Transforming Source Data (Revenue & Margin report by Business Unit & Period)

[Anonymous]

Hi,

I'm generally new to PowerBI and I'm looking for some advise on importing and transforming an excel data source into a usable format within PowerBI.

The report is a revenue & margin (actual & forecast) sales report by Business Unit by period. I'm looking to be able to use all of the data from the report in different visuals including the KEY fields which group some of the business units.

Does anyone have any advise on how best to import and transform the data into a usable format? To note I do not control the formatting of this original report.

A example of the spreadsheet is here.

[Anonymous]

Hi,

I'm generally new to PowerBI and I'm looking for some advise on importing and transforming an excel data source into a usable format within PowerBI.

The report is a revenue & margin (actual & forecast) sales report by Business Unit by period. I'm looking to be able to use all of the data from the report in different visuals including the KEY fields which group some of the business units.

Does anyone have any advise on how best to import and transform the data into a usable format? To note I do not control the formatting of this original report.

A example of the spreadsheet is here.

[v-danhe-msft · Accepted solution]

Hi @Anonymous,

Basd on my test, you could use the 'Unpivot Columns' function to achieve your result:

Select the columns with Date name and click the 'Unpivot Columns':

Result:

You could also download the pbix file to have a view.

Regards,

Daniel He 

[Anonymous]

Thanks @v-danhe-msft, your solution worked great. I haven't tried this feature before;, sure it will be one I use again.

Thanks again.