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.
Well, I didn't get to consider this as I'm just still learning what could be the best practices in Power BI and DAX. (Not an Excel power user also :smileyfrustrated:) I'll use lookup tables from now on. Can you recommend good materials for learning Power BI + DAX?
Anyway, this is really a big help to me. Thanks a lot Paul! :smileyvery-happy:
I'm happy to be of some help (limited to my knowledge). I'm still learning too!
There are many excellent resources to help you along with DAX and Power BI. I personally have invested in some books:
https://www.amazon.com/Learn-Write-DAX-practical-learning/dp/1615470417/ref=sr_1_3?ie=UTF8&qid=1498732571&sr=8-3&keywords=Power+Pivot
https://www.amazon.com/Definitive-Guide-DAX-intelligence-Microsoft/dp/073569835X/ref=sr_1_1?ie=UTF8&qid=1513249185&sr=8-1&keywords=Definitive+Guide+to+daxhttps://www.amazon.com/Power-Pivot-BI-Excel-2010-2016/dp/1615470395/ref=sr_1_3?s=books&ie=UTF8&qid=1525704787&sr=1-3&keywords=power+pivot+and+power+bi
and have a couple more which I might check out (This one by Phil Seamark).
And also watch a LOT of videos, tutorials and blogs such as:
and many others...
I have found that it is really important to dig into a "real" project.
Hope you enjoy the journey!
Regards,
Paul.