Forum Discussion
Work on Date
Hi I have this table:
| Portfolio | Amount | Date |
| Pippo | 150 | 01/01/2020 |
| pluto | 200 | 01/02/2021 |
| Paperino | 265 | 01/01/2022 |
| Topolino | 5896 | 01/03/2021 |
| Minnie | 1478 | 01/03/2021 |
| Paperone | 1265 | 01/04/2021 |
| Pippo | 2158 | 01/01/2022 |
| pluto | 265 | 01/08/2022 |
| Paperino | 5896 | 01/06/2020 |
| Topolino | 1478 | 01/10/2021 |
| Minnie | 150 | 01/08/2021 |
| Paperone | 200 | 01/09/2021 |
From this table I have to do a MAtrix Table:
1) Only Portfolios and amounts about Current Year (in this case 2021, but next year automatically 2022)
2) I have to show 3 columns about amount: The first with the total about current Year. The second one with the total about the past months (in this case only january) and finally a column with total about next months (from february to december).
The result will be:
| Total | Actual | Project | |
| pluto | 465 | 200 | 265 |
| Topolino | 7374 | 0 | 7374 |
| Minnie | 1628 | 0 | 1628 |
| Paperone | 1465 | 0 | 1465 |
Is it possible?
2 Replies
Carlo1975 , Try with help from time intelligence. Choose Current month in slcier or end you calendar there.
Actual = CALCULATE(SUM(Table[Amount]),DATESMTD('Date'[Date]))
Total = CALCULATE(SUM(Table[Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
or
Total = CALCULATE(SUM(Table[Amount]),previousyear('Date'[Date]))
Project = [Total] -[Actual]
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
Is it possible without using slicer?
insert instead DATESMTD something like month(today())....
