Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Learn from the best! Meet the four finalists headed to the FINALS of the Power BI Dataviz World Championships! Register now

Reply
simpleere
Regular Visitor

Line Chart - Similar to any stock portfolio apps line chart

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

simpleere_0-1638987956014.png

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

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @simpleere 

 

I simulated some data hoping to restore your problem.

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

vzhangti_0-1639451773433.png

vzhangti_1-1639451828364.png

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

2 REPLIES 2
v-zhangti
Community Support
Community Support

Hi, @simpleere 

 

I simulated some data hoping to restore your problem.

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

vzhangti_0-1639451773433.png

vzhangti_1-1639451828364.png

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
Community Champion
Community Champion

are you referring to the candlestick visual?

 

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





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

February Power BI Update Carousel

Power BI Monthly Update - February 2026

Check out the February 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.