topic Re: Month segmentation so that when selecting it, all previous months can be observed (aggregate). in DAX Commands and Tips

Month segmentation so that when selecting it, all previous months can be observed (aggregate).

Francisco_MS_PB — Sat, 16 Sep 2023 13:18:43 GMT

Hello,

I have a page with two segmentations: Year (2021,2022,2023) and Month (1,2,3,4,5,6,7,8,9,10,11,12). I have several visualizations that depends on DAX measures which work correctly if I select any month or group of months (e.g 2023-01 or 2023-01,02,03,04,05,06,07,08).

I wanted to improve the user experience with a segmentation or a button called "YTD", that when I select it, what it does is directly filter the entire page with all the months prior to the selected month. For example if I am visualizing the page with data from 23-08, when selecting this option "YTD", automatically the visualization of the page will be 23-01,02,03,04,05,06,07,08, to see the aggregate. If you had 22-04 checked, what you would see is 22-01,02,03,04. Is like a quick option to avoid selecting each prior month separetly.

Bookmarks is not an option, it is really messy with so many possible selections.

Thanks, any advice is greatful!

Re: Month segmentation so that when selecting it, all previous months can be observed (aggregate).

lbendlin — Mon, 18 Sep 2023 22:18:57 GMT

What is your expected result when the users select multiple months and/or multiple years ?

Re: Month segmentation so that when selecting it, all previous months can be observed (aggregate).

Anonymous — Tue, 19 Sep 2023 08:39:53 GMT

Hi Francisco_MS_PB ,

I think you need to create a DimDate table with inactive relation with calendar table to help calculation.

My Data model:

I suggest you to try code as below to create a measure.

Measure = VAR _SELECTYEAR = SELECTEDVALUE ( 'YearMonthSlicer'[Year] ) VAR _SELECTMONTH = SELECTEDVALUE ( 'YearMonthSlicer'[MonthSort] ) VAR _SUM1 = CALCULATE ( SUM ( 'Table'[Value] ), USERELATIONSHIP ( 'Calendar'[YearMonth], YearMonthSlicer[YearMonth] ) ) VAR _SUM2 = IF ( MAX ( 'Calendar'[Year] ) = _SELECTYEAR && MAX ( 'Calendar'[MonthSort] ) <= _SELECTMONTH, CALCULATE ( SUM ( 'Table'[Value] ) ) ) RETURN IF ( ISFILTERED ( 'Select'[Button] ), _SUM2, _SUM1 )

Result is as below.

Best Regards,

Rico Zhou

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