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Hello all,
I have a list of daily transactions in which I need to calculate daily sum first and then show monthly max in a line chart (i.e. max daily sum transactions as y-axis; month as x-axis).
In the raw data I have created a calculated column to calculate daily sum with filters I need to apply for my calculations as follow:
Thanks for your reply, I have a calendar table yet unfortuantely it doesn't work. After changing to maxx the whole line chart turned to error. SOrry that I have actually simplified my question to ask so it is easier to understand. Below is my actual data model:
I have a list of snapshots of forecasted revenue from each client account. I will need to add up all the $ of the same snapshot date to get a forecasted monthly revenue from that snapshot date. Forecast_M is the forecasted month. Only snapshot dates from 15 days before the forecasted month till 15 days after the forecasted month will be used. And I have built a column [In-MOnth] to mark whether that snapshot is to be used or not. One thing to remark is that each snapshot date in the data model will have 2 forecasted months that are "In month", for example, it will be "in month" when snapshot date is 15/2 and forecasted month is Feb and when snapshot date is 15/2 and forecasted month is Jan.
What I want is to plot a line chart of max(daily sum) across forecasted month while the daily sum only counts those "in month" records. Sorry it is quite complicated!!!
You haven't shared your model (table names, relationships) but assuming there is date table named 'Calendar' that has a releationship with 'Transactions'[Date], and you're using the date table for the x-axis... try:
Daily Max = MAXX('Calendar'[Date],CALCULATE(SUM('Transactions'[Amount]), 'Transactions'[Product] = "ABC"))
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