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Hi,
I have looked at lots of posts about this and feel close but can't quite get how I want, my end goal is to get something that looks like this;
I have lots of dates, with duplicates and have worked out a running total that 'resets' at a new FY start. Below is an example of how this looks;
Date | Month | Financial Year | RT |
1/5/21 | May | 2022 | 4 |
1/7/21 | July | 2022 | 7 |
1/8/21 | August | 2022 | 10 |
1/11/21 | November | 2022 | 13 |
1/5/22 | May | 2023 | 3 |
1/7/22 | July | 2023 | 9 |
1/8/22 | August | 2023 | 17 |
1/11/22 | November | 2023 | 18 |
1/5/23 | May | 2024 | 2 |
1/7/23 | July | 2024 | 6 |
1/8/23 | August | 2024 | 16 |
Running total is calculated as;
My assumption its something to do with the month field and how it interacts with the running total. When I replace this field on the x-axis with the date field I get the below, this is closer but as shown at the top I only want each month once.
Thanks in advance
Solved! Go to Solution.
@joebax86 You are almost there, as a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel
Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@joebax86 You are almost there, as a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel
Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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