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KristinaSp's avatar
KristinaSp
Icon for Helper I rankHelper I
5 years ago
Solved

Cumulative totals YTD chart problem

Hi all,

 

Short question, I have made a formula for cumulative totals. Our financial year end 06/30 and the line chart look like this.

 

How to make that all lines will start form the same point 07/01?

 

 

I have the date table and relations seems fine.

 

 

 

  • KristinaSp , Use only month on x-axis . Month should be sorted based on FY

     

    Month = FORMAT([Date],"mmm")
    Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

     

    Mark Month sort as sort column of month

  • as amitchandak explained, create a new column in your calendar table Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

     

    Select your month column and sort by column (Month sort), then your series will sart with July and end with June.

4 Replies

  • KristinaSp , Use only month on x-axis . Month should be sorted based on FY

     

    Month = FORMAT([Date],"mmm")
    Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

     

    Mark Month sort as sort column of month

  • Mohammad_Refaei's avatar
    Mohammad_Refaei
    Icon for Solution Specialist rankSolution Specialist

    In the line chart, add the year as a legend and use the month in the axis instead of the date

  • Thank you for your prompt response. Using month iš does not start to accumulate from 07/01. How tostart accumulate from 07/01 and finish 06/30?

     

    • Mohammad_Refaei's avatar
      Mohammad_Refaei
      Icon for Solution Specialist rankSolution Specialist

      as amitchandak explained, create a new column in your calendar table Month sort = if(Month([Date]) >6, Month([Date])  -6, Month([Date])  +6 )

       

      Select your month column and sort by column (Month sort), then your series will sart with July and end with June.