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bestefa01 Occasional Visitor
Occasional Visitor

Date data by categories - across multiple categories

Hi all

 

New user here, and I would like to request advice on how to organize my data.   I have two tables (from excel): First table is investment level by date across certain bank accounts:

Table1.PNGTable1

 

 

 

 

 

 

 

 

Second table are the categories I want to be able to select and visualize across:

Table2.PNGTable 2

 

 

 

 

 

 

I'm really struggling with how to organize the data into the categories in Table 2.

 

My first attempt was to just use Table 1, and I used measures to create different categories - so for example a "Liquid" measure which summed the first two columns.  And also an "Equity" measure which summed all of the Equity columns.  But it didn't seem to work well - when I clicked on Equity on one viz tabel it did not flow through to the other cuts of data I did.

 

With all the flexibility of PBI, I'm not sure how best to organize: should I use grouping, measures, new calculated columns, data relationships across these two tables, or something else? 

ta!

 

 

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
RobinDeFal Member
Member

Re: Date data by categories - across multiple categories

Hi @bestefa01  ,

 

You probably want to unpivot the Table1 columns to be able to show all in one visual:

> Go to "Edit Queries"

> Select all columns in Table1 except for Dates
> Go to "Transform" Tab
> Select "Unpivot Columns"

 

Hope that helps,
Robin

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

View solution in original post

1 REPLY 1
RobinDeFal Member
Member

Re: Date data by categories - across multiple categories

Hi @bestefa01  ,

 

You probably want to unpivot the Table1 columns to be able to show all in one visual:

> Go to "Edit Queries"

> Select all columns in Table1 except for Dates
> Go to "Transform" Tab
> Select "Unpivot Columns"

 

Hope that helps,
Robin

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

View solution in original post

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