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sgetgood's avatar
sgetgood
Regular Visitor
1 year ago
Solved

Cancelled vs Active in Column Chart

Hi all,

 

I have a table, Gifts, with a Status field that can be either Cancelled or Active. The original setup is shown by the field Type = Recurring Gift, and the payments to the gift are of type = Recurring Gift Payment. There are both gift date and gift status date fields.

 

Gift IDGift DateGift TypeGift StatusGift Status DateGift Instalment Frequency
101/06/2021Recurring GiftCancelled09/02/2024Monthly
209/06/2021Recurring Gift PaymentActive Monthly
309/06/2021Recurring Gift PaymentActive Monthly
401/06/2021Recurring Gift PaymentActive 

Monthly

 

I want to show how many payments were made at any point in time, so recurring gift payments with status active, and Gift Date in the x axis. This is simple enough.

 

I also want to show in the same chart, recurring gifts with status cancelled by Gift Status Date as negative values. This is where I'm getting stuck.

 

Is this possible?

 

 

 

 

 

  • Anonymous's avatar
    Anonymous
    1 year ago

    Hello! You can add a column with an IF statement as: if status = active, 1, if status = cancelled, -1. THen use this column as the value in the Y-axis. Then you can use status as a legend to seperate them etc. Active will only have + values and cancelled will only have - values

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello! You can add a column with an IF statement as: if status = active, 1, if status = cancelled, -1. THen use this column as the value in the Y-axis. Then you can use status as a legend to seperate them etc. Active will only have + values and cancelled will only have - values

  • You can create DAX measures ...

     

    activecount = 
    CALCULATE(
        COUNTROWS(yourdata),
        yourdata[Gift Status] = "Active")

     

    cancelledcount = 
    CALCULATE(
        COUNTROWS(yourdata),
        yourdata[Gift Status] = "Cancelled")
    
    * - 1    

     

     

    Please click thumbs up because I havce tried to help.

     

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  • Hi sgetgood 

     

    Please can you also accept my solution.

    I provided it first and with examples.

    It is polite and sensible to click [accept solution] and the thumbs up to reward helpers.

    Thank you