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Anonymous's avatar
Anonymous
Not applicable
6 years ago
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Snapshot data

Hello Community - Below is a modified sample of data extracted from our ERP system.    The accounts (40000, 40010, etc) are general ledger accounts.   In order to get a Month to Date value, in this c...
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Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
6 years ago

Hi,

Create a Calendar Table and build a relationship from the As of Date column of your Data Table to the Date column of your Calendar Table.  In the Calendar Table, write calculated column formulas to extract Year and Month.  To your visual, drag Year and Month from the Calendar Table.  Write this measure

=SUM(Data[Actual Value])

Hope this helps.

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Ashish_Mathur  I have this exact setup in my date table already.   

     

    I like your approach as it is very simple, but it's not working because I think I need to grab those particular accounts from the Description field.    Your approach is causing Jan Feb and March to show gigantic numbers becuase I beleive it is summing all of the "actual value" data.     I only need the actual values from those specified general accounts from our accounting system. 

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      6 years ago

      Hi,

      Create a slicer of Account and select the ones youw want.