I have a very large and dynamic Power BI dashboard that I have developed that my client user would really like to be able to gain access to in Excel. I have tried two ways to getting it connected:
1. In Excel >> Data/Get Data/From Power BI
2. In published Power BI Dashboard menu: Analyze in Excel
What it show in Excel looks wonderful if and only if I can place counts or sums into the values box. I keep getting this error and need help fixing: "The field that you are moving cannot be placed in that area of the report."
Please let me know what additional information that I can provide that would be useful. Any insight would greatly be appreciated!
I figured it out. I need to create measures in Power BI to place variables as values in Excel
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 am trying to find an answer if it possible to automate creating powerBI reports for each unique value in one of columns(It's like filtering on whole report for one of the values and publish report than change value to next one and repeat steps for other values)? Is there any fast way to do it? I wrote program to filtering via link and clicking mouse than save links for each person to excel but i wonder if there is more reliable and faster way to do it. I am using PowerBI premium for user.
This is typically called "Report Bursting", or "Data Driven Subscriptions", and here's a walkthrough of how to do it with Power Automate and Power BI.
Why don't you leverage RLS instead of hardcoding filters?
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'm new power BI desktop. I want create a report like this template? I tried but I can't do that.enter image description here
Please help me.
There are a couple of different ways you can achieve this however this is how I would go about it.
The table itself can be created easily by inputting the table visual. Here the settings can be configured through the formatting tab.
The biggest issue you are having looks like it could be to do with the positive, negative numbers. There are actually a couple of really nice visuals that could help you with this: https://app.powerbi.com/visuals
The other alternative is to create your own visuals using R.
Test driving MS Power BI Designer. In the Tabular visualization I can't find way to maintain data source order. I have a specific order I want a text field to be in. It is sorted that way in query but report only allows asc/desc order. Don't want to put 01,02,03 in text field. Also don't want to include "order" field in the visualization. (That would work if I could "hide" field though). Any ideas?
This is a capability that is on the roadmap. If you use Excel, you can see the 'sort by' option in Power Pivot. The same capability will come to Power BI Designer, but it's not there yet.
Appreciate your using Power BI,
-Lukasz
http://dev.powerbi.com
http://blogs.msdn.com/powerbidev
Make a feature request: https://support.powerbi.com/forums/265200-power-bi
Sign up for Power BI: http://www.powerbi.com
There's a way to do this in Power BI Desktop. Check this video at about 10:50.
https://youtu.be/d2bZpNZ6uIA?t=10m50s
You'll need to create another column of number values to tell it what order to sort the text values in. You can do that with "Enter Data" if it doesn't already exist.