Create YTD Column Chart

Anonymous — Tue, 06 Feb 2024 19:39:01 GMT

Hello community,

I want to create a YTD column chart like excel graph:

I use 2 table: Actual 2023 is everything about financial statement and custom table for display date:

I try to follow the tutorial from yt video but it not display the ytd column, here is my visual:

With X-axis is Period, Y-axis is Custom Catering Profit and Legend is Catering Group. Below is dax for create Custom Catering Profit.

Custom Catering Profit 4 =

SWITCH (

TRUE (),

// Previous year

// SELECTEDVALUE('Time Intelligence'[Order]) = -2,

// CALCULATE(

// COUNTROWS('Actual 2023'),

// FILTER(

// ALL('Actual 2023'),

// Months

SELECTEDVALUE('Time Intelligence'[Order]) > 0

&& SELECTEDVALUE('Time Intelligence'[Order]) < 13,

CALCULATE (

COUNTROWS('Actual 2023'),

FILTER(

ALL(MG_D_DATE_V),

MG_D_DATE_V[BUSINESS_MONTH] = SELECTEDVALUE('Time Intelligence'[Order])

FILTER(

'Actual 2023',

[% Actual Store Profit After H.O Fee 2023] >= -5 &&

[% Actual Store Profit After H.O Fee 2023] <= 5

)

// YTD

SELECTEDVALUE('Time Intelligence'[Order]) = 13 ,

CALCULATE(

COUNTROWS('Actual 2023'),

FILTER(

'Actual 2023',

[% Actual Store Profit After H.O Fee 2023] >= -5 &&

[% Actual Store Profit After H.O Fee 2023] <= 5

FILTER(

ALL(MG_D_DATE_V),

MG_D_DATE_V[Year] = MAX(MG_D_DATE_V[Year])

)

))

)

I think my measure was wrong in YTD because i can display month in my visual.

In my case, I want to count store in a group of catering profit, the catering profit = profit/net sale.

My case was very challenge because when i display month and ytd, I need to create 2 differnt group in legend and I dont know how to do it. Here my table: My case was very challenge because when i display month and ytd, I need to create 2 differnt group in legend and I dont know how to do it. Here my table:

It not like in the yt video that only calculate net sale, my case is when i can calculate what i want, the visual must show the number of store in different group.

Hope someone can help me, if you don't understand my case, feel free to ask me.

Best regards

Re: Create YTD Column Chart

lbendlin — Wed, 07 Feb 2024 00:52:39 GMT

repeating the same data in the same visual is a design red flag. Use two visuals.

Re: Create YTD Column Chart

Anonymous — Wed, 07 Feb 2024 03:02:32 GMT

Hello lbendlin,

Thank you for you reply but my manager want to see both in one visual so is it any way to do it?

Re: Create YTD Column Chart

lbendlin — Wed, 07 Feb 2024 03:43:55 GMT

I hope someone else can help you further.

topic Re: Create YTD Column Chart in DAX Commands and Tips

Create YTD Column Chart

Re: Create YTD Column Chart

Re: Create YTD Column Chart

Re: Create YTD Column Chart