Excel - > Power BI....Help!

rambodanbo77

New Member
Joined
Jul 18, 2010
Messages
1
Hi all,

I have a very detailed question...

I have commenced a job, and part of the reporting within it is to provide a summary of the snags raised on a project. My predecessor used an excel to report the data and the output is the files attached:

  • Overall Status
  • Snag by block/ Level
  • Snag by Contractor
The RAW data is inputted from a database into the black shaded columns within the "FVData" tab - see file named "RAW data".

It is a painful exercise each month to tweak the spreadsheet in order to ensure the output charts are correct, and I wondered whether Power BI would be able to tackle this sufficiently? I have the free copy of Power BI, so assuming this is possible - would it be an issue with the free version? Or, would I need Power BI Pro?

There are circa 25,000 rows on the spreadsheet. I did hope to be able to upload a cut down version of the excel, but it doesn't appear to be allowed. I appreciate it would be easier to understand with a copy of the spreadsheet...

Here are some of the key formulas:

Overall status (column AF in "FVData tab):
=IF(AND([@[SNAG STATUS]],[@[Overdue Contractor]]="Open"),"Open",IF(AND([@[SNAG STATUS]]="Resolved",[@[Overdue Contractor]]="Overdue"),"Pending URW Signoff",IF(AND([@[SNAG STATUS]],[@[Overdue Contractor]]="Resolved"),"Pending URW Signoff",IF([@[SNAG STATUS]]="Rejected","Contested",IF(AND([@[SNAG STATUS]]="Open",[@[Overdue Contractor]]="Overdue"),"Overdue","Closed")))))

Total Remediated (cell E7 in "DASHBOARD" tab):
=SUM(GETPIVOTDATA("OVERALL STATUS",$V$5,"OVERALL STATUS","Closed")+GETPIVOTDATA("OVERALL STATUS",$V$5,"OVERALL STATUS","Contested")+GETPIVOTDATA("OVERALL STATUS",$V$5,"OVERALL STATUS","Pending URW Signoff"))

Total Closed (cell E10 in "DASHBOARD" tab):
=GETPIVOTDATA("OVERALL STATUS",$V$5,"OVERALL STATUS","Closed")

Target closure (cell E5 in "DASHBOARD" tab, which is a number extracted from "Project run rate" tab for the specific date of the report)
=SUM($C$4:AJP4)

Any help would be greatly appreciated.
 

Attachments

  • Overall status.JPG
    Overall status.JPG
    45.1 KB · Views: 18
  • Snag by Block or Level.JPG
    Snag by Block or Level.JPG
    48.3 KB · Views: 15
  • Snag by Contractor.JPG
    Snag by Contractor.JPG
    48.5 KB · Views: 8
  • RAW data.JPG
    RAW data.JPG
    110.6 KB · Views: 26

Excel Facts

Back into an answer in Excel
Use Data, What-If Analysis, Goal Seek to find the correct input cell value to reach a desired result

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