Visualize the firms contribution to total revenue in Power BI – ww12345678 的部落格 | AX Helper
最新消息:ww12345678 的部落格重装上线,希望大家继续支持。

Visualize the firms contribution to total revenue in Power BI

网络文摘 William 406浏览 0评论

We recently discussed at work how to display the contribution of multiple firms to the total revenue in Power BI, in a way that the firms can be filtered but the total revenue stays constant. We came up with a very simple no-code solution.

Data from Dynamics AX 2012 R3

All the required data can be fetched from the CustInvoiceJour table in Dynamics AX. There are three datasets in the Power BI data model. First, the invoices including the InvoiceAmountMST, InvoiceYear and DataAreaId. Second the sum of InvoiceAmountMST grouped by Year and DataAreaId. Finally, a table that contains the years. Here are the SQL statements to load the data.

InvoiceId, InvoiceAmountMST, InvoiceDate, DataAreaId,
year(InvoiceDate) as InvoiceYear
from CustInvoiceJour

Total Revenue:

sum(InvoiceAmountMST) as InvoiceAmountTotal,
year(InvoiceDate) as InvoiceYear, DATAAREAID
from CustInvoiceJour
group by year(InvoiceDate),DATAAREAID

In Power BI create a new dataset and enter the years manually, like 2010, 2011, 2012, etc.

Power BI Years Table

In Power BI go to the data model an connect the Invoices and Total Revenue with the dataset that contains the years


Line and stacked Column

Add a new Line and stacked Column chart to the Power BI Report. Set the field Year from the Year table as shared axis. From the CustInvoiceJour set the DataAreaId as Colum Series and the InvoiceAmountMST as Column  values. Set the InvoiceAmountTotal from the Totals table as line values. In the format tab disable the Y-Axis property Show Secondary.

Diagram settings 

Your diagram should look like this. Filtering the companies does not effect the total revenue line.





  • 昵称 (必填)
  • 邮箱 (必填)
  • 网址