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Anonymous
Not applicable

Scatter chart how to make it display sales changes by arrow ?

Hi All

I have create scatter chart to show the sales and GP% by SBU.

I am using YTD sales and YTD GP%.

May i know how to add LYTD sales and LYTD GP% into the scatter chart , so that i can see the sales trend movement ?

Paulyeo11_0-1608818618231.png

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous ,

 

I have customed some data sample since I have trouble downloading your pbix file:

12.29.1.1.PNG

Please use the following formula to create measures:

Sales YTD =
CALCULATE ( SUM ( 'Table'[Sales] ), DATESYTD ( 'Table'[Date] ) )
Sales LYTD =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLEXCEPT ( 'Table', 'Table'[GROUP_CLASS] ),
        YEAR ( 'Table'[Date] )
            = YEAR ( MAX ( 'Table'[Date] ) ) - 1
    )
)

If you want to display the differences and the trend , I suggest Line Chart visual.

The final output is shown below:

12.29.1.1.gif

Please kindly take a look at my pbix file here.


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

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6 REPLIES 6
Anonymous
Not applicable

Hi @Anonymous ,

 

I have customed some data sample since I have trouble downloading your pbix file:

12.29.1.1.PNG

Please use the following formula to create measures:

Sales YTD =
CALCULATE ( SUM ( 'Table'[Sales] ), DATESYTD ( 'Table'[Date] ) )
Sales LYTD =
CALCULATE (
    SUM ( 'Table'[Sales] ),
    FILTER (
        ALLEXCEPT ( 'Table', 'Table'[GROUP_CLASS] ),
        YEAR ( 'Table'[Date] )
            = YEAR ( MAX ( 'Table'[Date] ) ) - 1
    )
)

If you want to display the differences and the trend , I suggest Line Chart visual.

The final output is shown below:

12.29.1.1.gif

Please kindly take a look at my pbix file here.


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

Anonymous
Not applicable

Hi Eyely

Thank you very much for your sharing. 

below link is my PBI file :-

https://www.dropbox.com/s/stqzl9h7rzdymz4/PBT_SAMPLE%20100%20ROW%20JAN%202021%20V003.pbix?dl=0

what is need is using Scatter chart to show sales movement for LYTD vs YTD

notice that below image have 2 chart , on left is LYTD and on the right is YTD . what i need combine these 2 chart into one , so that i can see the growth and decline of each SBU sales and GP%.

Paulyeo11_0-1610005817757.png

 

 

PhilipTreacy
Super User
Super User

Hi @Anonymous 

Can you link your file please.

Regards

Phil



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Anonymous
Not applicable

Hi Phil

I am try to make use of scatter chart to plot the sale move to display below 2 brand sales changes using scatter chart. for example X axis is YTD sales and Y axis LYTD sales.

Paulyeo11_0-1609107085039.png

https://www.dropbox.com/s/m9c3h98pmwzerbv/PBT_V01032%20scatter%20plot%20sales%20movement_.pbix?dl=0

Above is the sample data of PBI

 

Paul

lbendlin
Super User
Super User

Add the year into the legend well?

Anonymous
Not applicable

Hi Ibendlin

it does not work , it create 2 Ball one 2020 and another 2019.

Paul

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