Forum Discussion
Create a Dynamic Reference Line Based on A Cumulative Measure
- 8 years ago
Hi,
Here is your PBIX file with the relevant corrections and additions to make the dynamic reference line. A couple of notes:
1. to calculate the cumulative values you need to wrap the 'Table" in ALL instead of ALLSELECTED.2. I've created two examples:
- one with a fixed reference line (April Example)
- A dynamic Reference Line example
3. To be able to let the user select the reference month, you need to create a disconnected table to use as the slicer. You will see this in the relationships pane.
Hope this helps!
Regards,
Paul.PS: Link to the file
- 8 years ago
Interesting, because that adds a new context, and that entails re-doing the measures.
This seems to work:
For the cumulative 'real' and 'target' measures, you need to wrap the table ref. with the ALLSELECTED (as per your orignal measure).
Cumulative real = CALCULATE(SUM('Table'[Real]); FILTER(ALLSELECTED('Table'); 'Table'[Month Order]<= MAX('Table'[Month Order]) ) )Cumulative target = CALCULATE(SUM('Table'[Target]);
FILTER(ALLSELECTED('Table');
'Table'[Month Order]<= MAX('Table'[Month Order])
)
)And for the dynamic cumulative target line, you need:
Dynamic Target Ref Line = VAR Selectedmonth = SELECTEDVALUE(Months[Month Order]) RETURN CALCULATE([Cumulative Target]; FILTER(ALLSELECTED('Table'); 'Table'[Month Order] <= Selectedmonth) )Here is the PBIX file
Try it and see if it works.
Regards,
Paul.
Thanks Paul! But is this going to work if I have a more complicated table, for example, I have another column specifying a type like this?
There is another way of doing this (which is what I normally do, and actually got me confused when tackling your table!), which involves creating another Month table, but this as a lookup table for your main table. (as well as the disconnected table used for the constant dynamic target line).
This other month table has a one-to-many relatonship with your main table and is what is used for cumulative measures and as the axis for graphs etc.. Similarly I would also create lookup tables for your "Type" columns, and establish a relationship with the main table. All lookup tables are then used in the measures and as slicers etc (see how in the relationships pane.)....IMO it makes the model much easier to understand and to manage.
The measures change in this model (you can see how they are written since I've added 'ALL' at the end of these).
Here is the file, if you're interested.
Regards,
Paul.