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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 ID | Gift Date | Gift Type | Gift Status | Gift Status Date | Gift Instalment Frequency |
1 | 01/06/2021 | Recurring Gift | Cancelled | 09/02/2024 | Monthly |
2 | 09/06/2021 | Recurring Gift Payment | Active | Monthly | |
3 | 09/06/2021 | Recurring Gift Payment | Active | Monthly | |
4 | 01/06/2021 | Recurring Gift Payment | Active | 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?
Solved! Go to Solution.
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
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
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.
Then click accept solution if it fixed your problem,
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You could add a column or columns in Power Query
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