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nanacobsbs's avatar
nanacobsbs
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3 years ago
Solved

YTD calculation

Hi. I have a budget control graph as shown below. The bar graph is the actual YTD and the line graph is the budget YTD. The code is as follows. Actual YTD = CALCULATE('Budget Control'[Actual TTL]...
  • v-jianboli-msft's avatar
    v-jianboli-msft
    3 years ago

    Hi nanacobsbs ,

     

    Based on your description, I have created a simple sample:

    Please try:

    First duplicat the calendar table for slicer:

    Then apply the measrue:

    Actual = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Actual TTL]))

SUM of Budget = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Budget]))

    Final output:

    Best Regards,

    Jianbo Li

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-jianboli-msft's avatar
v-jianboli-msft
Icon for Community Support rankCommunity Support
3 years ago

Hi nanacobsbs ,

 

Based on your description, I have created a simple sample:

Please try:

First duplicat the calendar table for slicer:

Then apply the measrue:

Actual = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Actual TTL]))

SUM of Budget = IF(MAX('Calendar'[Date])<=MAX('For slicer'[Date]),SUM('Budget Control'[Budget]))

Final output:

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • nanacobsbs's avatar
    nanacobsbs
    Icon for Helper I rankHelper I
    3 years ago

    Thank you very much for your help!!

    It works!!!