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simpleere
Regular Visitor

Line Chart - Similar to any stock portfolio apps line chart

I have 2 columns for investment data, amount invested & a date. I would like a line chart that grows along with the dates instead of plotting them down based upon their value - similar to how Robinhood or any stock app shows their line graphs

 

right now it looks like this

simpleere_0-1638987956014.png

I would want the line to cumalitively grow larger based upon the total at that correlated date - any idea on how to achieve this?

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @simpleere 

 

I simulated some data hoping to restore your problem.

Cumulative = 
CALCULATE (
    SUM ( 'Table'[Investment] ),
    FILTER ( 'Table', [Year] <= EARLIER ( 'Table'[Year] ) )
)

vzhangti_0-1639451773433.png

vzhangti_1-1639451828364.png

Is the picture on the right the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

2 REPLIES 2
v-zhangti
Community Support
Community Support

Hi, @simpleere 

 

I simulated some data hoping to restore your problem.

Cumulative = 
CALCULATE (
    SUM ( 'Table'[Investment] ),
    FILTER ( 'Table', [Year] <= EARLIER ( 'Table'[Year] ) )
)

vzhangti_0-1639451773433.png

vzhangti_1-1639451828364.png

Is the picture on the right the result you expect?

 

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

vanessafvg
Super User
Super User

are you referring to the candlestick visual?

 

https://www.sqlshack.com/candlestick-chart-for-stock-data-analysis-in-power-bi-desktop/





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

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