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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

YTD graph until selected month

Hi,

 

I could really use your help with the following measure.

 

I made a graph showing the total sales up to the selected month.

So if I select Dec 2018, I see jan -  dec 2018.

If I select jan 2019, I see only jan 2019.

 

 

I used the following formula:

 

Turnover MSCI FY =
VAR MinDate = DATE(YEAR( MAX('Date'[Date]));1;1)
VAR MaxDate = MAX('Date'[Date])
RETURN CALCULATE([Total Turnover MSCI];FILTER(ALL('Date'[Date]);'Date'[Date] >= MinDate && 'Date'[Date] <= MaxDate))

 

The slicer is based on Date[Date], the axis is based on Billing[Date]. But both are linked.

 

Now I would like to add a YTD line in this graph or in another graph if this is easier.

The import thing is that 'Current Year' depends on the selected month.

If jan 2019 is selected, then Current Year is 2019. If Dec 2018 is selected, Current Year is 2018.

 

Really appreciate your help!

 

Valérie

 

Need Help
  • Anonymous's avatar
    Anonymous
    7 years ago

    Anonymous,

    Please create a new date table using dax below. Please note that there is no relationship between the new date table and other table.

    Calendar = CALENDARAUTO()

     

    Then create the following measures in your table.

    YTD = TOTALYTD([Total Turnover MSCI];'Date'[Date])
    NewMeasure= var Ldate = MAX('Calendar'[Date])//Last date

return

         if(min('Date'[Date])<=Ldate;
                   [YTD])


    At last, use date field of the new date table('Calendar'[Date]) to create slicer, create a line chart using 'Date'[Date] field and NewMeasure.

    Regards,
    Lydia

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Anonymous,

    Please create a new date table using dax below. Please note that there is no relationship between the new date table and other table.

    Calendar = CALENDARAUTO()

     

    Then create the following measures in your table.

    YTD = TOTALYTD([Total Turnover MSCI];'Date'[Date])
    NewMeasure= var Ldate = MAX('Calendar'[Date])//Last date

return

         if(min('Date'[Date])<=Ldate;
                   [YTD])


    At last, use date field of the new date table('Calendar'[Date]) to create slicer, create a line chart using 'Date'[Date] field and NewMeasure.

    Regards,
    Lydia

     

    • l3montrees's avatar
      l3montrees
      Frequent Visitor
      5 years ago

      Anonymous i tried your solution and i do get a dynamic chart that displays data up to the month selected in the slicer but the displayed data points are filtered based on the context ie every month i see the total not the cumulative amount as it builds up month by month. is there a way to do this and have a dynamic line chart that builds up month by month?