Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
I have a table with sales budgets with a starting date for the month ahead along with a total budget for the whole month. I'd like to show a line graph with days of month showing this budget as a daily cumulative total.
For Example
Date | Budget |
1st Jan 22 | 50,000 |
1st Feb 22 | 80,000 |
1st Mar 22 | 125,000 |
Solved! Go to Solution.
Hi @Danch89 ,
The key is to have a date dimension and have a year offset to filter out only the years you’re interested in showing.
Try the following formula:
Year Offset = YEAR(TODAY())-‘Date'[Year]
Rolling 12 Months Sales =
CALCULATE (
SUM ( 'Sales Fact'[Revenue] ),
DATESBETWEEN (
'Date'[Date],
NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( 'Date'[Date] ) ) ),
LASTDATE ( 'Date'[Date] )
)
)
If the problem is still not resolved, please point it out. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Danch89 ,
The key is to have a date dimension and have a year offset to filter out only the years you’re interested in showing.
Try the following formula:
Year Offset = YEAR(TODAY())-‘Date'[Year]
Rolling 12 Months Sales =
CALCULATE (
SUM ( 'Sales Fact'[Revenue] ),
DATESBETWEEN (
'Date'[Date],
NEXTDAY ( SAMEPERIODLASTYEAR ( LASTDATE ( 'Date'[Date] ) ) ),
LASTDATE ( 'Date'[Date] )
)
)
If the problem is still not resolved, please point it out. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@Danch89 , I think my blog on this topic can help
Distributing/Allocating the Monthly Target(Convert to Daily Target): Measure ( Daily/MTD): https://community.powerbi.com/t5/Community-Blog/Power-BI-Distributing-Allocating-the-Monthly-Target-...
Thanks - I've got the daily target but I still don't know how to change this into a rolling month. For example below. I'd want to cumulative total that daily target each day for the month to show a month trend against target.
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
104 | |
101 | |
79 | |
72 | |
64 |
User | Count |
---|---|
142 | |
108 | |
101 | |
81 | |
74 |