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Colleen's avatar
Colleen
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7 years ago
Solved

Viewing months based on current date on charts

Hello,    How can I change the order and view of months on the x-axis on a graph?   I need to display financial YTD sales information. I have used the time intelligence functions to create a new ...
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  • pbeye's avatar
    pbeye
    7 years ago

    Here's how I would do it:

     

    1. Make a copy of your date column getting the start of the month: startofmonth = STARTOFMONTH(dates[yourdatecolumnhere])
       
    2. Change the format of that column to March 2001 in the Modeling tab.
    3. Add to your chart and make sure the X axis is listed as categorical. 

     

    You should end up with something like this:

  • pbeye's avatar
    pbeye
    7 years ago

    Ah, I see. It's because of your measure formula. Here's what I think are your options:

     

    1. You can remove your measure and replace it with the LineTotExcl field instead. That will include the missing months, but will make your chart start at January.
    2. I think in order to get the graph to start at April, you have to create a custom date/calendar table to create your fiscal year. I'm not familiar with how to do that, but I've read about others having to do this before. I won't be able to help you on that part, unfortunately. 

     

     

pbeye's avatar
pbeye
Icon for Resolver II rankResolver II
7 years ago

No problem Colleen  :smileyvery-happy: Glad to help! 

Colleen's avatar
Colleen
Icon for Helper I rankHelper I
7 years ago

I admit I missed something sorry pbeye !

 

Having returned a bit more fresh faced this monday I've realised my graph only spans from April to December as shown:

 

Graph runs April to December rather than 12 months prior

 

The display worked fine for when I was only looking at this year as it ran April to July (most recent month with data).

 

Please what do I need to do for mine to run the full 12 months until March (the end of our financial year)? I've followed the steps exactly with this outcome.

 

Kind regards,

Colleen

 

  • pbeye's avatar
    pbeye
    Icon for Resolver II rankResolver II
    7 years ago

    Hi Colleen ,

     

    I suspect it has something to do with your filters or your fiscal year formula. Can you provide an example for each of those?

    • Colleen's avatar
      Colleen
      Icon for Helper I rankHelper I
      7 years ago

      Hi pbeye ,

       

      This is how I calculate my YTD values

      Sales YTD Fiscal = TOTALYTD(
                SUM('Raw Data'[LineTotExcl]),
                'Raw Data'[TxDate].[Date],
                "31/3"
)

      And here are the filters and data values on the visual:

       

      Thank you so much for your continued help!

       

      Kind regards,

      Colleen

       

       

       

       

      • pbeye's avatar
        pbeye
        Icon for Resolver II rankResolver II
        7 years ago

        Ah, I see. It's because of your measure formula. Here's what I think are your options:

         

        1. You can remove your measure and replace it with the LineTotExcl field instead. That will include the missing months, but will make your chart start at January.
        2. I think in order to get the graph to start at April, you have to create a custom date/calendar table to create your fiscal year. I'm not familiar with how to do that, but I've read about others having to do this before. I won't be able to help you on that part, unfortunately.