Is there a similar concept as Tableau's Data Blending in Power BI? I have 2 tables with different granularity, lets say Table A has Target Revenue data on monthly basis for a Region and Table B has Revenue data on Daily bsis for a Region. If I join by Region, it will show Target multiple times (as many days there are in the month).
Thanks
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I am practicing incremental refresh with independent and merged tables scenarios.
Say I have 2 tables - Sales (SalesID, ProductID, Date, Amount) and Rate (ProductID, Date, pc%)
End goal is that the Sales table must have 5th column = Sales.Amount * Rate.pc%
Incremental load needs configuring as there is large volume of data.
Scenario 1: Independent tables
I setup incremental refresh for both tables. In Power query added an extra column (newid) to both that is concatenation of ProductID+Date. In Power BI model connected the Rate table to Sales table on the newid column. To the Sales table I have added calculated column = Amount * RELATED(Rate,pc%)
I'm monitoring queries hitting the SQL server and notice that queries are sent for both tables to update their partitions. This is as expected.
Scenario 2: Merge tables in Power Query
Scenario2.Trial 1:
I setup incremental refresh for Sales table. In Power query I have merged the Rate table on ProductID and Date to retrieve the corresponding pc% value.
Observing the SQL queries there is a query for each partition of the Sales table, and the whole rate table is pulled at each iteration of the Sales partition.
Scenario2.Trial 2:
In addition to above, I setup incremental refresh on Rate table, and observed that the above behavior is the same (that is - for each partition of Sale table, the entire rate table is fetched). Plus queries are fired for rate table separately for its partitions.
Scenario2.Trial 3:
In addition to both the above, I disabled incremental load on the rate table, but kept the range start/end parameter filters on this table. And disabled load of the rate table. Now for each incremental load partition query of the Sales table, it also applies the same date filters to the rate table.
Are there any challenges to consider when using either of the above - that is - Scenario 1 or Scenario 3.Trial 3 when performing incremental refresh when the eventual goal is to merge the tables to retrieve column value from the merged table? The negative aspect of Scenario 2 is that - after the request to each Sales table partition, it fires a request for the corresponding rate table for that date range.
I was working on a data set and had few queries on how to model the data.
I have two FACT tables with the following fields
Budget table
Team Category
Team name
Service line
ID
ID_name
Employee Name
Rank
Location
Employee category
Week ending date
Hours
Revenue
Cost
Revenue or hours category
Actuals table**
Team Category
Team
Service line
ID
ID_name
Employee Name
Rank
Location
Employee category
Week ending date
Hours
Revenue
Cost
Many to many relationship exists between the tables. I have created a calendar table and a Service line table to help me filter across tables which are created as DIM tables.
The initial output I am looking for will look like the attached image
Output visual
Similar tables to be created based on Team category and Team name
I tried to follow two approaches – first one by maintaining them as separate tables and creating multiple measures for the each of the required fields. However, I was not able to get to the attached table visual
Secondly, I appended the two tables by adding an additional column named Budget and Actuals to the respective tables. Then, Hours, Revenue, Cost was unpivoted and made as the attribute. Measures were created for actuals, revenue = E, forecast, budget and variance. In this scenario, I could recreate the above output. But, could not create revenue per hour and cost per hour metrices
Can someone guide on how to move about this data model.
There are couple of other DIM tables that can be created, but that doesn't save space or is useful in filtering
I have 3 columns in Power BI - Main categories of Costs, and Subcategories of Costs and Values. I would like the preview to be in the same row, as shown in the second table.
This is the table I have.
Category
Subcategory
Values
Acqusition Costs
Brokerage Commissions
9000
Acqusition Costs
Other Commissions
3000
Maintenance Costs
Hardware Maintenance
5000
Maintenance Costs
Software Maintenance
5000
And this is the table I need to show in Power BI
Costs
Value
Acqusition Costs
12000
*Brokerage Commissions
*9000
*Other Commissions
*3000
Maintenance Costs
10000
*Hardware Maintenance
*5000
*Software Maintenance
*5000
Thank you in advance.
Are you trying to make a table? Or is this a visualization for a PowerBI a report?
You wouldn't make an actual table object in your PowerBI Model this way. Your first table can be abstracted upon by either DAX or the available PowerBI visuals to get the result you want.
For example, using your initial dataset in the model:
This can be abstracted with PowerBI's Matrix visual to get your desired output:
Notice how you can stack categorical columns within the 'Rows' visualization section. This provides the effect of a hierarchy between your categories.
Hope this helps.
Can creating a temporal table be done in Power bi instead of SQL? I want to import data from my organizations employee database(which overwrites changes so there is no historical data). Compare it in power bi to the table I currently have loaded from a month ago; if it is different, can power bi add a new record to show the SCD with new empl title and then date stamp it for that day?
Typically no unfortunately (although you could possibly fake it using dataset partitions, dataflows or programmatically adding records to what's called a "push datasets" - and one of these would be easy nor stable). Power BI assumes that all data will be purged on a full refresh.
I have a report on Business Objects which i would like to replicate on Power BI. On BO, it groups a column and gives the sum of the total in the table per group. I have provided an example to give clarity on the query. I think in the example provided, it is grouped by column Delivery Litres. I would like to produce the same output in Power BI
TIA