Line Chart Showing Monthly Values for Fiscal Year Lines

TimPeterson
New Contributor

Line Chart Showing Monthly Values for Fiscal Year Lines

I need to create a line chart showing the monthly values for each of several fiscal years as a line chart. The user wants to be able to see lines comparing each month in each fiscal year. For example, on the X-axis would be each month in the fiscal year, January to December, and on the Y-axis would be each fiscal year, FY21, FY22, FY23. This would allow the user to see a line for each fiscal year's January through December, and allow them to compare each year's results against the other years while also seeing seasonal/monthly variations over time.

 

I don't believe I can set years to one axis and months to another axis using the Model's time. So my plan is to create a list for Prior Year, Current Year, Next Year, etc. and then use a module to map what FY year the prior/current/future years are. This would be to make the chart sustainable and easy to update as years go by. I would then dimension the data module for the line chart by the list of years and have each of the module's line items dimensioned by month. I believe I can then create IF/THEN formulas for each line item to identify the value for each of the years at each month.

 

If there is a cleaner/easier way to accomplish what I am trying to do I would love to hear it. Or any feedback really.

 

Thanks!

 

Tim

1 ACCEPTED SOLUTION

Accepted Solutions
Misbah
Moderator

Re: Line Chart Showing Monthly Values for Fiscal Year Lines

@TimPeterson 

 

I believe you are on right track. Having two different lists for Months and Years is the only Way forward. The only thing I would like to highlight is that Don't write Too many IF ELSE statements, see if it can be done using LOOKUP function and/or SUM function based on the mapping.

 

 

Hope that helps

Misbah

View solution in original post

2 REPLIES 2
Misbah
Moderator

Re: Line Chart Showing Monthly Values for Fiscal Year Lines

@TimPeterson 

 

I believe you are on right track. Having two different lists for Months and Years is the only Way forward. The only thing I would like to highlight is that Don't write Too many IF ELSE statements, see if it can be done using LOOKUP function and/or SUM function based on the mapping.

 

 

Hope that helps

Misbah

View solution in original post

TimPeterson
New Contributor

Re: Line Chart Showing Monthly Values for Fiscal Year Lines

Thanks Misbah. I will try the Lookup/Sum functions first.

Tim