I'm working to convert some excel reports that were presented in PowerPoint to PowerBI.

I have a chart that is basically a rolling 12 months, current version is October 2023 - September 2024, of spend per month.

Issue is I created a new row in my chart data in excel for "2024 Plan" that goes between December in January. Is there an easy way to do this in Power BI as well?

Before the ask chatgpt comments, I've spent probably over an hour trying suggestions from copilot without much success. Even worse, some of the measures they create remove filters which mess up some of my other pages/visuals. So hoping someone just knows of an easy way to do this. If not, I'll probably go back to copilot and try creating new measures to copy over columns to hopefully avoid that issue.

Anyway you could mock up what you are talking about in Excel and post some screenshots or something. I'm having a hard time envisioning what you are trying to do.
In Powerquery, there are often a few different ways you could go about something. There is likely a solution, you might just need to get creative. If you can try and illustrate what you are needing we can take a look.

Sure. So basically trying to do a chart like this

I'm still not following. If you created a new row in source it will pull through to PowerBI. You'll have a type flag, through as "2024 Plan Average" is not a month. To make the chart sequential you'd need a sorting column, you'll need to re-sort the X-Axis by that sort column, and re-type the "Month" column to text.

If you need to add a row in PowerBI you can using Table.InsertRows function, e.g. NewStep in the below for your case:


It needs a table (whatever the prior step was), location ('3' slots between December and January), and new data to be inserted.

Is there a reason you need the Plan Average as a column? You can add a "Constant Line" in Cluster Columns in PowerBI. I'd just add it there to mirror the rolling average line.

With your method above of creating a table will it be able to be filterable by date? I have my current chart to have a relative date filter so when I open it in November the dates will automatically update from November 2023 - October 2024 (last completed month).

For your final suggestion of the line. That's actually what I would prefer and what I have set up to pitch to the leadership team. But that's also what I preferred when setting up this report a year ago and for whatever reason they wanted it as a bar at the beginning of that plan year.

It will update. It's an actual step in Power Query data transformation. So it's like a workflow, it will pull the data, refresh/add new rows from source, promote headers [...] then final step is to insert a the plan row.

I get the struggle. I deal with C-suite reporting for a living and the amount of insane dials, walks, bowlers, etc. is hilarious. 50/50 persuading them my direction, usually.