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Anonymous
Not applicable

Rolling 10 year net summary of value

Trying my best to explain this:

I have a financial value in column B that's either a epxense or income (column C) ranging from 2012 to 2033. 

What I want to do is have a rolling summary of net value (income - expense) by 10 years as their own "category" for lack of better word. To visualise in both a table/matrix and linechart

 

example: (multiple projects for each year, with both incomes and costs from 2012 to 2033) 

ProjectValueTypeYear
AXIncome2012
AYCost2012
AX2Income2013
AY2Cost2013
BXXIncome2012
BYYCost

2012

 

What I want to visualise: 

Period2012-2021 2013-2022 2014-2023 2015-2024 2016-2015 2017-2026 2018-2027 2019-2027 
Income        
Expense        
Net        

 

Any suggestions for achieveing this?

 

Thanks 

1 ACCEPTED SOLUTION
v-lionel-msft
Community Support
Community Support

Hi @Anonymous ,

 

Is this what you want? Please refer to my .pbix file.

v-lionel-msft_0-1622194300018.png

 

Best regards,
Lionel Chen

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-lionel-msft
Community Support
Community Support

Hi @Anonymous ,

 

Is this what you want? Please refer to my .pbix file.

v-lionel-msft_0-1622194300018.png

 

Best regards,
Lionel Chen

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

Anonymous
Not applicable

Thanks for the reply, 

 

Yes that's what I'm looking for! Thanks for the help. 

 

However, since the totalrow in the matrix calculates the total wrong (for instance in your example, (-235)+(-155) isn't 155), how would I go about and get a correctly displayed Total? 

Thanks

*Edit:Seems to work  now

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