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justinthobela
New Member

How to represent date ranges in line chart

Hi members. Please help.

is it possible to represent ranges in a pie chart? 

Eg, the chart has a SUM value from a measure an i want it to evaluate YearToDate in the chart represented by a year. see image below:

justinthobela_0-1627322631725.png


So far the graph is summing per year, but what I need is summing a Year to date Range (2004 - 2004, 2004 - 2005, 2004 - 2006 etc)

Thanks in advance

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@justinthobela for any time intelligence it is good to have a calendar table in the model and you can create on following my blog post Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio...

 

Once the table is in the model and it has a relationship with your transaction table, add the following measure for cumulative total:

 

Cumulative Total = 
CALCULATE ( 
SUM ( YourTable[YourColumn] ), 
FILTER ( ALLSELECTED( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
)

 

In the line chart visual, use the year column from the calendar table and above measure and you will get the output you are looking for.

 

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Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

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View solution in original post

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Create a Calendar Table with a relationship from the Date column of your Data Table to the Date column of the Calendar Table.  In the Calendar Table, write a calculated column column formula to extract the Year.  To your visual, drag the year from the Calendar Table.  Write this measure

Sales = sum(data[amount])

Sales till date = calculate([sales],datesbetween(Calendar[date],minx(all(calendar),calendar[date]),max(calendar[date]))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
parry2k
Super User
Super User

@justinthobela for any time intelligence it is good to have a calendar table in the model and you can create on following my blog post Create a basic Date table in your data model for Time Intelligence calculations | PeryTUS IT Solutio...

 

Once the table is in the model and it has a relationship with your transaction table, add the following measure for cumulative total:

 

Cumulative Total = 
CALCULATE ( 
SUM ( YourTable[YourColumn] ), 
FILTER ( ALLSELECTED( 'Calendar' ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) )
)

 

In the line chart visual, use the year column from the calendar table and above measure and you will get the output you are looking for.

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thank you so much @parry2k , you made my nigh 🙂

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