Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Displaying Dates

Hi All,

 

I have created a calendar table to work alongside my data table. I want to create a graph that totals the values to a specified year and then show monthly totals.

 

This is what i am trying to acheive

 

 

At present, i have dates that range from 2015 to present. I want to display the total prior to 2022 and the monthly thereafter are shown above. Is this possible anf if so how can i acheive this.

  • It is possible, yes.  You would need to add 2 calculated columns to your Calendar table.  1 for the display value and 1 to sort the display value into the correct order.

    First the display value:

    Month Year Prior = 
    IF ( YEAR ( [Date] ) < YEAR ( TODAY() ) - 1, "Prior to " & YEAR ( TODAY() ) - 1, FORMAT ( [Date], "mmm-yy") )

     Then the sort order:

    Month Year Prior Sort = 
    IF ( YEAR ( [Date] ) < YEAR ( TODAY() ) - 1, 1, YEAR([Date]) * 100 + MONTH ( [Date] ) )

    Make sure to select the [Month Year Prior] column and set the sort by to [Month Year Prior Sort]:

    Then add the [Month Year Prior] to your chart.

    The column is dynamic, so in 2024 it will show 'Prior to 2023' and grab all those dates.

     

  • Hi,

    you can obtain this

    by adding  a calculated column

    YM = 'Date'[Year]&FORMAT('Date'[Month Number],"00")
    and then creating a group

    If this post is useful to help you to solve your issue, consider giving the post a thumbs up and accepting it as a solution!

     

     

4 Replies

  • Hi,

    you can obtain this

    by adding  a calculated column

    YM = 'Date'[Year]&FORMAT('Date'[Month Number],"00")
    and then creating a group

    If this post is useful to help you to solve your issue, consider giving the post a thumbs up and accepting it as a solution!

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      thank you serpiva64 .

      It works however would prefer to show Month name and year instead of Year and month number but it works exactly how i wanted it to

  • It is possible, yes.  You would need to add 2 calculated columns to your Calendar table.  1 for the display value and 1 to sort the display value into the correct order.

    First the display value:

    Month Year Prior = 
    IF ( YEAR ( [Date] ) < YEAR ( TODAY() ) - 1, "Prior to " & YEAR ( TODAY() ) - 1, FORMAT ( [Date], "mmm-yy") )

     Then the sort order:

    Month Year Prior Sort = 
    IF ( YEAR ( [Date] ) < YEAR ( TODAY() ) - 1, 1, YEAR([Date]) * 100 + MONTH ( [Date] ) )

    Make sure to select the [Month Year Prior] column and set the sort by to [Month Year Prior Sort]:

    Then add the [Month Year Prior] to your chart.

    The column is dynamic, so in 2024 it will show 'Prior to 2023' and grab all those dates.

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks jdbuchanan71  this is exactly what i wanted and works.

       

      very much appreciated