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Anonymous's avatar
Anonymous
Not applicable
2 years ago
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Create line graph for only Month end values based on date slicer

Hi, I have regualar transactional table where in data gets appended with every day load. Sample looks like below. Every month last record would be last business working day. Like for June its 28th, ...
  • mickey64's avatar
    2 years ago

    Step 0: I use your data below.

     

    Step 1: I add a 'Month' column and a 'Flag' column.

        Month = MONTH([Date])

        Flag = IF([Date]=CALCULATE(MAX(DATA[Date]),ALLEXCEPT('DATA','DATA'[Month])),1,0)

     

    Step 2: I make a graph and set 'Flag' filter.

     

  • Anonymous's avatar
    Anonymous
    2 years ago

    Thanks for the reply from mickey64 , 3CloudThomas and andrezmar   , please allow me to provide another insight:

    Hi, Anonymous 

    Regarding the issue you raised, my solution is as follows:

    1.First I have created the following table and the column names and data are the data you have given:

    2.Create calculated column references:

    LastWorkdayOfMonth = 
    VAR LastDay = EOMONTH('Table'[Date], 0)
    VAR LastWorkday = 
        SWITCH(
            WEEKDAY(LastDay, 2),
            6, LastDay - 1,  
            7, LastDay - 2,  
            LastDay          
        )
    RETURN LastWorkday

    3. Below are the measure I've created for your needs:

    MEASURE A = 
    VAR LastDay1 =
        EOMONTH ( MAX ( 'Table (2)'[selcet] ), 0 )
    VAR LastDay2 =
        EOMONTH ( MAX ( 'Table (2)'[selcet] ), -1 )
    VAR LastWorkday1 =
        SWITCH ( WEEKDAY ( LastDay1, 2 ), 6, LastDay1 - 1, 7, LastDay1 - 2, LastDay1 )
    VAR LastWorkday2 =
        SWITCH ( WEEKDAY ( LastDay2, 2 ), 6, LastDay2 - 1, 7, LastDay2 - 2, LastDay2 )
    RETURN
        IF (
            MAX ( 'Table (2)'[selcet] ) = LastWorkday1,
            CALCULATE (
                SUM ( 'Table'[Metric A] ),
                'Table'[LastWorkdayOfMonth] = MAX ( 'Table (2)'[selcet] )
            ),
            CALCULATE (
                SUM ( 'Table'[Metric A] ),
                'Table'[LastWorkdayOfMonth] = LastWorkday2
            )
        )
    Measure B = 
    VAR LastDay1 =
        EOMONTH ( MAX ( 'Table (2)'[selcet] ), 0 )
    VAR LastDay2 =
        EOMONTH ( MAX ( 'Table (2)'[selcet] ), -1 )
    VAR LastWorkday1 =
        SWITCH ( WEEKDAY ( LastDay1, 2 ), 6, LastDay1 - 1, 7, LastDay1 - 2, LastDay1 )
    VAR LastWorkday2 =
        SWITCH ( WEEKDAY ( LastDay2, 2 ), 6, LastDay2 - 1, 7, LastDay2 - 2, LastDay2 )
    RETURN
        IF (
            MAX ( 'Table (2)'[selcet] ) = LastWorkday1,
            CALCULATE (
                SUM ( 'Table'[Metric B] ),
                'Table'[LastWorkdayOfMonth] = MAX ( 'Table (2)'[selcet] )
            ),
            CALCULATE (
                SUM ( 'Table'[Metric B] ),
                'Table'[LastWorkdayOfMonth] = LastWorkday2
            )
        )
    

    4.Here's my final result, which I hope meets your requirements.

    Please find the attached pbix relevant to the case.

     

    Best Regards,

    Leroy Lu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.