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

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
Anonymous
Not applicable

How to show monthly data and not the sum?

Hello everyone, 

 

I am trying to show in a graph the monthly values, but PowerBI sadly sums up the values instead of showing the value for each month. 

 

The DAX is as following: 

 

EBIT LTM = Calculate(sum(Facts[Value]), AdjustmentLevel[AdjustmentLevelName] = "IFRS Konzernabschluss", AccountStructure[AccountLevel1] = "Kennzahlen IFRS", AccountStructure[AccountLevel2] = "Kennzahlen zur Ertragslage", AccountStructure[AccountLevel3]= "LTM EBIT", DataLevel[DataLevelName]="IST", Period[Day.1], Period[Year]=YEAR(TODAY()))
 
Has anyone an idea to overcome the problem? Maybe don't use sum in the beginning? 
 
Kind regards 
Nick 
1 ACCEPTED SOLUTION
v-yadongf-msft
Community Support
Community Support

Hi @Anonymous ,

 

Did you create a new column?

 

If it is like this, please specify the current month. For example:

CALCULATE(SUM(Fact[Value]),Filter(Period, MONTH(Period[Date_complete]) = EARLIER(MONTH(Period[Date_complete])))

 

Best regards,

Yadong Fang

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

4 REPLIES 4
v-yadongf-msft
Community Support
Community Support

Hi @Anonymous ,

 

Did you create a new column?

 

If it is like this, please specify the current month. For example:

CALCULATE(SUM(Fact[Value]),Filter(Period, MONTH(Period[Date_complete]) = EARLIER(MONTH(Period[Date_complete])))

 

Best regards,

Yadong Fang

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

@Anonymous , Power BI always groups the data, You need to add a key column(Not Summarized)  to the visual if do not want data to be grouped.

 

You can add index coulmn in power query and use that in visual

Power Query- Index Column: https://youtu.be/NS4esnCDqVw

Anonymous
Not applicable

Can't I use the data as its unique ID? 

 

EBIT LTM = Calculate(sum(Facts[Value]), AdjustmentLevel[AdjustmentLevelName] = "IFRS Konzernabschluss", AccountStructure[AccountLevel1] = "Kennzahlen IFRS", AccountStructure[AccountLevel2] = "Kennzahlen zur Ertragslage", AccountStructure[AccountLevel3]= "LTM EBIT", DataLevel[DataLevelName]="IST", DATESINPERIOD(Period[Date_complete], MAX(Period[Date_complete]),-12,MONTH))
Anonymous
Not applicable

Is there no easier possibility to just show the value of each month and not the sum of all previous ones? 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

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

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.