There is a need to create custom formatting for an indented Financial Statement with subtotals. This is not out of the box Power BI functionality and to reach a solution, the inherent aggregation and drill down functionality has been stripped from that visualization through the use of a "template" table to create indentions and subtotals. This is connected to the fact table through a "virtual" connection via a switch function. The formatting is as needed but there is still a need for drill downs.
A proposed solution I’ve been explored is to use an if condition for when one row is selected. When a single row is selected it would then show different dimensions and measures for the given chart, mimicking a drill down. I'm trying to use an isfiltered condition to create this action but I've had no success thus far. I’m still trying to determine what function would provide that functionality or if there are better options.
Related
I currently have a cross table that I have built that contains quite a few aggregations (using custom expressions) broken down by names on the vertical. Upon clicking on a cell I would like to show the details behind that data point. However, when clicking in the cross table it automatically selects the entire row and this shows all of the details behind that row, which is not what I want. Is there any way to setup a cross table so that you can click on a single cell (sort of like you'd have the ability to do in Excel)? The only solution I can think of would be to build multiple cross tables with single calculations, so that when clicked it will show the detail data behind that single value.
Thanks so much for the help and possible solutions!
You can write your custom expressions with an if statement - sum(if([name]='a',1,null)) write one for each name on your vertical then remove the vertical break down leaving only the expressions that have each category already split. this way you can select a single cell value. this method does require a lot more expression in your cross table.
I have to work with data CSV file. They look like this
sample
It represents products with options/cars etc. at the web-store.
It has a lot of columns with duplicated values and in my work in often need to copy some part of this data to another sheet, deduplicate it, edit and then paste it back by matching it for one of the columns that were untouched. More this purpose I'm using Ablebits Excel suit.
Is it possible by any excel function to automate this process or maybe there is some other software that could handle this? Something not so complicated as relational databases like Access, but something close to spreadsheet editor with relationships
I already tried Power Query in Excel and Power Bi, but they seem to be more analytics tools and not the data edit
2nd edition:
Data has a layer structure with duplicates.
Title1|Part number 1|Car1
Title1|Part number 1|Car2
Title2|Part number 2|Option1
Title2|Part number 3|Option2
I want to have opportunity to:
Edit values that duplicate without using "Replace All" or at least have more flexible "Find&Replace".
Extract columns with deduplicating them and saving a reference to the place they were taken. So if you edit some data there it was changed in the 1st place. For example, I have titles(a lot of titles) but need to edit it. Instead of copying it with some id to reference it I want to open it like they appears in filters, edit it, confirm and get it edited in all column
I would use Power Query (aka Get & Transform on the Data ribbon in Excel 2016). The only limitation I see with what you want to do is that Power Query will deliver a new Excel Table with the output of a Query - it can't update existing cells.
If you can get past that, Power Query is very flexible, easy to learn (WYSIWYG query editor), scales well and is integrated with other Microsoft products (as well as Power BI, there is integration with SQL Server Analysis Services in preview and hopefully SQL Server Integration Services one day).
I am creating a tracking document for artists' accommodation as part of an arts festival and would like to automate part of my work flow. Whilst we use event management/scheduling software for confirmed bookings, it's nice to do all my working in Excel.
I would like to have a master sheet (sheet 1), with a full list of artists and their respective accommodation - that can then be sorted into individual sheets (sheet 2, 3 etc) based on the name of the accommodation. The automatic sorting would also capture the other pieces of information in the row.
This would allow for each different sheet to show a report on who is staying in each type of accommodation and would be rather handy!
I would recommend one or more PivotTables as a simpler solution. Here a PT and two clones are shown on your Master Sheet, but they could each be on their own sheet:
Accom is in Report Filter, Company is in Row Labels and PAX (as Sum) is in Σ Values. Once having clicked on PivotTable in Insert > Tables - PivotTable and having chosen you range ('Master Sheet'!$A$2:$C$7A2:C7) and Location just drag the fields from the big box to the little ones.
This is feasible using Excel, but I don't recommend it; it is creating a maintenance nightmare in the long run.
From the question I can't gather whether the data is available in some kind of event management software package; if so you can use that one as a data source. Or create an Access or SQL database with a few tables. After that, you can use one of the following options to make the necessary overviews and as many more as you think up during the project:
Use Excel with ODBC or web query to retrieve data aggregated and
sorted as you like. Make changes in the event management package
allowing others to see the same facts. Or do it in Access. When you
change one thing, it automatically propogates also into the Excel.
Similarly, you can use an Excel add-in such as Invantive
Control (caution I work at a supplier) to retrieve the data from
the database using SQL or a webservice, change it from within Excel and
then synchronize the changes back assuming you have write access.
A similar solution is available as SQL*XL. Probably there are others too.
If the solution must be Excel only, I would recommend using vertical/horizontal lookups with the Excel function vlookup / hlookup (Dutch: vert.zoeken, horiz.zoeken). These function perform reasonable with a small amount of data and performance can be improved by sorting. And they resemble SQL joins, so the database you get within Excel more easily conforms to the relational model.
I hope the event is successfull and the people enjoy it.
Short Version
Is there a way to have visually represented user re-sizable data ranges in Excel? (If so, via VSTO?)
Long version
I'm writing an add-in to Excel that helps with exporting data within arbitrary workbooks to existing database tables. The data is more or less tabular but it's almost always laid out differently. I'm looking to make the process as error free but quick as possible. For example, columns for ranges of tabular data have their header names ranked for similarity to a pre-determined field names list. The rankings are then fed into a solver for the assignment problem. This allows columns to be mapped to fields automatically with surprisingly high accuracy.
However, detecting the ranges of tabular data isn't feasible -- often not all of the data is wanted for export. Therefore, I'm looking to make a familiar yet quick to operate user interface for users to specify the tabular data ranges within a workbook.
One such user interface would be to have the user draw and re-size the ranges they'd like to export. Thus, I'm seeking to do exactly that. However, I'm open to other user interface ideas if they're more conducive to implementation yet still easy to use.
The solution I've ended up with is creating a scratch copy of the worksheet and managing the formatting of it in order to highlight various portions of it -- instead of user-resizable areas they're "painted" instead by selecting cells. (The interface takes the form of a familiar paint program in a way with various tools that allow you to manipulate the cell information in certain ways.) The data export region and normal modes are switched between with a toggle bottom.
Under the hood it's not a pretty, elegant solution, but it's pretty slick for the end user.
Can we create category for Pivot table field list which appears in right side pane after opening a pivot table.For example normally there will be some check boxes to be selected.I want certain check boxes to come under a group or folder. I see the same functionality is supported in cubes excel reporting.Is it the way you write the queries to pull and do group by
Please help...
I'm going to go with not possible, but someone may have a fancy trick I'm not aware of. Pivot tables are fundamentally 2-dimensional, where OLAP allows multi-dimensional data. There are a number of tricks you can try with grouping data, however, that might get you part of the way to where you want to go. Here's a start.