Forum Discussion

nrushton's avatar
nrushton
Regular Visitor
5 years ago

Help with Fiscal Year Data

Hi

 

I have a table containing product revenue sales and forecast by industry. The forecast columns are simply headed forecast 2021, forecast 2022 etc.

 

I would like to create a graph that shows me the total forecast by year, which I can then drill down to the industry and then products i.e when I click on the column in the bar graph for Forecast 2021, this will take me to the 2021 forecast for the industry, and when I click on this it will show me all the products by 2021 Forecast.

 

I have tried creating a date table but the formula doesnt seem too work.

 

Any advice is much appreciated.

 

Thanks

Need Help

4 Replies

  • littlemojopuppy's avatar
    littlemojopuppy
    Community Champion
    5 years ago

    Hi nrushton sounds like you have a couple things you'd like to do...

    Can you share a sample pbix so we can get this worked out?

    • nrushton's avatar
      nrushton
      Regular Visitor
      5 years ago

      Thanks so much for the reply. I can't see how I attach my file. Is there a link? 

  • nrushton's avatar
    nrushton
    Regular Visitor
    5 years ago

    Unfortunately, this still doesnt seem to be working for me. Please see below for heading structure.

     

    Product       Industry     Revenue (PY)    Revenue (CY)     Forecast FY21    Forecast FY22   Forecast FY23

    Envelopes   Retail         70,000               45,000                75,000               80,000               95,000

     

    Many thanks