Using a list for regular reporting? Help :-\

Question

Hi

I have built a list which contains all our major company initiatives. It is awesome and people love the card view and being able to click in an see more detail. Its only really an MVP 1 but people are finding it so easy to use they want to use it for a bit longer!

However one part doesn't work that well. :-( I created a column for Q1 RAG and Q1 Narrative. That bit worked fine but of course I have had to create a new column for each quarter. This has caused all sorts of problems when producing PowerBI reports especially when trying to show historical narratives and RAG status.

Has anyone else used MS Lists for regular reporting and got it to work more effectively?

Many thanks

Mark

Answer 1

I have raised it there but really disappointed with this forum as I am sure many others have had a similar challenge with MS Lists. :-(

Answer 2

Hi respected Mark Rudge,

Thanks for your valuable feedback and sharing updates with us and I really appreciate your effort and your precious time doing. 

And I appreciate your kind words.

The SharePoint online list card view is ok and since your problem happened after producing Power BI reports and there may need some setting/adjustment in Power BI, for power BI we’ll suggest you post in Microsoft Power BI Community for expert assistance. This is a specific channel related to issues with Power BI report.

The reason I ask you to post a new thread is that in Answers forum, we have limited resources and very little knowledge about Power BI report and in Microsoft Power BI Community you will get the most qualified pool of respondents, and other partners who read the forums regularly can either share their knowledge or learn from your interaction.

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Waqas Muhammad

Answer 3

Many thanks - sounds like you have a possible solution. Screen shot below:

Answer 4

Dear respected Mark Rudge,

Good day! Thank you for posting to Microsoft Community. We are happy to help you.

As per your description, it seems that the sorts of problems happened when producing Power BI reports from SharePoint card view list.

As you create columns for each quarter and generally, you can use a date column for all items and list, and then group it by quarter in Power BI.

If possible, could you please upload a screenshot for our reference, so we can understand your exact scenario and provide our suggestion in a productive manner, perhaps some related screenshots will be helpful.

Appreciate your patience and understanding and thank you for your time and cooperation.

Sincerely,

Waqas Muhammad