Query : How to make relation between the table. In Power BI, I need to create a dashboard with two bar charts, the first of which will display reports by category. Second, the chart will display the product-based report. However, in order to create an interactive main chart, I need to connect two sheets. If you click the corresponding category in the main chart, the second chart will be based on the first chart's selected category. How to do that?
Main Report:
ProductWise Report:
Try to import data in separate sheet.
then just put categories to bar chart and remaining columns to other graph, Its automatically change.
Related
I have one sheet that I manually enter quality scores on that looks like this
|Agent Name|Month|Quarter|Year|Quality Form|Score|
and another sheet that has production data (call times and goals)
|Agent Name|Month|Quarter|Year|Talk Time|# Calls|Call Goal|
I am trying to make a Pivot table (with slicers) that provides data that looks like this (the slicers would be for the month, quarter, year, or employee name)
|Agent Name|Score|Call Goal|
Tried messing with slicers. Tried consolidating tables. Tried using the data model. Tried using relationships (it kept telling me it needed unique values)
You could use the Power Pivot add-in to load both your tables into the Data Model (Excel -> tab "Power Pivot" -> button "Add to Data Model"), define the relationship between them (Power Pivot for Excel -> tab "Design" -> button "Create Relationship") and after that create your desired PivotTable in a new sheet (Power Pivot for Excel -> tab "Home" -> button "PivotTable").
Don't see a tab "Power Pivot"? Enable the add-in:
From the File menu, select Options, and then Add-Ins.
In the "Manage" box, select COM Add-ins, and then click Go....
Check the box next to Microsoft Office PowerPivot for Excel 2013, and then click OK.
As you mentioned already, you do need at least one of the tables to contain merely unique keys. Don't have it? Create one by combining multiple columns as a new column. Assuming each agent only occurs as a record in your tables once per month/year, you could use Power Pivot to concatenate a unique key into a new column with a formula like:
=Table1[Agent Name]&Table1[Month]&Table1[Year]
Do the same in Table 2:
=Table2[Agent Name]&Table2[Month]&Table2[Year]
Now, you can create a relationship between those 2 newly created columns and pivot as much as you want in Excel. Let us know how it works out!
I was given an excel list from my boss to set us a Dashboard using Pivot Tables, Pivot Charts and Slicers. This part was easy and no problem with it.
What I would like to do is when an option is selected on the Slicers a list on the same page is automatically generated with details from the main excel sheet.
Example: Salesperson A has 5 deals, this is selected on the Slicers, the Salesperson deals would be automatically generated below.
Name_____Client______Revenue______etc
Any ideas on how this can be done?
General Ideas will be fine I can look it up myself.
if you include those fields in the pivot table when you setup the slicers then all of that information should show up.
We have a Pivot Chart in Excel using lots of slicers to filter it. That Chart has Connected to SSAS to show multidimensional Data.
If we want to filter Chart, you Must choose Slicer1 , change its attribute , it will be applied on chart , then Slicer2, Change, Apply , ..... have lots of time consumtion for end user.
How can We select some attributes in more than one slicer and apply it to chart simultaneously؟
Some link like Multislicers Selection
work with flat files but I need it for Charts and SSAS connections
Try using Filters instead of Slicers as they get evaluated together, not individually. Take a look at this 6 WAYS TO IMPROVE THE SPEED OF MICROSOFT POWER PIVOT REPORTS
Alternatively, you can force the connection to be manual only and either trigger by right clicking on the connection and refreshing or with a little script / Refresh button on the screen, however this leads to a less intuitive user interface
I am looking to develop a pivotchart of meaningful data related to employees. Lets say it's a graph of employees with infractions by month.
We have a graph that graphs it based on the COUNT of employees that got an infraction for that month. What I am looking to do is make it very easy for management to see the graph and then see the names that contributed to a large count for a month.
However, upon selecting a certain pivot chart cell (Lets say March had a LOT of infractions on the chart and we want to know who was a part of it). Upon double clicking the cell, it then brings up a "Show Detail" window, we select the cell Name since we want to know the names - however that doesn't help because it just puts the names as part of the legend and screws up the chart.
What are some ways to get it to display the names that contributed to the count for the month? I am thinking something along these lines:
-Upon mousing over the data point of the pivot chart, the tooltip is a list of the names
-Upon clicking on it, it displays a table at the bottom that shows the data from the table that contributed to that month (including names).
Anything along those lines. Any help is much appreciated, I do have experience with VBA - but sadly not in Excel yet.E
The best solution would be to check the PivotTable associated with the PivotChart.
When you show detail on the chart the change will be mirrored in the PivotTable.
For more information check out Overview of PivotTable and PivotChart reports # office.microsoft.com
Within my Excel Spreadsheet I have a PivotTable which is based on data retrieved from a SQL query.
The PivotTable is made up of a series of customers, each with their own stock value.
I made a PivotChart, but as there are many customers, the lines on the Chart are unreadable.
I want to make an individual chart for each customer, however when I filter on one customer, every chart filters on that customer - not allowing me to do one chart for each
Is there a way around this?
After investigation, adding more than one PivotChart distorted the layout of the underlying data.
Therefore it is necessary to read the same data into the Excel spreadsheet twice to have a second PivotChart.