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Franch
New Member

Help with dashboards

I have data that is updated monthly, I want to make a dashboard with a table that shows the sales of the last three months but has the total sales accumulated in the year.
For example, the table for the month of May (which I will present this month) must include the display of March, April and May, but the totals must have the information for the year so far.

 

 I need ideas to make it, thanks in advance 

3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

On selecting 1 month in the slicer, if you wish to see data for the 3 months ended the selected month, then refer to my solution in the attached PBI file.

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi @Franch 

 

The following steps are for your reference:

 

Create several measures as follow:

Measure = 
VAR _Max = CALCULATE(MONTH(MAX([Date])), ALL('Table'))
RETURN
IF(MONTH(MAX([Date])) >= _Max - 2, 1, 0)

 

total = 
VAR _max =  CALCULATE(MAX([Date]), ALL('Table'))
RETURN
CALCULATE(SUM('Table'[Sales]), FILTER('Table', [Date] >= DATE(2024, 1, 1) && [Date] <= _max))

 

Put the measure into the visual-level filters, set up show items when the value is 1.

vxuxinyimsft_0-1717466872761.png

 

Output:

vxuxinyimsft_1-1717466895629.png

 

Best Regards,
Yulia Xu

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

thanks for your answer, after make the measures Itry several times to make the table without success. I'm trying to make some like this: 

4D8792B5-9BC7-445E-B7F5-B19DF792E834.jpeg

15C4EA1C-A611-447D-B3EF-7FB1E6819AF2.jpeg

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