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?)
Solved! Go to Solution.
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?
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?
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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