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Automating a Client Information Database with Appointment Info
Hey there! I currently have a sharepoint list to hold my team's client information (CI List) and I'm looking at making one that holds all the info on appointments (i.e. length of appointments, how...
- Sure, you can connect to both lists in Power BI and create a relationship between the two tables on your Client ID field. You will need to create a DAX measure in order to calculate the % genders for appointments. The learning curve on DAX is a bit steep for beginners, but it is worth learning if you have an interest in BI. Once you have your model set up in Power BI, you can just keep adding measures to it to get all kinds of interesting analysis out of it!
I also recommend looking up date tables and tacking that on there - that will let you get your appointments by month/year/fiscal year/week/whatever.
Sure, you can connect to both lists in Power BI and create a relationship between the two tables on your Client ID field. You will need to create a DAX measure in order to calculate the % genders for appointments. The learning curve on DAX is a bit steep for beginners, but it is worth learning if you have an interest in BI. Once you have your model set up in Power BI, you can just keep adding measures to it to get all kinds of interesting analysis out of it!
I also recommend looking up date tables and tacking that on there - that will let you get your appointments by month/year/fiscal year/week/whatever.
I also recommend looking up date tables and tacking that on there - that will let you get your appointments by month/year/fiscal year/week/whatever.
christinepayton amazing thank you so much!!
Is there any chance you could help me connect to both lists on power BI though. Because they're ongoing I can't really publish the data sets. I'm sure I'm just missing something super easy so thank you
- Sure, I actually made a video on it here - using SharePoint lists in Power BI is something I do a lot, so if you have any questions let me know. One thing to to note is if you expect more than 5k items, it's better to use the 1.0 connector version - I forgot to mention that in the video: https://youtu.be/LYu3wqb2Nx4
- thank you so much!! you've been an incredible help!!
