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Hi Experts,
I need a help, I have Actuals and Plan data.
In the actuals i have 2018 and 2019 data only, but in the plan i have 2018, 2019 and 2020. I have appended the actuals and plan into one table (all columns are same)
So, what I want to show it is, in the plan visualization the year selection should be 2018,2019 and 2020, but when it comes to actuals visualization the year selection should be 2018 and 2019 (current and previous year) only.
How to do that, please help me.
Regards,
Swamy
Solved! Go to Solution.
Hi @Swamy3105
Create a year table
year table = SELECTCOLUMNS(GENERATESERIES(2018,2019,1),"year",[Value])
Create relationship as below
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Swamy3105
Create a year table
year table = SELECTCOLUMNS(GENERATESERIES(2018,2019,1),"year",[Value])
Create relationship as below
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@Swamy3105 Please try using the date field in the Visual level filter (In this case, it is slicer) and then use "Relative Date Filtering" to last 2 years either Years or Calendar Years based on your requirement.
Note - In your slicer you will be using the "Year" value only (from the date hierarchy)
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Hi Manohar,
I do not have date field in my data.
Please some example, so that i can work out and try.
Regards,
Swamy
This is possible. Have you tried to put the year in slicer?
Hi,
Yes, but I want to see only current and last year (2018 & 2019), do not show the future year (2020)
How to do that?
Before appending two tables, put additional column on each using M query.
Actual table, add custom column,
Custom = "Actuals"
Plan Table, add custom column,
Custom = "Plan"
Then append them like what you did.
on the page filter pane, drag the custom column and check only the actuals.
Proud to be a PBI Community Champion
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