Create a line chart taking into account the percentage of previous period

[Anonymous]

I now have a line chart that shows what percentage of the orders have been achieved in a period based on requirements (for example, in the month of May there are 50 orders, of which 47% has been achieved). This line chart then shows the 47%.

However, I want to create a line chart that displays the percentage in the same way, but the percentage must also take into account orders from previous months. So up to and including April, for example, there have been 1000 orders and 67% of these have been fulfilled. In May, the above-mentioned 50 orders will be added, so that, for example, 65% of the 1050 have been achieved. The 65% must then be displayed in the line chart because it counts the previous months.

The line chart must be so flexible that I can make a choice between month level, year level, week level and day level.

[Anonymous · Accepted solution]

Hi @Anonymous ,

I suggest you to create a related date table to create the slicer and then create measures to calculate the result you want.

My Sample:

Date =
ADDCOLUMNS (
    CALENDAR ( MIN ( 'Table'[Date] ), MAX ( 'Table'[Date] ) ),
    "Year", YEAR ( [Date] ),
    "Month", MONTH ( [Date] ),
    "MonthName", FORMAT ( [Date], "MMMM" ),
    "Weeknum", WEEKNUM ( [Date] ),
    "Day", DAY ( [Date] )
)

Relationship:

Measure:

Basic Percentage = 
DIVIDE ( SUM ( 'Table'[Completed Qtr] ), SUM ( 'Table'[Qtr] ) )

Rolling Percentage = 
CALCULATE (
    [Basic Percentage],
    FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX ( 'Date'[Date] ) )
)

Result is as below.

Best Regards,
Rico Zhou

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