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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
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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

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.

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