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Hi All
I need to export below table to excel :-
After export i get below :-
Can some one advise me how to make above table same as PBI table ?
Below is my PBI file :-
Solved! Go to Solution.
Hi @Paulyeo11
1. Export the data from the visual - this is a CSV
2. Open the CSV in Excel
3. Create a table from the data
4. Insert a pivot table using the table as the source
5. Put Customer/Vendor name in Rows.
6. Put AGING in Columns
7. Put A/R amount in Values (this will automatically SUM values by default)
8. Done.
The amount of data exported from the visual is very small but the process is the same if you had 100,000 rows of data.
Phil
Proud to be a Super User!
Hi @Paulyeo11
1. Export the data from the visual - this is a CSV
2. Open the CSV in Excel
3. Create a table from the data
4. Insert a pivot table using the table as the source
5. Put Customer/Vendor name in Rows.
6. Put AGING in Columns
7. Put A/R amount in Values (this will automatically SUM values by default)
8. Done.
The amount of data exported from the visual is very small but the process is the same if you had 100,000 rows of data.
Phil
Proud to be a Super User!
Hi Phil
Thank you very much for your effort. Excel is very user friendly.
Paul
HI @Paulyeo11
Here's the Excel workbook
The pivot table is on the sheet named paulyeo11
regards
Phil
Proud to be a Super User!
Hi Phil
Can you pls share with me how you create the excel ?
That is what i am looking for.
Paul
@Paulyeo11
You need to create a pivot table in Excel to get the same layout.
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Hi All
Thank you very much for all your sharing .
can some one share with me how to covert the 3 column excel To 4 column excel pls.
Paul
Hi @Paulyeo11
The data that creates your matrix is from 3 columns, that's what you get when you export the data. The matrix just displays it in this way in PBI. You can create a pivot table in Excel to replicate the matrix visual.
Phil
Proud to be a Super User!
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