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apatwal
Helper III
Helper III

Help in Modeling

Hi,

 

I am facing issue to show the entire year's data in Line Chart.

I have three tables:

Date Table

Fact Table 

Incremental Table (this is loaded through excel file and has data from Jan to Dec 2022 and one time load which includes columns Location, Date, Incremental values)

I am plotting below Line chart where only two months data is visible. blue line is from Incremental Table and I want that all the months data should be visible for 2022 (from Jan to Dec 2022) for blue line while orange line are correct they are cumulative values of Revenue and Margin which shows Jan and Feb 2022.

apatwal_0-1646382787841.png

 

I have following filters in my report:

Location (From Fact Table)

Invoice Date (From Fact Table)

 

Relationship is as follow between my tables:

Incremental Table 1 to Many Fact Table on Joiner column (Calculated column which is Location+Date as we have to filter based on Location) (Single Cross filter Direction)

Fact Table Many to 1 Date Table on Date column (Single Cross filter direction)

 

Any help would be highly appreciated!

 

1 ACCEPTED SOLUTION
v-kkf-msft
Community Support
Community Support

Hi @apatwal ,

 

Please try the following formula:

 

Forecasted Value = 
CALCULATE (
    SUM ( Forecasted_Data[Forecasted] ),
    REMOVEFILTERS ( 'Date Table' ),
    KEEPFILTERS (
        Forecasted_Data[Year Month Code] = MAX ( 'Date Table'[Month Year Code] )
    )
)

vkkfmsft_0-1646716281777.png

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-kkf-msft
Community Support
Community Support

Hi @apatwal ,

 

Please try the following formula:

 

Forecasted Value = 
CALCULATE (
    SUM ( Forecasted_Data[Forecasted] ),
    REMOVEFILTERS ( 'Date Table' ),
    KEEPFILTERS (
        Forecasted_Data[Year Month Code] = MAX ( 'Date Table'[Month Year Code] )
    )
)

vkkfmsft_0-1646716281777.png

 

If the problem is still not resolved, please provide detailed error information or the expected result you expect. Let me know immediately, looking forward to your reply.
Best Regards,
Winniz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@apatwal , Fact and Incremental table should join with the common date and Location tables

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Hi @amitchandak 

 

Please find the link for pbi file.

pbi sample file 

 

I want incremental revenue to show only jan and feb 2022 data (which will progress slowly once we have data for subsequent months) while forecasted data to be shown for entire year of 2022. May be there is some issue with relation between tables. We have Location and Date filter in our report.

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