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.
If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.
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.
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.
If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.
Best Regards,
Nasif Azam