Forum Discussion

Colleen's avatar
Colleen
Icon for Helper I rankHelper I
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 ...
Need Help
Tutorial Requests
  • 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. 

     

     

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. 

       

       

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

        Ah thank you for that clafication.

         

        I've seen online about making custom calendars and It looked very tricky to understand, but I guess that will have to be that way! Time to do some scraping. Cheers