Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
r-t
New Member

Dynamic Visualization with Drill Down

I have a Line and stacked column chart, with column data being dispalyed as MM-YYYY in the x axis and the y axis being GBP  value. This is being generated by a SQL connection, for invoices.

With the Line in the chart, I have a different data source - being an Excel sheet showing 'Budget'. This has three columns within the data source; MM-YYYY, Order Type, and GBP Value.

The links for the two sources are MM-YYYY and Order Type.

On the first level visualization, it displays as expected.

However, now that I have added a drill down, when I drill down to the next level by selecting a single month, the visualization takes me to the Order Type level data. The GBP values show as expected within the columns, but the budget line doesn't appear linked to the Order type options, and remains the month budget, rather than the order type by month budget.

So if I have 5 order types, all with £1m budget for 03-2021 in the Excel file, the budget sums and shows as £5m for the first level, and then also in the drill down level. I am wanting the £5m summed for the first level, and then in the drill down I want it to recongise the month I've selected and have the line on the graph then split the summed budget into the order type level.

I've followed what I can with help articles and videos, but am stuck. Am new to Power BI.

 

Any help appreciated.

1 REPLY 1
v-alq-msft
Community Support
Community Support

Hi, @r-t 

 

Could you please show us some sample data and expected result with Onedrive for business? Do mask sensitive data before uploading. Thanks.

 

Best Regards

Allan

Helpful resources

Announcements
RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

MayPowerBICarousel

Power BI Monthly Update - May 2024

Check out the May 2024 Power BI update to learn about new features.

LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.