Merging data to see differences over time | Excel forum

Resolved · Low Priority · Version 2016

Mon 15 Apr 2019, 14:16 Delegate Rachael said...

Rachael has attended:
Power BI Modelling, Visualisation and Publishing course
Power BI DAX course

Merging data to see differences over time

Hi,

I need help tracking changes to data.

Each month i get a claims report some of the claims stay the same but others increase/decrease. As well as this new claim are added each month.

Is there a way i can use power bi so any large changes or additions are easily noted?

Mon 15 Apr 2019, 15:12 Trainer Jens said...

RE: Merging data to see differences over time

Hi Rachael,

Thank you for the forum question.

The right solution is to have a record for each change in the transaction table (Fact table) with the date of each transaction (each change). You can then use the PREVIOUSMONTH dax function to compare the values up against previous month.

You can also merge the data, but this will give you problems, because you will have new claims added to the list and the merge tool in the query editor cannot pair the two table.

In the source file add a new record for each new claim and add a new record for each change and a date for the change. Then you will keep the historical aspect and you will not need to add new tables to Power Bi each month. It is the best solution.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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Mon 22 Apr 2019: Automatically marked as resolved.

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