I am looking for creating a visualization like the attached excel file report, which shows opening balance, closing balance and some other numbers on monthly basis.
I have measures created to calculate required numbers but stuck in showing in the given format
looks like i have to create a custom visualization but I am stuck please help sample-data.xlsx (10.9 KB)
attached revised sample filesample-data.xlsx (10.9 KB)
Hi @suhvishal. Can’t imagine that custom visual development is needed. Looks like a standard matrix visual will suffice (you’ll need a custom dataset for your row labels, if that dimension is not already available in your dataset, I imagine). Give that a go, and, if you need further assistance, please post your work-in-progress PBIX and a screenshot of the visual in question noting where it falls down.
Greg
Dimensions are not available in dataset, I have measures i.e. total sales, total purchase, etc, though I am wondering how can i get last year closing balance as opening for current year.
I tried with matrix visual but couldn’t get the view similar to one in the excel.
Actually that sample data is dummy one. working on something similar. I am wondering how can i share it. will try to extract something that I can share soon.
Hi @suhvishal. When available, you can upload your sample dataset, your work-in-progress PBIX (that uses your sample dataset), and an Excel mock-up of what you are looking for as a desired outcome using the built-in upload (up arrow) button.
Greg
Hi @suhvishal, did the response provided by the users and experts help you solve your query? If not, how far did you get and what kind of help you need further? If yes, kindly mark as solution the answer that solved your query. Thanks!