Representing Month by data in the chart

[Pbi07]

Hello Folks

Trying to provide a chart that presents the view of the monthly Total Invoices & Receipts by customer. I tried using the water fall chart and i am having a hard time to figure out how to keep the Months in the order in the chart. 

 2 Questions.

Is Waterfall chart the right one to repersent this and is there a better way to display the months in the order? 

Customer Table 

Customer

2000

2005

2008

2793

Invoices Table

Customer  Total Invoice   Invoice Date

2000	18654	2/7/2019
2005	8432	2/8/2019
2000	9976	1/8/2019
2793	5821	4/2/2019
2008	1904	4/2/2019

Customer Total Receipt  Receipt Date

2000	15032	2/20/2019
2000	9100	1/25/2019
2005	6432	3/1/2019
2005	2000	3/1/2019

Calendar table has corresponding Month & year. 

Date	Month in Calendar
1/1/2019	Jan-19
2/1/2019	Feb-19
3/1/2019	Mar-19
4/1/2019	Apr-19

My chart has Month & year in break down and customer in category

[v-alq-msft · Accepted solution]

Hi, @Pbi07 

Based on your description, I created data to reproduce your scenario. Here is the relationship.

Calendar(a calculated table): 

Calendar = CALENDARAUTO()

If you use waterfall chart, you may create two charts. One is for 'Total Invoice' and another is for 'Total Receipt'. Please make sure you drag 'Year' and 'Month' column in date hierarchy from Calendar table. Then you can click 'Expand all down one level in the hierarchy'. 

You can also use a clustered column Chart. Then you may repeat the steps as above.

Best Regards

Allan

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

[amitchandak]

Create a new field in your date table. And make it sort column of moth year

month year sort = format(Date[date],"YYYYMM")

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[Pbi07]

@amitchandak 

That did not work. I added new column as suggested and changed to month year sort.

 

[amitchandak]

On ... there should be option to sort, just check the graph is sort on month year

[Pbi07]

@amitchandak 

The chart does not have sort criteria for the Month & Year. Am i missing something here.