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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Cumulative Total Line Graph Showing Legends by Year & Daily Granularity but X Axis Labelled by Month

HI there,

Following previous help, I have a line graph as below which i have created to look like this:
Axis:
Date:
   Month

   Day

 

Legend:

Date:

   Year

 

Values:

cumulative

 

DAX Measure:

cumulative = CALCULATE(SUM(DATA[PnL]),FILTER(ALL(DATA),DATA[Date]<=MAX(DATA[Date])),VALUES(DATA[Year]))

 

 

 

My DATA table is the only table in the model. I actually don't have a calendar table but might add it if I really must. For the moment I've kept things simple and created additional Custom Columns in Power Query that reference the Date column. The DATA table looks a little something like this:

 

DatePnLYearMonth NumberMonth NameDayOfYearIndex
01/01/2022

10

20221January11
02/02/2022-520222February22
20/06/20216420216June

171

3
27/06/20218320216June1784
28/06/20212120216June1795
29/06/2021-1020216June1806
02/04/2020-4320204April927
03/04/20204820204April938
04/04/20209620204April949
05/04/20202320204April9510

 

My requirement is that whilst the graph above is ok, I have daily granular detail in my table, pretty much for each day going back a number of years, and current graph resolution is showing monthly granularity. I would like daily granularity. If i drill down a level using the drill-down icon, it groups the PnL into day groups from 1 -31 to correspond with each day of each month, which doesn't work.

I know I could just use the DayOfYear attribute from the table as an index reference, but that would then give me labels on my x axis of 1 - 365. I would kind of still like the labels to remain showing monthly categories so the viewer can see monthly index points.

How do I achieve this?

Finally, you'll notice that the current year's PnL flatlines across from last date available to the end of the axis. I would want this to be blank for future dates of the year. I think this is achieved by a simple IF statement in the DAX which detects current date, but how do I express this?

 

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Can anyone provide help? I can add a calendar table if needs be.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Thanks for getting back to me Anonymous . Sorry I think I replied in the wrong place. This looks good, but not quite there - the lines need to be grouped not spread like that, like in my first graph. I would like the x axis to display month labels rather than day of the year labels, so granularity can be by day, and secondly for the current year I need the line to stop at the current date rather than continue to the end of the graph.

        Can it be tweaked?

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous 

    Thanks for getting back to me. This looks good, however what I need is for the lines to be stacked together on a timeline spanning a year rather than run across a continual timeline.

    Can it be tweaked?

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hmmm, still trying for a solution on this one but no luck. I would like the x axis to display month labels rather than day of the year labels, so granularity can be by day, and secondly for the current year I need the line to stop at the current date rather than continue to the end of the graph.
    Can anyone help?

  • were you able to figure it out? i need help with the same thing. please let me know. thank you so much!

  • staso's avatar
    staso
    Regular Visitor

    I have the exact same issue, were you able to resolve? I found adding the date to a tooltip is a clunky alternative however with the leap years, dates after 28th of Feb are offset by 1 day.