Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
Anonymous
Not applicable

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

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.

1 ACCEPTED SOLUTION
v-danhe-msft
Employee
Employee

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':

1.PNG

Result:

1.PNG

 

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

 

Regards,

Daniel He 

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

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
Employee
Employee

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':

1.PNG

Result:

1.PNG

 

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

 

Regards,

Daniel He 

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

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.

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

Find out what's new and trending in the Fabric Community.