Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
dd88
Resolver I
Resolver I

Help with Model design from datasource Excel Spreadsheet with multiple tabs with same column layout

I need to create a PowerBI report

 

The datasource is an Excel Spreadsheet

 

The Excel spreadsheet is a in a central location all deparments can access to update the spreadsheet.

 

The Excel spreadsheet contains 6 Tabs.

Each tab is for a different department.

Each tab is the same layout and contains the same columns.  The data is specific to the department. The tabs are column fields are are:

 

Tab =  Department 1

Date

Issue

Priority Status

Status

 

 

Tab =  Department 2

Date

Issue

Priority Status

Status

 

Tab =  Department 3

Date

Issue

Priority Status

Status

 

 

Tab =  Department 4

Date

Issue

Priority Status

Status

 

Etc

 

 

I Import the Excel spreadsheet.

In Model, each tab (deparment) is a query/ table.

 

There are no relationships with the tables eg

 

PowerBi design 26102022.jpg

 

 

At the end of each month, each department will update their status in the Excel spreadsheet.

 

The goal is the PowerBi will dynamically & automatically update with the currnet data set.

 

I will add Total Counts for example for Total Issues, Total count for Status’s of High, Medium, Low,  Totals by Deparments and Issues

 

 

My question is, in PowerBi, how do I design so there is a relationship between the tables?

Or  can I merge all data into one table, and add a new column field ‘Deparment Type’ And how would I do that? eg 

 

1 table with Column fields

Department

Date

Issue

Priority Status

Status

 

 

And would this allow the Excel data to dynamically update, so I am not having to edit the PowerBi report each month.

TIA

 

2 ACCEPTED SOLUTIONS
Anonymous
Not applicable

Hi

 

yes you can do it in Power query using the function Append.

Just be sure that all tables get same columns names and add on each table a column Dpt with the name of the dpt.

You will have everything in 1 table.

View solution in original post

v-jayw-msft
Community Support
Community Support

Hi @dd88 ,

 

Step1: Add custom column "department" for each table.

Add a custom column - Power Query | Microsoft Learn

Step2: Append tables.

Append queries - Power Query | Microsoft Learn

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

View solution in original post

3 REPLIES 3
v-jayw-msft
Community Support
Community Support

Hi @dd88 ,

 

Step1: Add custom column "department" for each table.

Add a custom column - Power Query | Microsoft Learn

Step2: Append tables.

Append queries - Power Query | Microsoft Learn

 

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.

Thank you all, thats great.

 

Append workd.

 

With the Append, I now have 1 table containing all data.  I still have the other 6 seperate tables, What do I do with the other 6 tables? delete the tables. I noticed my PowerBi desktop is starting to get slow in performance. 

 

TIA

Anonymous
Not applicable

Hi

 

yes you can do it in Power query using the function Append.

Just be sure that all tables get same columns names and add on each table a column Dpt with the name of the dpt.

You will have everything in 1 table.

Helpful resources

Announcements
LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.