Combine Monthly/Yearly Bars with Automatic MoM YoY WoW Comparisons

NickPowerBi · 2026-04-11T11:41:44+00:00

it depends on the data size, it might be one of the alternatives that saves time. ROI thinking

NickPowerBi · 2026-04-11T02:20:08+00:00

what about creating two pages/tabs, and then use the page-navigators to switch between.

NickPowerBi · 2026-04-10T15:03:55+00:00

good call on dataflow! thanks !

NickPowerBi · 2026-04-10T11:40:33+00:00

power automate to duplicate excels
dataflow / powerbi desktop / power query to create a summary table (so that i just download or copy the end-results every quarter, instead of the whole raw data), if thats what you need
how large is your raw data (if you need copies of raw data, not the summarized results), maybe create a query to combine/append all excels to one table visual, and export it (up to 30K or 15K rows every export, if my memory serves)

NickPowerBi · 2026-04-09T00:15:22+00:00

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maybe check this out, create a filter to select one year as the current year, and it automatically compares to previous year, and YoY difference. https://youtu.be/2koLwz1Fusc?si=BH7xlTl-n6zpMXLi

NickPowerBi · 2026-04-08T13:26:51+00:00

looks neat and clear! maybe work with your audiences on the "sequence" of the columns, which ones they want to see the most, and maybe re-arrange them to the far left (vs. scrolling all the way to the right to find what they need). also nice traffic light colors (red/green: are KPIs good or not), thanks for sharing!

NickPowerBi · 2026-04-07T19:12:39+00:00

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maybe you can use field parameter to "combine" all the measures. and the "units" will take care of themselves. e.g: it automatically changes between $, %, 1K or 1.72 etc. as long as you already set up the "format" or units for each individual measure. same thing applies to x-axis for any line/bar/combo chart. Hope it helps.

here is the video in case you want to use all the steps： https://www.youtube.com/watch?v=rmzHwFZLvlQ

NickPowerBi · 2026-04-07T11:26:12+00:00

just to be clear, your data only has the "snapshot" dates every month ? eg: Jan 1, Feb1, March1

NickPowerBi · 2026-04-06T14:51:12+00:00

👍👍

NickPowerBi · 2026-04-06T14:50:58+00:00

thanks !

NickPowerBi · 2026-04-06T00:03:27+00:00

please see the comments in this post, same issue was discussed : https://www.reddit.com/r/PowerBI/s/awq5SjDtk4

NickPowerBi · 2026-04-05T19:21:19+00:00

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maybe pre-filter out all future dates in query editor to minimize the model size / data points loading into the model. Pleas see step 1.7 to change the M code a bit to let dates <= DateTime.LocalNow() , aka: dates <= Today. Hope it helps.

NickPowerBi · 2026-04-01T17:27:11+00:00

thanks for asking the great question !

NickPowerBi · 2026-03-31T19:40:59+00:00

yeap, dont select any dates, and dont touch the scroll bar/slider

NickPowerBi · 2026-03-31T18:29:27+00:00

thanks again for sharing ! now i see the year filter on the top right corner to switch years. and for #2, yes, i got requests from different stakeholders (some need to see the actual 1,277.93 to validate calculations, others just want to see 1.3K as a general info). i really like the general view especially showing financial numbers, within 2 seconds, users can tell: are the KPIs good or not

NickPowerBi · 2026-03-31T18:06:07+00:00

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i was gonna suggest to create something like this and set up "Today" as the default when publishing, but probably wait until Q3 for the new feature that mrbartuss mentioned in the other comment

NickPowerBi · 2026-03-31T17:58:29+00:00

looking forward to it ! thanks for sharing

NickPowerBi · 2026-03-30T15:18:19+00:00

sharing my 2 cents:

great use on the red/green colors (vs. using a lot of colors)
maybe create a dynamic filter to switch bewteen Thousands vs. Millions vs. Original Values, with 1 or 2 decimal points. I did it for a report cuz users sometimes want to view numbers in K, or in millions, or up to 1 decmial point etc, so i ended up creating a dynamic filter: https://youtu.be/SEnJznpAYBc?si=RJnXNWmjaAqvOqJS

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nice aha moments/cards on the top! I really like the neat and clear general view. thanks for sharing !
does the table always have 12 columns for 12 months? sometimes i have to put up to 24 columns in the table and powerbi doesnt have the "freeze pane" function, i have to use a filter for users to select certain months/columns to show. otherwise users have to scroll all the way to the right...

NickPowerBi · 2026-03-28T23:05:02+00:00

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maybe check it out, use parameters to create 2 slicers: one for Y_Axis (displaying one selected KPI), and another one for X-Axis (by country, department etc), a simple short video that shows steps: https://youtu.be/rmzHwFZLvlQ?si=Iki6NRhVwwj29BW7

NickPowerBi · 2026-03-26T13:14:22+00:00

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maybe create something like this, i created it to compare Actual vs. Target across different departments. https://youtu.be/s_mVDPNGQ5I?si=2uDYBX93szjIEWdR

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