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Hey all,
I have a pretty niche issue where the data being capture is not fit for Power BI reporting purposes.
Currently, we are capturing procurement activities and three separate types of value that they are adding over time. This is captured in a table like:
Activity | Start date | Value add | Value add months | Cost saving | Cost saving months |
Procurement 1 | 1/01/2019 | 12,000 | 12 | 0 | 0 |
Procurement 2 | 1/02/2019 | 10,000 | 10 | 10,000 | 10 |
Procurement 3 | 1/03/2019 | 0 | 0 | 36,000 | 36 |
Procurement 4 | 1/04/2019 | 20,000 | 10 | 20,000 | 10 |
Procurement 5 | 1/05/2019 | 15,000 | 15 | 0 | 0 |
We are looking to create reports based on the amount of value being recognised per month, per project like the following:
Value Add
Activity | 01-19 | 02-19 | 03-19 | 04-19 | 05-19 | … |
Procurement 1 | 1,000 | 1,000 | 1,000 | 1,000 | 1,000 | … |
Procurement 2 | 0 | 1,000 | 1,000 | 1,000 | 1,000 | … |
Procurement 3 | 0 | 0 | 0 | 0 | 0 | … |
Procurement 4 | 0 | 0 | 0 | 2,000 | 2,000 | … |
Procurement 5 | 0 | 0 | 0 | 0 | 1,000 | … |
This table is required so that we are able to report on financial benefits procurement activities per financial year.
I am at a loss at to how to convert the first table into the second one. The main issue I am facing is that I need to create the second table so that it covers the life of the activity and also for future activities.
Solved! Go to Solution.
@evantse solution is attached, most of the work is done in power query
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@evantse this can be done, how big is the dataset?
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Wow thanks for such a quick response @parry2k !
I don't quite know how to answer how big the data set is. I have attached a sample export of the datasource that we are importing from SharePoint, hopefully that helps.
There is roughly 80 rows from 6months of usage.
@evantse solution is attached, most of the work is done in power query
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@parry2k Amazing solution thanks!
I've tweaked it a bit further to break down the other columns using your concept as a basis.
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