Forum Discussion
Creating a custom weekly summary
- 1 year ago
Hey HersonD ,
To create a weekly summary for your column chart in Power BI (or another tool), grouped Monday to Sunday and labeled by the Sunday's date, here’s a step-by-step guide that accounts for your scenario where multiple rows can share the same date, and you need to sum before grouping by week.
Step 1: Aggregate by Date
DAX Example:
DailySummary = SUMMARIZE( YourTable, YourTable[Date], "DailyTotal", SUM(YourTable[Amount]) )Step 2: Assign Each Date to a Week Ending Sunday
WeeklySummary = ADDCOLUMNS( DailySummary, "WeekEnding", YourTable[Date] + (7 - WEEKDAY(YourTable[Date], 2)) )WEEKDAY(YourTable[Date], 2) considers Monday as day 1, Sunday as 7. This shifts the date forward to the upcoming Sunday.
Step 3: Group by WeekEnding and Sum
FinalWeeklySummary = SUMMARIZE( WeeklySummary, [WeekEnding], "WeeklyTotal", SUM([DailyTotal]) )Step 4: Use in a Chart
Use WeekEnding as your X-axis in a column chart.
Use WeeklyTotal as your Y-axis value.
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Best Regards,
Nasif Azam - 1 year ago
Hi HersonD For this add a calculated column for the week number using WEEKNUM([YourDateColumn], 2) and another column for the week's Sunday using [YourDateColumn] + (7 - WEEKDAY([YourDateColumn], 2)). Create a measure to sum your values by date and group them by the Sunday date: SUM([YourValueColumn]). Use the WeekEnding column on the X-axis and WeeklyTotal measure on the Y-axis in a column chart, ensuring chronological sorting by WeekEnding.
hello HersonD
i think you need to define the "weekly" value as you described above.
then plot it like you did in annual and monthly.
multiple value can be done in visualization. for example, in bar chart, all value will be calculated together when they are under same "weekly" value. you can choose how the data is calculated either sum, average, count, etc.
Thank you.