This Calendar visual enables you to view the aggregation of data across a range of dates in a standard calendar layout.
This is microsoft certified custom visual, that you can get from App source library by searching for Calendar by Tallan.
To demonstrate this, lets take a sample dataset, as you can see below there are two tables named Calendar, and Global-Superstore.
Calendar table contains the date range while Global-Superstore contains a Sales Data.
Also there is a relationship exits between these table on Date and Order Date columns.
Note that, It is good to keep one separate calendar table that will have unique day month from Jan to Dec for all the year for which you have sales in your actual table, then create a relationship on date column with date column in actual table.
The reason is that, lets say if you use order date of Global-Superstore table for displaying a sales on calendar then there may be a possibility of not having an order for any specific month then in this case visual will not generate a calendar for that month.
If no data present for any specific month yet you want to display a blank calendar for that month then use a date field from a separate table that will have all the unique dates for whole year that is Calendar table in our case.
To generate a separate Calendar Table you can use following DAX.
Calendar = CALENDARAUTO()
Lets import a custom visual – Calendar by Tallan into your Power BI Desktop.
In visualizations pane, click on ellipsis ( three dots), then click on Get more visuals.
Now select All in category and search for calendar in search box. You will see a Calendar by Tallan in search result, click on Add button to import this visual into your Power BI Desktop.
Lets display the Total Sales by Order Dates.
Take a visual on report page, on visual date field take a Date column from Calendar table and in Values fields take a Sales column from Global-Superstore data table as shown below.
The Reason of taking date field from Calendar table is that it contains dates for whole year, that will generate calendar for each month.
Also will take a Year and Category slicers so that you can filter the Sales by Year and Category as well.
Once you done with these steps, you will see that visual look like as shown below.
As you can see the Total Sales based on Order Dates for year 2014 and category technology on calendar layout.
You can also see specific month Sales, Just click on month name as shown below.
As you can see, it displays the calendar only for that selected month.
Now to go back just click on arrow icon.
Formatting the visual
This visual does not provide much customizations, but the major one as follows.
In format pane, under calendar configurations you can choose a week start name for calendar.
Also can change Data colors as shown below.