Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Request now

Reply
J_Tanna
Frequent Visitor

Yearly Trend of Data Dynamically

Hi,

 

I am making a report in powerBI and came up with different requirement. I am displaying one bar chart to showcase yearly trend of data but I am unable to display it dynamically. So when I select month it should show data till that month only. I am using financial year.

 

Like, 

 

When I select month May data sholud be for April, May

For June data should be for April, May, June. 

 

Kindly help me with this issue. It will be a big help for me.

Let me know if you have some doubts in question.

 

Thank You.

 

 

1 ACCEPTED SOLUTION
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @J_Tanna,

 

You need a calendar table which is not related to source table, add a Month column from calendar table into slicer. To get the selected month and filter monthly data depend on this selected month, you could use a filter expression like below inside the measure which calculates results dispalyed on chart Y-axis.

FILTER(Source_data,Source_data[Month]<=MAX(Dim[Month])

 

For more details, please refer to the uploaded .pbix file.

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @J_Tanna,

 

You need a calendar table which is not related to source table, add a Month column from calendar table into slicer. To get the selected month and filter monthly data depend on this selected month, you could use a filter expression like below inside the measure which calculates results dispalyed on chart Y-axis.

FILTER(Source_data,Source_data[Month]<=MAX(Dim[Month])

 

For more details, please refer to the uploaded .pbix file.

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
rajulshah
Resident Rockstar
Resident Rockstar

Hello ,

 

You can use TOTALYTD dax function.

 

 

Please refer here : https://msdn.microsoft.com/en-us/library/ee634400.aspx

 

It also can be used for different financial years.

Hi Rajul,

 

Thank You for your response.

I want to showcase data for each month separatly. Can you help me on this?

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors