topic Re: Report reflecting data like the Stock Market in DAX Commands and Tips

Report reflecting data like the Stock Market

Anonymous — Tue, 14 Feb 2023 03:06:52 GMT

How can my Power BI report reflect current YTD,QTD and MTD data without selecting a value from filter?

Think of what you see if you turn on your TV in the morning to look at CNBC... YOU SEE LIVE DATA!!!

I'm trying to replicate that with my report.

So instead of Stock prices, my report would have YTD, QTD and MTD data WITHOUT SELECTING ANYTHING from my FILTER (Unselected) Just like stock data on your screen in the morning. Please Help.

Re: Report reflecting data like the Stock Market

vicky_ — Tue, 14 Feb 2023 03:41:36 GMT

There's DAX functions that do that calculation for you - TOTALYTD, TOTALQTD and TOTALMTD, which you can combine with TODAY() that just returns today's date.

Re: Report reflecting data like the Stock Market

Anonymous — Tue, 14 Feb 2023 14:07:35 GMT

But they ALL seem to work when theres a filter selected. I wanted a solution for when theres no filters selected.

i.e. I cant imagine running a TV channel filtering data speifically to those clients who watch my channel every morning. Simply Impossible. So the solution would be to just show UNFILTERED Current data all the time.

Re: Report reflecting data like the Stock Market

BrianConnelly — Tue, 14 Feb 2023 14:10:03 GMT

In your measures, use variables and manage your filters with functions such as:

ALL

ALLSELECTED

ALLEXCEPT

REMOVEFILTERS

Re: Report reflecting data like the Stock Market

PenelopeEllison — Thu, 31 Aug 2023 12:12:00 GMT

One approach could involve using DAX calculations and measures to automatically calculate YTD, QTD, and MTD data based on the current date, eliminating the need for manual filter selection. This would allow your report to show the latest data as soon as it's opened, similar to the live stock updates on TV.

Re: Report reflecting data like the Stock Market

technolog — Sun, 24 Sep 2023 08:10:16 GMT

I hope this message finds you well. I've noticed that this solution remain unresolved. If any of you have managed to find a resolution to the issue, I kindly request that you share your solution for the benefit of the entire community. Alternatively, if you're still facing challenges, please do let us know as well.

Your insights and updates will greatly assist others who might be encountering the same challenge.