Solved: Line Chart - Similar to any stock portfolio apps l...

simpleere · ‎12-08-2021

I have 2 columns for investment data, amount invested & a date. I would like a line chart that grows along with the dates instead of plotting them down based upon their value - similar to how Robinhood or any stock app shows their line graphs

right now it looks like this

I would want the line to cumalitively grow larger based upon the total at that correlated date - any idea on how to achieve this?

v-zhangti · ‎12-13-2021

Hi, @simpleere

I simulated some data hoping to restore your problem.

Cumulative = 
CALCULATE (
    SUM ( 'Table'[Investment] ),
    FILTER ( 'Table', [Year] <= EARLIER ( 'Table'[Year] ) )
)

Is the picture on the right the result you expect?

Best Regards,

Community Support Team _Charlotte

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

View solution in original post

v-zhangti · ‎12-13-2021

Hi, @simpleere

I simulated some data hoping to restore your problem.

Cumulative = 
CALCULATE (
    SUM ( 'Table'[Investment] ),
    FILTER ( 'Table', [Year] <= EARLIER ( 'Table'[Year] ) )
)

Is the picture on the right the result you expect?

Best Regards,

Community Support Team _Charlotte

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

vanessafvg · ‎12-08-2021

are you referring to the candlestick visual?

https://www.sqlshack.com/candlestick-chart-for-stock-data-analysis-in-power-bi-desktop/

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