Forum Discussion

GaRaGe's avatar
GaRaGe
New Member
9 years ago
Solved

Line Charts with Cumulative values

 I have my data like this (image below)   Now i need to create a line chart in Power BI. I am getting something like this (sample image below)     Just for illustration i used this c...
Need Help
  • v-huizhn-msft's avatar
    v-huizhn-msft
    9 years ago

    Hi GaRaGe,

    First, you should create a calculated column to get a number format month. If we use the Jan, Feb, Mar and so on. Month will order by alphabet.

    Month! = SWITCH(Test[Month],"Jan",1,"Feb",2,"Mar",3,"Apr",4,"May",5,"Jun",6,"Jul",7,"Aug",8,"Sep",9,"Oct",10,"Nov",11,12)




    Then create two measure for cumulative spend over month. 

    Target = CALCULATE(SUM(Test[Spend]),FILTER(ALL(Test),Test[Month!]<=MAX(Test[Month!])&&Test[Metric]="Target"))

Actual = CALCULATE(SUM(Test[Spend]),FILTER(ALL(Test),Test[Month!]<=MAX(Test[Month!])&&Test[Metric]="Actual"))

    Finally, create a line chart, select the [month!] field as axis, the two measures as value level.



    Please feel free to ask if you any issue.

    Best Regards,
    Angelia

BlueMan's avatar
BlueMan
Frequent Visitor
5 years ago

I know this is an old thread but i would like to ask a question on your solution. I have setup a measure to use COUNTA to total the number of tickets. I create a Matrix table and add Fiscal Year and Fiscal Period followed by adding the CountA measure. This is working as expected. I create a new measure see below that references the COUNTA measure to workout the cumulative totals for each Fiscal Period. I add this measure to the table and it is working as expected. Great.

 

IncidentCumulative = IF(COUNTROWS(Sheet1)>0,
CALCULATE(
[TotalTickets],
FILTER(ALLSELECTED(DIM_Date[Fiscal Period]),
DIM_Date[Fiscal Period] <=MAX (DIM_Date[Fiscal Period])
)
))
 
My issue comes down to the Line chart. I create a new Line chart add Month Name (Sorted by Fiscal Period) in the X-Axis and then add the cumulative measure in the Value. Fiscal Year is has also been added into the Legend field. The data is no cumulative, however if i change the X-Axis to Fiscal Period, same as you have done the line chart shows the cumulative values. How do i have a line chart that will show the cumulative values using Month Name in the X-Axis?
Ashish_Mathur's avatar
Ashish_Mathur
Super User
5 years ago

Hi,

Share some data and show the expected result in a simple table format.

  • BlueMan's avatar
    BlueMan
    Frequent Visitor
    5 years ago

    The below image shows the values cumulating correctly but with the Fiscal Period on the X-Axis. Note the table is showing the correct details.

    If i change the X-Axis to Month Name the Chart changes and is not cumulative.