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manojk_pbi
Helper IV
Helper IV

How to show trend data based on date

Hello,

 

I have a single table with all necessary details. I need to have filter for Few dimensions, date. On selection of the month report need to show display cumulative actuals spend selected month and below we have trend chart to show how the actuals spent month on month.

 

I am not able to get the trend chart when selected. How can we acheive this ?

3 REPLIES 3
Greg_Deckler
Community Champion
Community Champion

@manojk_pbi Not certain I entirely understand but perhaps this: https://community.fabric.microsoft.com/t5/Quick-Measures-Gallery/Better-Running-Total/m-p/2755666#M8...

 

Otherwise, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.



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Hello @Greg_Deckler , Thanks for your reply. I forgot to add sample data in my previous post. 

 

Below is the sample data and expected out put.

Scenario: Report has filter option to select particluar project and reporting date. On selection of the data, report will showcase all necessary kpis for the selected period and the previous one. Along with the kpis i need to display the trend chart of the selected project irrespective of date selection. Please guide me how we can achieve this requirement

PRJ_MONTHKEYPRJ NameDivisionBU UNITReportingDateKPICost
PRJ1-Apr-25PRJ1DIV1BU125-Apr60%1.6
PRJ2-Apr-25PRJ2DIV1BU125-Apr85%8.2
PRJ3-Apr-25PRJ3DIV1BU225-Apr79%3.0
PRJ4-Apr-25PRJ4DIV1BU325-Apr93%10.2
PRJ5-Apr-25PRJ5DIV1BU125-Apr85%4.7
PRJ6-Apr-25PRJ6DIV2BU125-Apr85%3.5
PRJ7-Apr-25PRJ7DIV2BU125-Apr60%11.0
PRJ8-May-25PRJ8DIV2BU325-May60%7.5
PRJ1-May-25PRJ1DIV1BU125-May85%0.4
PRJ2-May-25PRJ2DIV1BU125-May60%2.5
PRJ3-May-25PRJ3DIV1BU225-May60%11.8
PRJ4-May-25PRJ4DIV1BU325-May60%6.5
PRJ5-May-25PRJ5DIV1BU125-May60%3.5
PRJ6-May-25PRJ6DIV2BU125-May60%4.3
PRJ7-May-25PRJ7DIV2BU125-May85%9.7
PRJ8-May-25PRJ8DIV2BU325-May43%1.9
PRJ1-Jun-25PRJ1DIV1BU125-Jun60%10.8
PRJ2-Jun-25PRJ2DIV1BU125-Jun85%8.0
PRJ3-Jun-25PRJ3DIV1BU225-Jun79%6.6
PRJ4-Jun-25PRJ4DIV1BU325-Jun93%5.5
PRJ5-Jun-25PRJ5DIV1BU125-Jun85%5.3
PRJ6-Jun-25PRJ6DIV2BU125-Jun85%3.4
PRJ7-Jun-25PRJ7DIV2BU125-Jun60%6.6
PRJ8-Jun-25PRJ8DIV2BU325-Jun60%10.6
PRJ1-Jul-25PRJ1DIV1BU125-Jul85%9.5
PRJ2-Jul-25PRJ2DIV1BU125-Jul60%1.8
PRJ3-Jul-25PRJ3DIV1BU225-Jul60%4.3
PRJ4-Jul-25PRJ4DIV1BU325-Jul60%0.4
PRJ5-Jul-25PRJ5DIV1BU125-Jul60%2.1
PRJ6-Jul-25PRJ6DIV2BU125-Jul60%0.1
PRJ7-Jul-25PRJ7DIV2BU125-Jul85%11.2
PRJ8-Jul-25PRJ8DIV2BU325-Jul43%3.3

The selection is for PRJ1 for current month (Jul25)

manojk_pbi_0-1755140915285.png

manojk_pbi_1-1755141310198.png

 

 

@manojk_pbi Oh, just go to the Format tab. Select your Date slicer and in the Format tab select Edit interactions. Turn off interactions on your line chart.



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