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BIuser0424's avatar
BIuser0424
Regular Visitor
3 years ago

Two different Month Columns visualization help

I am analyzing sales proposals vs a target. I have two date columns. One that shows the anticipated contract month, the other is the expected budget month. I am trying to chart the difference between the two with the contract value amount and the project name. I have been attempting to do scatter plots and bar charts and can not figure out how to visually show this relationship. Any help would be appreciated. 

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1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi BIuser0424 

    You can create a date table

    e.g 

    Date =

ADDCOLUMNS (

CALENDAR (DATE (2020, 1, 1), DATE (2022, 12, 31)),

"Year", YEAR([Date]),

"MonthNumber", MONTH([Date]),

"Quarter", QUARTER([Date]),

"DayOfWeek", WEEKDAY([Date])

)

    Then create relationship between the date table and data table 

    e.g one-many:[Date]->[ anticipated contract month]   one-many:[Date]->[expected budget month] 

    If one of these two relationships is inactive, the USERELATIONSHIP() function can be used

    e.g 

    CALCULATE(....,USERELATIONSHIP([expected budget month],[Date]))

    You can refer to the folloiwng link about the relationship and USERELATIONSHIP() function 

    USERELATIONSHIP function (DAX) - DAX | Microsoft Learn

    Active vs inactive relationship guidance - Power BI | Microsoft Learn

     

    Best Regards!

    Yolo Zhu

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