I have an access database I am pulling data from. It has data going back to 2015 but I only want the data from the most complete 12 months. Today is 9/27/2021 so I would want data from September 2020 to August of 2021.
Sample data:
Date
Level
8/12/2019
Level 1
1/26/2021
Level 3
6/13/2020
Level 4
4/12/2021
Level 1
3/7/2015
Level 2
4/16/2021
Level 2
I want a simple bar chart where it has the month/year and the count per level
You can use relative date filtering is in the last 12 calendar months.
Here's what that looks like for today (9/28/2021):
Click your visualization on power bi desktop, expand date filter,
add 1 year
or you can add filter from transform data tab in power bi desktop
Related
I have a dataset which is containing data from 2015 to latest and dataset is refreshing on daily basis. So I need to set default start date and end date for 2 years from latest date as by default. But User can also see the previous data by changing the date selection. How can I set the default date range for last 2 years including today?
We can easily perform day, month, year filtering with the slicer option we have selected from the visualisation section.
enter image description here
In the dateadded slicer that we see in the image, we can perform the filtering process we want from the options located in the upper right corner.
I hope you can help me with below matter. I am trying to figure out a calculation for Quarter 3 (July + Aug + Sept).
I have 2 tables Actual and Estimate, the data in Actual is till August 2021. When calculating Quarter 3 I need to get July and Aug data from Actual table and Sept data from Estimate table.
When the Actual tables gets loaded with the Sept data it should shift from Estimate to Actual. Similar calculation for the next Quarter 4 (Oct + Nov + Dec).
Appreciate your help in this matter.
Thank you.
Attached below image for reference.
enter image description here
I think you should create a new table using this 2 tables. If I understand you correct, create the table as below-
select all records from "Actual Data" except months March, June, September and December.
union all
select all records from "Estimate Data" only for months March, June, September and December.
Now do your calculation from the new table.
I have some Retirement fund data which I visualize with scatterplots and bar charts.
I am filtering the data with a Year slicer and a quarter filter (and fund type, but this is not relevant).
In my report I have 6 visuals, 4 of which are quarterly data, and two are yearly data.
I am using a bar chart visual to show certain values like the following:
My visual shows Quarter data for the selected Year. ( for example: it shows the invested equity per quarter for the year 2018)
However, for 2019 only 3 quarters are yet recorded.
Is it possible (for 2019) to show 3 quarters of 2019 and the last quarter of 2018 so that my bar chart still shows 4 quarters?
If so, could i make it so that the year is also visualized on the x axis so that one may not get confused as to what year the quarter is from? (i.e. show Q4 2018 and Q1, Q2, Q3 2019)
The best option is to have a current month indicator in your calendar table, which then counts back and forward in time. This example is based on Power Query and has current month and years/quarters/months ago. So for example March would be 0, Feb would be -1 etc.
You could also use something like in DAX as a calculated column:
Months = DATEDIFF([start],[end],MONTH)
with the Start being NOW() and the end the date in your calendar table
When the report refreshes it will recalculate the months ago and filter the visual so it will always correctly show the current Nth months you select. You could also use TOP, but if the calendar has dates in the future it might return those.
The top visual displays the unfiltered visual, the bottom with the 'Months ago' of 0, -1, -2, -3
Is it possible to create trailing 12 month date parameter? I want to be able to choose Month-Year, so it display data till the end of that chosen Month-Year 12 months back.
Something like that on a picture below.
Do I need to create some date measures for that?
Thanks
I would use the Relative Date slicer & filter feature built into Power BI. It can cater to that requirements E.g. Last - 12 - Months (Calendar)
https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-slicer-filter-date-range/
No modeling preparation is needed - it is set in the report page design.
I want to ask a question related Power BI.
How to create a week filter which by default report should launch a time period selected in Power BI?
I ready created a
tID | Filtertext
7 | 1 week ago
14 |2 weeks ago
...
-values
in Power BI it looks like this
How I can use it as a filter and select certain period in report?
thank you so much.
I would use the Relative Date slicer & filter feature built into Power BI. It can cater to all those requirements and many more - its easy and intuitive.
https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-slicer-filter-date-range/
No modeling preparation is needed - it is set in the report page design.