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lawrencema0829's avatar
lawrencema0829
Regular Visitor
9 years ago
Solved

How to do it in PBI Desktop?

Hello, I have a data set like below - Year, Month, Company and Revenue

I am able to do it just simply click to generate the right-hand side's chart. However, I don't know how to use it in BI. I am confused by the "Fields".

 Thank you for your concern and look forward to your reply.

LawrenceImage

 
  • Cool dude.

     

    It is very simple. do the following steps 

    1

     

     

    2

     

     

    3

     Let me know if any help needed

     

     

     

  • lawrencema0829

    The other thing I would suggest you do is create a Calculated Column Date in your table

     

    Date = 'Table'[Month] & "/1/" & 'Table'[Year]

    Then change the Data Type in the Modeling Tab to Date

     

     

     

    Now because this Column is of Data Type - Date you'll get a nicer Date Hierarchy

    So go back to chart and drag the Date Column to the Axis field - get rid of Quarter and Day

    And the use the drill down button in the top left corner of the chart to go to the lowest level

     

     

    Hope this helps! :smileyhappy:

     

     

5 Replies

  • Baskar's avatar
    Baskar
    Icon for Resident Rockstar rankResident Rockstar

    Cool dude.

     

    It is very simple. do the following steps 

    1

     

     

    2

     

     

    3

     Let me know if any help needed

     

     

     

    • lawrencema0829's avatar
      lawrencema0829
      Regular Visitor

      Thank you Baskar, your explanation is very clear.

       

      Further more, if I have more than 1 company (ABC & DEF) in the data set, how to do the line chart in the same time line, like below:

      Thank you very much and look forawrd to your reply.

      Lawrence

      • Sean's avatar
        Sean
        Icon for Community Champion rankCommunity Champion

        lawrencema0829Place the Company Column in the Legend Field - then you'll get another line