topic Re: YTD Linear Chart in DAX Commands and Tips

YTD Linear Chart

Anonymous — Wed, 18 Aug 2021 09:04:05 GMT

Hi All

I am trying to build a daily line chart to compare YOY betwen YTD FY21 and YTD FY22.

FY21 consist of all actual sales while FY22 consist of partial actual sales and forecast numbers. Both actuals and forecast are in different tables.

As you can see below, i tried to compare the sales in same day/month in different year but due to unique dates in both years (eg: 18th Aug 2020 and 18th Aug 2021), the line charts cannot be presented in an overlay manner.

I also tried to pull in Month-Day in X-Axis instead of date but the whole calculation will run and become incorrect. Below are my functions:

YTD FY21 = TOTALYTD([Actual FY21],'Calendar'[Date],"1/31")

YTD FY22 Team Commit = TOTALYTD([Forecast Team Commit],'Calendar'[Date],"01/31")

YTD FY21 % = DIVIDE([YTD FY21],[Grand Total Actual FY21])

YTD FY22 % = DIVIDE([YTD FY22 Team Commit],[Grand Total Team Commit Forecast FY22])

would really appreciate if somene can advise! thank you!

Re: YTD Linear Chart

Anonymous — Wed, 18 Aug 2021 18:29:51 GMT

Here's everything you need to do CORRECT calculations on a custom financial calendar:

Re: YTD Linear Chart

Anonymous — Wed, 18 Aug 2021 23:43:00 GMT

Hi Anonymous

Thanks for your reply.

Are you saying that my functions are wrong which are causing the issue whereby I cannot present the YOY on month/day in X-axis?

I just want the two years YTD trend to show together above/under each other for the purpose of comparison. Is there a workaround for this please?

Thank you.

Re: YTD Linear Chart

Anonymous — Thu, 19 Aug 2021 14:03:58 GMT

Anonymous

All I'm saying is that you should do things RIGHT and never try to re-invent the wheel. Please follow Best Practices of the field and you'll be safe.

Re: YTD Linear Chart

Anonymous — Fri, 20 Aug 2021 00:18:13 GMT

Hi Anonymous

Thank you! I will explore the link that you have shared and hopefully will find a solution from there.