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edavila's avatar
edavila
Icon for Helper II rankHelper II
9 years ago

Amounts not showing Correctly

I have 2 tables one that has all the dates from 2 years listed and also the name of the month, week and year   and I create a report as table to show the Balance sheet for the company at a certain ...
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edavila's avatar
edavila
Icon for Helper II rankHelper II
9 years ago

PArry2k

 

I dont want to look more dumb that Im but, what you are saying is to add a new column to the table like

concatenate month name and year and concatenate( month name, year, week)

 

and I will need like and exmaple of the DAX formulas if is not too much to ask

 

thanks

parry2k's avatar
parry2k
Icon for Super User rankSuper User
9 years ago

You understood it correctly, what is your data source? I will send your DAX soon.

  • edavila's avatar
    edavila
    Icon for Helper II rankHelper II
    9 years ago

    data source is imported by excel

     

    and thank you

    • parry2k's avatar
      parry2k
      Icon for Super User rankSuper User
      9 years ago

      Here are four columns you need to add, two are for sorting and you can hide those ones:

       

      Month and Year = FORMAT('Calendar'[Date], "MMM-YYYY")

Month Sort = FORMAT('Calendar'[Date], "YYYY-MM")

Week and Year = "Week " & FORMAT('Calendar'[Date], "WW-YYYY")

Week Sort = FORMAT('Calendar'[Date], "YYYY-WW")

      To sort, after above columns are added, go to modelling table, select "Month and Year" column and select "Month Sort" in "Sort by Column" drop down, do the same form "Week and Year", use "Week Sort"

       

      - add hierarchary with Year, Month and Year and Week and Year" columns and now use this hierarchary on your axis.

       

      I hope it will get you going.

      • edavila's avatar
        edavila
        Icon for Helper II rankHelper II
        9 years ago

        here is what I have after inputting all your DAX formulas

         

        the balance are still the last day of the month transaction not the su, of the whole year or YTD