Combine Line & column chart with Calculation Group

[ValentinHESS]

Hello everyone

I am currently trying to use for the first time the claculation group within my financial report.

I created a lot of calculation items 

But I have a problem when I want to create a line & column chart.

In fact I want to display in line both YTD and YTD N-1 and the variation in % on the column part such like this:

But I don't know how to use correctly the calculation group within the build section (below with measures)

Could you please help me with it ?

Thank you

Regards

[Anonymous · Accepted solution]

Hi @ValentinHESS 

Based on your description, if you want to display the line & column chart, it is better that you create a new measure instead of using calculation group, you can try the following.

There is a calendar table, there is a 1:N reationship between the tables.

Calendar = CALENDAR(DATE(2024,1,1),DATE(2024,12,31))

Here is the sample measures i used.

Count = COUNTROWS('Table')

Sum = CALCULATE(SUM('Table'[Value]))

1.Create a new table to put the measure names to the table.

2.Create the following measures.

MTD =
IF (
    ISFILTERED ( 'Table (2)'[MeasureName] ),
    SWITCH (
        SELECTEDVALUE ( 'Table (2)'[MeasureName] ),
        "Count", CALCULATE ( [Count], DATESMTD ( 'Calendar'[Date] ) ),
        "Sum", CALCULATE ( [Sum], DATESMTD ( 'Calendar'[Date] ) )
    )
)

YTD =
IF (
    ISFILTERED ( 'Table (2)'[MeasureName] ),
    SWITCH (
        SELECTEDVALUE ( 'Table (2)'[MeasureName] ),
        "Count", CALCULATE ( [Count], DATESYTD ( 'Calendar'[Date] ) ),
        "Sum", CALCULATE ( [Sum], DATESYTD ( 'Calendar'[Date] ) )
    )
)

Then create the visual, and put the ytd and mtd measues to the visual.

Then create a slicer and put the measurename to the slicer.

Output

And there is another way, you can consider to use two visuals :line chart and column chart so that the calculation group can be put to the legend of the line chart visual.

Best Regards!

Yolo Zhu

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