance or Monthly Balance is 0 then, it should be just ("Debits" for that month - "Consumption" for that month). Please help. Thanks, PhaniSlicer based on a measure
Hello – I have a requirement to use values (type - string) from a measure in Slicer. As it is not feasible to use measures, in a slicer, I followed the suggestions in other community posts by creating a summarized table. But this wouldn’t work in my scenario**. I will try my best to explain the requirement. Please check below and help if we have a way to achieve this I have a dataset with transactional data (TDATA) which has cost center as one of the attributes Cost Center Cost Center Name CC1 1st CC CC2 2nd CC CC3 3rd CC CC4 4th CC Another table (Cost Center Master) with Hierarchy 1 and Hierarchy 2 Cost Center Hier_1 Hier_2 CC1 H1_1 H1_2 CC2 H1_1 H1_2 CC3 H1_2 H1_1 CC4 H1_2 H1_1 I would like to create a slicer (1st slicer) with values “Hier_1” and “Hier_2” and have the values in another slicer (2nd slicer) updated automatically. For which I have created a table in DAX with these two values (Hier_1 and Hier_2) --> Used it in 1st slicer Created a measure (CC_Grp) to populate hierarchy from either Hier_1 or Hier_2. I have used SELECTEDVALUE and LOOKUPVALUE based on the value selected in 1st slicer and derived respective Hierarchy value from Cost Center Master Table --> It works fine if I just use this measure in a table visual. But I want to use it in a slicer (2nd slicer) and have the values updated based on what I select If I chose “Hier_1” on the 1st slicer, the 2nd slicer should show the cost center names grouped per Hierarchy selected in 1st slicer For example, if I chose “Hier_1” in 1st slicer, 2nd slicer should show values as below 4. If I chose “Hier_2” in 1st slicer, 2nd slicer should show values as below 5. Subsequent matrix visual would filter based on what is selected in Slicer 2 ** Summarized table is not getting updated based on 1st slicer. Summarized table has Cost Center #, Cost Center # and Cost Center Group Thanks in Advance. - PSNo option to add new columns to the dataset in Dataflow
Hello Team - In order to enable self service reporting, I have started creating dataflows that allows users to utilize datasets in their PBIX files. However, I am running into two issues: I don't see an option to share the individual dataflow with the users. I need to give workspace access and that too "Member" access which allows users to edit the data flow. Is this the restriction we have in Power BI dataflows? I am using SAP BW Application server as the source for the datasets. If we need to add new columns after the dataset is initially created, I don't see an option. I have to create new dataset again and copy / paste the new columns into existing dataset. Whereas In PBI Desktop, we can click on settings of "Added Items" step and chose the new columns as needed. Giving below the screenshots for better understanding Data Flow in Service Power Query Editor in Desktop Thanks, Phani
