cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Regular Visitor

Portfolio migration analysis matrix in Power BI

Hi people)

Need a help in BI.

I am going to do a portfolio migration analysis.

For example, I have got an excel input file with such a structure:

Consideration date

Name

Receiving date

Amount

(in origin will be a number)

Stage

March 19

Tome

February 19

A11

Stage 2

March 19

Bob

March 19

A21

Stage 1

March 19

Allen

March 19

A81

Stage 1

March 19

Mike

March 19

A31

Stage 1

April 19

Tome

February 19

A12

Stage 2

April 19

Bob

March 19

A22

Stage 2

April 19

Mike

March 19

A32

Stage 1

April 19

Jim

April 19

A41

Stage 1

April 19

Nike

April 19

A51

Stage 1

May 19

Tome

February 19

A13

Stage 3

May 19

Bob

March 19

A23

Stage 1

May 19

Mike

March 19

A33

Stage 3

May 19

Jim

April 19

A42

Stage 1

May 19

Nike

April 19

A52

Stage 2

May 19

Smith

May 19

A61

Stage 1

 

I need to have such a BI matrix (Visual level filter: Receiving date - March 19):

Consideration date

March 19

April 19

May 19

Stage

Amount

from Stage 1

A21 + A81 + A31

A22 + A81 + A32

A33

to Stage 1

A21 + A81 + A31

A32

 

to Stage 2

 

A22

 

to Stage 3

 

 

A33

to Closed

 

A81

 

from Stage 2

 

 

A23

to Stage 1

 

 

A23

to Stage 2

 

 

 

to Stage 3

 

 

 

to Closed

 

 

 

from Stage 3

 

 

 

to Stage 1

 

 

 

to Stage 2

 

 

 

to Stage 3

 

 

 

to Closed

 

 

 

 

How can it be done in BI?)

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Power Apps
Power Apps

Re: Portfolio migration analysis matrix in Power BI

Hi @Christ ,

Did you intend to post this in the PowerApps section for a PowerApps answer or would you like me to move it to Power BI?

View solution in original post

2 REPLIES 2
Highlighted
Power Apps
Power Apps

Re: Portfolio migration analysis matrix in Power BI

Hi @Christ ,

Did you intend to post this in the PowerApps section for a PowerApps answer or would you like me to move it to Power BI?

View solution in original post

Highlighted
Regular Visitor

Re: Portfolio migration analysis matrix in Power BI

Hi @Mr-Dang-MSFT ,

My question was for Power BI, and yesterday I found Power BI web site, and created there copy of this post.
https://community.powerbi.com/t5/Desktop/Portfolio-migration-analysis-matrix-in-Power-BI/m-p/698891

 

So, you may delete this post, or I can do this. Thnak you.

Helpful resources

Announcements
secondImage

Demo-Extravaganza 2020

Check out these cool Power Apps & vote on your favorite!

secondImage

Robotic Process Automation

Let's talk about the solution provided by Microsoft for Robotic Process Automation (RPA)

secondImage

Community Highlights

Check out whats happening in Power Apps

secondImage

Community User Group Member Badges

FIll out a quick form to claim your community user group member badge today!

Top Solution Authors
Top Kudoed Authors
Users online (6,350)