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lawrencema0829
Regular Visitor

How to do it in PBI Desktop?

Hello, I have a data set like below - Year, Month, Company and Revenue

I am able to do it just simply click to generate the right-hand side's chart. However, I don't know how to use it in BI. I am confused by the "Fields".

 Thank you for your concern and look forward to your reply.

LawrenceImage

 
3 ACCEPTED SOLUTIONS
Baskar
Resident Rockstar
Resident Rockstar

Cool dude.

 

It is very simple. do the following steps 

11

 

 

22

 

 

33

 Let me know if any help needed

 

 

 

View solution in original post

@lawrencema0829Place the Company Column in the Legend Field - then you'll get another line

 

Chart.png

View solution in original post

Sean
Community Champion
Community Champion

@lawrencema0829

The other thing I would suggest you do is create a Calculated Column Date in your table

 

Date = 'Table'[Month] & "/1/" & 'Table'[Year]

Then change the Data Type in the Modeling Tab to Date

 

Chart2.png

 

 

Now because this Column is of Data Type - Date you'll get a nicer Date Hierarchy

So go back to chart and drag the Date Column to the Axis field - get rid of Quarter and Day

And the use the drill down button in the top left corner of the chart to go to the lowest level

 

Chart3.png

 

Hope this helps! Smiley Happy

 

 

View solution in original post

5 REPLIES 5
Baskar
Resident Rockstar
Resident Rockstar

Cool dude.

 

It is very simple. do the following steps 

11

 

 

22

 

 

33

 Let me know if any help needed

 

 

 

Thank you Baskar, your explanation is very clear.

 

Further more, if I have more than 1 company (ABC & DEF) in the data set, how to do the line chart in the same time line, like below:

Untitled.png

Thank you very much and look forawrd to your reply.

Lawrence

@lawrencema0829Place the Company Column in the Legend Field - then you'll get another line

 

Chart.png

Sean
Community Champion
Community Champion

@lawrencema0829

The other thing I would suggest you do is create a Calculated Column Date in your table

 

Date = 'Table'[Month] & "/1/" & 'Table'[Year]

Then change the Data Type in the Modeling Tab to Date

 

Chart2.png

 

 

Now because this Column is of Data Type - Date you'll get a nicer Date Hierarchy

So go back to chart and drag the Date Column to the Axis field - get rid of Quarter and Day

And the use the drill down button in the top left corner of the chart to go to the lowest level

 

Chart3.png

 

Hope this helps! Smiley Happy

 

 

Thank you very much, Your solution is very helpfulSmiley Happy

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