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: 6
  • Snag by Block or Level.JPG
    Snag by Block or Level.JPG
    48.3 KB · Views: 7
  • Snag by Contractor.JPG
    Snag by Contractor.JPG
    48.5 KB · Views: 5
  • RAW data.JPG
    RAW data.JPG
    110.6 KB · Views: 6

Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.

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