Friday, September 12, 2025

Power BI Report Question - Snack 13


For any true analytics to occur, we really need a question.

We cannot just give answers to questions that do not exist.

Sometimes, we have to come up with our own questions too, on top of what has already been asked. 

Other times, we are just given a bunch of data and told to make sense of it.

That is where we are now.

Let's start simple.

What are year-to-year Sales totals and what is our Profit from those Sales?

We could answer that with the table we have, but there is entirely too much noise in there.

We should pair that down into something useful that actually answers that question and gives us some space to answer other questions.

Get into your report and jump into EDIT mode. 

Under the Columns in the Visualization pane, you have a list of all of your columns.

If you have not noticed before, there is a little "x" next to each one. That enables you to remove the column from your visualization, which is our table, in this case.

You can also grab ahold of each one of those little boxes and reorder them (drag-n-drop).

Based on what you already know, see if you can figure out how to make yours look just like that in the screenshot.

You will need to ...
  • Add a field
  • Remove multiple fields
  • Change the style on your table.
  • Change how a field is displayed
  • Save the report.

OK.  Here's what you need to do ...
  • Add the Year column to the beginning of your list of columns
  • Change the Year column to "Do not summarize"
  • Move "Sum of Gross Sales" behind the "Year" column
  • Move "Sum of Sales" behind that column
  • Move "Sum of Profit" behind that column
  • Change the visualization Style Preset to "Alternating Rows"
  • File
  • Save
If you are unable to figure it out, message me and I will give you a hand.

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