Accounting, how to stop multiple sales on the same day get sum'd up

[Laggy]

I have a project for university where I have to create a presentation and I was hoping to use power-bi.

I have a basic accounting spreadsheet in excel that has 4 columns: Date, Name (company), Value (of sale) and Balance

When I port this data over to power-bi the sales which have the same date get added up, I would like them all to be shown seperately as it doesn't make much sense when you see the balance being as 10k plus when theres actually a balance of 1k but 10 sales that day...

Example:

power bi

If you need images of anything please ask, or more information please ask, I will be truely grateful for any help!

Thanks!

[Anonymous · Accepted solution]

@Laggy 

The value for different description will be summarized in chart, in order to show the value for each description, you may add the description as the legend.

Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.

[ebeery]

If you only want to show the balance on each day, you will need to use a function in a measure which takes into account the "semi-additive" nature of account balances.

Two such functions are LASTDATE and LASTNONBLANK.

This SQLBI article describes the use of these functions for this type of application in great detail.
https://www.sqlbi.com/articles/semi-additive-measures-in-dax/ 

[Fowmy]

@Laggy 

When you are plotting Dates and Values on a chart, the X-Axis always shows the unique values as it needs to summarize the underlying data. So it is not possible with charts.

If you need to show the dates as you have in your source table with duplicates of dates then you can use Table Visual to achieve it. Right-click the value and select Don't Summarize.

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