Setting up excel spreadsheet for Power BI

[Jsh721]

I have beautiful Excel based report that I inherited. Need to set it up for BI. My issue. I have cells that are like the folliwing

owner A.  30%
owner B.   40%
owner C.   10%

the remaining company ownership for that property is in a seperate column. 

This happens multiple times  across the rows with other types of data 

the only calculated field I can see is some totals on specific columns,     Most of the data is text based not financial or number based. 

how do I set this up so I can create it in bi and ultimately to a summary dashboard that is not just a find across the entire spreadsheet. Which is fairly large 

thank you.

[v-jianpeng-msft · Accepted solution]

Thanks @PhilipTreacy 

Hi, @Jsh721 

You'll need to format each column in Excel to make sure it's correctly recognized by Power BI. You can refer to the article below to prepare your Excel data sheet for Power BI:

Get data from Excel workbook files - Power BI | Microsoft Learn

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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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

[PhilipTreacy]

Hi @Jsh721 

Your description of the Excel workbook is lacking in detail and examples so it's hard to give you any advice other than to say your data should be in tabular format.  This is the ideal format for any kind of analysis using PBI, Pivot Tables etc

Regards

Phil