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Paulyeo11
Impactful Individual
Impactful Individual

PBI table have 4 column after export it only have 3 column ?

Hi All

 

I need to export below table to excel :-

Paulyeo11_1-1607313085280.png

After export i get below :-

Paulyeo11_2-1607313130104.png

Can some one advise me how to make above table same as PBI table ?

 

Below is my PBI file :-

https://www.dropbox.com/s/lwjg511vq6suvn5/AR_ISDN%20v006%20ask%20how%20to%20eport%20table%20V002.pbi...

 

 

 

1 ACCEPTED SOLUTION
PhilipTreacy
Super User
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



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7 REPLIES 7
PhilipTreacy
Super User
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



Did I answer your question? Then please mark my post as the solution.
If I helped you, click on the Thumbs Up to give Kudos.


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Hi Phil

 

Thank you very much for your effort. Excel is very user friendly. 

 

Paul 

PhilipTreacy
Super User
Super User

HI @Paulyeo11 

Here's the Excel workbook 

The pivot table is on the sheet named paulyeo11

regards

Phil



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Hi Phil

Can you pls share with me how you create the excel ?

That is what i am looking for.

Paul

 

Fowmy
Super User
Super User

@Paulyeo11 

You need to create a pivot table in Excel to get the same layout.

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Paulyeo11
Impactful Individual
Impactful Individual

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

PhilipTreacy
Super User
Super User

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



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