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pe2950's avatar
pe2950
Icon for Helper I rankHelper I
9 years ago
Solved

Clustered Column Chart - Grouping by same month over years?

I'm trying to create a clustered column chart that would show a count of leads, by month, with each cluster representing the same month. 

 

I've got the data in the format i want it, the query has two columns one that is start of month date, and next is a sum column that is a count of the amount of leads. 

 

I can't quite get how to group the clusters to show the same months for previous years, such that cluster 1 would contain january 2017, january 2016, january, 2015etc.

 

I was trying to create a measure that would calculate the same month for the previous year, but can't quite get there. I can calculate previous year, and previous month, but not previous year, same month? 

 

Any advice?

 

  • Sean's avatar
    Sean
    9 years ago

    pe2950

    Alternatively you can drag your Date field to the Axis and keep only the MONTH from the resulting Hierarchy

    then drag your Date field again but this time to the Legend and keep only the YEAR

    and finally place your Measure (which won't need any adjustments now because of the Legend) in the Value

    If you have many years - you can limit what shows on the chart with a Slicer or some type of filter limiting the years

    One thing to note about this approach is that it will let you compare months of different years not only consecutive years

    for example Monthly data in 2016 vs monthly data in 2012 only

    Like this...

    Hope this helps! :smileyhappy:

7 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi pe2950,

     

    Do you have some sample data that you can share and perhaps a mock up drawing of what you'd like the chart to look like?

     

    Cheers,

     

    Phil

    • pe2950's avatar
      pe2950
      Icon for Helper I rankHelper I

      Data looks like this:

       

      StartOfMonth     LeadCount     Year     Month

      1/1/2017             100                2017      1

      2/1/2017              90                 2017       2

      etc...

       

      Id like a column chart that looks like this: 

       

      Column 1 = January 2016, Column 2 = January 107, Column 3 = Febuary 2016, Column 4 = Febuary 2017

       

      I think i need a DAX with same period last year... 

      • Sean's avatar
        Sean
        Icon for Community Champion rankCommunity Champion

        pe2950

        Alternatively you can drag your Date field to the Axis and keep only the MONTH from the resulting Hierarchy

        then drag your Date field again but this time to the Legend and keep only the YEAR

        and finally place your Measure (which won't need any adjustments now because of the Legend) in the Value

        If you have many years - you can limit what shows on the chart with a Slicer or some type of filter limiting the years

        One thing to note about this approach is that it will let you compare months of different years not only consecutive years

        for example Monthly data in 2016 vs monthly data in 2012 only

        Like this...

        Hope this helps! :smileyhappy: