Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

See when key Fabric features will launch and what’s already live, all in one place and always up to date. Explore the new Fabric roadmap

Reply
burtta
Advocate I
Advocate I

Asset Value Timeline Visualization

I have a table that contains asset information such as Item Number, Fleet Value (Asset * Qty), purchase date and sell/disposal date. I am looking for some help in creating a visual to show sum(fleet value) by month. Do you guys have any ideas on how to relate an aggregate fleet value between months of being purchased and sold?

 

 

burtta_0-1682528156144.png

 

2 ACCEPTED SOLUTIONS
Anonymous
Not applicable

Hi  @burtta ,

I created some data:

vyangliumsft_0-1682650599029.png

Here are the steps you can follow:

1. Select [purchase date] and [sell/disposal date] --  Transform – Unpivot Columns.

vyangliumsft_1-1682650599031.png

Result:

vyangliumsft_2-1682650618389.png

2. Create calaculated table.

Date =
CALENDAR(
    DATE(
        2021,1,1),
        DATE(
            2021,12,31))

vyangliumsft_3-1682650618391.png

3. Create measure.

Measure =
var _Qty=
COUNTX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Item number])
var _sum=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Asset])
return
_sum * _Qty

4. Result:

vyangliumsft_4-1682650649222.png

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

burtta
Advocate I
Advocate I

Here is the measure that resolved my problem.

 

Prev12MoRevExt (Fleet) =
CALCULATE(
  SUM('Rental Asset Revenue'[Revenue EXT]),
  CALCULATETABLE(
    '*Date',
    FILTER(
      '*Date',
      '*Date'[Date] >=
        DATE(YEAR(TODAY()) - 1, 5, 1)
        &&
        '*Date'[Date] <=
          EOMONTH(
            TODAY(),
            -1
          )
    )
  )
)

View solution in original post

3 REPLIES 3
burtta
Advocate I
Advocate I

Here is the measure that resolved my problem.

 

Prev12MoRevExt (Fleet) =
CALCULATE(
  SUM('Rental Asset Revenue'[Revenue EXT]),
  CALCULATETABLE(
    '*Date',
    FILTER(
      '*Date',
      '*Date'[Date] >=
        DATE(YEAR(TODAY()) - 1, 5, 1)
        &&
        '*Date'[Date] <=
          EOMONTH(
            TODAY(),
            -1
          )
    )
  )
)
Ashish_Mathur
Super User
Super User

Hi,

Share some sample data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi  @burtta ,

I created some data:

vyangliumsft_0-1682650599029.png

Here are the steps you can follow:

1. Select [purchase date] and [sell/disposal date] --  Transform – Unpivot Columns.

vyangliumsft_1-1682650599031.png

Result:

vyangliumsft_2-1682650618389.png

2. Create calaculated table.

Date =
CALENDAR(
    DATE(
        2021,1,1),
        DATE(
            2021,12,31))

vyangliumsft_3-1682650618391.png

3. Create measure.

Measure =
var _Qty=
COUNTX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Item number])
var _sum=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Attribute]=MAX('Table'[Attribute])&&
    YEAR('Table'[Value])=YEAR(MAX('Date'[Date]))&&
    MONTH('Table'[Value])=MONTH(MAX('Date'[Date]))),[Asset])
return
_sum * _Qty

4. Result:

vyangliumsft_4-1682650649222.png

If I have misunderstood your meaning, please provide your desired output and your pbix without privacy information.

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Helpful resources

Announcements
May PBI 25 Carousel

Power BI Monthly Update - May 2025

Check out the May 2025 Power BI update to learn about new features.

May 2025 Monthly Update

Fabric Community Update - May 2025

Find out what's new and trending in the Fabric community.