Dashboard-like report set-up

[Joachimberg]

I am trying to make a PowerBI report that functions a little bit like a dashboard.

In PowerBI desktop I have created a report that pulls data from three queries for the month of september to create various charts.

I have three similar queries for each month, october, november etc.

Is it possible to create a small window in the report that allows me to select a month and upon selection the report pulls data from that month's three queries to update the charts with the given month's data?

[v-xicai · Accepted solution]

Hi @Joachimberg ,

Firstly, you can add custom month column for every month queries in Query Editor. For example , click on October query, you can add custom column "10" like picture below.

Secondly, you can combine all month queries into one query using Append feature, see more details: Append vs. Merge in Power BI and Power Query.

Finally, you can put the combined month column into slicer visual to filter data.

Best Regards,

Amy

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[TomMartens]

Hey,

the best way to create what you are looking for is to create a single table of all your monthly data (assuming they all have the same structure).

This can be achieved by using the Append function, this is described here: https://radacad.com/append-vs-merge-in-power-bi-and-power-query

Make sure that each table contains the information about the month.

Create a table that just contains the unique values of the months, build a 1:* many relationship between both tables, with the month table on the 1 side of the relationship.

Create slicer from the months table.

Now the report should work as you wish.

Regards,
Tom

[Joachimberg]

Alright.

So I have appended the three queries into one. To my knowledge about structure, I believe they do have the same structure.

Make sure that each table contains the information about the month.

-> I assume you just mean that I am certain that each of the appended queries belong to the correct month (so all three are correctly appended to fit one month).

Create a table that just contains the unique values of the months, build a 1:* many relationship between both tables, with the month table on the 1 side of the relationship.

-> When you say table, is that in query editor or is it in the report window?

[Joachimberg]

Hi.

The instructions in your reply went from 0-100 way to fast for me.

I will need to look up instructions on how to do most of the steps you've listed.

But thank you nevertheless.