Adding Trendline to a Line Graph While Showing Fiscal Year & Quarters

Thank you for the sample data. Which trend methodology do you want to apply?  Sliding window? how wide?  

Here is an example of a "five wide"  window.

 

Or do you want to find the trend based on all data points?

 

 

 

 

Hi RPeruski ,

 

To add a proper overall trendline in your visual, while keeping your Fiscal Year / Quarter / Month formatting, you need to retain a continuous axis for LINESTX to work correctly, but custom-format the display of the X-axis.

We can do a few workarounds:

1.Make sure your 'Calendar'[Date] column is marked as the primary date column (it should be of type Date and continuous).

 

2.We need to use LINESTX properly:

 

TotalTrend =
VAR a =
    SUMMARIZE(
        ALLSELECTED('Calendar'),
        'Calendar'[Date],
        "ct", [ct]
    )
VAR b =
    EVALUATEANDLOG(
        LINESTX(a, [ct], [Date])
    )
RETURN
    CALCULATE(
        b,
        KEEPFILTERS('Calendar'[Date])
    )

 

You may also use 'Calendar'[YearMonth] if you have a combined column, but 'Date' ensures continuity.

3.Instead of breaking the X-axis continuity for FY/Quarter/Month display, use a custom tooltip or dynamic label:

Create a new calculated column in your date table:

X-Axis Label = 'Calendar'[Month] & " " & 'Calendar'[FiscalQuarter] & " " & 'Calendar'[FY]      

         Use this for tooltips or a slicer, but do not use it for the axis. Keep the actual X-axis as a continuous date.

4.In the visual formatting pane:

• Go to X-axis > Type > Continuous
• Optionally, hide the axis labels if the formatting is messy, and use tooltips to convey the fiscal context.

Regards,

B Manikanteswara Reddy