Data Visualization Question

[ColleenN]

Hello.

I am new to Power BI and am struggling with finding a solution  to a data visualization questiion.    I currently using a line chart that displays four different reports (monthly calculated sums) by year with two months worth of data listed(displaying 8 different calculated sums by month: Total Incurred, Total Paid, Total Outstanding Reserves, Total Third Party Recovery)   I used a date of loss(year) for the axis and the caluculated sums for the values within the chart.  As this grows, it will be difficult to view.  is there a way that I can group the data by report in order for a user to select which report(s) to view?

Any guidance would be greatly appreciated.

[amitchandak]

The information you have provided is not making the problem clear to me. Can you please explain with an example.

Appreciate your Kudos.

[ColleenN]

Hello.

I appreciate your help in this. I'm sorry, let me try to explain myself better. I have a table that contains the following data:

• February ReportIng Columns: Total Paid, Total Incurred, Total Outstanding Reserve, Total Recovery and Loss Date (for The Year 2018, 2019, 2020)
• March Report Columns: Total paid, total incurred, total opposition reserve, total recovery and loss date (for 2018, 2019, 2020)

I am able to create the line chart that plots the report totals for each month over the three years using the loss date for the axis and the sums of each report for the values, but it is not easy to read:

My client wants to see the chart above, but also has the ability to select a report to view. For example, Total February Paid for Years 2018, 2019, 2020 against Total March Paid for Years 2018, 2019, 2020 . I'm having trouble figuring out how to cut the chart in a way that would allow my client to select from a list of reports.

I hope I explained things a little better. Please let me know if you need more information from me.

Thank you

Colleen

[ColleenN]

Hello.

I appreciate your help on this. I am sorry, let me try to explain myself better.  I have a table which contains the following data:

• February's Reports Columns: Total Paid, Total Incurred, Total Outstanding Reserve, Total Recovery, and Date of Loss (by Year 2018, 2019, 2020) 
• March's Reports Columns: Total Paid, Total Incurred, Total Oustanding Reserve, Total Recovery, and Date of Loss (by Year 2018, 2019, 2020)

I am able to create the line graph that charts each month's report totals over the three years by using the date of loss for the axis and the sums of each report for the values but it is not easy to read:

My customer wants to see the above graph but also have the ability to select one report to view.  For instance,  February Total Paid for Years 2018, 2019, 2020 against March Total Paid for Years 2018, 2019, 2020 . I am having trouble figuring out how to slice the graph in a way that would allow my customer to select from a list of reports.

I hope that i have explained things a bit better.  Please let me know if you need more information from me.

Thank You,

Colleen 

[Anonymous · Accepted solution]

Hi @ColleenN ,

Think you need a slicer and create a measure to judge if the value equals to the selectedvalue in slicer. like

if(selectedvalue(table[date])=selectedvalue(slicer[date]),1,0)

Then add this measure to visual filter.

Not sure if i understand you correctly, maybe you can share some sample data to us?

Best Regards,

Jay