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prokurors's avatar
prokurors
Icon for Advocate III rankAdvocate III
9 years ago
Solved

How to display data in clustered column chart - when working with date data

I'm a bit stuck, with something that feels should be quite simple - so I hope somebody can help me with this.

 

Basically I've got a table with sales data statistics:

ProductId, SalesDate and GrossSalesValue

 

This table holds data for a few years and I need to present side by side performance this year vs last year.

 

In Excel creating such a chart is very simple (see screenshot at the end of this post). I see that it takes two columns - one for 2016. year and second for 2017. year. But my table holds one field for GrossSalesValue and other for dates. Can I get from such a table clustered column chart to compare year data side by side? Can I achieve this with measures and DAX? I've tried TOTALYTD and Calculate(...; SamePeriodLastYear), but it didn't work

Need Help
  • Sean's avatar
    Sean
    9 years ago

    Do you have a Calendar table?

    If you do place the date on the axis and keep only the month from the resulting  Hierarchy,

    then drag the date field again but this time to the legend and keep only the year.

     

    If no Calendar just break your date field into Month and Year columns and use those...

     

    Place Month on the Axis, Year in the Legend and sales in the Values

     

    Good Luck!:smileyhappy:

  • v-yulgu-msft's avatar
    v-yulgu-msft
    9 years ago

    Hi prokurors,

     

    As Sean suggested, I could get the chart output like below. In my test, I didn't use calendar table, just select Month from date hierarchy as Axis, and select Year from date hierarchy as legend.

     

    Best regards,
    Yuliana Gu

2 Replies

  • Sean's avatar
    Sean
    Icon for Community Champion rankCommunity Champion
    9 years ago

    Do you have a Calendar table?

    If you do place the date on the axis and keep only the month from the resulting  Hierarchy,

    then drag the date field again but this time to the legend and keep only the year.

     

    If no Calendar just break your date field into Month and Year columns and use those...

     

    Place Month on the Axis, Year in the Legend and sales in the Values

     

    Good Luck!:smileyhappy:

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    9 years ago

    Hi prokurors,

     

    As Sean suggested, I could get the chart output like below. In my test, I didn't use calendar table, just select Month from date hierarchy as Axis, and select Year from date hierarchy as legend.

     

    Best regards,
    Yuliana Gu