Forum Discussion

edavila's avatar
edavila
Helper 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 point of taime Jan or February so far, the balance on the table is correctly with my financial statements, but when I create a line chart and add the week on the Axis the balance that shows is the last amount for that week instead of adding all the amount for the Year to date. or even if I put the month will show the last amount for the month not the correct balance

 

25 Replies

  • Make sure your month and  week values are unique in calendar (date) table, for example for two year (2016 and 2017), your months are like this:

     

     

     

    Jan-2016

    to

    Dec-2017

    not just Jan - Dec, with this your January data for both year wil be aggregated

     

    Similar approach you to do for week, for example

     

    Jan 1 - Jan 7, 2016 is 1st week and so on... 

     

    and then create a hierarchary (seems like you are drilling down)

     

    Year

    Month  (new column as described above)

    Week ( new column as described above)

     

    and then use this hiearchary on your axis. Here is example link for  calendar table 

     

     

      • parry2k's avatar
        parry2k
        Super User

        As mentioned here are teh changes or add new columns:

         

        Month should be "Month Name - Year", in this case Jan - 2016 and so on.

        Week should be "Week - Month and Year" something like  "Week 1st - Jan 2016"

         

        Two ways to do this:

         

        - Add these column to your source table

        - Create calculated column in Power BI Using DAX, let us know if you need help with this.