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I'm definitely new to power BI and was hoping for some direction on how best to trend financial statement data summarized by location over-time. For example, my data set is something like this:
Caption | Location 1 | Location 2 | Location 3 |
Revenue | 951 | 932 | 234 |
Cost of Sales | 900 | 759 | 200 |
SG&A | 259 | 250 | 85 |
I have similar data for multiple periods. I'm trying to create visualizations for the data so I can see revenue trending for location 1 (or any other combination of locations) over multiple periods. I've done this previously by making the multi-dimension tables into a single list, like this:
Caption | Location | Amount | Date |
Revenue | Location 1 | 951 | 12/31/2019 |
Revenue | Location 2 | 932 | 12/31/2019 |
Revenue | Location 3 | 234 | 12/31/2019 |
I'm then able to summarize my multiple data sets how I want. However, my current data set has approximately 150 locations and 40 captions, so the process that I've historically done is manual and cumbersome. So my question:
1. Is there a more efficient approach to using multi-dimension table (similar to the first above) without having to convert it to a list?
2. If not, is there a more efficient way to convert the data from the format in table 1 to the format in table 2?
I imagine this has been asked before, but I suspect I'm using the wrong words or descriptions when trying to search for the answers, so any direction would be appreciated.
Solved! Go to Solution.
Unpivot the Location columns and then use Location in the legend?
Unpivot the Location columns and then use Location in the legend?
Well I'll be damned! I figured there was some straightforward solution and that does it.
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