Forum Discussion
Table Visualization by Customer breakdown by Type and Month
- 2 years ago
Hey there! I understand you're trying to create a table visualization in Power BI that breaks down by Customer, Brand, and Month, and you want to show MTD and cumulative totals for certain measures. Let's tackle this step by step.
Firstly, you've already created some DAX measures. Let's create the MTD and YTD measures for each of the metrics you mentioned:
MTD Volume:
MTD Volume = CALCULATE([Volume], DATESMTD('DateTable'[Date]))
YTD Volume:
YTD Volume = CALCULATE([Volume], DATESYTD('DateTable'[Date]))
MTD ARP £/MT:
MTD ARP £/MT = CALCULATE([ARP£/MT], DATESMTD('DateTable'[Date]))
YTD ARP £/MT:
YTD ARP £/MT = CALCULATE([ARP£/MT], DATESYTD('DateTable'[Date]))
MTD GM:
(You didn't provide the DAX for GM, so I'm assuming it's similar to Volume)
MTD GM = CALCULATE([GM], DATESMTD('DateTable'[Date]))
YTD GM:
YTD GM = CALCULATE([GM], DATESYTD('DateTable'[Date]))
Now, for the visualization:For the column chart:
Drag the 'Month' column from your DateTable to the axis.
Drag the 'Customer' and 'Brand' fields to the legend or values area.
Drag your measures (Volume, ARP £/MT, GM £/T) to the values area. This should give you a stacked column chart with a breakdown by customer and brand for each month.
For the table visualizations:
Drag the 'Month', 'Customer', and 'Brand' fields to the rows area.
Drag the MTD measures (MTD Volume, MTD ARP £/MT, MTD GM) to the values area for the MTD table.
Drag the YTD measures (YTD Volume, YTD ARP £/MT, YTD GM) to the values area for the cumulative table.
To remove the grand total for ARP £/MT & GM £/ MT, click on the table visualization, go to the Format pane, and under the "Total" section, turn off the totals for ARP £/MT & GM £/ MT.
Hey there! I understand you're trying to create a table visualization in Power BI that breaks down by Customer, Brand, and Month, and you want to show MTD and cumulative totals for certain measures. Let's tackle this step by step.
Firstly, you've already created some DAX measures. Let's create the MTD and YTD measures for each of the metrics you mentioned:
MTD Volume:
MTD Volume = CALCULATE([Volume], DATESMTD('DateTable'[Date]))
YTD Volume:
YTD Volume = CALCULATE([Volume], DATESYTD('DateTable'[Date]))
MTD ARP £/MT:
MTD ARP £/MT = CALCULATE([ARP£/MT], DATESMTD('DateTable'[Date]))
YTD ARP £/MT:
YTD ARP £/MT = CALCULATE([ARP£/MT], DATESYTD('DateTable'[Date]))
MTD GM:
(You didn't provide the DAX for GM, so I'm assuming it's similar to Volume)
MTD GM = CALCULATE([GM], DATESMTD('DateTable'[Date]))
YTD GM:
YTD GM = CALCULATE([GM], DATESYTD('DateTable'[Date]))
Now, for the visualization:
For the column chart:
Drag the 'Month' column from your DateTable to the axis.
Drag the 'Customer' and 'Brand' fields to the legend or values area.
Drag your measures (Volume, ARP £/MT, GM £/T) to the values area. This should give you a stacked column chart with a breakdown by customer and brand for each month.
For the table visualizations:
Drag the 'Month', 'Customer', and 'Brand' fields to the rows area.
Drag the MTD measures (MTD Volume, MTD ARP £/MT, MTD GM) to the values area for the MTD table.
Drag the YTD measures (YTD Volume, YTD ARP £/MT, YTD GM) to the values area for the cumulative table.
To remove the grand total for ARP £/MT & GM £/ MT, click on the table visualization, go to the Format pane, and under the "Total" section, turn off the totals for ARP £/MT & GM £/ MT.