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Hello,
My end goal is to make an automated reporting procedure, where I will copy/paste every month a new excel file (trial balance of each month) on a folder and then the outcome will appear on a Power BI dashboard in a matrix format where each column is a month and other columns are Q1,Q2,6-month, etc. Each row represents balance sheet's account numbers. The original files have >100k rows/accounts and the date is in a format D/M/YYYY.
My problem is that the trial balance has cummulative numbers, so I have to substract each column to have the outcome for a specific month i.e. Mar - Feb = Change in March. Any idea on how can I tackle this problem?
Unfortunatelly, I cannot share my original data so I created the power query table and the reporting matrix on the dashboard with dummy numbers.
Thanks in advance!
Cheers,
Alex
Solved! Go to Solution.
It looks like you are trying to create a calculated measure. You need to do this as a COLUMN.
See attached pbix file below signature for reference on what I have done.
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
Hey Alison,
Thanks for the reply. In my actual data there are thousands of rows (account number) each day, I skipped some months in my dummy example. Each account number shows the cumulative ammount, so every month gets bigger and bigger BUT there are also some months that they remain the same (i.e. they don't move).
Let me give you another example,
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
I got this type of error,
"A single value for column 'CumulativeTotal' in table 'Merge' cannot be determined. This can happen when a measure formula refers to a column that contains many values without specifying an aggregation such as min, max, count, or sum to get a single result."
Any ideas or suggestions?
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
I clicked by mistake the "solved" button, sorry 😕
When I tried to create the new column, I had always an error on the EARLIER and more specific the red line was under the letter L, any clue?
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
Sure, here is the error and the function that I used
(the error that I mentioned doesn't exist anymore, but a new one came to the surface)
It looks like you are trying to create a calculated measure. You need to do this as a COLUMN.
See attached pbix file below signature for reference on what I have done.
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
Great, problem solved! The file that you sent me helped a lot! Thanks!! 🙂
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
The high level idea/problem that I have is that in the screenshot,
While I load each month a new excel, automatically with the power query it goes under the previous month and in order to make the final report I have to first put the values in columns by month and then calculate the changes. (so I can easily create more columns such as year,6-month,quarters KPI's etc.)
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