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Ashi__07
New Member

Create Power BI dashboard with yearly and monthly data visualization

I was asked to design the Power Bi dashboard in such a manner that it shows both the yearly and monthly data value set in graph 
just like doing comparsion between for example say achivement and target of the year as well as the month.

 

And i need to putforward the 2022 - 2023 then 2023 to 24 as a whole year's data and then for example we have selected the year 2023 to 24 then everything else will get collapsed in 2022 to 2023 ane only the months ofyear 2023 will be there as an individual month.

1 ACCEPTED SOLUTION
AllisonKennedy
Super User
Super User

@Ashi__07  welcome to the community!

 

Do you have a date dimension table for your model yet? That's the first step: https://excelwithallison.blogspot.com/2020/04/dimdate-what-why-and-how.html

 

Once you have a date dimension table, you can easily create the charts so they can change from month to year or back to month. 

 

If you want that to happen automatically based on the length of the range you've selected, @OwenAuger  just taught me a really neat trick on this using calculation groups and field parameters, but it is a bit of an advanced technique.

 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

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2 REPLIES 2
Ashi__07
New Member

@AllisonKennedy  Thank you for this it worked

AllisonKennedy
Super User
Super User

@Ashi__07  welcome to the community!

 

Do you have a date dimension table for your model yet? That's the first step: https://excelwithallison.blogspot.com/2020/04/dimdate-what-why-and-how.html

 

Once you have a date dimension table, you can easily create the charts so they can change from month to year or back to month. 

 

If you want that to happen automatically based on the length of the range you've selected, @OwenAuger  just taught me a really neat trick on this using calculation groups and field parameters, but it is a bit of an advanced technique.

 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

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