Basic question about my first report with Power BI

[Lucas182]

Hello.

I'm trying to start with Power BI, trying to make a basic report (my database is in Excel) where I have the first column with my list of customers, and the others are the months, something like this:

 

 I want to make a report like this:

Link to the full size image 

The problem I found is: I can't make that slicer with the months, because my months are the headers of each column. To make that on the image, I had to make another table on Excel with a list of the months, but it just show the months, it's not working because there's no relationship between tables.

My question is: can I make this report without changing my data? Because I'm using the data from an Excel sheet that I can't change. How can I make Power BI understand that the header with the months is a data that I want to use on my report?

Thanks for all the help, and sorry for any English mistakes.

[sokg]

Try to unpivot in Power Query.

[Lucas182]

Man, I think that's exact what I need. My data now is in three columns, Customer, Month and Values.

Thank you so much!

Just one more thing: My original data is linked with formulas, and when I used Power Query, my result is only fixed values. Is there any way I can make this result change automaticcaly? Maybe I could use VBA to make a button where I press it and it triggers Power Query. Is there the best option?

Thank you again.

[sokg]

No but when you refresh in your .pbix file you will always get the latest data.

Glad to help you!!!

[Lucas182 · Accepted solution]

I think I wasn't clear.

My database is linked with formula, bringing data from another Excel. 

Then, I used Power Query on Excel to transform the database, so I get a new database but without formulas.

That's the data that I'll send to Power BI. So when I refresh Power BI, nothing will happen, because my data after Power Query is made with fixed values.

Thanks again for your help!

Edit: I tried to put the new data on Power Bi, it worked, but not the way I wanted. Now the slicers of Customers and Months are working, but my graphic shows only one bar with the sum os months. Can I show the data one bar per month?

Edit2: Just did it. On the graphic, I put my "Months" field on "Axis" and it worked!