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lgossel
New Member

Use a date slicer to control a table and a graph with different time period

Hello,

 

It looks like Power Bi is very powerful tool  but when it comes to simple things its less intuitive how to do it...

 

I am unable to do build a Power BI report that has a date slicer that shows my portfolio positions at a given date (Slicer Date) and plot in a line graph the historical market value (Sum of marketvalue group by date) of my portfolio over a time period (Date selected - 30 days) to (Date selected). 

 

Here is a simplified version of the dataset that I use:

DateTickerStock PriceQuantityMarket Value
2020-03-15MSFT14010014000
2020-03-15AAPL23010023000
2020-03-14MSFT13010013000
2020-03-14AAPL22210022200
2020-03-13MSFT15010015000
2020-03-13AAPL27510027500

 

Essentially, I want a Power BI report with a Date Slicer, a Table and a Line Graph. 

 

Does anyone can help me with this? 

 

Many thanks,

Luc

 

1 ACCEPTED SOLUTION
v-juanli-msft
Community Support
Community Support

Hi @lgossel 

Check the followings:

https://medium.com/seismic-data-science/dynamic-visuals-using-date-range-slicers-876b0a12c3d0

http://sqljason.com/2018/03/display-last-n-months-selected-month-using-single-date-dimension-in-powe...

 

Best Regards
Maggie
Community Support Team _ Maggie Li
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-juanli-msft
Community Support
Community Support

Hi @lgossel 

Check the followings:

https://medium.com/seismic-data-science/dynamic-visuals-using-date-range-slicers-876b0a12c3d0

http://sqljason.com/2018/03/display-last-n-months-selected-month-using-single-date-dimension-in-powe...

 

Best Regards
Maggie
Community Support Team _ Maggie Li
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

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