Don't miss your chance to take exam DP-600 or DP-700 on us!
Request nowLearn from the best! Meet the four finalists headed to the FINALS of the Power BI Dataviz World Championships! Register now
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)
| Project | Value | Type | Year |
| A | X | Income | 2012 |
| A | Y | Cost | 2012 |
| A | X2 | Income | 2013 |
| A | Y2 | Cost | 2013 |
| B | XX | Income | 2012 |
| B | YY | Cost | 2012 |
What I want to visualise:
| Period | 2012-2021 | 2013-2022 | 2014-2023 | 2015-2024 | 2016-2015 | 2017-2026 | 2018-2027 | 2019-2027 |
| Income | ||||||||
| Expense | ||||||||
| Net |
Any suggestions for achieveing this?
Thanks
Solved! Go to Solution.
Hi @Anonymous ,
Is this what you want? Please refer to my .pbix file.
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.
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
Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.
Check out the February 2026 Power BI update to learn about new features.
| User | Count |
|---|---|
| 54 | |
| 47 | |
| 38 | |
| 16 | |
| 15 |
| User | Count |
|---|---|
| 82 | |
| 71 | |
| 38 | |
| 28 | |
| 25 |