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KristinaSp
Helper I
Helper I

Cumulative totals YTD chart problem

Hi all,

 

Short question, I have made a formula for cumulative totals. Our financial year end 06/30 and the line chart look like this.

 

How to make that all lines will start form the same point 07/01?

 

KristinaSp_0-1628767525043.png

KristinaSp_1-1628767589190.png

 

I have the date table and relations seems fine.

KristinaSp_2-1628767661367.png

 

 

 

2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@KristinaSp , Use only month on x-axis . Month should be sorted based on FY

 

Month = FORMAT([Date],"mmm")
Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

 

Mark Month sort as sort column of month

View solution in original post

as @amitchandak explained, create a new column in your calendar table Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

 

Select your month column and sort by column (Month sort), then your series will sart with July and end with June.

View solution in original post

4 REPLIES 4
KristinaSp
Helper I
Helper I

Thank you for your prompt response. Using month iš does not start to accumulate from 07/01. How tostart accumulate from 07/01 and finish 06/30?

KristinaSp_0-1628769042236.png

 

as @amitchandak explained, create a new column in your calendar table Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

 

Select your month column and sort by column (Month sort), then your series will sart with July and end with June.

Mohammad_Refaei
Solution Specialist
Solution Specialist

In the line chart, add the year as a legend and use the month in the axis instead of the date

amitchandak
Super User
Super User

@KristinaSp , Use only month on x-axis . Month should be sorted based on FY

 

Month = FORMAT([Date],"mmm")
Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

 

Mark Month sort as sort column of month

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