I am doing an internship as data scientist and my boss is giga mad at me cause I had to remake a PBIx panel and I am not able to see the date hierarchy as it should appear in the old one. Both columns has the same format and the same numbers in Power Query (date) but she told me the hierarchy would be automatically implemented. I dont really know what to do. Any idea?
On the left is the old one, and on the right, the new one.
Thank you all.
enter image description here
Power BI will often make a date hiërarchy by itself.
When that is not the case, you can:
Right click the date that needs the hiërarchy
Press 'create hiërarchy'
Picture for reference:
Related
I have a question about the function "Analyse in Excel" or "Analyse in Excel" in German when a PBI (Power BI) report has been published.
I read in a flat table in PBI and create some measures in PBI. Basically, it's about account numbers and the limits. A calculation is not necessary or possible here.
If I now want to analyse the data in Excel Pivot Table, I can only display the measures as values. An analysis of account numbers and limits is not possible, as limits are not measures.
What do I have to do to be able to select original data as values?
Thank you very much for your feedback and best regards
Andi
Try adding a measure from the table you are wanting to analyze and then double clicking on the measure value. This will pop open a new sheet and drillthrough to the rows detail behind that cell. It may give you the detail you are wanting. I also believe it will give you proper data types on columns so you can do Excel analysis.
Sorry! I do not get it.
To make it clear - I stripped down a very easy example of my problem:
I'm loading a flat file with account, currency, date and balance information.
The respective Power BI looks like:
After publishing the report into the cloud I would analyse the data within Excel
However, when I try to bring the "balance" information as value in, I'm receiving the following message:
The balance is not a measure in Power BI. Any idea what I can do?
Thank you and best regards
Andi
I have a column with lengthy values in my Power BI table. I would like it to only show a part of it so that the table isn't hard to navigate, and once the viewer clicks or do something, then it shows the whole value. Is there a way I can accomplish this?
There are posts about collapsing/expanding the whole column, as in keep it disappeared and then appear once you expand or vice versa, but I can't find a way to collapse/expand each values.
Following is an example. As you can see, "Bio" column is very lengthy, so I would it to show maybe a few lines in original view, and once the viewer wants to see the full Bio of that authors, then they can by a click or any action.
Any help would be much appreciated!
OriginalTable
What I want
You can add a column with the truncated version, and a Drill Through to a report page for that single bio.
I am new to Power BI and with the limited time given, I am stuck at how to come up with:
Below Table B-Row1 ("1/20" and "M"-Monday cell) - how to
specifically place the date measures in their specific cell and put
it in one column?
How can I merge the cells under the Total column?
How to add all the numbers from the Type1 and Type2 columns and place it in the merged cell in #2?
Any clues/direction/links on how to achieve the Target Table B below will be much appreciated.
PS. Below Table A. Current is just using Matrix Visualization in Power BI.
You can't exactly do what you are after. PowerBI allows you to rapidly put amazing visuals together however that comes at the price of lack of (easy) flexibility. You could build your own custom visual or look in App Source for a visual that does this, or build the Visual in some other tool (via custom code).
However, I'd recommend sticking with the PowerBI matrix, which will give you a cascading drill down and work out how best to align your data to it and other out of the box visuals. Once you start to delve in to convoluted work-arounds to give users data in exactly the format they request you start to burn a lot of time. Look for alternatives to tell the data's story and work with your end-user to buy in to it.
Just wanna share that I have resolved my problem not using one type of visualization, but through using 3 different visualizations in Power BI. I used:
1 Table visual for Date column
1 Table visual for Total column
1 Matrix visual for the Code+Type mapping and counts
I also used DAX function to get the Date format and another DAX function used for both Total and Code+Type counts(to filter data according to the specified date).
Thanks for the response, #Murray and #RADO.
I am looking into utilising PowerBI to identify time saved due to various Projects. People will add the projects to a Sharepoint List which then feeds into PowerBI.
PROJECTs Table:
Project Tite, Desc, Hours/Month Saved, StartDate, EndDate, Repeat? (T/F)
[Some Projects only save a fixed 10 or so hours, others save time per month (indicated by the Repeat Column)]
I've created two measures, RUNTIME determining how long the project has run in months ((TodayDate - StartDate)/30) as well as TIMESAVED which is the total hours saved from that specific project (RUNTIME*Hours/Month Saved).
Whilst this works, it has a pretty big limitation. When selecting a range, say 01/01/2017 - 01/01/2018, any projects with a start date before that range are excluded. However these maybe on-going, meaning the time saved by this project during the range needs to be added.
I've attempted to find a solution to this, however I keep getting stuck at requiring the the filter dates from the slicer, however I'm not certain this is possible. I need those projects with on-going savings to have the savings during the period given to be counted as well.
Possible alternative maybe to create a Month/Year column per Month/Year with a custom formula per column to determine that projects Hours saved for that Month/Year however this seems inefficient, at that point back to Excel might be better.
Any ideas / suggestions would be greatly appreciated, currently running through any ideas to solve but keeps coming back to needing that value specified by the filter. Cheers in advance for any advice tackling this :)
See also: https://community.powerbi.com/t5/Desktop/Re-occuring-Savings-over-Time-with-Time-Date-Slicer/m-p/346100
Unfortunately, there is no current simple solution to this problem out-of-the-box with Power Bi. All of the slicers seem to handle dates as a single point in time. They suffer in that if you are dealing with any items that span a Start and End date (like your projects, and most of my data examples) they only take one of the dates as the input. The slicers need to accept an optional end date in our case and then perform a simple date span overlap logic to determine the items that match.
I tried to solve your problem with out-of-the-box Power Bi Desktop slicers and a custom visual Timeline Slicer I found at the store with no luck earlier this month. Out of frustration, I posted a question in the Power Bi forums for suggestions.
The final suggestion from the forums I got was to "use two Filters at Filter pane". But I am not satisfied with this answer.
The Timeline Slicer code is open source and when I get more time (ha ha), I would like to make this change to the Timeline Slicer and publish it back to the repository for everyone to use.
I will monitor this question and the forum to see if a solution emerges in the future.
You can use Timeline Storyteller. you can create your time line and add a couple Slicers for Start and End. It will split by day the dates and you won't miss any data.
Is it possible to create a slider in PowerBI just like we create a slider in EXCEL.If possible can someone point me to some basic tutorials for that or may e an example would really help a lot.
I think OP is referring to a slider in the context of having a slicer with variable values that can be adjusted by dragging a button of some type along a bar with beginning and ending values, such as a date. Power BI added a date slider in a recent update which is accessed by choosing the slicer visual in your screenshot and selecting a date field from the query. There is also a custom visual which allows granularity from year to quarter to month to week to day. The beginning of the fiscal year can be customized in the formatting options, so it's pretty useful if one is using Power BI in a business setting.
Unfortunately there doesn't seem to be any other type of slider available which allows the use of fields other than ones which contain date values. Even when the field is a date/time value, neither of the sliders have the ability to show hours/minutes/seconds. I was searching for one I could use with time or even on an index column when I saw this question and haven't had much luck.