Forum Discussion
How do I get the proper graphical display for a SharePoint List?
Actually, I just solved this an hour ago. And the solution is not as I would like, but it makes complete sense.
In my two lists, I actually had fields so that if I used one list or the other, but not both, then it all worked as I wanted. In particular, the MTD totals had a field for total MTD values in addition to the monthly goal so I used only one data source. I used stacked vertical bars and got just what i wanted.
Why didn't it work with two independent lists? I now realize that I would have had to establish a relationship between them for Power BI to "know" how one corresponded to the other and that having a column in each with same values (location) was simply not enough. Guess I was just lucky when I set up the lists.
Oh, let me add one thing about getting this to work. Actually two things.
- I had to edit the query and change the colunn type to fixed decimal on both goal and MTD. That changed the column header to display $.
- In the Power BI values, I had to change from Count or Sum to Maximum. For any given location, the record columns would contain the desired values, this worked just fine. When I was using daily records, the MTD valuses would have to be Sum.
Hi lmheimendinger ,
Seemed in your scenario, ISFILTERED should work. Could you please share your sample data and excepted result to me if you don't have any Confidential Information. Please upload your files to One Drive and share the link here.
Actually, I just solved this an hour ago. And the solution is not as I would like, but it makes complete sense.
In my two lists, I actually had fields so that if I used one list or the other, but not both, then it all worked as I wanted. In particular, the MTD totals had a field for total MTD values in addition to the monthly goal so I used only one data source. I used stacked vertical bars and got just what i wanted.
Why didn't it work with two independent lists? I now realize that I would have had to establish a relationship between them for Power BI to "know" how one corresponded to the other and that having a column in each with same values (location) was simply not enough. Guess I was just lucky when I set up the lists.
Oh, let me add one thing about getting this to work. Actually two things.
- I had to edit the query and change the colunn type to fixed decimal on both goal and MTD. That changed the column header to display $.
- In the Power BI values, I had to change from Count or Sum to Maximum. For any given location, the record columns would contain the desired values, this worked just fine. When I was using daily records, the MTD valuses would have to be Sum.