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I have a data set that shows monthly data. What I want to do is display this monthly data on a daily interval so that I can compare daily performance to a monthly forecast. How can I accomplish this?
Date | Volume | Revenue | COGS |
1/1/2019 | 2396 | $483 | $218 |
2/1/2019 | 1,958 | $402 | $214 |
3/1/2019 | 2076 | $428 | $226 |
4/1/2019 | 3717 | $406 | $182 |
5/1/2019 | 2020 | $431 | $204 |
6/1/2019 | 1833 | $392 | $183 |
7/1/2019 | 2135 | $439 | $243 |
8/1/2019 | 2304 | $471 | $250 |
You need a variation of this: https://community.powerbi.com/t5/Quick-Measures-Gallery/Periodic-Revenue-Reverse-YTD/m-p/373185#M111
Probably create a new Calendar table using CALENDAR or CALENDARAUTO. Then create a caculated column in that table that matches up the month and year for your fact table's Date column with the current row's month and year date. Divide that number by the (DATE(YEAR([Date]),MONTH([Date]),1) - EOMONTH([Date],0)) * 1. + 1
Thanks @Greg_Deckler , but I'm not entirely clear on your proposed solution. Could you expand your explanation, please? I should note that I already have a Calendar table as well.,, These two tables are married by date.
@Anonymous See attached PBIX.
@Greg_Deckler... I see now. Thank you. If I could impose on you for two additional layers of complexity. 1 is an additional filter for customer... 2 is that my Calendar is set up to recognize workdays, so I only want to divide against workdays. I'm trying to figure out how to upload the PIBIX, but it appears I don't have the ability to.
@Anonymous See this for work days: https://community.powerbi.com/t5/Quick-Measures-Gallery/Net-Work-Days/td-p/367362
Also, you probably won't see the Choose Files button that @Anonymous speaks of. It's some kind of privilege that the moderators turn on. Most people use OneDrive or Box, etc. and paste a link.
Thanks @Greg_Deckler , but I'm not entirely clear on your proposed solution. Could you expand your explanation, please? I should note that I already have a Calendar table as well.,, These two tables are married by date.
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